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
ABBOTT LABS COM Stock 002824100   450,795 3,954 SH   SOLE   0 0 3,954
AIR PRODS & CHEMS INC COM Stock 009158106   263,798 886 SH   SOLE   0 0 886
ALBEMARLE CORP Stock 012653101   217,265 2,294 SH   SOLE   0 0 2,294
ALPHABET INC CAP STK CL C Stock 02079K107   1,534,637 9,179 SH   SOLE   0 0 9,179
ALPS TRUST ETF ALERIAN MLP ETF 00162Q452   1,159,200 24,596 SH   SOLE   0 0 24,596
AMAZON.COM INC Stock 023135106   2,120,994 11,383 SH   SOLE   0 0 11,383
AMERIPRISE FINANCIAL INC. Stock 03076C106   663,372 1,412 SH   SOLE   0 0 1,412
AMPLIFY CYBERSECURITY ETF ETF 032108664   765,998 11,218 SH   SOLE   0 0 11,218
ANALOG DEVICES INC COM Stock 032654105   416,147 1,808 SH   SOLE   0 0 1,808
APPLE INC Stock 037833100   3,710,059 15,923 SH   SOLE   0 0 15,923
ARCHER DANIELS MIDLAND CO COM Stock 039483102   463,403 7,757 SH   SOLE   0 0 7,757
ASTRAZENECA PLC- SPONS ADR ADR 046353108   424,921 5,454 SH   SOLE   0 0 5,454
BAKER HUGHES INC Stock 05722G100   987,257 27,310 SH   SOLE   0 0 27,310
BANK AMERICA CORP COM Stock 060505104   683,448 17,224 SH   SOLE   0 0 17,224
BAXTER INTL INC COM Stock 071813109   264,233 6,959 SH   SOLE   0 0 6,959
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   6,813,229 14,803 SH   SOLE   0 0 14,803
BLACKROCK LIMITED DURATION INCOME TRUST CEF 09249W101   386,109 26,665 SH   SOLE   0 0 26,665
BOEING CO COM Stock 097023105   385,725 2,537 SH   SOLE   0 0 2,537
CALAMOS STRATEGIC TOTAL RETURN FD CEF 128125101   2,531,323 145,897 SH   SOLE   0 0 145,897
CAPITAL ONE FINANCIAL CORP Stock 14040H105   409,661 2,736 SH   SOLE   0 0 2,736
CARRIER GLOBAL CORPORATION COM Stock 14448C104   661,869 8,223 SH   SOLE   0 0 8,223
CHARLES SCHWAB CORP Stock 808513105   488,019 7,530 SH   SOLE   0 0 7,530
CHENIERE ENERGY INC COM NEW Stock 16411R208   1,328,840 7,389 SH   SOLE   0 0 7,389
CHEVRON CORP NEW COM Stock 166764100   524,870 3,564 SH   SOLE   0 0 3,564
CHUBB LIMITED COM Stock H1467J104   511,315 1,773 SH   SOLE   0 0 1,773
CINCINNATI FINL CORP COM Stock 172062101   206,902 1,520 SH   SOLE   0 0 1,520
CISCO SYS INC Stock 17275R102   1,028,530 19,326 SH   SOLE   0 0 19,326
CITIGROUP INC Stock 172967424   314,127 5,018 SH   SOLE   0 0 5,018
CITIZENS FINL GROUP INC COM Stock 174610105   258,248 6,288 SH   SOLE   0 0 6,288
CMS ENERGY CORP COM Stock 125896100   248,264 3,515 SH   SOLE   0 0 3,515
COMCAST CORP NEW CL A Stock 20030N101   425,595 10,189 SH   SOLE   0 0 10,189
CONOCOPHILLIPS COM Stock 20825C104   816,552 7,756 SH   SOLE   0 0 7,756
CORTEVA INC COM Stock 22052L104   330,510 5,622 SH   SOLE   0 0 5,622
COSTCO WHOLESALE CORP Stock 22160K105   3,059,381 3,451 SH   SOLE   0 0 3,451
CRESCENT ENERGY COMPANY CL A COM Stock 44952J104   875,004 79,909 SH   SOLE   0 0 79,909
CROWN CASTLE INTL CORP REIT 22822V101   212,466 1,791 SH   SOLE   0 0 1,791
DANAHER CORP Stock 235851102   599,967 2,158 SH   SOLE   0 0 2,158
DEERE & CO COM Stock 244199105   278,776 668 SH   SOLE   0 0 668
DISNEY WALT CO COM Stock 254687106   225,565 2,345 SH   SOLE   0 0 2,345
DOMINION RESOURCES INC Stock 25746U109   487,921 8,443 SH   SOLE   0 0 8,443
DOUBLELINE INCOME SOLUTIONS FUND CEF 258622109   137,638 10,604 SH   SOLE   0 0 10,604
