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SPONSORED ADS 01609W102 3227 30 SH SOLE West Branch Capital 0 0 30 ALLSTATE CORP COM 020002101 76764 346 SH SOLE West Branch Capital 0 0 346 ALPHABET INC CAP STK CL A 02079K305 30543811 88770 SH SOLE West Branch Capital 0 0 88770 ALPHABET INC CAP STK CL C 02079K107 2466421 7238 SH SOLE West Branch Capital 0 0 7238 ALTRIA GROUP INC COM 02209S103 34075 506 SH SOLE West Branch Capital 0 0 506 AMAZON COM INC COM 023135106 23843898 95701 SH SOLE West Branch Capital 0 0 95701 AMER SPORTS INC COM SHS G0260P102 185 7 SH SOLE West Branch Capital 0 0 7 AMEREN CORP COM 023608102 199 2 SH SOLE West Branch Capital 0 0 2 AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101 6357 300 SH SOLE West Branch Capital 0 0 300 AMERICAN ELEC PWR CO INC COM 025537101 5932 50 SH SOLE West Branch Capital 0 0 50 AMERICAN EXPRESS CO COM 025816109 152050 500 SH SOLE West Branch Capital 0 0 500 AMERICAN INTL GROUP INC COM NEW 026874784 298 4 SH SOLE West Branch Capital 0 0 4 AMERICAN TOWER CORP COM 03027X100 8185 50 SH SOLE West Branch Capital 0 0 50 AMERICAN WTR WKS CO INC NEW COM 030420103 9322 72 SH SOLE West Branch Capital 0 0 72 AMERIPRISE FINL INC COM 03076C106 51697 105 SH SOLE West Branch Capital 0 0 105 AMGEN INC COM 031162100 421932 1001 SH SOLE West Branch Capital 0 0 1001 AMPHENOL CORP CL A 032095101 168600 2000 SH SOLE West Branch Capital 0 0 2000 ANALOG DEVICES INC COM 032654105 39275 99 SH SOLE West Branch Capital 0 0 99 ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 17487 926 SH SOLE West Branch Capital 0 0 926 APPLE INC COM 037833100 48521732 145702 SH SOLE West Branch Capital 0 0 145702 APPLIED MATLS INC COM 038222105 3079133 6021 SH SOLE West Branch Capital 0 0 6021 ARCHER AVIATION INC COM CL A 03945R102 657 132 SH SOLE West Branch Capital 0 0 132 ARES CAPITAL CORP COM 04010L103 5234 274 SH SOLE West Branch Capital 0 0 274 ASML HLDG NV N Y REGISTRY SHS N07059210 90584 50 SH SOLE West Branch Capital 0 0 50 ASTRONICS CORP COM 046433108 3350774 49700 SH SOLE West Branch Capital 0 0 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West Branch Capital 0 0 1 CENTENE CORP DEL COM 15135B101 35533 572 SH SOLE West Branch Capital 0 0 572 CEVA INC COM 157210105 6607 187 SH SOLE West Branch Capital 0 0 187 CHENIERE ENERGY INC COM NEW 16411R208 337 1 SH SOLE West Branch Capital 0 0 1 CHEVRON CORPORATION COM 166764100 4847378 23737 SH SOLE West Branch Capital 0 0 23737 CHEWY INC CL A 16679L109 3640 200 SH SOLE West Branch Capital 0 0 200 CINCINNATI FINL CORP COM 172062101 47174 296 SH SOLE West Branch Capital 0 0 296 CINTAS CORP COM 172908105 781 4 SH SOLE West Branch Capital 0 0 4 CISCO SYS INC COM 17275R102 5940085 55190 SH SOLE West Branch Capital 0 0 55190 CITIGROUP INC COM NEW 172967424 50498 390 SH SOLE West Branch Capital 0 0 390 CLEARBRIDGE ENERGY MIDSTREAM COM 18469P209 10862 217 SH SOLE West Branch Capital 0 0 217 CLOUDFLARE INC CL A COM 18915M107 8335 24 SH SOLE West Branch Capital 0 0 24 COCA COLA CO COM 191216100 4331957 50325 SH SOLE West Branch Capital 0 0 50325 COCA-COLA EUROPACIFIC PARTNE SHS G25839104 509 5 SH SOLE West Branch