ABBVIE INC COM 00287Y109 2437759 9319 SH SOLE 7875 0 1444 ADVANCED MICRO DEVICES INC COM 007903107 559148 914 SH SOLE 401 0 513 ALPHABET INC CAP STK CL C 02079K107 2599846 7630 SH SOLE 5804 0 1826 ALPHABET INC CAP STK CL A 02079K305 11270587 32756 SH SOLE 26389 0 6367 AMAZON COM INC COM 023135106 7829278 31424 SH SOLE 27280 0 4144 AMERICAN ELEC PWR CO INC COM 025537101 1603418 13515 SH SOLE 9143 0 4372 AMERICAN EXPRESS CO COM 025816109 271944 894 SH SOLE 803 0 91 AMGEN INC COM 031162100 401277 952 SH SOLE 653 0 299 AMPHENOL CORP CL A 032095101 2103285 24950 SH SOLE 24164 0 786 ANALOG DEVICES INC COM 032654105 2101373 5297 SH SOLE 5174 0 123 APPLE INC COM 037833100 19503241 58565 SH SOLE 48724 0 9841 APPLIED MATLS INC COM 038222105 1004281 1964 SH SOLE 1803 0 161 ARK ETF TR NEXT GEN TECH 00214Q401 1858265 11604 SH SOLE 11562 0 42 AT&T INC COM 00206R102 490293 20094 SH SOLE 0 0 20094 AUTOMATIC DATA PROCESSING IN COM 053015103 240686 933 SH SOLE 923 0 10 BANK OF AMER CORP COM 060505104 374029 6872 SH SOLE 6146 0 726 BERKSHIRE HATHAWAY INC DEL CL A 084670108 747005 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5485992 11017 SH SOLE 10054 0 963 BEST BUY INC COM 086516101 279366 3166 SH SOLE 0 0 3166 BLACKROCK INC COM 09290D101 1266772 1197 SH SOLE 1179 0 18 BROADCOM INC COM 11135F101 3087758 8792 SH SOLE 7197 0 1595 BROOKFIELD INFRASTRUCTURE PA LP INT UNIT G16252101 238577 6711 SH SOLE 0 0 6711 CAPITAL GROUP INTL FOCUS EQT SHS CREAT UNIT 14019W109 29868669 871061 SH SOLE 859507 0 11554 CARDINAL HEALTH INC COM 14149Y108 1269075 5704 SH SOLE 5704 0 0 CATERPILLAR INC COM 149123101 563972 696 SH SOLE 684 0 12 CHARLES SCHWAB CORP (THE) COM 808513105 822173 8412 SH SOLE 8087 0 325 CHEVRON CORPORATION COM 166764100 559127 2738 SH SOLE 937 0 1801 CINCINNATI FINL CORP COM 172062101 474922 2980 SH SOLE 0 0 2980 CINTAS CORP COM 172908105 607807 3116 SH SOLE 0 0 3116 CISCO SYS INC COM 17275R102 336989 3131 SH SOLE 2373 0 758 CITIGROUP INC COM NEW 172967424 1805515 13944 SH SOLE 10552 0 3392 CITIZENS FINL GROUP INC COM 174610105 2120403 33256 SH SOLE 24561 0 8695 COCA COLA CO COM 191216100 3490814 40553 SH SOLE 35246 0 5307 CORNING INC COM 219350105 891153 5796 SH SOLE 5786 0 10 COSTCO WHOLESALE CORPORATION COM 22160K105 1437997 1580 SH SOLE 860 0 720 CROWDSTRIKE HLDGS INC CL A 22788C105 772011 2916 SH SOLE 2775 0 141 CSX CORP COM 126408103 365616 7861 SH SOLE 6468 0 1393 DEERE & CO COM 244199105 1112450 1657 SH SOLE 1654 0 3 DELL TECHNOLOGIES INC CL C 24703L202 230426 428 SH SOLE 396 0 32 DOMINION ENERGY INC COM 25746U109 243412 4022 SH SOLE 0 0 4022 EATON CORP PLC SHS G29183103 2260863 5261 SH SOLE 5167 0 94 EDISON INTL COM 281020107 286703 5336 SH SOLE 0 0 5336 ELI LILLY & CO COM 532457108 2684419 2320 SH SOLE 2253 0 67 ENTERGY CORP NEW COM 29364G103 297979 3002 SH SOLE 0 0 3002 EQUINIX INC COM 29444U700 939758 929 SH SOLE 909 0 20 EVA LIVE INC COM NEW 298892209 46750 25000 SH SOLE 25000 0 0 EVERSOURCE ENERGY COM 30040W108 298021 4645 SH SOLE 0 0 4645 EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 749276 4604 SH SOLE 3979 0 625 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 1107337 10462 SH SOLE 10462 0 0 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 9675520 32245 SH SOLE 31877 0 368 FIDELITY NATL FINL INC COM SHS 31620R303 366029 9470 SH SOLE 5215 