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
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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
LINDE PLC SHS G54950103   1,400,001 2,984 SH   SOLE   0 0 2,984
ROYAL CARIBBEAN GROUP COM V7780T103   222,643 711 SH   SOLE   0 0 711
AFLAC INC COM 001055102   298,185 2,827 SH   SOLE   0 0 2,827
AT&T INC COM 00206R102   232,475 8,033 SH   SOLE   0 0 8,033
ABBOTT LABS COM 002824100   1,660,403 12,208 SH   SOLE   0 0 12,208
ABBVIE INC COM 00287Y109   324,017 1,746 SH   SOLE   0 0 1,746
ADVANCED MICRO DEVICES INC COM 007903107   254,427 1,793 SH   SOLE   0 0 1,793
ALPHABET INC CAP STK CL C 02079K107   219,790 1,239 SH   SOLE   0 0 1,239
ALPHABET INC CAP STK CL A 02079K305   533,815 3,029 SH   SOLE   0 0 3,029
AMAZON COM INC COM 023135106   897,305 4,090 SH   SOLE   0 0 4,090
AMERICAN ELEC PWR CO INC COM 025537101   220,249 2,123 SH   SOLE   0 0 2,123
AMERICAN TOWER CORP NEW COM 03027X100   232,562 1,052 SH   SOLE   0 0 1,052
AMGEN INC COM 031162100   1,366,888 4,896 SH   SOLE   0 0 4,896
ANNOVIS BIO INC COM 03615A108   63,440 29,235 SH   SOLE   0 0 29,235
APPLE INC COM 037833100   7,245,522 35,315 SH   SOLE   0 0 35,315
AUTOMATIC DATA PROCESSING IN COM 053015103   293,298 951 SH   SOLE   0 0 951
BANK AMERICA CORP COM 060505104   446,937 9,445 SH   SOLE   0 0 9,445
BELPOINTE PREP LLC UNIT RP LTD LB A 080694102   228,772 3,574 SH   SOLE   0 0 3,574
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,412,334 4,966 SH   SOLE   0 0 4,966
BLACKROCK MUNIYIELD QUALITY COM 09254G108   133,196 13,817 SH   SOLE   0 0 13,817
BLACKSTONE INC COM 09260D107   824,716 5,514 SH   SOLE   0 0 5,514
BLACKROCK INC COM 09290D101   1,716,038 1,635 SH   SOLE   0 0 1,635
BRISTOL-MYERS SQUIBB CO COM 110122108   227,302 4,910 SH   SOLE   0 0 4,910
BROADCOM INC COM 11135F101   2,830,086 10,267 SH   SOLE   0 0 10,267
CALAMOS STRATEGIC TOTAL RETU COM SH BEN INT 128125101   215,451 11,812 SH   SOLE   0 0 11,812
CAPITOL SER TR FAIRLEAD TACTICA 14064D550   313,884 11,120 SH   SOLE   0 0 11,120
CATALYST PHARMACEUTICALS INC COM 14888U101   392,727 18,098 SH   SOLE   0 0 18,098
CHEVRON CORP NEW COM 166764100   438,094 3,060 SH   SOLE   0 0 3,060
CISCO SYS INC COM 17275R102   2,120,120 30,558 SH   SOLE   0 0 30,558
COCA COLA CO COM 191216100   350,959 4,961 SH   SOLE   0 0 4,961
COHEN & STEERS CLOSED-END OP COM 19248P106   155,138 12,293 SH   SOLE   0 0 12,293
DEERE & CO COM 244199105   547,644 1,077 SH   SOLE   0 0 1,077
DUKE ENERGY CORP NEW COM NEW 26441C204   285,684 2,421 SH   SOLE   0 0 2,421
DUPONT DE NEMOURS INC COM 26614N102   255,678 3,728 SH   SOLE   0 0 3,728
EXXON MOBIL CORP COM 30231G102   2,626,966 24,369 SH   SOLE   0 0 24,369
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   1,232,454 12,975 SH   SOLE   0 0 12,975
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309   8,511,532 186,044 SH   SOLE   0 0 186,044
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104   4,332,169 47,664 SH   SOLE   0 0 47,664
FIRST TR EXCHANGE TRADED FD RBA INDL ETF 33738R704   4,416,003 54,251 SH   SOLE   0 0 54,251
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108   5,822,140 327,087 SH   SOLE   0 0 327,087
HOME DEPOT INC COM 437076102   459,088 1,252 SH   SOLE   0 0 1,252
HONEYWELL INTL INC COM 438516106   1,648,084 7,077 SH   SOLE   0 0 7,077
ILLINOIS TOOL WKS INC COM 452308109   1,375,946 5,565 SH   SOLE   0 0 5,565
NEW YORK LIFE INVTS ACTIVE E NYLI MACKAY MUN 45409F827   367,529 15,410 SH   SOLE   0 0 15,410
INTERNATIONAL BUSINESS MACHS COM 459200101   676,035 2,293 SH   SOLE   0 0 2,293
INVESCO QQQ TR UNIT SER 1 46090E103   1,956,666 3,547 SH   SOLE   0 0 3,547