Capital 0 0 5 COHEN & STEERS INFRASTRUCTUR COM 19248A109 7721 313 SH SOLE West Branch Capital 0 0 313 CONAGRA BRANDS INC COM 205887102 1546 115 SH SOLE West Branch Capital 0 0 115 CONOCOPHILLIPS COM 20825C104 14643 117 SH SOLE West Branch Capital 0 0 117 CONSOLIDATED EDISON INC COM 209115104 45995 450 SH SOLE West Branch Capital 0 0 450 CONSTELLATION ENERGY CORP COM 21037T109 20068 79 SH SOLE West Branch Capital 0 0 79 CORNING INC COM 219350105 134955 878 SH SOLE West Branch Capital 0 0 878 COSTCO WHOLESALE CORPORATION COM 22160K105 4073350 4475 SH SOLE West Branch Capital 0 0 4475 COTY INC COM CL A 222070203 4850 1858 SH SOLE West Branch Capital 0 0 1858 CROWN CASTLE INC COM 22822V101 3333 50 SH SOLE West Branch Capital 0 0 50 CSX CORP COM 126408103 338259 7273 SH SOLE West Branch Capital 0 0 7273 CVS HEALTH CORP COM 126650100 50558 590 SH SOLE West Branch Capital 0 0 590 DARDEN RESTAURANTS INC COM 237194105 26282 136 SH SOLE West Branch Capital 0 0 136 DIGITAL RLTY TR INC COM 253868103 176 1 SH SOLE West Branch Capital 0 0 1 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 4914 125 SH SOLE West Branch Capital 0 0 125 DOLLAR TREE INC COM 256746108 5245 46 SH SOLE West Branch Capital 0 0 46 DOMINION ENERGY INC COM 25746U109 364 6 SH SOLE West Branch Capital 0 0 6 DOUGLAS DYNAMICS INC COM 25960R105 19900 507 SH SOLE West Branch Capital 0 0 507 DRAFTKINGS INC NEW COM CL A 26142V105 5320 280 SH SOLE West Branch Capital 0 0 280 DUKE ENERGY CORP NEW COM NEW 26441C204 151748 1331 SH SOLE West Branch Capital 0 0 1331 EATON CORP PLC SHS G29183103 232903 542 SH SOLE West Branch Capital 0 0 542 EATON VANCE LIMITED DURATION COM 27828H105 17983 2128 SH SOLE West Branch Capital 0 0 2128 EATON VANCE MUN BD FD COM 27827X101 4535 500 SH SOLE West Branch Capital 0 0 500 ELI LILLY & CO COM 532457108 10121733 8748 SH SOLE West Branch Capital 0 0 8748 EMBRAER S.A. SPONSORED ADS 29082A107 226 3 SH SOLE West Branch Capital 0 0 3 EMERSON ELEC CO COM 291011104 107950 696 SH SOLE West Branch Capital 0 0 696 ETFS GOLD TR PHYSCL GOLD SHS 00326A104 372972 9428 SH SOLE West Branch Capital 0 0 9428 ETSY INC COM 29786A106 787 11 SH SOLE West Branch Capital 0 0 11 EVERGY INC COM 30034W106 314 4 SH SOLE West Branch Capital 0 0 4 EVERSOURCE ENERGY COM 30040W108 30669 478 SH SOLE West Branch Capital 0 0 478 EXPEDIA GROUP INC COM NEW 30212P303 264 1 SH SOLE West Branch Capital 0 0 1 F5 INC COM 315616102 14246 32 SH SOLE West Branch Capital 0 0 32 FIDELITY COVINGTON TRUST MSCI FINLS IDX 316092501 92757 1225 SH SOLE West Branch Capital 0 0 1225 FIDELITY MERRIMACK STR TR LOW DURTIN ETF 316188408 120346 2419 SH SOLE West Branch Capital 0 0 2419 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 55960 194 SH SOLE West Branch Capital 0 0 194 FIRST TR EXCHNG TRADED FD VI FT ENER INCO ETF 33740F276 125846 5911 SH SOLE West Branch Capital 0 0 5911 FLAHERTY & CRUMRINE 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382550101 1636 329 SH SOLE West Branch Capital 0 0 329 GREENLIGHT CAP RE LTD CLASS A G4095J109 8700 600 SH SOLE West Branch Capital 0 0 600 GUARDANT HEALTH INC COM 40131M109 357 2 SH SOLE West Branch Capital 