0 4255 FIFTH THIRD BANCORP COM 316773100 437317 8646 SH SOLE 0 0 8646 FIRSTENERGY CORP COM 337932107 220248 5083 SH SOLE 0 0 5083 FORD MTR CO COM 345370860 341876 28348 SH SOLE 0 0 28348 GE VERNOVA INC COM 36828A101 2903785 3055 SH SOLE 2977 0 78 GILEAD SCIENCES INC COM 375558103 1310465 8792 SH SOLE 7287 0 1505 GLOBAL X FDS S&P 500 CATHOLIC 37954Y889 428826 4729 SH SOLE 4729 0 0 GLOBAL X FDS CYBRSCURTY ETF 37954Y384 1258451 27251 SH SOLE 27121 0 130 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 1638935 46521 SH SOLE 46486 0 35 GOLDMAN SACHS GROUP INC COM 38141G104 531967 591 SH SOLE 540 0 51 GRAHAM HLDGS CO COM CL B 384637104 459483 405 SH SOLE 405 0 0 GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 301312 4665 SH SOLE 4665 0 0 GUIDEWIRE SOFTWARE INC COM 40171V100 918786 6444 SH SOLE 6409 0 35 HARTFORD INSURANCE GROUP INC COM 416515104 304676 2490 SH SOLE 0 0 2490 HCA HEALTHCARE INC COM 40412C101 346087 811 SH SOLE 0 0 811 HOME DEPOT INC COM 437076102 1653304 5811 SH SOLE 4446 0 1365 INTERNATIONAL BUSINESS MACHS COM 459200101 258641 1176 SH SOLE 0 0 1176 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 36310266 119191 SH SOLE 117813 0 1378 INVESCO QQQ TR UNIT SER 1 46090E103 1728113 2336 SH SOLE 2336 0 0 IQVIA HLDGS INC COM 46266C105 1034266 3847 SH SOLE 3847 0 0 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 349230 7377 SH SOLE 7368 0 9 ISHARES INC MSCI JAPAN ETF 46434G822 826852 8484 SH SOLE 0 0 8484 ISHARES INC MSCI EURZONE ETF 464286608 1563406 23220 SH SOLE 0 0 23220 ISHARES INC MSCI CDA ETF 464286509 470660 8062 SH SOLE 0 0 8062 ISHARES INC MSCI EMRG CHN 46434G764 8637028 87172 SH SOLE 85471 0 1701 ISHARES INC MSCI PAC JP ETF 464286665 345037 6270 SH SOLE 0 0 6270 ISHARES TR SHRT NAT MUN ETF 464288158 281736 2695 SH SOLE 0 0 2695 ISHARES TR RUSSELL 2000 ETF 464287655 577733 2079 SH SOLE 0 0 2079 ISHARES TR IBOXX HI YD ETF 464288513 445811 5774 SH SOLE 0 0 5774 ISHARES TR CORE S&P US GWT 464287671 2264243 11686 SH SOLE 11686 0 0 ISHARES TR CORE S&P SCP ETF 464287804 9510579 69910 SH SOLE 69022 0 889 ISHARES TR 0-5YR HI YL CP 46434V407 1505214 36490 SH SOLE 0 0 36490 ISHARES TR U S EQUITY FACTR 46434V282 963861 12381 SH SOLE 12381 0 0 ISHARES TR RUS MID CAP ETF 464287499 854215 8005 SH SOLE 0 0 8005 ISHARES TR CORE MSCI EAFE 46432F842 255666 2639 SH SOLE 0 0 2639 ISHARES TR EXPANDED TECH 464287515 1076193 10107 SH SOLE 9984 0 123 ISHARES TR MSCI ACWI EX US 464288240 272988 3610 SH SOLE 3610 0 0 ISHARES TR ESG MSCI USA ETF 46436E767 210782 3097 SH SOLE 3097 0 0 ISHARES TR TRUST ISHARE 0-1 464288679 366042 3318 SH SOLE 0 0 3318 ISHARES TR S&P MC 400GR ETF 464287606 286533 2614 SH SOLE 2614 0 0 ISHARES TR CORE S&P MCP ETF 464287507 14810133 205839 SH SOLE 202195 0 3644 ISHARES TR S&P 100 ETF 464287101 246060 644 SH SOLE 644 0 0 ISHARES TR CORE DIV GRWTH 46434V621 2271721 30133 SH SOLE 29945 0 188 ISHARES TR ESG EAFE ETF 46436E759 215519 2546 SH SOLE 2546 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 2675130 21357 SH SOLE 21357 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 271330 1688 SH SOLE 0 0 1688 ISHARES TR RUS 2000 GRW ETF 464287648 206288 578 SH SOLE 578 0 0 ISHARES TR NATIONAL MUN ETF 464288414 6686552 66138 SH SOLE 66138 0 0 ISHARES TR S&P SML 600 GWT 464287887 351350 2191 SH SOLE 2167 0 24 ISHARES TR RUS MD CP