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649   243,734 1,073 SH   SOLE   0 0 1,073
INVESCO EXCH TRD SLF IDX FD RAFI STRATGIC US 46138J742   550,467 10,689 SH   SOLE   0 0 10,689
IRON MTN INC DEL COM 46284V101   356,841 3,479 SH   SOLE   0 0 3,479
ISHARES TR CORE S&P500 ETF 464287200   837,291 1,349 SH   SOLE   0 0 1,349
ISHARES TR 7-10 YR TRSY BD 464287440   1,848,553 19,302 SH   SOLE   0 0 19,302
ISHARES TR 1 3 YR TREAS BD 464287457   860,954 10,390 SH   SOLE   0 0 10,390
ISHARES TR RUS 1000 VAL ETF 464287598   276,778 1,425 SH   SOLE   0 0 1,425
ISHARES TR RUS 1000 GRW ETF 464287614   404,625 953 SH   SOLE   0 0 953
ISHARES TR RUSSELL 3000 ETF 464287689   1,168,489 3,329 SH   SOLE   0 0 3,329
ISHARES TR NATIONAL MUN ETF 464288414   358,262 3,429 SH   SOLE   0 0 3,429
ISHARES TR US TREAS BD ETF 46429B267   579,706 25,227 SH   SOLE   0 0 25,227
ISHARES TR IBONDS 27 TRM TS 46436E841   209,944 9,335 SH   SOLE   0 0 9,335
ISHARES TR IBONDS 26 TRM TS 46436E858   208,869 9,109 SH   SOLE   0 0 9,109
ISHARES TR IBONDS 25 TRM TS 46436E866   207,881 8,899 SH   SOLE   0 0 8,899
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   243,555 3,979 SH   SOLE   0 0 3,979
JPMORGAN CHASE & CO. COM 46625H100   535,697 1,848 SH   SOLE   0 0 1,848
J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 46641Q134   2,460,416 34,766 SH   SOLE   0 0 34,766
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   2,054,425 36,138 SH   SOLE   0 0 36,138
J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761   206,112 3,432 SH   SOLE   0 0 3,432
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837   4,910,837 96,899 SH   SOLE   0 0 96,899
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203   248,151 4,562 SH   SOLE   0 0 4,562
JOHNSON & JOHNSON COM 478160104   1,352,523 8,854 SH   SOLE   0 0 8,854
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104   114,969 16,882 SH   SOLE   0 0 16,882
ELI LILLY & CO COM 532457108   4,224,595 5,419 SH   SOLE   0 0 5,419
LOCKHEED MARTIN CORP COM 539830109   1,770,685 3,823 SH   SOLE   0 0 3,823
LOWES COS INC COM 548661107   1,665,061 7,505 SH   SOLE   0 0 7,505
MARATHON PETE CORP COM 56585A102   836,944 5,038 SH   SOLE   0 0 5,038
MARRIOTT INTL INC NEW CL A 571903202   654,009 2,394 SH   SOLE   0 0 2,394
MCDONALDS CORP COM 580135101   865,177 2,961 SH   SOLE   0 0 2,961
MICROSOFT CORP COM 594918104   6,522,009 13,112 SH   SOLE   0 0 13,112
MORGAN STANLEY COM NEW 617446448   361,720 2,568 SH   SOLE   0 0 2,568
NATIXIS ETF TR GATEWAY QUALITY 63873X307   6,134,557 114,259 SH   SOLE   0 0 114,259
NETFLIX INC COM 64110L106   202,209 151 SH   SOLE   0 0 151
NEXTERA ENERGY INC COM 65339F101   1,694,872 24,415 SH   SOLE   0 0 24,415
NVIDIA CORPORATION COM 67066G104   1,710,919 10,829 SH   SOLE   0 0 10,829
ORACLE CORP COM 68389X105   440,977 2,017 SH   SOLE   0 0 2,017
PNC FINL SVCS GROUP INC COM 693475105   270,961 1,453 SH   SOLE   0 0 1,453
PACER FDS TR METAURUS CAP 400 69374H436   2,506,986 63,532 SH   SOLE   0 0 63,532
PACER FDS TR US CASH COWS 100 69374H881   2,706,998 49,129 SH   SOLE   0 0 49,129
PALANTIR TECHNOLOGIES INC CL A 69608A108   386,467 2,835 SH   SOLE   0 0 2,835
PEPSICO INC COM 713448108   1,223,212 9,264 SH   SOLE   0 0 9,264
PFIZER INC COM 717081103   462,476 19,079 SH   SOLE   0 0 19,079
PHILLIPS 66 COM 718546104   1,221,027 10,235 SH   SOLE   0 0 10,235
PIMCO ETF TR MULTISECTOR BD 72201R585   8,257,324 311,127 SH   SOLE   0 0 311,127
PIMCO ETF TR COMMODITY STRAT 72201R593   3,802,749 147,222 SH   SOLE   0 0 147,222
PIMCO ETF TR MUNI INCOME OPP 72201R635   1,731,742 39,152 SH   SOLE   0 0 39,152
PIMCO ETF TR ACTIVE BD ETF 72201R775   655,377 7,110 SH   SOLE   0 0 7,110