0 0 2 HALEON PLC SPON ADS 405552100 15425 1714 SH SOLE West Branch Capital 0 0 1714 HARTFORD INSURANCE GROUP INC COM 416515104 123 1 SH SOLE West Branch Capital 0 0 1 HEICO CORP NEW CL A 422806208 457 2 SH SOLE West Branch Capital 0 0 2 HERSHEY CO COM 427866108 17022 108 SH SOLE West Branch Capital 0 0 108 HOME DEPOT INC COM 437076102 4216694 14822 SH SOLE West Branch Capital 0 0 14822 HONEYWELL AEROSPACE INC COM 43849R105 18132 117 SH SOLE West Branch Capital 0 0 117 HONEYWELL INTL INC COM 438516205 24680 117 SH SOLE West Branch Capital 0 0 117 HOWMET AEROSPACE INC COM 443201108 227 1 SH SOLE West Branch Capital 0 0 1 HP INC COM 40434L105 7320 234 SH SOLE West Branch Capital 0 0 234 IMMUNITYBIO INC COM 45256X103 7080 750 SH SOLE West Branch Capital 0 0 750 INSULET CORP COM 45784P101 3915 30 SH SOLE West Branch Capital 0 0 30 INTEL CORP COM 458140100 638903 5314 SH SOLE West Branch Capital 0 0 5314 INTERNATIONAL BUSINESS MACHS COM 459200101 103148 469 SH SOLE West Branch Capital 0 0 469 INTERNATIONAL PAPER CO COM 460146103 100 3 SH SOLE West Branch Capital 0 0 3 INTUITIVE SURGICAL INC COM NEW 46120E602 214295 527 SH SOLE West Branch Capital 0 0 527 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 10509 239 SH SOLE West Branch Capital 0 0 239 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 40520 2073 SH SOLE West Branch Capital 0 0 2073 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 MUNI 46138J494 11632 500 SH SOLE West Branch Capital 0 0 500 INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 46138J460 17770 1101 SH SOLE West Branch Capital 0 0 1101 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 22071 1097 SH SOLE West Branch Capital 0 0 1097 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 215184 1811 SH SOLE West Branch Capital 0 0 1811 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 35762 543 SH SOLE West Branch Capital 0 0 543 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 122940 591 SH SOLE West Branch Capital 0 0 591 INVESCO QQQ TR UNIT SER 1 46090E103 203437 275 SH SOLE West Branch Capital 0 0 275 IRON MTN INC DEL COM 46284V101 30512 275 SH SOLE West Branch Capital 0 0 275 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 22676 479 SH SOLE West Branch Capital 0 0 479 ISHARES GOLD TR ISHARES NEW 464285204 517803 6630 SH SOLE West Branch Capital 0 0 6630 ISHARES INC CORE MSCI EMKT 46434G103 36360 448 SH SOLE West Branch Capital 0 0 448 ISHARES INC ESG AWR MSCI EM 46434G863 9262 171 SH SOLE West Branch Capital 0 0 171 ISHARES INC EURO HIGH YIELD 464286210 11701 224 SH SOLE West Branch Capital 0 0 224 ISHARES INC MSCI GERMANY ETF 464286806 102615 2484 SH SOLE West Branch Capital 0 0 2484 ISHARES INC MSCI ISRAEL ETF 464286632 60660 500 SH SOLE West Branch Capital 0 0 500 ISHARES SILVER TR ISHARES 46428Q109 27351 502 SH SOLE West Branch Capital 0 0 502 ISHARES TR 1 3 YR TREAS BD 464287457 27829 343 SH SOLE West Branch Capital 0 0 343 ISHARES TR 20 YR TR BD ETF 464287432 16748 215 SH SOLE West Branch Capital 0 0 215 ISHARES TR 7-10 YR TRSY BD 464287440 30600 343 SH SOLE West Branch Capital 0 0 343 ISHARES TR CORE DIV GRWTH 46434V621 