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
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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   433,211 3,830 SH   SOLE   0 0 3,830
AIR PRODS & CHEMS INC COM Stock 009158106   260,745 899 SH   SOLE   0 0 899
ALERIAN ENERGY INFRASTRUCTURE ETF ETF 00162Q676   247,092 7,932 SH   SOLE   0 0 7,932
ALPHABET INC CAP STK CL C Stock 02079K107   1,897,353 9,963 SH   SOLE   0 0 9,963
ALPS TRUST ETF ALERIAN MLP ETF 00162Q452   1,233,052 25,603 SH   SOLE   0 0 25,603
AMAZON.COM INC Stock 023135106   2,509,163 11,437 SH   SOLE   0 0 11,437
AMERICAN EXPRESS CO COM Stock 025816109   207,456 699 SH   SOLE   0 0 699
AMERIPRISE FINANCIAL INC. Stock 03076C106   730,493 1,372 SH   SOLE   0 0 1,372
AMPLIFY CYBERSECURITY ETF ETF 032108664   835,664 11,218 SH   SOLE   0 0 11,218
ANALOG DEVICES INC COM Stock 032654105   393,051 1,850 SH   SOLE   0 0 1,850
APPLE INC Stock 037833100   3,949,123 15,770 SH   SOLE   0 0 15,770
ARCHER DANIELS MIDLAND CO COM Stock 039483102   391,883 7,757 SH   SOLE   0 0 7,757
ASTRAZENECA PLC- SPONS ADR ADR 046353108   440,884 6,729 SH   SOLE   0 0 6,729
BAKER HUGHES INC Stock 05722G100   1,209,515 29,486 SH   SOLE   0 0 29,486
BANK AMERICA CORP COM Stock 060505104   765,125 17,409 SH   SOLE   0 0 17,409
BAXTER INTL INC COM Stock 071813109   320,118 10,978 SH   SOLE   0 0 10,978
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   6,858,579 15,131 SH   SOLE   0 0 15,131
BLACKROCK LIMITED DURATION INCOME TRUST CEF 09249W101   375,363 26,565 SH   SOLE   0 0 26,565
BOEING CO COM Stock 097023105   622,155 3,515 SH   SOLE   0 0 3,515
BOOKING HOLDINGS INC COM Stock 09857L108   218,610 44 SH   SOLE   0 0 44
CALAMOS STRATEGIC TOTAL RETURN FD CEF 128125101   2,616,167 147,722 SH   SOLE   0 0 147,722
CAPITAL ONE FINANCIAL CORP Stock 14040H105   495,551 2,779 SH   SOLE   0 0 2,779
CARRIER GLOBAL CORPORATION COM Stock 14448C104   561,301 8,223 SH   SOLE   0 0 8,223
CHARLES SCHWAB CORP Stock 808513105   632,119 8,541 SH   SOLE   0 0 8,541
CHENIERE ENERGY INC COM NEW Stock 16411R208   1,587,674 7,389 SH   SOLE   0 0 7,389
CHEVRON CORP NEW COM Stock 166764100   522,582 3,608 SH   SOLE   0 0 3,608
CHUBB LIMITED COM Stock H1467J104   489,879 1,773 SH   SOLE   0 0 1,773
CINCINNATI FINL CORP COM Stock 172062101   218,424 1,520 SH   SOLE   0 0 1,520
CISCO SYS INC Stock 17275R102   1,151,144 19,445 SH   SOLE   0 0 19,445
CITIGROUP INC Stock 172967424   353,217 5,018 SH   SOLE   0 0 5,018
CITIZENS FINL GROUP INC COM Stock 174610105   275,162 6,288 SH   SOLE   0 0 6,288
CMS ENERGY CORP COM Stock 125896100   234,274 3,515 SH   SOLE   0 0 3,515
COMCAST CORP NEW CL A Stock 20030N101   400,069 10,660 SH   SOLE   0 0 10,660
CONOCOPHILLIPS COM Stock 20825C104   775,211 7,817 SH   SOLE   0 0 7,817
CORTEVA INC COM Stock 22052L104   279,749 4,911 SH   SOLE   0 0 4,911
COSTCO WHOLESALE CORP Stock 22160K105   3,162,047 3,451 SH   SOLE   0 0 3,451
CRESCENT ENERGY COMPANY CL A COM Stock 44952J104   583,800 39,959 SH   SOLE   0 0 39,959
DANAHER CORP Stock 235851102   495,368 2,158 SH   SOLE   0 0 2,158
DISNEY WALT CO COM Stock 254687106   383,712 3,446 SH   SOLE   0 0 3,446
