The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   1,266,317 8,318 SH   SOLE   8,318 0 0
ABBVIE INC COM 00287Y109   1,471,141 7,926 SH   SOLE   7,926 0 0
ADVANCED MICRO DEVICES INC COM 007903107   356,311 2,511 SH   SOLE   2,511 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   396,935 3,500 SH Call SOLE   0 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   224,892 1,983 SH   SOLE   1,983 0 0
ALPHABET INC CAP STK CL A 02079K305   7,589,838 43,068 SH   SOLE   43,068 0 0
ALPHABET INC CAP STK CL C 02079K107   1,644,690 9,272 SH   SOLE   9,272 0 0
ALTRIA GROUP INC COM 02209S103   1,799,602 30,694 SH   SOLE   30,694 0 0
AMAZON COM INC COM 023135106   7,900,673 36,012 SH   SOLE   36,012 0 0
AMERICAN HEALTHCARE REIT INC COM SHS 398182303   871,540 23,722 SH   SOLE   23,722 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   313,827 2,256 SH   SOLE   2,256 0 0
AON PLC SHS CL A G0403H108   433,107 1,214 SH   SOLE   1,214 0 0
APPLE INC COM 037833100   21,872,049 106,605 SH   SOLE   106,605 0 0
APPLIED MATLS INC COM 038222105   823,591 4,499 SH   SOLE   4,499 0 0
ARCHER AVIATION INC COM CL A 03945R102   503,440 46,400 SH   SOLE   46,400 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   282,111 5,345 SH   SOLE   5,345 0 0
AT&T INC COM 00206R102   2,392,785 82,681 SH   SOLE   82,681 0 0
BANK AMERICA CORP COM 060505104   6,722,748 142,070 SH   SOLE   142,070 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,073,989 10,445 SH   SOLE   10,445 0 0
BLACKROCK CORPOR HI YLD FD I COM 09255P107   113,379 11,629 SH   SOLE   11,629 0 0
BLACKROCK DEBT STRATEGIES FD COM NEW 09255R202   132,724 12,569 SH   SOLE   12,569 0 0
BLACKROCK MUNIHLDGS NY QLTY COM 09255C106   832,646 84,791 SH   SOLE   84,791 0 0
BLACKROCK N Y MUN INCOME TRU SH BEN INT 09248L106   1,072,292 110,889 SH   SOLE   110,889 0 0
BLACKROCK TAX MUNICPAL BD TR SHS 09248X100   10,680,406 662,967 SH   SOLE   662,967 0 0
BLACKSTONE INC COM 09260D107   7,420,913 49,612 SH   SOLE   49,612 0 0
C3 AI INC CL A 12468P104   491,646 20,010 SH   SOLE   20,010 0 0
CAMECO CORP COM 13321L108   248,522 3,348 SH   SOLE   3,348 0 0
CATERPILLAR INC COM 149123101   3,157,358 8,133 SH   SOLE   8,133 0 0
CHEVRON CORP NEW COM 166764100   256,606 1,792 SH   SOLE   1,792 0 0
CHEWY INC CL A 16679L109   261,346 6,132 SH   SOLE   6,132 0 0
CISCO SYS INC COM 17275R102   693,911 10,002 SH   SOLE   10,002 0 0
CITIGROUP INC COM NEW 172967424   4,298,165 50,495 SH   SOLE   50,495 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   190,000 25,000 SH   SOLE   25,000 0 0
CLOUDFLARE INC CL A COM 18915M107   296,291 1,513 SH   SOLE   1,513 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   317,894 907 SH   SOLE   907 0 0
COLGATE PALMOLIVE CO COM 194162103   433,939 4,774 SH   SOLE   4,774 0 0
CONSOLIDATED EDISON INC COM 209115104   372,880 3,716 SH   SOLE   3,716 0 0
CONSTELLATION ENERGY CORP COM 21037T109   2,100,589 6,508 SH   SOLE   6,508 0 0
COREWEAVE INC COM CL A 21873S108   1,646,906 10,100 SH   SOLE   10,100 0 0
COREWEAVE INC COM CL A 21873S108   163,060 1,000 SH Call SOLE   0 0 0
CURIS INC COM 231269309   137,353 59,204 SH   SOLE   59,204 0 0