133565 1772 SH SOLE West Branch Capital 0 0 1772 ISHARES TR CORE HIGH DV ETF 46429B663 13421 480 SH SOLE West Branch Capital 0 0 480 ISHARES TR CORE MSCI TOTAL 46432F834 19240 203 SH SOLE West Branch Capital 0 0 203 ISHARES TR CORE S&P MCP ETF 464287507 21585 300 SH SOLE West Branch Capital 0 0 300 ISHARES TR CORE S&P SCP ETF 464287804 51015 375 SH SOLE West Branch Capital 0 0 375 ISHARES TR CORE S&P TTL STK 464287150 236451 1422 SH SOLE West Branch Capital 0 0 1422 ISHARES TR CORE S&P US GWT 464287671 421951 2178 SH SOLE West Branch Capital 0 0 2178 ISHARES TR CORE S&P500 ETF 464287200 6957323 9084 SH SOLE West Branch Capital 0 0 9084 ISHARES TR CORE US AGGBD ET 464287226 229733 2430 SH SOLE West Branch Capital 0 0 2430 ISHARES TR ESG AW MSCI EAFE 46435G516 6287 61 SH SOLE West Branch Capital 0 0 61 ISHARES TR ESG AWR MSCI USA 46435G425 24020 144 SH SOLE West Branch Capital 0 0 144 ISHARES TR ESG AWR MSCI USA 46436E221 9863 272 SH SOLE West Branch Capital 0 0 272 ISHARES TR ESG AWR US AGRGT 46435U549 37467 828 SH SOLE West Branch Capital 0 0 828 ISHARES TR ESG AWRE 1 5 YR 46435G243 14243 583 SH SOLE West Branch Capital 0 0 583 ISHARES TR ESG AWRE USD ETF 46435G193 22801 1039 SH SOLE West Branch Capital 0 0 1039 ISHARES TR ESG EAFE ETF 46436E759 11513 136 SH SOLE West Branch Capital 0 0 136 ISHARES TR ESG MSCI KLD ETF 464288570 21050 144 SH SOLE West Branch Capital 0 0 144 ISHARES TR ESG MSCI USA ETF 46436E767 13681 201 SH SOLE West Branch Capital 0 0 201 ISHARES TR GL CLEAN ENE ETF 464288224 3026 178 SH SOLE West Branch Capital 0 0 178 ISHARES TR GLOBAL TECH ETF 464287291 40316 272 SH SOLE West Branch Capital 0 0 272 ISHARES TR IBOXX HI YD ETF 464288513 233561 3025 SH SOLE West Branch Capital 0 0 3025 ISHARES TR INVT GRAD SY ETF 46435G219 19470 455 SH SOLE West Branch Capital 0 0 455 ISHARES TR ISHARES BIOTECH 464287556 24001 114 SH SOLE West Branch Capital 0 0 114 ISHARES TR JPMORGAN USD EMG 464288281 30432 335 SH SOLE West Branch Capital 0 0 335 ISHARES TR MSCI ACWI EX US 464288240 515351 6815 SH SOLE West Branch Capital 0 0 6815 ISHARES TR MSCI EURO FL ETF 464289180 4416 111 SH SOLE West Branch Capital 0 0 111 ISHARES TR MSCI INTL VLU FT 46435G409 15012 350 SH SOLE West Branch Capital 0 0 350 ISHARES TR NORTH AMERN NAT 464287374 8998 146 SH SOLE West Branch Capital 0 0 146 ISHARES TR RUS 1000 GRW ETF 464287614 175364 1400 SH SOLE West Branch Capital 0 0 1400 ISHARES TR RUS 1000 VAL ETF 464287598 223137 900 SH SOLE West Branch Capital 0 0 900 ISHARES TR RUSSELL 2000 ETF 464287655 7781 28 SH SOLE West Branch Capital 0 0 28 ISHARES TR S&P 100 ETF 464287101 123357 323 SH SOLE West Branch Capital 0 0 323 ISHARES TR S&P 500 GRWT ETF 464287309 138703 975 SH SOLE West Branch Capital 0 0 975 ISHARES TR S&P 500 VAL ETF 464287408 309320 1355 SH SOLE West Branch Capital 0 0 1355 ISHARES TR SELECT DIVID ETF 464287168 609 4 SH SOLE West Branch Capital 0 0 4 ISHARES TR U.S. TECH ETF 464287721 15894 60 SH SOLE West Branch Capital 0 0 60 ISHARES TR US TREAS BD ETF 46429B267 9776 447 SH SOLE West Branch Capital 0 0 447 JOHNSON & JOHNSON COM 478160104 8840101 33392 SH SOLE West Branch Capital 0 0 