DOMINION RESOURCES INC Stock 25746U109   468,582 8,700 SH   SOLE   0 0 8,700
DTE ENERGY CO COM Stock 233331107   220,851 1,829 SH   SOLE   0 0 1,829
EATON CORP PLC SHS Stock G29183103   677,014 2,040 SH   SOLE   0 0 2,040
EATON VANCE LTD DURATION INCOME FD CEF 27828H105   224,268 22,954 SH   SOLE   0 0 22,954
EATON VANCE RISK MANAGED DIVERSIFIED EQUITY CEF 27829G106   673,093 72,297 SH   SOLE   0 0 72,297
EATON VANCE SHORT DURATION DIVERSIFIED I CEF 27828V104   127,605 11,685 SH   SOLE   0 0 11,685
EATON VANCE TAX MANAGED CEF 27828N102   2,120,958 141,870 SH   SOLE   0 0 141,870
EATON VANCE TAX MANAGED GLOBAL EQUITY CEF 27829F108   1,361,383 166,632 SH   SOLE   0 0 166,632
ELI LILLY & CO COM Stock 532457108   923,312 1,196 SH   SOLE   0 0 1,196
ENBRIDGE INC COM Stock 29250N105   243,657 5,743 SH   SOLE   0 0 5,743
ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP Stock 29273V100   903,843 46,138 SH   SOLE   0 0 46,138
ENTERPRISE PRODS PARTNERS L P Stock 293792107   1,159,567 36,976 SH   SOLE   0 0 36,976
EXXON MOBIL CORP COM Stock 30231G102   787,304 7,319 SH   SOLE   0 0 7,319
FEDEX CORP Stock 31428X106   544,654 1,936 SH   SOLE   0 0 1,936
FINANCIAL SELECT SECTOR SPDR ETF 81369Y605   330,569 6,839 SH   SOLE   0 0 6,839
FISERV INC Stock 337738108   648,716 3,158 SH   SOLE   0 0 3,158
FORD MOTOR COMPANY Stock 345370860   216,027 21,821 SH   SOLE   0 0 21,821
GE AEROSPACE COM NEW Stock 369604301   687,341 4,121 SH   SOLE   0 0 4,121
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Stock 36266G107   218,356 2,793 SH   SOLE   0 0 2,793
GE VERNOVA INC COM Stock 36828A101   349,652 1,063 SH   SOLE   0 0 1,063
GOLDMAN SACHS GROUP INC Stock 38141G104   950,549 1,660 SH   SOLE   0 0 1,660
GOOGLE INC Stock 02079K305   1,292,351 6,827 SH   SOLE   0 0 6,827
HOME DEPOT Stock 437076102   357,092 918 SH   SOLE   0 0 918
HUBBELL INC COM Stock 443510607   408,836 976 SH   SOLE   0 0 976
ILLUMINA INC Stock 452327109   263,251 1,970 SH   SOLE   0 0 1,970
INDEPENDENCE RLTY TR INC COM REIT 45378A106   616,329 31,065 SH   SOLE   0 0 31,065
INTERCONTINENTALEXCHINTL Stock 45866F104   651,769 4,374 SH   SOLE   0 0 4,374
INVESCO NASDAQ NEXT GEN 100 ETF ETF 46138G631   330,685 10,708 SH   SOLE   0 0 10,708
ISHARES 1-3 YR TREASURY BOND ETF ETF 464287457   6,762,923 82,494 SH   SOLE   0 0 82,494
ISHARES AGGREGATE BOND ETF ETF 464287226   799,715 8,253 SH   SOLE   0 0 8,253
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF ETF 46435G672   249,100 4,990 SH   SOLE   0 0 4,990
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103   4,579,799 87,702 SH   SOLE   0 0 87,702
ISHARES CORE S&P MID CAP ETF ETF 464287507   1,145,507 18,384 SH   SOLE   0 0 18,384
ISHARES MSCI EAFE ETF ETF 464287465   1,859,627 24,595 SH   SOLE   0 0 24,595
ISHARES MSCI EAFE SMALL CAP ETF ETF 464288273   2,346,772 38,630 SH   SOLE   0 0 38,630
ISHARES MSCI EAFE VALUE INDEX ETF ETF 464288877   212,293 4,046 SH   SOLE   0 0 4,046
ISHARES MSCI USA ESG SELECT ETF ETF 464288802   213,025 1,752 SH   SOLE   0 0 1,752
ISHARES RUSSELL 1000 ETF ETF 464287622   442,970 1,375 SH   SOLE   0 0 1,375
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614   13,129,773 32,695 SH   SOLE   0 0 32,695