DEERE & CO COM 244199105   152,547 300 SH Call SOLE   0 0 0
DEERE & CO COM 244199105   90,473 178 SH   SOLE   178 0 0
DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401   335,749 5,010 SH   SOLE   5,010 0 0
DISNEY WALT CO COM 254687106   1,532,984 12,362 SH   SOLE   12,362 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   218,792 1,854 SH   SOLE   1,854 0 0
EATON CORP PLC SHS G29183103   456,233 1,278 SH   SOLE   1,278 0 0
EATON VANCE TAX-MANAGED BUY- COM 27828Y108   172,692 12,451 SH   SOLE   12,451 0 0
EATON VANCE TAX-MANAGED DIVE COM 27828N102   177,190 11,454 SH   SOLE   11,454 0 0
EATON VANCE TAX-MANAGED GLOB COM 27829F108   4,802,022 548,803 SH   SOLE   548,803 0 0
ELI LILLY & CO COM 532457108   545,723 700 SH   SOLE   700 0 0
EXXON MOBIL CORP COM 30231G102   2,634,432 24,438 SH   SOLE   24,438 0 0
FASTLY INC CL A 31188V100   110,072 15,591 SH   SOLE   15,591 0 0
FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808   2,978,202 37,181 SH   SOLE   37,181 0 0
FIRST SOLAR INC COM 336433107   248,310 1,500 SH Call SOLE   0 0 0
FORD MTR CO COM 345370860   140,099 12,912 SH   SOLE   12,912 0 0
FORTINET INC COM 34959E109   321,389 3,040 SH   SOLE   3,040 0 0
FORTINET INC COM 34959E109   211,440 2,000 SH Call SOLE   0 0 0
FREEPORT-MCMORAN INC CL B 35671D857   194,346 4,483 SH   SOLE   4,483 0 0
FREEPORT-MCMORAN INC CL B 35671D857   108,375 2,500 SH Call SOLE   0 0 0
GE AEROSPACE COM NEW 369604301   2,790,066 10,840 SH   SOLE   10,840 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   221,966 2,997 SH   SOLE   2,997 0 0
GE VERNOVA INC COM 36828A101   1,358,903 2,568 SH   SOLE   2,568 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   3,732,029 5,273 SH   SOLE   5,273 0 0
GOLUB CAP BDC INC COM 38173M102   165,686 11,310 SH   SOLE   11,310 0 0
HOME DEPOT INC COM 437076102   404,340 1,103 SH   SOLE   1,103 0 0
HONEYWELL INTL INC COM 438516106   1,529,773 6,569 SH   SOLE   6,569 0 0
INTEL CORP COM 458140100   123,200 5,500 SH Call SOLE   0 0 0
INTEL CORP COM 458140100   2,294,510 102,433 SH   SOLE   102,433 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   3,969,339 13,465 SH   SOLE   13,465 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   227,145 418 SH   SOLE   418 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   163,023 300 SH Call SOLE   0 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   12,864,407 70,785 SH   SOLE   70,785 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   95,866,530 173,785 SH   SOLE   173,785 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,103,280 2,000 SH Call SOLE   0 0 0
ISHARES GOLD TR ISHARES NEW 464285204   256,362 4,111 SH   SOLE   4,111 0 0
ISHARES INC CORE MSCI EMKT 46434G103   388,992 6,480 SH   SOLE   6,480 0 0
ISHARES TR IBONDS 26 TRM TS 46436E858   436,757 19,047 SH   SOLE   19,047 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   233,629 550 SH   SOLE   550 0 0
ISHARES TR S&P 100 ETF 464287101   410,376 1,348 SH   SOLE   1,348 0 0
ISHARES TR IBONDS 27 TRM TS 46436E841   465,952 20,718 SH   SOLE   20,718 0 0