DTE ENERGY CO COM Stock 233331107   234,862 1,829 SH   SOLE   0 0 1,829
EATON CORP PLC SHS Stock G29183103   668,183 2,016 SH   SOLE   0 0 2,016
EATON VANCE LTD DURATION INCOME FD CEF 27828H105   240,245 22,859 SH   SOLE   0 0 22,859
EATON VANCE RISK MANAGED DIVERSIFIED EQUITY CEF 27829G106   631,610 68,579 SH   SOLE   0 0 68,579
EATON VANCE SHORT DURATION DIVERSIFIED I CEF 27828V104   130,627 11,684 SH   SOLE   0 0 11,684
EATON VANCE TAX MANAGED CEF 27828N102   2,046,618 139,701 SH   SOLE   0 0 139,701
EATON VANCE TAX MANAGED GLOBAL EQUITY CEF 27829F108   1,411,698 161,892 SH   SOLE   0 0 161,892
ELI LILLY & CO COM Stock 532457108   1,078,189 1,217 SH   SOLE   0 0 1,217
ENBRIDGE INC COM Stock 29250N105   233,580 5,743 SH   SOLE   0 0 5,743
ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP Stock 29273V100   908,591 56,610 SH   SOLE   0 0 56,610
ENTERPRISE PRODS PARTNERS L P Stock 293792107   1,179,654 40,524 SH   SOLE   0 0 40,524
EXXON MOBIL CORP COM Stock 30231G102   857,933 7,319 SH   SOLE   0 0 7,319
FEDEX CORP Stock 31428X106   449,930 1,644 SH   SOLE   0 0 1,644
FINANCIAL SELECT SECTOR SPDR ETF 81369Y605   309,839 6,837 SH   SOLE   0 0 6,837
FISERV INC Stock 337738108   557,274 3,102 SH   SOLE   0 0 3,102
FORD MOTOR COMPANY Stock 345370860   230,430 21,821 SH   SOLE   0 0 21,821
FORTIVE CORP COM Stock 34959J108   262,205 3,322 SH   SOLE   0 0 3,322
GE AEROSPACE COM NEW Stock 369604301   777,138 4,121 SH   SOLE   0 0 4,121
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Stock 36266G107   262,123 2,793 SH   SOLE   0 0 2,793
GE VERNOVA INC COM Stock 36828A101   276,908 1,086 SH   SOLE   0 0 1,086
GOLDMAN SACHS GROUP INC Stock 38141G104   813,961 1,644 SH   SOLE   0 0 1,644
GOOGLE INC Stock 02079K305   1,132,258 6,827 SH   SOLE   0 0 6,827
HOME DEPOT Stock 437076102   373,189 921 SH   SOLE   0 0 921
HUBBELL INC COM Stock 443510607   418,070 976 SH   SOLE   0 0 976
INDEPENDENCE RLTY TR INC COM REIT 45378A106   636,833 31,065 SH   SOLE   0 0 31,065
INTERCONTINENTALEXCHINTL Stock 45866F104   693,644 4,318 SH   SOLE   0 0 4,318
INVESCO NASDAQ NEXT GEN 100 ETF ETF 46138G631   325,172 10,707 SH   SOLE   0 0 10,707
ISHARES 1-3 YR TREASURY BOND ETF ETF 464287457   6,688,109 80,434 SH   SOLE   0 0 80,434
ISHARES AGGREGATE BOND ETF ETF 464287226   813,097 8,029 SH   SOLE   0 0 8,029
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF ETF 46435G672   258,582 4,990 SH   SOLE   0 0 4,990
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103   4,950,527 86,231 SH   SOLE   0 0 86,231
ISHARES CORE S&P MID CAP ETF ETF 464287507   1,054,766 16,925 SH   SOLE   0 0 16,925
ISHARES MSCI EAFE ETF ETF 464287465   1,902,164 22,745 SH   SOLE   0 0 22,745
ISHARES MSCI EAFE SMALL CAP ETF ETF 464288273   2,770,352 40,921 SH   SOLE   0 0 40,921
ISHARES MSCI EAFE VALUE INDEX ETF ETF 464288877   229,602 3,991 SH   SOLE   0 0 3,991
ISHARES MSCI USA ESG SELECT ETF ETF 464288802   210,888 1,752 SH   SOLE   0 0 1,752
ISHARES RUSSELL 1000 ETF ETF 464287622   449,578 1,430 SH   SOLE   0 0 1,430
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614   12,052,001 32,106 SH   SOLE   0 0 32,106
