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MORGAN EM CORPORATE BOND ETF ETF 464286251 160600 3650 SH SOLE 0 0 0 3650 META PLATFORMS INC CL A Stock 30303M102 42786 59 SH OTR 2 0 0 59 META PLATFORMS INC CL A Stock 30303M102 833232 1149 SH OTR 1 15 0 1134 ASML HLDG NV N Y REGISTRY SHS ADR N07059210 36233 20 SH OTR 2 0 0 20 ASML HLDG NV N Y REGISTRY SHS ADR N07059210 429366 237 SH OTR 1 3 0 234 PALO ALTO NETWORKS INC COM Stock 697435105 9933 25 SH OTR 2 0 0 25 PALO ALTO NETWORKS INC COM Stock 697435105 192298 484 SH OTR 1 0 0 484 WP CAREY INC COM REIT 92936U109 95394 1476 SH OTR 1 17 0 1459 WP CAREY INC COM REIT 92936U109 278038 4302 SH SOLE 0 0 0 4302 BROADCOM INC COM Stock 11135F101 8780 25 SH SOLE 0 0 0 25 BROADCOM INC COM Stock 11135F101 49869 142 SH OTR 2 0 0 142 BROADCOM INC COM Stock 11135F101 719940 2050 SH OTR 1 41 0 2009 METLIFE INC COM Stock 59156R108 3861 41 SH SOLE 0 0 0 41 METLIFE INC COM Stock 59156R108 288318 3062 SH OTR 1 35 0 3027 INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF ETF 46138E222 472511 7741 SH SOLE 0 89 0 7652 KINDER MORGAN INC DEL COM Stock 49456B101 40220 1334 SH SOLE 0 0 0 1334 KINDER MORGAN INC DEL COM Stock 49456B101 202427 6714 SH OTR 1 90 0 6624 NVIDIA CORPORATION COM Stock 67066G104 15530 68 SH SOLE 0 0 0 68 NVIDIA CORPORATION COM Stock 67066G104 78791 345 SH OTR 2 0 0 345 NVIDIA CORPORATION COM Stock 67066G104 1295143 5671 SH OTR 1 127 0 5544 CUMMINS INC COM Stock 231021106 200946 389 SH OTR 1 6 0 383 ABBVIE INC COM Stock 00287Y109 10464 40 SH OTR 3 0 0 40 ABBVIE INC COM Stock 00287Y109 79000 302 SH SOLE 0 0 0 302 ABBVIE INC COM Stock 00287Y109 357855 1368 SH OTR 1 14 0 1354 TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS ADR 874039100 18704 41 SH OTR 2 0 0 41 TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS ADR 874039100 615400 1349 SH OTR 1 7 0 1342 IMPERIAL OIL LTD COM NEW Stock 453038408 2707 22 SH SOLE 0 0 0 22 IMPERIAL OIL LTD COM NEW Stock 453038408 207831 1689 SH OTR 1 23 0 1666 ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 1857665 5205 SH SOLE 0 67 0 5138 BRADY CORP CL A Stock 104674106 236527 2833 SH OTR 1 22 0 2811 EATON VANCE MUN INCOME TERM TR SHS CEF 27829U105 332695 18957 SH SOLE 0 0 0 18957 VERISIGN INC COM Stock 92343E102 9870 35 SH OTR 2 0 0 35 VERISIGN INC COM Stock 92343E102 243093 862 SH OTR 1 0 0 862 QUALCOMM INC COM Stock 747525103 195819 1064 SH SOLE 0 0 0 1064 QUALCOMM INC COM Stock 747525103 259680 1411 SH OTR 1 20 0 1391 STATE STREET BLACKSTONE SENIOR LOAN ETF ETF 78467V608 342830 8488 SH SOLE 0 0 0 8488 ARM HOLDINGS PLC SPONSORED ADS ADR 042068205 300088 1036 SH OTR 1 18 0 1018 GENERAL DYNAMICS CORP COM Stock 369550108 1991 6 SH SOLE 0 0 0 6 GENERAL DYNAMICS CORP COM Stock 369550108 201089 606 SH OTR 1 6 0 600 CISCO SYS INC COM Stock 17275R102 12485 116 SH SOLE 0 0 0 116 CISCO SYS INC COM Stock 17275R102 410393 3813 SH OTR 1 46 0 3767 NUVEEN SELECT TAX-FREE INCOME SH BEN INT CEF 67062F100 440759 32819 SH SOLE 0 0 0 32819 EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF ETF 61774R858 303563 6175 SH SOLE 0 0 0 6175 NOKIA CORP SPONSORED 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20825C104 57319 458 SH OTR 3 0 0 458 CONOCOPHILLIPS COM Stock 