ISHARES TR IBONDS 25 TRM TS 46436E866   785,004 33,605 SH   SOLE   33,605 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   25,692,477 255,164 SH   SOLE   255,164 0 0
ISHARES TR NATIONAL MUN ETF 464288414   239,259 2,290 SH   SOLE   2,290 0 0
ISHARES TR MSCI USA MMENTM 46432F396   1,325,789 5,517 SH   SOLE   5,517 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   2,396,305 25,021 SH   SOLE   25,021 0 0
ISHARES TR S&P 500 GRWT ETF 464287309   1,213,207 11,019 SH   SOLE   11,019 0 0
ISHARES TR CORE S&P MCP ETF 464287507   241,872 3,900 SH   SOLE   3,900 0 0
ISHARES TR CORE S&P500 ETF 464287200   1,293,189 2,083 SH   SOLE   2,083 0 0
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203   1,056,325 19,418 SH   SOLE   19,418 0 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   4,984,228 87,673 SH   SOLE   87,673 0 0
JANUS DETROIT STR TR HENDERSON MTG 47103U852   10,796,560 239,657 SH   SOLE   239,657 0 0
JOHNSON & JOHNSON COM 478160104   1,047,269 6,856 SH   SOLE   6,856 0 0
JPMORGAN CHASE & CO. COM 46625H100   3,104,111 10,707 SH   SOLE   10,707 0 0
KIMBERLY-CLARK CORP COM 494368103   512,415 3,975 SH   SOLE   3,975 0 0
KINDER MORGAN INC DEL COM 49456B101   1,820,970 61,938 SH   SOLE   61,938 0 0
KOPIN CORP COM 500600101   165,388 108,097 SH   SOLE   108,097 0 0
LOWES COS INC COM 548661107   218,602 985 SH   SOLE   985 0 0
MAIN STR CAP CORP COM 56035L104   262,603 4,443 SH   SOLE   4,443 0 0
MCDONALDS CORP COM 580135101   233,736 800 SH Call SOLE   0 0 0
MCDONALDS CORP COM 580135101   237,980 815 SH   SOLE   815 0 0
MERCK & CO INC COM 58933Y105   587,362 7,420 SH   SOLE   7,420 0 0
META PLATFORMS INC CL A 30303M102   7,815,152 10,588 SH   SOLE   10,588 0 0
MICROSOFT CORP COM 594918104   5,821,810 11,704 SH   SOLE   11,704 0 0
MICROSTRATEGY INC CL A NEW 594972408   768,037 1,900 SH Call SOLE   0 0 0
NBT BANCORP INC COM 628778102   206,587 4,972 SH   SOLE   4,972 0 0
NETFLIX INC COM 64110L106   1,059,252 791 SH   SOLE   791 0 0
NEXTERA ENERGY INC COM 65339F101   596,525 8,593 SH   SOLE   8,593 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   150,920 11,000 SH Call SOLE   0 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   76,832 5,600 SH   SOLE   5,600 0 0
NUCOR CORP COM 670346105   1,228,526 9,484 SH   SOLE   9,484 0 0
NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101   4,634,345 333,887 SH   SOLE   333,887 0 0
NUVEEN TAXABLE MUNICPAL INM COM 67074C103   288,141 18,214 SH   SOLE   18,214 0 0
NVIDIA CORPORATION COM 67066G104   7,821,231 49,505 SH   SOLE   49,505 0 0
ONEOK INC NEW COM 682680103   269,268 3,299 SH   SOLE   3,299 0 0
ORACLE CORP COM 68389X105   866,443 3,963 SH   SOLE   3,963 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   1,332,119 9,772 SH   SOLE   9,772 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   218,112 1,600 SH Call SOLE   0 0 0
PEPSICO INC COM 713448108   253,140 1,917 SH   SOLE   1,917 0 0
PFIZER INC COM 717081103   2,629,357 108,472 SH   SOLE   108,472 0 0
PGIM ETF TR PGIM ULTRA SH BD 69344A107   546,597 10,985 SH   SOLE   10,985 0 0
PHILIP MORRIS INTL INC COM 718172109   535,028 2,938 SH   SOLE   2,938 0 0
PIMCO ETF TR ACTIVE BD ETF 72201R775   397,962 4,317 SH   SOLE   4,317 0 0