ISHARES RUSSELL 1000 VALUE ETF ETF 464287598   3,522,366 18,558 SH   SOLE   0 0 18,558
ISHARES RUSSELL 2000 ETF ETF 464287655   1,376,887 6,233 SH   SOLE   0 0 6,233
ISHARES RUSSELL 2000 GROWTH INDEX ETF 464287648   915,616 3,224 SH   SOLE   0 0 3,224
ISHARES RUSSELL 2000 VALUE ETF 464287630   1,220,956 7,319 SH   SOLE   0 0 7,319
ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481   1,649,684 14,065 SH   SOLE   0 0 14,065
ISHARES RUSSELL MIDCAP VALUE INDEX ETF 464287473   1,066,332 8,063 SH   SOLE   0 0 8,063
ISHARES S&P 500 INDEX ETF 464287200   512,216 888 SH   SOLE   0 0 888
JOHNSON CTLS INC Stock G51502105   319,831 4,121 SH   SOLE   0 0 4,121
JPMORGAN CHASE & CO. COM Stock 46625H100   2,187,673 10,375 SH   SOLE   0 0 10,375
JPMORGAN EQUITY PREMIUM INCOME ETF ETF 46641Q332   1,280,358 21,515 SH   SOLE   0 0 21,515
KAYNE ANDERSON MLP INVT CO CEF 486606106   216,898 19,718 SH   SOLE   0 0 19,718
KIMBERLY-CLARK CORP COM Stock 494368103   454,300 3,193 SH   SOLE   0 0 3,193
KINDER MORGAN INC Stock 49456B101   403,231 18,254 SH   SOLE   0 0 18,254
LENNAR CORP CL A Stock 526057104   557,753 2,975 SH   SOLE   0 0 2,975
LINDE PLC SHS Stock G54950103   1,019,527 2,138 SH   SOLE   0 0 2,138
LOWES COS INC COM Stock 548661107   540,346 1,995 SH   SOLE   0 0 1,995
MARSH & MCLENNAN COS INC COM Stock 571748102   305,633 1,370 SH   SOLE   0 0 1,370
MASTERCARD INC Stock 57636Q104   1,338,198 2,710 SH   SOLE   0 0 2,710
MEDTRONIC PLC SHS Stock G5960L103   234,168 2,601 SH   SOLE   0 0 2,601
MERCK & CO INC Stock 58933Y105   581,087 5,117 SH   SOLE   0 0 5,117
META PLATFORMS INC CL A Stock 30303M102   1,637,751 2,861 SH   SOLE   0 0 2,861
MICROSOFT Stock 594918104   4,066,335 9,450 SH   SOLE   0 0 9,450
MONDELEZ INTL INC CL A Stock 609207105   949,680 12,891 SH   SOLE   0 0 12,891
MONSTER BEVERAGE CORP Stock 61174X109   245,042 4,697 SH   SOLE   0 0 4,697
MPLX LP COM UNIT REPSTG LTD PARTNER INT Stock 55336V100   348,077 7,829 SH   SOLE   0 0 7,829
MUNIYIELD MICH INSD FD INC CEF 09254V105   231,193 19,250 SH   SOLE   0 0 19,250
NETFLIX COM INC Stock 64110L106   803,603 1,133 SH   SOLE   0 0 1,133
NEXTERA ENERGY INC COM Stock 65339F101   495,261 5,859 SH   SOLE   0 0 5,859
NORFOLK SOUTHERN CRP Stock 655844108   266,144 1,071 SH   SOLE   0 0 1,071
NOVARTIS AG ADR ADR 66987V109   407,401 3,542 SH   SOLE   0 0 3,542
NUVEEN AMT FREE QLTY MUN INCME COM CEF 670657105   263,639 22,025 SH   SOLE   0 0 22,025
NVIDIA CORPORATION COM Stock 67066G104   1,194,605 9,837 SH   SOLE   0 0 9,837
O REILLY AUTOMOTIVE INC Stock 67103H107   810,726 704 SH   SOLE   0 0 704
OLD DOMINION FREIGHT LINE INC COM Stock 679580100   761,586 3,834 SH   SOLE   0 0 3,834
OLD REP INTL CORP COM Stock 680223104   287,575 8,119 SH   SOLE   0 0 8,119
OLO INC CL A Stock 68134L109   49,600 10,000 SH   SOLE   0 0 10,000
ONEOK INC NEW COM Stock 682680103   709,174 7,782 SH   SOLE   0 0 7,782
ORACLE CORPORATION Stock 68389X105   1,343,263 7,883 SH   SOLE   0 0 7,883
OTIS WORLDWIDE CORP COM Stock 68902V107   449,644 4,326 SH   SOLE   0 0 4,326
PEPSICO INC COM Stock 713448108   722,713 4,250 SH   SOLE   0 0 4,250
PFIZER INC COM Stock 717081103   299,761 10,358 SH   SOLE   0 0 10,358