ISHARES RUSSELL 1000 VALUE ETF ETF 464287598   3,495,058 18,878 SH   SOLE   0 0 18,878
ISHARES RUSSELL 2000 ETF ETF 464287655   1,442,563 6,528 SH   SOLE   0 0 6,528
ISHARES RUSSELL 2000 GROWTH INDEX ETF 464287648   956,425 3,323 SH   SOLE   0 0 3,323
ISHARES RUSSELL 2000 VALUE ETF 464287630   1,231,275 7,500 SH   SOLE   0 0 7,500
ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481   1,796,427 14,173 SH   SOLE   0 0 14,173
ISHARES RUSSELL MIDCAP VALUE INDEX ETF 464287473   1,056,190 8,166 SH   SOLE   0 0 8,166
ISHARES S&P 500 INDEX ETF 464287200   522,747 888 SH   SOLE   0 0 888
ISHARES US FINANCIAL SERVICES ETF ETF 464287770   208,219 2,676 SH   SOLE   0 0 2,676
JOHNSON CTLS INC Stock G51502105   331,032 4,194 SH   SOLE   0 0 4,194
JPMORGAN CHASE & CO. COM Stock 46625H100   2,414,598 10,073 SH   SOLE   0 0 10,073
JPMORGAN EQUITY PREMIUM INCOME ETF ETF 46641Q332   1,271,700 22,105 SH   SOLE   0 0 22,105
KAYNE ANDERSON MLP INVT CO CEF 486606106   250,615 19,718 SH   SOLE   0 0 19,718
KIMBERLY-CLARK CORP COM Stock 494368103   418,410 3,193 SH   SOLE   0 0 3,193
KINDER MORGAN INC Stock 49456B101   500,159 18,254 SH   SOLE   0 0 18,254
LENNAR CORP CL A Stock 526057104   387,018 2,838 SH   SOLE   0 0 2,838
LINDE PLC SHS Stock G54950103   893,441 2,134 SH   SOLE   0 0 2,134
LOWES COS INC COM Stock 548661107   496,314 2,011 SH   SOLE   0 0 2,011
MARSH & MCLENNAN COS INC COM Stock 571748102   295,674 1,392 SH   SOLE   0 0 1,392
MASTERCARD INC Stock 57636Q104   1,416,473 2,690 SH   SOLE   0 0 2,690
MEDTRONIC PLC SHS Stock G5960L103   207,767 2,601 SH   SOLE   0 0 2,601
MERCK & CO INC Stock 58933Y105   271,679 2,731 SH   SOLE   0 0 2,731
META PLATFORMS INC CL A Stock 30303M102   1,676,900 2,864 SH   SOLE   0 0 2,864
MICROSOFT Stock 594918104   3,963,786 9,404 SH   SOLE   0 0 9,404
MONDELEZ INTL INC CL A Stock 609207105   781,865 13,090 SH   SOLE   0 0 13,090
MONSTER BEVERAGE CORP Stock 61174X109   249,922 4,755 SH   SOLE   0 0 4,755
MUNIYIELD MICH INSD FD INC CEF 09254V105   215,215 19,250 SH   SOLE   0 0 19,250
NETFLIX COM INC Stock 64110L106   991,147 1,112 SH   SOLE   0 0 1,112
NEXTERA ENERGY INC COM Stock 65339F101   420,031 5,859 SH   SOLE   0 0 5,859
NORFOLK SOUTHERN CRP Stock 655844108   251,363 1,071 SH   SOLE   0 0 1,071
NOVARTIS AG ADR ADR 66987V109   350,121 3,598 SH   SOLE   0 0 3,598
NUVEEN AMT FREE QLTY MUN INCME COM CEF 670657105   237,049 21,015 SH   SOLE   0 0 21,015
NVIDIA CORPORATION COM Stock 67066G104   1,265,548 9,424 SH   SOLE   0 0 9,424
O REILLY AUTOMOTIVE INC Stock 67103H107   815,830 688 SH   SOLE   0 0 688
OLD DOMINION FREIGHT LINE INC COM Stock 679580100   676,317 3,834 SH   SOLE   0 0 3,834
OLD REP INTL CORP COM Stock 680223104   293,826 8,119 SH   SOLE   0 0 8,119
OLO INC CL A Stock 68134L109   76,800 10,000 SH   SOLE   0 0 10,000
ONEOK INC NEW COM Stock 682680103   781,312 7,782 SH   SOLE   0 0 7,782
ORACLE CORPORATION Stock 68389X105   1,307,124 7,844 SH   SOLE   0 0 7,844
OTIS WORLDWIDE CORP COM Stock 68902V107   400,630 4,326 SH   SOLE   0 0 4,326
PEPSICO INC COM Stock 713448108   650,968 4,281 SH   SOLE   0 0 4,281
PFIZER INC COM Stock 717081103   266,838 10,058 SH   SOLE   0 0 10,058