GR ETF 464287481 291744 2119 SH SOLE 2119 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 40000331 281178 SH SOLE 277481 0 3697 ISHARES TR CORE MSCI TOTAL 46432F834 2479340 26101 SH SOLE 26101 0 0 ISHARES TR USD INV GRDE ETF 464288620 267418 5490 SH SOLE 0 0 5490 ISHARES TR MSCI USA QLT FCT 46432F339 468740 2109 SH SOLE 2109 0 0 ISHARES TR S&P 500 VAL ETF 464287408 2283560 10003 SH SOLE 10003 0 0 ISHARES TR NEW YORK MUN ETF 464288323 2063186 40839 SH SOLE 40839 0 0 ISHARES TR JPMORGAN USD EMG 464288281 433395 4771 SH SOLE 0 0 4771 ISHARES TR CORE S&P500 ETF 464287200 8872020 11585 SH SOLE 11530 0 55 ISHARES TR MSCI UK ETF NEW 46435G334 324223 6968 SH SOLE 0 0 6968 ISHARES TR US TREAS BD ETF 46429B267 253821 11606 SH SOLE 0 0 11606 ISHARES TR ISHARES BIOTECH 464287556 254952 1211 SH SOLE 1211 0 0 ISHARES TR MSCI USA MIN ETF 46429B697 307350 3154 SH SOLE 2659 0 495 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 32727416 582131 SH SOLE 567774 0 14357 J P MORGAN EXCHANGE TRADED F NEW YORK TAX FRE 46654Q476 9496980 201556 SH SOLE 199279 0 2277 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 624538 12399 SH SOLE 7417 0 4982 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 218205 3562 SH SOLE 3518 0 44 J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 46641Q134 289532 3524 SH SOLE 0 0 3524 JOHNSON & JOHNSON COM 478160104 1105171 4175 SH SOLE 3674 0 501 JPMORGAN CHASE & CO COM 46625H100 4792059 14485 SH SOLE 11375 0 3110 KLA CORP COM NEW 482480100 201170 1032 SH SOLE 0 0 1032 LINDE PLC SHS G54950103 320864 676 SH SOLE 372 0 304 LOCKHEED MARTIN CORP COM 539830109 293839 577 SH SOLE 0 0 577 LOWES COS INC COM 548661107 336882 1828 SH SOLE 1733 0 95 M & T BK CORP COM 55261F104 914933 4205 SH SOLE 4205 0 0 MARATHON PETE CORP COM 56585A102 658374 1665 SH SOLE 0 0 1665 MARKEL GROUP INC COM 570535104 231181 135 SH SOLE 135 0 0 MARVELL TECHNOLOGY INC COM 573874104 324530 1228 SH SOLE 1228 0 0 MASTERCARD INCORPORATED CL A 57636Q104 919853 1668 SH SOLE 381 0 1287 MCDONALDS CORP COM 580135101 1355036 5867 SH SOLE 4754 0 1113 MERCADOLIBRE INC COM 58733R102 838337 485 SH SOLE 468 0 17 MERCK & CO INC COM 58933Y105 1926146 13255 SH SOLE 10584 0 2671 META PLATFORMS INC CL A 30303M102 5542772 7643 SH SOLE 7090 0 553 METLIFE INC COM 59156R108 395660 4202 SH SOLE 0 0 4202 MICRON TECHNOLOGY INC COM 595112103 1752367 1645 SH SOLE 1301 0 344 MICROSOFT CORP COM 594918104 9681009 18875 SH SOLE 14140 0 4735 NETFLIX INC. COM 64110L106 237059 3407 SH SOLE 3388 0 19 NVIDIA CORPORATION COM 67066G104 11536524 50515 SH SOLE 42872 0 7643 OIL DRI CORP AMER COM 677864100 349134 3854 SH SOLE 3854 0 0 PALO ALTO NETWORKS INC COM 697435105 3938932 9914 SH SOLE 9772 0 142 PARKER-HANNIFIN CORP COM 701094104 1332811 1395 SH SOLE 1355 0 40 PEPSICO INC COM 713448108 512329 4043 SH SOLE 2921 0 1122 PHILIP MORRIS INTL INC COM 718172109 615395 3225 SH SOLE 0 0 3225 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 288277 2867 SH SOLE 0 0 2867 PROCTER & GAMBLE CO COM 742718109 453273 3120 SH SOLE 1399 0 1721 PROLOGIS INC. COM 74340W103 484433 3731 SH SOLE 0 0 3731 PROSHARES TR SP500 EX ENRGY 74347B581 356163 4336 SH SOLE 4336 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 225994 3356 SH SOLE 0 0 3356 QUANTA SVCS INC COM 74762E102 311618 485 SH SOLE 0 0 485 REGIONS FINANCIAL CORP