33392 JPMORGAN CHASE & CO COM 46625H100 11279807 34095 SH SOLE West Branch Capital 0 0 34095 KARYOPHARM THERAPEUTICS INC COM NEW 48576U205 4 3 SH SOLE West Branch Capital 0 0 3 KENVUE INC COM 49177J102 3797 215 SH SOLE West Branch Capital 0 0 215 KIMBERLY-CLARK CORP COM 494368103 7600 78 SH SOLE West Branch Capital 0 0 78 KINDER MORGAN INC DEL COM 49456B101 362 12 SH SOLE West Branch Capital 0 0 12 KKR & CO INC COM 48251W104 274 3 SH SOLE West Branch Capital 0 0 3 KLA CORP COM NEW 482480100 274852 1410 SH SOLE West Branch Capital 0 0 1410 KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 3005 123 SH SOLE West Branch Capital 0 0 123 KRANESHARES TRUST QUADRTC INT RT 500767736 3848 230 SH SOLE West Branch Capital 0 0 230 KROGER CO COM 501044101 6507 111 SH SOLE West Branch Capital 0 0 111 L3HARRIS TECHNOLOGIES INC COM 502431109 474 2 SH SOLE West Branch Capital 0 0 2 LAM RESEARCH CORP COM NEW 512807306 2461491 7493 SH SOLE West Branch Capital 0 0 7493 LINDE PLC SHS G54950103 101576 214 SH SOLE West Branch Capital 0 0 214 LOCKHEED MARTIN CORP COM 539830109 353420 694 SH SOLE West Branch Capital 0 0 694 LOWES COS INC COM 548661107 22852 124 SH SOLE West Branch Capital 0 0 124 LULULEMON ATHLETICA INC COM 550021109 2501 26 SH SOLE West Branch Capital 0 0 26 M & T BK CORP COM 55261F104 492429 2263 SH SOLE West Branch Capital 0 0 2263 MAIN STR CAP CORP COM 56035L104 6882 125 SH SOLE West Branch Capital 0 0 125 MARRIOTT INTL INC NEW CL A 571903202 1068 3 SH SOLE West Branch Capital 0 0 3 MARSH & MCLENNAN COS INC COM 571748102 683 4 SH SOLE West Branch Capital 0 0 4 MASTERCARD INCORPORATED CL A 57636Q104 4896178 8878 SH SOLE West Branch Capital 0 0 8878 MATTEL INC COM 577081102 2735 216 SH SOLE West Branch Capital 0 0 216 MCCORMICK & CO INC COM NON VTG 579780206 32480 700 SH SOLE West Branch Capital 0 0 700 MCDONALDS CORP COM 580135101 846233 3664 SH SOLE West Branch Capital 0 0 3664 MCKESSON CORP COM 58155Q103 854 1 SH SOLE West Branch Capital 0 0 1 MEDTRONIC PLC SHS G5960L103 9129 106 SH SOLE West Branch Capital 0 0 106 MERCK & CO INC COM 58933Y105 1466513 10092 SH SOLE West Branch Capital 0 0 10092 META PLATFORMS INC CL A 30303M102 9429978 13004 SH SOLE West Branch Capital 0 0 13004 METLIFE INC COM 59156R108 15631 166 SH SOLE West Branch Capital 0 0 166 MICROCHIP TECHNOLOGY INC. COM 595017104 155104 1994 SH SOLE West Branch Capital 0 0 1994 MICRON TECHNOLOGY INC COM 595112103 9412055 8837 SH SOLE West Branch Capital 0 0 8837 MICROSOFT CORP COM 594918104 28195633 54973 SH SOLE West Branch Capital 0 0 54973 MOBILITY GLOBAL INC COM SHS 60744M106 18 1 SH SOLE West Branch Capital 0 0 1 MODERNA INC COM 60770K107 192570 1000 SH SOLE West Branch Capital 0 0 1000 MONDELEZ INTL INC CL A 609207105 28910 500 SH SOLE West Branch Capital 0 0 500 MOODYS CORP COM 615369105 455 1 SH SOLE West Branch Capital 0 0 1 MOOG INC CL A 615394202 2576449 6754 SH SOLE West Branch Capital 0 0 6754 MOOG INC CL B 615394301 23324232 60114 SH SOLE West Branch Capital 0 0 60114 MORGAN STANLEY COM NEW 617446448 1811560 9632 SH SOLE West Branch Capital 0 0 9632 MOTOROLA SOLUTIONS INC COM NEW 620076307 2764 6 SH SOLE West Branch Capital 0 0 6 NATIONAL FUEL GAS CO COM 636180101 10773 142 SH SOLE West Branch Capital 0 0 142 NET LEASE OFFICE PROPERTIES COM 64110Y108 50 5 SH SOLE West Branch Capital 0 0 5 NETFLIX INC. 