PHILIP MORRIS INTL INC Stock 718172109   318,686 2,648 SH   SOLE   0 0 2,648
PLAINS ALL AMERICAN PIPELINE LP Stock 726503105   214,114 12,536 SH   SOLE   0 0 12,536
PROCTER AND GAMBLE CO COM Stock 742718109   588,619 3,511 SH   SOLE   0 0 3,511
QUALCOMM INC Stock 747525103   876,248 5,704 SH   SOLE   0 0 5,704
REALTY INCOME CORP COM REIT 756109104   218,660 4,094 SH   SOLE   0 0 4,094
REGENERON PHARMACEUTICALS COM Stock 75886F107   376,110 528 SH   SOLE   0 0 528
ROCKET COS INC COM CL A Stock 77311W101   169,237 15,030 SH   SOLE   0 0 15,030
RTX CORPORATION COM Stock 75513E101   2,047,202 17,691 SH   SOLE   0 0 17,691
SALESFORCE COM Stock 79466L302   972,900 2,910 SH   SOLE   0 0 2,910
SEMPRA ENERGY Stock 816851109   530,442 6,047 SH   SOLE   0 0 6,047
SOFI TECHNOLOGIES INC COM Stock 83406F102   284,746 18,490 SH   SOLE   0 0 18,490
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663   713,702 7,806 SH   SOLE   0 0 7,806
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF ETF 78467V848   1,139,670 28,933 SH   SOLE   0 0 28,933
SPDR GOLD ETF ETF 78463V107   3,465,848 14,314 SH   SOLE   0 0 14,314
SPDR S&P 500 ETF ETF 78462F103   682,502 1,164 SH   SOLE   0 0 1,164
STRYKER CORP Stock 863667101   755,126 2,097 SH   SOLE   0 0 2,097
TARGA RES CORP COM Stock 87612G101   469,633 2,631 SH   SOLE   0 0 2,631
TE CONNECTIVITY LTD Stock G87052109   241,619 1,690 SH   SOLE   0 0 1,690
TESLA MOTORS INC Stock 88160R101   249,169 617 SH   SOLE   0 0 617
TEXAS INSTRS INC COM Stock 882508104   606,032 3,232 SH   SOLE   0 0 3,232
TJX COS INC NEW COM Stock 872540109   1,087,675 9,003 SH   SOLE   0 0 9,003
UNION PAC CORP COM Stock 907818108   736,113 3,228 SH   SOLE   0 0 3,228
UNITEDHEALTH GROUP Stock 91324P102   795,717 1,573 SH   SOLE   0 0 1,573
US BANCORP DEL COM NEW Stock 902973304   218,726 4,573 SH   SOLE   0 0 4,573
VANECK FALLEN ANGEL HIGH YIELD BOND ETF ETF 92189F437   221,275 7,718 SH   SOLE   0 0 7,718
VANECK IG FLOATING RATE ETF ETF 92189F486   855,014 33,595 SH   SOLE   0 0 33,595
VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844   566,144 2,891 SH   SOLE   0 0 2,891
VANGUARD GROWTH ETF ETF 922908736   531,519 1,295 SH   SOLE   0 0 1,295
VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 921946406   12,179,976 95,461 SH   SOLE   0 0 95,461
VANGUARD SHORT TERM BOND ETF 921937827   569,479 7,370 SH   SOLE   0 0 7,370
VANGUARD SHORT-TERM CORPORATE BOND ETF ETF 92206C409   8,843,222 113,360 SH   SOLE   0 0 113,360
VANGUARD SMALL CAP VALUE ETF ETF 922908611   568,182 2,867 SH   SOLE   0 0 2,867
VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407   2,108,349 42,983 SH   SOLE   0 0 42,983
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   952,465 3,286 SH   SOLE   0 0 3,286
VANGUARD TOTAL WORLD STOCK ETF ETF 922042742   385,686 3,283 SH   SOLE   0 0 3,283
VIRTUS DIVIDEND INTEREST & PR COM CEF 92840R101   1,063,553 84,208 SH   SOLE   0 0 84,208
VISA INC Stock 92826C839   1,082,120 3,424 SH   SOLE   0 0 3,424
WELLS FARGO CO NEW COM Stock 949746101   875,190 12,460 SH   SOLE   0 0 12,460
WILLIAMS COS INC COM Stock 969457100   1,094,468 20,223 SH   SOLE   0 0 20,223
YUM! BRANDS INC Stock 988498101   266,844 1,989 SH   SOLE   0 0 1,989