20825C104 277958 2221 SH OTR 1 23 0 2198 DANAHER CORP DEL COM Stock 235851102 1108 5 SH SOLE 0 0 0 5 DANAHER CORP DEL COM Stock 235851102 593089 2677 SH OTR 1 2 0 2675 TJX COS INC NEW COM Stock 872540109 21170 160 SH OTR 2 0 0 160 TJX COS INC NEW COM Stock 872540109 228102 1724 SH OTR 1 0 0 1724 BANK OF AMER CORP COM Stock 060505104 30426 559 SH SOLE 0 0 0 559 BANK OF AMER CORP COM Stock 060505104 38645 710 SH OTR 3 0 0 710 BANK OF AMER CORP COM Stock 060505104 349713 6425 SH OTR 1 40 0 6385 BLACKROCK CORPOR HI YLD FD INC COM CEF 09255P107 254918 32515 SH SOLE 0 0 0 32515 WALMART INC COM Stock 931142103 183107 1762 SH SOLE 0 0 0 1762 WALMART INC COM Stock 931142103 361226 3476 SH OTR 1 43 0 3433 ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 1315564 11597 SH SOLE 0 32 0 11565 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 55422 252 SH SOLE 0 0 0 252 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 151532 689 SH OTR 1 9 0 680 TEXAS INSTRS INC COM Stock 882508104 14285 51 SH OTR 2 0 0 51 TEXAS INSTRS INC COM Stock 882508104 28009 100 SH SOLE 0 0 0 100 TEXAS INSTRS INC COM Stock 882508104 254882 910 SH OTR 1 17 0 893 VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 921946406 241957 1559 SH SOLE 0 16 0 1543 PFIZER INC COM Stock 717081103 4620 162 SH SOLE 0 0 0 162 PFIZER INC COM Stock 717081103 30003 1052 SH OTR 3 0 0 1052 PFIZER INC COM Stock 717081103 267375 9375 SH OTR 1 58 0 9317 ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242 123025 1204 SH OTR 1 0 0 1204 ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242 716282 7010 SH SOLE 0 135 0 6875 MORGAN STANLEY COM NEW Stock 617446448 37992 202 SH OTR 3 0 0 202 MORGAN STANLEY COM NEW Stock 617446448 173974 925 SH OTR 1 8 0 917 CATERPILLAR INC COM Stock 149123101 5676 7 SH SOLE 0 0 0 7 CATERPILLAR INC COM Stock 149123101 274047 338 SH OTR 1 5 0 333 ALPHABET INC CAP STK CL C Stock 02079K107 119600 351 SH SOLE 0 0 0 351 ALPHABET INC CAP 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30233Q108 535448 3290 SH OTR 1 33 0 3257 UNITEDHEALTH GROUP INC COM Stock 91324P102 2937 8 SH SOLE 0 0 0 8 UNITEDHEALTH GROUP INC COM Stock 91324P102 286689 781 SH OTR 1 12 0 769 LLOYDS BANKING GROUP PLC SPONSORED ADR ADR 539439109 2652 471 SH SOLE 0 0 0 471 LLOYDS BANKING GROUP PLC SPONSORED ADR ADR 539439109 149978 26639 SH OTR 1 372 0 26267 SHOPIFY INC CL A SUB VTG SHS Stock 82509L107 17055 115 SH SOLE 0 0 0 115 SHOPIFY INC CL A SUB VTG SHS Stock 82509L107 309650 2088 SH OTR 1 24 0 2064 STATE STREET UTILITIES SELECT SECTOR SPDR ETF ETF 81369Y886 401341 10176 SH SOLE 0 0 0 10176 BLACKROCK INC COM Stock 09290D101 3175 3 SH SOLE 0 0 0 3 BLACKROCK INC COM Stock 09290D101 31749 30 SH OTR 3 0 0 30 BLACKROCK INC COM Stock 09290D101 320662 303 SH OTR 1 4 0 299 APPLE INC COM Stock 037833100 24643 74 SH OTR 2 0 0 74 APPLE INC COM Stock 037833100 50619 152 SH OTR 3 0 0 152 APPLE INC COM Stock 037833100 377312 1133 SH SOLE 0 0 0 1133 APPLE INC COM Stock 037833100 1161241 3487 SH OTR 1 58 0 3429 ISHARES RUSSELL 1000 ETF ETF 464287622 124839 300 SH OTR 1 0 0 300 ISHARES RUSSELL 1000 ETF ETF 464287622 781076 1877 SH SOLE 0 5 0 1872 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 672882 2714 SH SOLE 0 0 0 2714