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COM 74340W103 106469 820 SH SOLE West Branch Capital 0 0 820 PROSHARES TR LARGE CAP CRE 74347R248 18000 207 SH SOLE West Branch Capital 0 0 207 PROSHARES TR S&P 500 DV ARIST 74348A467 5410 100 SH SOLE West Branch Capital 0 0 100 PROSPECT CAP CORP COM 74348T102 3581 1722 SH SOLE West Branch Capital 0 0 1722 QUALCOMM INC COM 747525103 266858 1450 SH SOLE West Branch Capital 0 0 1450 QUANTA SVCS INC COM 74762E102 643 1 SH SOLE West Branch Capital 0 0 1 RADIAN GROUP INC COM 750236101 215 7 SH SOLE West Branch Capital 0 0 7 RB GLOBAL INC COM 74935Q107 14244 175 SH SOLE West Branch Capital 0 0 175 RBB FD INC US TREASY 2 YR 74933W486 27406 579 SH SOLE West Branch Capital 0 0 579 RBC BEARINGS INC COM 75524B104 29954 60 SH SOLE West Branch Capital 0 0 60 REAVES UTIL INCOME FD COM SH BEN INT 756158101 30018 874 SH SOLE West Branch Capital 0 0 874 REPUBLIC SVCS INC COM 760759100 62961 300 SH SOLE West Branch Capital 0 0 300 RESIDEO TECHNOLOGIES INC COM 76118Y104 309 17 SH SOLE West Branch Capital 0 0 17 REVOLUTION MEDICINES INC COM 76155X100 102630 500 SH SOLE West Branch Capital 0 0 500 RIVERNORTH MANAGED DUR MUN I COM 76882H105 6270 500 SH SOLE West Branch Capital 0 0 500 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 13476 902 SH SOLE West Branch Capital 0 0 902 ROCKWELL AUTOMATION INC COM 773903109 39616 91 SH SOLE West Branch Capital 0 0 91 ROYAL CARIBBEAN GROUP COM V7780T103 79758 300 SH SOLE West Branch Capital 0 0 300 RTX CORPORATION COM 75513E101 522786 2816 SH SOLE West Branch Capital 0 0 2816 S&P GLOBAL INC COM 78409V104 395 1 SH SOLE West Branch Capital 0 0 1 SALESFORCE INC COM 79466L302 21121 92 SH SOLE West Branch Capital 0 0 92 SCHWAB STRATEGIC TR FUND EM EQUI ETF 808524730 7746 185 SH SOLE West Branch Capital 0 0 185 SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755 21178 394 SH SOLE West Branch Capital 0 0 394 SCHWAB STRATEGIC TR GOVT MONE MA ETF 808524581 16394 163 SH SOLE West Branch Capital 0 0 163 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 74334 2706 SH SOLE West Branch Capital 0 0 2706 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 10605 326 SH SOLE West Branch Capital 0 0 326 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1088570 30297 SH SOLE West Branch Capital 0 0 30297 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 217673 236 SH SOLE West Branch Capital 0 0 236 SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 45060 414 SH SOLE West Branch Capital 0 0 414 SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 53636 274 SH SOLE West Branch Capital 0 0 274 SERVICENOW INC COM 81762P102 71696 535 SH SOLE West Branch Capital 0 0 535 SHELL PLC SPON ADS 780259305 108262 1139 SH SOLE West Branch Capital 0 0 1139 SHERWIN WILLIAMS CO COM 824348106 414 1 SH SOLE West Branch Capital 0 0 1 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 4268 418 SH SOLE West Branch Capital 0 0 418 SIMON