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
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 17,668,716 61,518 SH   SOLE   61,185 0 333
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 369,279 3,560 SH   SOLE   3,260 0 300
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 294,008 2,827 SH   SOLE   2,827 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,123,485 10,877 SH   SOLE   9,417 0 1,460
APPLE INC COM 037833100 BBG001S5N8V8 5,801,817 35,183 SH   SOLE   32,808 0 2,375
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 219,960 3,169 SH   SOLE   3,169 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 3,930,333 12,729 SH   SOLE   11,274 0 1,455
C3 AI INC CL A 12468P104 BBG00Y6G6Y84 3,394,833 101,127 SH   SOLE   0 0 101,127
COCA COLA CO COM 191216100 BBG001S5SMQ8 216,733 3,494 SH   SOLE   3,494 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 429,786 4,292 SH   SOLE   4,292 0 0
EATON VANCE TAX-MANAGED GLOB COM 27829C105 BBG001SGGKG2 581,518 71,970 SH   SOLE   61,370 0 10,600
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 403,603 32,365 SH   SOLE   23,385 0 8,980
ESSENTIAL UTILS INC COM 29670G102 BBG001S5VFD3 295,860 6,778 SH   SOLE   6,778 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 470,332 4,289 SH   SOLE   4,289 0 0
FIRST TR EXCHANGE-TRADED FD HIGH INCM STRGC 33739Q309 BBG006YSN868 502,155 11,292 SH   SOLE   11,232 0 60
GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 12,880,938 648,587 SH   SOLE   607,817 0 40,770
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 200,086 725 SH   SOLE   725 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 11,705,924 80,942 SH   SOLE   76,183 0 4,759
ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 25,422,360 410,369 SH   SOLE   386,211 0 24,158
ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 2,655,669 85,063 SH   SOLE   82,753 0 2,310
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 202,475 1,306 SH   SOLE   1,306 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 435,019 3,338 SH   SOLE   3,336 0 2
MCDONALDS CORP COM 580135101 BBG001S5T110 351,054 1,255 SH   SOLE   1,255 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 248,818 1,174 SH   SOLE   1,174 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 574,786 1,993 SH   SOLE   1,993 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 300,825 1,083 SH   SOLE   883 0 200
ORION ENGINEERED CARBONS S A COM L72967109 BBG006MC4LQ6 782,700 30,000 SH   SOLE   30,000 0 0
PFIZER INC COM 717081103 BBG001S5V466 456,642 11,192 SH   SOLE   11,192 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 203,087 3,252 SH   SOLE   3,252 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 295,220 4,530 SH   SOLE   4,530 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 8,101,969 119,410 SH   SOLE   112,594 0 6,816
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 7,821,958 186,548 SH   SOLE   172,833 0 13,715
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 8,847,676 58,590 SH   SOLE   55,130 0 3,460
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 17,485,890 42,712 SH   SOLE   40,241 0 2,471
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 11,304,485 24,660 SH   SOLE   23,133 0 1,526
SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 1,089,954 28,683 SH   SOLE   24,593 0 4,090
SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 477,531 6,475 SH   SOLE   6,475 0 0
SSGA ACTIVE ETF TR INCOM ALLO ETF 78467V202 BBG002XY8BM7 548,743 18,092 SH   SOLE   18,014 0 78
TESLA INC COM 88160R101 BBG001SQKGD7 261,080 1,258 SH   SOLE   1,256 0 2
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1,415,255 7,466 SH   SOLE   6,870 0 596
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 9,600,811 69,515 SH   SOLE   64,201 0 5,314
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 15,242,925 250,089 SH   SOLE   233,257 0 16,832
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 327,533 2,126 SH   SOLE   2,126 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 3,002,761 54,388 SH   SOLE   51,778 0 2,610
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 238,827 6,141 SH   SOLE   6,141 0 0
VINCO VENTURES INC COM 927330100 BBG00KP45MK3 14,904 46,385 SH   SOLE   46,385 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 297,872 1,321 SH   SOLE   1,119 0 202