PINTEREST INC CL A 72352L106   663,195 18,494 SH   SOLE   18,494 0 0
PROCTER AND GAMBLE CO COM 742718109   524,534 3,292 SH   SOLE   3,292 0 0
PROTHENA CORP PLC SHS G72800108   195,023 32,129 SH   SOLE   32,129 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   260,369 19,005 SH   SOLE   19,005 0 0
QUALCOMM INC COM 747525103   143,334 900 SH Call SOLE   0 0 0
QUALCOMM INC COM 747525103   104,929 659 SH   SOLE   659 0 0
REALTY INCOME CORP COM 756109104   456,463 7,923 SH   SOLE   7,923 0 0
RHINEBECK BANCORP INC COM 762093102   117,300 10,000 SH   SOLE   10,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102   281,452 3,006 SH   SOLE   3,006 0 0
ROKU INC COM CL A 77543R102   509,938 5,802 SH   SOLE   5,802 0 0
ROYCE SMALL CAP TRUST INC COM 780910105   969,051 64,389 SH   SOLE   64,389 0 0
SAFETY SHOT INC COM NEW 48208F105   8,661 26,252 SH   SOLE   26,252 0 0
SALESFORCE INC COM 79466L302   263,366 966 SH   SOLE   966 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   544,026 18,625 SH   SOLE   18,625 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   306,657 12,121 SH   SOLE   12,121 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   1,241,617 46,853 SH   SOLE   46,853 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409   228,391 8,254 SH   SOLE   8,254 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   365,102 2,709 SH   SOLE   2,709 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   23,877,850 455,945 SH   SOLE   455,945 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   247,820 979 SH   SOLE   979 0 0
SERVICENOW INC COM 81762P102   411,232 400 SH Call SOLE   0 0 0
SERVICENOW INC COM 81762P102   80,190 78 SH   SOLE   78 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   741,470 6,428 SH   SOLE   6,428 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   92,280 800 SH Call SOLE   0 0 0
SOFI TECHNOLOGIES INC COM 83406F102   60,093 3,300 SH Call SOLE   0 0 0
SOFI TECHNOLOGIES INC COM 83406F102   271,311 14,899 SH   SOLE   14,899 0 0
SOLITARIO RESOURCES CORP COM 8342EP107   371,085 570,900 SH   SOLE   570,900 0 0
SONO TEK CORP COM 835483108   50,066 13,343 SH   SOLE   13,343 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   317,531 721 SH   SOLE   721 0 0
SPDR GOLD TR GOLD SHS 78463V107   248,817 816 SH   SOLE   816 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   711,027 1,151 SH   SOLE   1,151 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   926,775 1,500 SH Put SOLE   0 0 0
SPDR SERIES TRUST PRTFLO S&P500 HI 78468R788   524,155 12,351 SH   SOLE   12,351 0 0
SPDR SERIES TRUST BBG CONV SEC ETF 78464A359   308,247 3,729 SH   SOLE   3,729 0 0
SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508   314,457 6,008 SH   SOLE   6,008 0 0
SPDR SERIES TRUST BLOOMBERG 1-3 MO 78468R663   7,576,750 82,598 SH   SOLE   82,598 0 0
SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409   140,321,930 1,472,114 SH   SOLE   1,472,114 0 0
SPDR SERIES TRUST PORTFOLI S&P1500 78464A805   294,390 3,931 SH   SOLE   3,931 0 0
STARWOOD PPTY TR INC COM 85571B105   4,100,387 204,304 SH   SOLE   204,304 0 0
