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
ALPHABET INC CAP STK CL A 02079K305   417,493 2,369 SH   SOLE   2,369 0 0
AMAZON COM INC COM 023135106   1,274,437 5,809 SH   SOLE   5,534 0 275
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604   343,670 5,014 SH   SOLE   5,014 0 0
AMERICAN ELEC PWR CO INC COM 025537101   378,267 3,646 SH   SOLE   3,646 0 0
AMGEN INC COM 031162100   316,972 1,135 SH   SOLE   1,135 0 0
AMPHENOL CORP NEW CL A 032095101   605,232 6,129 SH   SOLE   5,094 0 1,035
APOLLO GLOBAL MGMT INC COM 03769M106   647,014 4,561 SH   SOLE   3,331 0 1,230
APPLE INC COM 037833100   3,639,091 17,737 SH   SOLE   16,762 0 975
AT&T INC COM 00206R102   912,532 31,532 SH   SOLE   26,382 0 5,150
BADGER METER INC COM 056525108   447,832 1,828 SH   SOLE   1,813 0 15
BROADCOM INC COM 11135F101   1,047,303 3,799 SH   SOLE   3,304 0 495
CARNIVAL CORP UNIT 99/99/9999 143658300   672,607 23,919 SH   SOLE   23,919 0 0
CERO THERAPEUTICS HLDGS INC *W EXP 02/13/202 71902K113   238 10,000 SH   SOLE   10,000 0 0
COMFORT SYS USA INC COM 199908104   719,160 1,341 SH   SOLE   1,093 0 248
CORNING INC COM 219350105   383,051 7,284 SH   SOLE   7,284 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,056,156 1,067 SH   SOLE   1,017 0 50
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808   259,453 1,316 SH   SOLE   1,316 0 0
FRANKLIN ELEC INC COM 353514102   407,988 4,546 SH   SOLE   3,461 0 1,085
GLADSTONE CAPITAL CORP COM NEW 376535878   407,012 15,091 SH   SOLE   9,616 0 5,475
HEICO CORP NEW COM 422806109   413,293 1,260 SH   SOLE   1,260 0 0
HUNTINGTON BANCSHARES INC COM 446150104   372,357 22,217 SH   SOLE   20,467 0 1,750
INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784   473,203 23,162 SH   SOLE   23,162 0 0
INVESCO GALAXY BITCOIN ETF COM SHS BEN INT 46091J101   260,223 2,420 SH   SOLE   2,420 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   10,842,549 19,655 SH   SOLE   19,084 0 571
ISHARES SILVER TR ISHARES 46428Q109   265,309 8,086 SH   SOLE   5,636 0 2,450
ISHARES TR ESG SELECT SCRE 46436E551   258,274 6,223 SH   SOLE   6,223 0 0
ISHARES TR SELECT US REIT 464287564   280,489 4,586 SH   SOLE   4,586 0 0
ISHARES TR CORE S&P500 ETF 464287200   5,381,826 8,668 SH   SOLE   8,030 0 638
ISHARES TR CORE S&P MCP ETF 464287507   4,079,267 65,773 SH   SOLE   62,898 0 2,875
ISHARES TR CORE S&P SCP ETF 464287804   2,786,990 25,501 SH   SOLE   24,346 0 1,155
ISHARES TR CORE S&P TTL STK 464287150   3,845,189 28,474 SH   SOLE   28,465 0 9
ISHARES TR EXPONENTIAL TECH 46434V381   521,271 7,989 SH   SOLE   6,559 0 1,430
ISHARES TR IBOXX HI YD ETF 464288513   382,152 4,738 SH   SOLE   3,258 0 1,480
ISHARES TR MSCI INTL QUALTY 46434V456   318,111 7,360 SH   SOLE   7,360 0 0
ISHARES TR PFD AND INCM SEC 464288687   5,154,645 168,013 SH   SOLE   164,688 0 3,325
ISHARES TR TIPS BD ETF 464287176   235,775 2,143 SH   SOLE   173 0 1,970
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   3,218,635 56,616 SH   SOLE   56,616 0 0
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203   493,920 9,079 SH   SOLE   9,079 0 0
JPMORGAN CHASE & CO. COM 46625H100   225,734 779 SH   SOLE   779 0 0
KARTOON STUDIOS INC. COM NEW 37229T509   55,710 75,000 SH   SOLE   75,000 0 0
KBR INC COM 48242W106   288,237 6,012 SH   SOLE   6,012 0 0
KINSALE CAP GROUP INC COM 49714P108   406,133 839 SH   SOLE   771 0 68
MANHATTAN BRDG CAP INC COM 562803106   120,282 120,282 SH   SOLE   120,282 0 0
MICROSOFT CORP COM 594918104   1,169,442 2,351 SH   SOLE   2,081 0 270
MICROSTRATEGY INC CL A NEW 594972408   262,750 650 SH   SOLE   0 0 650
MONOLITHIC PWR SYS INC COM 609839105   518,186 709 SH   SOLE   563 0 146
NEXTERA ENERGY INC COM 65339F101   319,523 4,603 SH   SOLE   4,603 0 0
NOVO-NORDISK A S ADR 670100205   254,408 3,686 SH   SOLE   3,686 0 0
NVIDIA CORPORATION COM 67066G104   1,749,543 11,074 SH   SOLE   10,854 0 220
PROCTER AND GAMBLE CO COM 742718109   523,861 3,288 SH   SOLE   2,547 0 741
SPDR GOLD TR GOLD SHS 78463V107   1,069,970 3,510 SH   SOLE   1,775 0 1,735
STRYKER CORPORATION COM 863667101   353,939 895 SH   SOLE   840 0 55
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,072,657 4,736 SH   SOLE   4,406 0 330
TESLA INC COM 88160R101   999,041 3,145 SH   SOLE   2,545 0 600
UBS GROUP AG SHS H42097107   220,777 6,528 SH   SOLE   6,528 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   610,949 8,298 SH   SOLE   8,298 0 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706   424,339 7,095 SH   SOLE   7,095 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   7,201,542 86,849 SH   SOLE   86,849 0 0
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813   1,255,811 16,546 SH   SOLE   16,546 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   3,403,434 42,810 SH   SOLE   42,810 0 0
VANGUARD WORLD FD ESG US STK ETF 921910733   1,177,029 10,735 SH   SOLE   10,735 0 0
VANGUARD WORLD FD MEGA CAP INDEX 921910873   2,054,708 9,135 SH   SOLE   9,135 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   453,593 10,483 SH   SOLE   9,983 0 500