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
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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
ALPHABET INC CAP STK CL A 02079K305   364,148 2,355 SH   SOLE   2,355 0 0
AMAZON COM INC COM 023135106   1,053,470 5,537 SH   SOLE   5,362 0 175
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604   297,023 4,936 SH   SOLE   4,936 0 0
AMERICAN ELEC PWR CO INC COM 025537101   401,991 3,679 SH   SOLE   3,679 0 0
AMGEN INC COM 031162100   349,527 1,122 SH   SOLE   1,122 0 0
AMPHENOL CORP NEW CL A 032095101   416,240 6,346 SH   SOLE   5,206 0 1,140
APOLLO GLOBAL MGMT INC COM 03769M106   614,512 4,487 SH   SOLE   3,257 0 1,230
APPLE INC COM 037833100   3,869,979 17,422 SH   SOLE   16,447 0 975
AT&T INC COM 00206R102   879,110 31,086 SH   SOLE   25,936 0 5,150
BADGER METER INC COM 056525108   350,566 1,843 SH   SOLE   1,828 0 15
BROADCOM INC COM 11135F101   539,642 3,223 SH   SOLE   2,723 0 500
CARNIVAL CORP UNIT 99/99/9999 143658300   467,141 23,919 SH   SOLE   23,919 0 0
COMFORT SYS USA INC COM 199908104   438,979 1,362 SH   SOLE   1,108 0 254
CORNING INC COM 219350105   336,645 7,354 SH   SOLE   7,354 0 0
COSTCO WHSL CORP NEW COM 22160K105   974,801 1,031 SH   SOLE   981 0 50
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808   211,899 1,314 SH   SOLE   1,314 0 0
FRANKLIN ELEC INC COM 353514102   416,475 4,436 SH   SOLE   3,381 0 1,055
GLADSTONE CAPITAL CORP COM NEW 376535878   413,560 15,060 SH   SOLE   9,588 0 5,473
HEICO CORP NEW COM 422806109   332,930 1,246 SH   SOLE   1,246 0 0
HUNTINGTON BANCSHARES INC COM 446150104   300,658 20,030 SH   SOLE   20,030 0 0
INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784   451,714 22,395 SH   SOLE   22,395 0 0
INVESCO GALAXY BITCOIN ETF COM SHS BEN INT 46091J101   200,206 2,435 SH   SOLE   2,435 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   9,131,992 19,475 SH   SOLE   18,898 0 576
ISHARES TR CORE S&P500 ETF 464287200   4,309,447 7,669 SH   SOLE   7,025 0 644
ISHARES TR CORE S&P MCP ETF 464287507   3,751,646 64,296 SH   SOLE   61,416 0 2,880
ISHARES TR CORE S&P SCP ETF 464287804   2,587,011 24,740 SH   SOLE   23,580 0 1,160
ISHARES TR CORE S&P TTL STK 464287150   3,705,962 30,374 SH   SOLE   30,118 0 256
ISHARES TR EXPONENTIAL TECH 46434V381   499,754 8,682 SH   SOLE   7,252 0 1,430
ISHARES TR IBOXX HI YD ETF 464288513   354,435 4,493 SH   SOLE   3,133 0 1,360
ISHARES TR MSCI INTL QUALTY 46434V456   292,267 7,364 SH   SOLE   7,364 0 0
ISHARES TR PFD AND INCM SEC 464288687   4,934,133 160,564 SH   SOLE   157,239 0 3,325
ISHARES TR COHEN STEER REIT 464287564   270,758 4,400 SH   SOLE   4,400 0 0
ISHARES TR TIPS BD ETF 464287176   260,473 2,345 SH   SOLE   175 0 2,170
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   3,000,512 52,512 SH   SOLE   52,512 0 0
KARTOON STUDIOS INC. COM NEW 37229T509   46,568 75,000 SH   SOLE   75,000 0 0
KBR INC COM 48242W106   304,038 6,104 SH   SOLE   6,104 0 0
KINSALE CAP GROUP INC COM 49714P108   398,230 818 SH   SOLE   767 0 51
MANHATTAN BRDG CAP INC COM 562803106   115,760 115,760 SH   SOLE   115,760 0 0
MICROSOFT CORP COM 594918104   848,147 2,259 SH   SOLE   2,029 0 230
MONOLITHIC PWR SYS INC COM 609839105   404,199 697 SH   SOLE   549 0 148
NEXTERA ENERGY INC COM 65339F101   321,985 4,542 SH   SOLE   4,542 0 0
NOVO-NORDISK A S ADR 670100205   250,887 3,613 SH   SOLE   3,613 0 0
NVIDIA CORPORATION COM 67066G104   1,027,671 9,482 SH   SOLE   8,762 0 720
PROCTER AND GAMBLE CO COM 742718109   545,593 3,201 SH   SOLE   2,460 0 741
SPDR GOLD TR GOLD SHS 78463V107   1,074,250 3,728 SH   SOLE   1,813 0 1,915
STRYKER CORPORATION COM 863667101   320,945 862 SH   SOLE   832 0 30
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   786,176 4,736 SH   SOLE   4,401 0 335
TESLA INC COM 88160R101   755,711 2,916 SH   SOLE   2,416 0 500
UNITEDHEALTH GROUP INC COM 91324P102   218,971 418 SH   SOLE   368 0 50
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   616,171 8,389 SH   SOLE   8,389 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   6,820,348 83,419 SH   SOLE   83,419 0 0
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813   1,216,646 16,027 SH   SOLE   16,027 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   3,208,160 40,640 SH   SOLE   40,640 0 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706   217,690 3,665 SH   SOLE   3,665 0 0
VANGUARD WORLD FD MEGA CAP INDEX 921910873   1,843,200 9,153 SH   SOLE   9,153 0 0
VANGUARD WORLD FD ESG US STK ETF 921910733   553,418 5,650 SH   SOLE   5,650 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   454,503 10,020 SH   SOLE   9,720 0 300