NEW COM 7591EP100 270061 10047 SH SOLE 0 0 10047 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1459142 1582 SH SOLE 568 0 1014 SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 1340906 27534 SH SOLE 27194 0 340 SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 507384 2592 SH SOLE 2592 0 0 SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 1958205 31841 SH SOLE 31103 0 738 SERVICENOW INC COM 81762P102 2862588 21361 SH SOLE 20756 0 605 SOUNDHOUND AI INC CLASS A COM 836100107 100516 16697 SH SOLE 16697 0 0 SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 513377 3403 SH SOLE 3315 0 88 SPDR GOLD TR GOLD SHS 78463V107 366749 963 SH SOLE 956 0 7 SPDR SERIES TRUST ST STR SP BIOT 78464A870 252135 1599 SH SOLE 1477 0 122 SPDR SERIES TRUST ST STR BLO 1 ETF 78468R663 365827 3992 SH SOLE 0 0 3992 SPDR SERIES TRUST ST STR P500VAL 78464A508 251061 4107 SH SOLE 4107 0 0 SPDR SERIES TRUST ST STR P400MID 78464A847 1055928 16750 SH SOLE 16630 0 120 SSGA ACTIVE ETF TR ST STR BL LN ETF 78467V608 249045 6166 SH SOLE 0 0 6166 STATE STR SPDR DOW JONES IND UT SER 1 78467X109 742483 1460 SH SOLE 1460 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 3165181 4150 SH SOLE 4150 0 0 STRYKER CORPORATION COM 863667101 756772 2748 SH SOLE 2710 0 38 TARGET CORP COM 87612E106 209336 1336 SH SOLE 0 0 1336 TESLA INC COM 88160R101 845510 2383 SH SOLE 1911 0 472 THERMO FISHER SCIENTIFIC INC COM 883556102 2124384 3147 SH SOLE 2479 0 668 TOMPKINS FINL CORP COM 890110109 381920 3968 SH SOLE 3968 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 478647 1059 SH SOLE 0 0 1059 TRINITY CAP INC COM 896442308 205573 11714 SH SOLE 11714 0 0 UBER TECHNOLOGIES INC COM 90353T100 1485571 21684 SH SOLE 21319 0 365 UNITED PARCEL SVCS INC CL B 911312106 362116 3875 SH SOLE 3409 0 466 UNITEDHEALTH GROUP INC COM 91324P102 338080 921 SH SOLE 0 0 921 UNUM GROUP COM 91529Y106 266962 3043 SH SOLE 0 0 3043 US BANCORP COM NEW 902973304 455208 7881 SH SOLE 0 0 7881 VANECK ETF TRUST URANI NUCLE ETF 92189F601 873306 8441 SH SOLE 8343 0 98 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 787930 9218 SH SOLE 9218 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 248224 5296 SH SOLE 0 0 5296 VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 311719 833 SH SOLE 833 0 0 VANGUARD INDEX FDS MRNGSTR SML CP V 922908611 335917 1454 SH SOLE 0 0 1454 VANGUARD INDEX FDS MRNGSTR MD CP VA 922908512 444636 2274 SH SOLE 0 0 2274 VANGUARD INDEX FDS MRNGSTR VAL ETF 922908744 529827 2452 SH SOLE 2317 0 135 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1536986 2193 SH SOLE 1249 0 944 VANGUARD INDEX FDS MRNGSTR MD CP GR 922908538 847385 2901 SH SOLE 1189 0 1712 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 364430 1562 SH SOLE 1562 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 545589 3515 SH SOLE 3515 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 813839 6476 SH SOLE 6472 0 4 VANGUARD WORLD FD MRNGSTR MEGA CAP 921910816 607600 6558 SH SOLE 0 0 6558 VANGUARD WORLD FD MRNGSTR VAL ETF 921910840 380014 2359 SH SOLE 0 0 2359 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 249703 790 SH SOLE 790 0 0 VISA INC COM CL A 92826C839 3978502 11072 SH SOLE 9601 0 1471 WALMART INC COM 931142103 3739855 35988 SH SOLE 30750 0 5238 WILLIAMS COS INC COM 969457100 395246 5815 SH SOLE 0 0 5815