PROCTER AND GAMBLE CO COM 742718109   2,005,894 12,590 SH   SOLE   0 0 12,590
RTX CORPORATION COM 75513E101   373,007 2,554 SH   SOLE   0 0 2,554
RBB FUND TRUST FIRST EAGLE OVER 75526L878   4,083,945 97,075 SH   SOLE   0 0 97,075
S&P GLOBAL INC COM 78409V104   1,547,449 2,935 SH   SOLE   0 0 2,935
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,136,735 3,458 SH   SOLE   0 0 3,458
SPDR GOLD TR GOLD SHS 78463V107   10,497,431 34,437 SH   SOLE   0 0 34,437
SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848   1,013,766 31,040 SH   SOLE   0 0 31,040
SPDR SERIES TRUST BLOOMBERG 1-3 MO 78468R663   3,088,540 33,670 SH   SOLE   0 0 33,670
SSGA ACTIVE TR SPDR SSGA US SCT 78470P408   967,238 17,612 SH   SOLE   0 0 17,612
SALESFORCE INC COM 79466L302   687,993 2,523 SH   SOLE   0 0 2,523
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   3,159,847 132,600 SH   SOLE   0 0 132,600
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   1,423,091 10,558 SH   SOLE   0 0 10,558
SELECT SECTOR SPDR TR ENERGY 81369Y506   1,032,033 12,169 SH   SOLE   0 0 12,169
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   324,848 6,203 SH   SOLE   0 0 6,203
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   220,874 872 SH   SOLE   0 0 872
SOUTHERN CO COM 842587107   431,333 4,697 SH   SOLE   0 0 4,697
STERLING INFRASTRUCTURE INC COM 859241101   1,086,046 4,707 SH   SOLE   0 0 4,707
STRYKER CORPORATION COM 863667101   1,670,443 4,222 SH   SOLE   0 0 4,222
TJX COS INC NEW COM 872540109   219,170 1,775 SH   SOLE   0 0 1,775
TEXAS INSTRS INC COM 882508104   1,413,451 6,808 SH   SOLE   0 0 6,808
THORNBURG INCM BUILDER OPP T COM 885213108   861,748 43,922 SH   SOLE   0 0 43,922
3M CO COM 88579Y101   234,230 1,539 SH   SOLE   0 0 1,539
TOYOTA MOTOR CORP ADS 892331307   1,330,971 7,727 SH   SOLE   0 0 7,727
UNIFIED SER TR BALLAST SMLMD CP 90470L550   8,750,118 221,634 SH   SOLE   0 0 221,634
UNION PAC CORP COM 907818108   1,230,717 5,349 SH   SOLE   0 0 5,349
UNITEDHEALTH GROUP INC COM 91324P102   863,552 2,768 SH   SOLE   0 0 2,768
VANECK ETF TRUST FABLESS SEMICOND 92189H664   1,728,382 55,167 SH   SOLE   0 0 55,167
VANECK ETF TRUST CLO ETF 92189H748   7,543,753 142,469 SH   SOLE   0 0 142,469
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   1,486,296 18,886 SH   SOLE   0 0 18,886
VANGUARD WORLD FD INF TECH ETF 92204A702   300,466 453 SH   SOLE   0 0 453
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   1,586,115 23,596 SH   SOLE   0 0 23,596
VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599   519,589 1,905 SH   SOLE   0 0 1,905
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680   584,468 5,352 SH   SOLE   0 0 5,352
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714   412,923 4,846 SH   SOLE   0 0 4,846
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   1,225,794 25,001 SH   SOLE   0 0 25,001
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   223,986 2,515 SH   SOLE   0 0 2,515
VANGUARD INDEX FDS MID CAP ETF 922908629   6,971,687 24,914 SH   SOLE   0 0 24,914
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   286,174 1,485 SH   SOLE   0 0 1,485
VANGUARD INDEX FDS GROWTH ETF 922908736   17,140,155 39,097 SH   SOLE   0 0 39,097
VANGUARD INDEX FDS VALUE ETF 922908744   19,201,990 108,645 SH   SOLE   0 0 108,645
VANGUARD INDEX FDS SMALL CP ETF 922908751   8,650,055 36,501 SH   SOLE   0 0 36,501
VANGUARD INDEX FDS TOTAL STK MKT 922908769   4,622,871 15,210 SH   SOLE   0 0 15,210
VERIZON COMMUNICATIONS INC COM 92343V104   447,881 10,351 SH   SOLE   0 0 10,351
WALMART INC COM 931142103   2,390,562 24,448 SH   SOLE   0 0 24,448
WELLTOWER INC COM 95040Q104   255,315 1,661 SH   SOLE   0 0 1,661