PPTY GROUP INC NEW COM 828806109 13853 69 SH SOLE West Branch Capital 0 0 69 SL GREEN RLTY CORP COM 78440X887 146760 3000 SH SOLE West Branch Capital 0 0 3000 SLB LIMITED COM STK 806857108 342 7 SH SOLE West Branch Capital 0 0 7 SMUCKER J M CO COM NEW 832696405 4638 39 SH SOLE West Branch Capital 0 0 39 SOLARIS ENERGY INFRAS INC COM CL A 83418M103 71180 1000 SH SOLE West Branch Capital 0 0 1000 SOUTHERN CO COM 842587107 12931 156 SH SOLE West Branch Capital 0 0 156 SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 16293 108 SH SOLE West Branch Capital 0 0 108 SPDR GOLD TR GOLD SHS 78463V107 204512 537 SH SOLE West Branch Capital 0 0 537 SPDR SERIES TRUST ST STR P500GRW 78464A409 1231 10 SH SOLE West Branch Capital 0 0 10 SPDR SERIES TRUST ST STR SP DIV 78464A763 5860 40 SH SOLE West Branch Capital 0 0 40 SPROTT ETF TRUST GOLD MINERS ETF 85210B102 12423 168 SH SOLE West Branch Capital 0 0 168 SS&C TECH HLDGS COM 78467J100 10944 142 SH SOLE West Branch Capital 0 0 142 STAG INDUSTRIAL INC COM 85254J102 7377 206 SH SOLE West Branch Capital 0 0 206 STARBUCKS CORP COM 855244109 564 6 SH SOLE West Branch Capital 0 0 6 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 22903976 30033 SH SOLE West Branch Capital 0 0 30033 STELLANTIS N.V SHS N82405106 436 100 SH SOLE West Branch Capital 0 0 100 STRYKER CORPORATION COM 863667101 276 1 SH SOLE West Branch Capital 0 0 1 SUNRUN INC COM 86771W105 234 30 SH SOLE West Branch Capital 0 0 30 SYNCHRONY FINANCIAL COM 87165B103 9440 133 SH SOLE West Branch Capital 0 0 133 SYSCO CORP COM 871829107 54572 700 SH SOLE West Branch Capital 0 0 700 TESLA INC COM 88160R101 4607091 12985 SH SOLE West Branch Capital 0 0 12985 TEXAS INSTRS INC COM 882508104 66102 236 SH SOLE West Branch Capital 0 0 236 THE CIGNA GROUP COM 125523100 51376 189 SH SOLE West Branch Capital 0 0 189 THERMO FISHER SCIENTIFIC INC COM 883556102 184215 273 SH SOLE West Branch Capital 0 0 273 TJX COS INC NEW COM 872540109 141969 1073 SH SOLE West Branch Capital 0 0 1073 T-MOBILE US INC COM 872590104 61003 374 SH SOLE West Branch Capital 0 0 374 TRAVELERS COMPANIES INC COM 89417E109 19252 54 SH SOLE West Branch Capital 0 0 54 TRI CONTL CORP COM 895436103 8208 239 SH SOLE West Branch Capital 0 0 239 TRUIST FINL CORP COM 89832Q109 325 7 SH SOLE West Branch Capital 0 0 7 UBER TECHNOLOGIES INC COM 90353T100 480 7 SH SOLE West Branch Capital 0 0 7 UNILEVER PLC SPON ADR NEW 904767803 12787 211 SH SOLE West Branch Capital 0 0 211 UNION PAC CORP COM 907818108 36698 135 SH SOLE West Branch Capital 0 0 135 UNITED PARCEL SVCS INC CL B 911312106 8410 90 SH SOLE West Branch Capital 0 0 90 UNITED RENTALS INC COM 911363109 1001 1 SH SOLE West Branch Capital 0 0 1 UNITEDHEALTH GROUP INC COM 91324P102 4275821 11648 SH SOLE West Branch Capital 0 0 11648 UNUM GROUP COM 91529Y106 237661 2709 SH SOLE West Branch Capital 0 0 2709 US BANCORP COM NEW 902973304 867 15 SH SOLE West Branch Capital 0 0 15 US FOODS HLDG CORP COM 912008109 185 2 SH SOLE West Branch Capital 0 0 2 VALERO ENERGY CORP COM 91913Y100 32172 83 SH SOLE West Branch Capital 0 0 83 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 11397 459 