PHILIP MORRIS INTL INC Stock 718172109   321,467 2,648 SH   SOLE   0 0 2,648
PLAINS ALL AMERICAN PIPELINE LP Stock 726503105   297,358 17,119 SH   SOLE   0 0 17,119
PROCTER AND GAMBLE CO COM Stock 742718109   627,677 3,624 SH   SOLE   0 0 3,624
QUALCOMM INC Stock 747525103   966,054 5,681 SH   SOLE   0 0 5,681
REALTY INCOME CORP COM REIT 756109104   259,641 4,094 SH   SOLE   0 0 4,094
REGENERON PHARMACEUTICALS COM Stock 75886F107   358,473 341 SH   SOLE   0 0 341
ROCKET COS INC COM CL A Stock 77311W101   288,426 15,030 SH   SOLE   0 0 15,030
RTX CORPORATION COM Stock 75513E101   2,133,628 17,610 SH   SOLE   0 0 17,610
SALESFORCE COM Stock 79466L302   789,927 2,886 SH   SOLE   0 0 2,886
SEMPRA ENERGY Stock 816851109   500,776 5,988 SH   SOLE   0 0 5,988
SOFI TECHNOLOGIES INC COM Stock 83406F102   145,331 18,490 SH   SOLE   0 0 18,490
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663   723,830 7,884 SH   SOLE   0 0 7,884
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF ETF 78467V848   1,157,461 27,958 SH   SOLE   0 0 27,958
SPDR GOLD ETF ETF 78463V107   3,448,292 14,187 SH   SOLE   0 0 14,187
SPDR S&P 500 ETF ETF 78462F103   667,815 1,164 SH   SOLE   0 0 1,164
STANLEY BLACK & DECKER INC COM Stock 854502101   222,683 2,022 SH   SOLE   0 0 2,022
STRYKER CORP Stock 863667101   757,583 2,097 SH   SOLE   0 0 2,097
TARGA RES CORP COM Stock 87612G101   389,414 2,631 SH   SOLE   0 0 2,631
TE CONNECTIVITY LTD Stock G87052109   250,794 1,661 SH   SOLE   0 0 1,661
TEXAS INSTRS INC COM Stock 882508104   667,634 3,232 SH   SOLE   0 0 3,232
TJX COS INC NEW COM Stock 872540109   1,073,330 9,132 SH   SOLE   0 0 9,132
UNION PAC CORP COM Stock 907818108   795,637 3,228 SH   SOLE   0 0 3,228
UNITEDHEALTH GROUP Stock 91324P102   913,270 1,562 SH   SOLE   0 0 1,562
US BANCORP DEL COM NEW Stock 902973304   209,123 4,573 SH   SOLE   0 0 4,573
VANECK FALLEN ANGEL HIGH YIELD BOND ETF ETF 92189F437   226,986 7,718 SH   SOLE   0 0 7,718
VANECK IG FLOATING RATE ETF ETF 92189F486   870,921 34,194 SH   SOLE   0 0 34,194
VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844   288,375 1,456 SH   SOLE   0 0 1,456
VANGUARD GROWTH ETF ETF 922908736   524,448 1,366 SH   SOLE   0 0 1,366
VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 921946406   12,038,744 93,906 SH   SOLE   0 0 93,906
VANGUARD SHORT TERM BOND ETF 921937827   579,945 7,370 SH   SOLE   0 0 7,370
VANGUARD SHORT-TERM CORPORATE BOND ETF ETF 92206C409   8,833,924 111,230 SH   SOLE   0 0 111,230
VANGUARD SMALL CAP VALUE ETF ETF 922908611   525,441 2,617 SH   SOLE   0 0 2,617
VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407   2,089,826 41,564 SH   SOLE   0 0 41,564
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   917,361 3,240 SH   SOLE   0 0 3,240
VANGUARD TOTAL WORLD STOCK ETF ETF 922042742   384,596 3,213 SH   SOLE   0 0 3,213
VIRTUS DIVIDEND INTEREST & PR COM CEF 92840R101   1,071,279 82,153 SH   SOLE   0 0 82,153
VISA INC Stock 92826C839   934,830 3,400 SH   SOLE   0 0 3,400
WELLS FARGO CO NEW COM Stock 949746101   694,601 12,296 SH   SOLE   0 0 12,296
WILLIAMS COS INC COM Stock 969457100   923,180 20,223 SH   SOLE   0 0 20,223
YUM! BRANDS INC Stock 988498101   274,111 1,962 SH   SOLE   0 0 1,962