STRYKER CORPORATION COM 863667101   278,987 705 SH   SOLE   705 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   1,037,199 21,163 SH   SOLE   21,163 0 0
TESLA INC COM 88160R101   7,493,831 23,591 SH   SOLE   23,591 0 0
THE CIGNA GROUP COM 125523100   274,229 830 SH   SOLE   830 0 0
THE TRADE DESK INC COM CL A 88339J105   333,242 4,629 SH   SOLE   4,629 0 0
THE TRADE DESK INC COM CL A 88339J105   107,985 1,500 SH Call SOLE   0 0 0
TOAST INC CL A 888787108   275,528 6,221 SH   SOLE   6,221 0 0
TRAVELERS COMPANIES INC COM 89417E109   256,433 958 SH   SOLE   958 0 0
UBER TECHNOLOGIES INC COM 90353T100   307,703 3,298 SH   SOLE   3,298 0 0
UNION PAC CORP COM 907818108   452,798 1,968 SH   SOLE   1,968 0 0
UNITEDHEALTH GROUP INC COM 91324P102   805,342 2,581 SH   SOLE   2,581 0 0
US BANCORP DEL COM NEW 902973304   230,063 5,084 SH   SOLE   5,084 0 0
VANECK ETF TRUST HIGH YLD MUNIETF 92189H409   338,835 6,748 SH   SOLE   6,748 0 0
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505   3,067,755 7,736 SH   SOLE   7,736 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   11,353,401 154,195 SH   SOLE   154,195 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   11,656,040 49,186 SH   SOLE   49,186 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   713,824 1,257 SH   SOLE   1,257 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   1,096,243 2,501 SH   SOLE   2,501 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,416,780 4,662 SH   SOLE   4,662 0 0
VANGUARD INDEX FDS VALUE ETF 922908744   110,316,579 624,174 SH   SOLE   624,174 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   25,427,624 514,105 SH   SOLE   514,105 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   37,359,381 450,547 SH   SOLE   450,547 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714   4,765,543 55,927 SH   SOLE   55,927 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   497,010 2,428 SH   SOLE   2,428 0 0
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810   20,614,893 228,749 SH   SOLE   228,749 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   27,557,194 206,715 SH   SOLE   206,715 0 0
VANGUARD WORLD FD MEGA GRWTH IND 921910816   12,770,515 34,876 SH   SOLE   34,876 0 0
VANGUARD WORLD FD FINANCIALS ETF 92204A405   644,791 5,065 SH   SOLE   5,065 0 0
VANGUARD WORLD FD HEALTH CAR ETF 92204A504   1,064,303 4,286 SH   SOLE   4,286 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702   10,222,502 15,412 SH   SOLE   15,412 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   736,376 17,018 SH   SOLE   17,018 0 0
VISA INC COM CL A 92826C839   405,285 1,141 SH   SOLE   1,141 0 0
VISTRA CORP COM 92840M102   1,532,876 7,909 SH   SOLE   7,909 0 0
WALMART INC COM 931142103   2,475,911 25,321 SH   SOLE   25,321 0 0
WELLS FARGO CO NEW COM 949746101   209,579 2,616 SH   SOLE   2,616 0 0
WELLTOWER INC COM 95040Q104   208,758 1,358 SH   SOLE   1,358 0 0
WILLIAMS COS INC COM 969457100   314,050 5,000 SH Call SOLE   0 0 0
WP CAREY INC COM 92936U109   209,976 3,366 SH   SOLE   3,366 0 0
WYNN RESORTS LTD COM 983134107   200,454 2,140 SH   SOLE   2,140 0 0
YUM BRANDS INC COM 988498101   325,996 2,200 SH Put SOLE   0 0 0