SH SOLE West Branch Capital 0 0 459 VANECK ETF TRUST PREFERRED SECURT 92189F429 12227 698 SH SOLE West Branch Capital 0 0 698 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 30686 359 SH SOLE West Branch Capital 0 0 359 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 44705 193 SH SOLE West Branch Capital 0 0 193 VANGUARD INDEX FDS MRNGSTR GRWT ETF 922908736 69779 774 SH SOLE West Branch Capital 0 0 774 VANGUARD INDEX FDS MRNGSTR LRG CAP 922908637 3167 9 SH SOLE West Branch Capital 0 0 9 VANGUARD INDEX FDS MRNGSTR MD CP VA 922908512 37933 194 SH SOLE West Branch Capital 0 0 194 VANGUARD INDEX FDS MRNGSTR SML CAP 922908751 7397 26 SH SOLE West Branch Capital 0 0 26 VANGUARD INDEX FDS MRNGSTR SML CP V 922908611 566948 2454 SH SOLE West Branch Capital 0 0 2454 VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 178539 477 SH SOLE West Branch Capital 0 0 477 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 380207 542 SH SOLE West Branch Capital 0 0 542 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1365 23 SH SOLE West Branch Capital 0 0 23 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 404888 1177 SH SOLE West Branch Capital 0 0 1177 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 353582 1516 SH SOLE West Branch Capital 0 0 1516 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 83038 1176 SH SOLE West Branch Capital 0 0 1176 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 254630 1641 SH SOLE West Branch Capital 0 0 1641 VANGUARD WORLD FD INF TECH ETF 92204A702 150302 1196 SH SOLE West Branch Capital 0 0 1196 VERIZON COMMUNICATIONS INC COM 92343V104 77934 1699 SH SOLE West Branch Capital 0 0 1699 VERTEX PHARMACEUTICALS INC COM 92532F100 1046 2 SH SOLE West Branch Capital 0 0 2 VIATRIS INC COM 92556V106 5192 293 SH SOLE West Branch Capital 0 0 293 VISA INC COM CL A 92826C839 8010729 22294 SH SOLE West Branch Capital 0 0 22294 VISTRA CORP COM 92840M102 27670 200 SH SOLE West Branch Capital 0 0 200 VIVMARK RESIDENTIAL SH BEN INT 29476L107 12152 200 SH SOLE West Branch Capital 0 0 200 VORNADO RLTY TR SH BEN INT 929042109 3185 94 SH SOLE West Branch Capital 0 0 94 VOYA INFRASTRUCTURE INDLS & COM 92912X101 6668 547 SH SOLE West Branch Capital 0 0 547 WABTEC COM 929740108 575 2 SH SOLE West Branch Capital 0 0 2 WALMART INC COM 931142103 8072602 77681 SH SOLE West Branch Capital 0 0 77681 WASTE MGMT INC DEL COM 94106L109 142948 701 SH SOLE West Branch Capital 0 0 701 WATSCO INC COM 942622200 12411 41 SH SOLE West Branch Capital 0 0 41 WELLS FARGO & CO COM 949746101 1565944 19562 SH SOLE West Branch Capital 0 0 19562 WELLTOWER INC COM 95040Q104 23024 100 SH SOLE West Branch Capital 0 0 100 WILLIS TOWERS WATSON PLC LTD SHS G96629103 577 2 SH SOLE West Branch Capital 0 0 2 XYLEM INC COM 98419M100 10127 100 SH SOLE West Branch Capital 0 0 100 YUM BRANDS INC COM 988498101 66807 490 SH SOLE West Branch Capital 0 0 490 YUM CHINA HLDGS INC COM 98850P109 17756 432 SH SOLE West Branch Capital 0 0 432 ZILLOW GROUP INC CL C CAP STK 98954M200 1791 66 SH SOLE West Branch Capital 0 0 66 ZOOM COMMUNICATIONS INC CL A 98980L101 454 5 SH SOLE West Branch Capital 0 0 5