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
ABBOTT LABS COM Stock 002824100   382,389 3,680 SH   SOLE   0 0 3,680
AIR PRODS & CHEMS INC COM Stock 009158106   228,632 886 SH   SOLE   0 0 886
ALBEMARLE CORP Stock 012653101   219,123 2,294 SH   SOLE   0 0 2,294
ALPHABET INC CAP STK CL C Stock 02079K107   1,611,345 8,785 SH   SOLE   0 0 8,785
ALPS TRUST ETF ALERIAN MLP ETF 00162Q452   1,155,756 24,088 SH   SOLE   0 0 24,088
ALTRIA GROUP INC COM Stock 02209S103   216,271 4,748 SH   SOLE   0 0 4,748
AMAZON.COM INC Stock 023135106   2,349,147 12,156 SH   SOLE   0 0 12,156
AMERIPRISE FINANCIAL INC. Stock 03076C106   603,192 1,412 SH   SOLE   0 0 1,412
ANALOG DEVICES INC COM Stock 032654105   396,031 1,735 SH   SOLE   0 0 1,735
APPLE INC Stock 037833100   3,311,368 15,722 SH   SOLE   0 0 15,722
ARCHER DANIELS MIDLAND CO COM Stock 039483102   592,833 9,807 SH   SOLE   0 0 9,807
ASTRAZENECA PLC- SPONS ADR ADR 046353108   425,357 5,454 SH   SOLE   0 0 5,454
BAKER HUGHES INC Stock 05722G100   913,892 25,985 SH   SOLE   0 0 25,985
BANK AMERICA CORP COM Stock 060505104   659,426 16,581 SH   SOLE   0 0 16,581
BAXTER INTL INC COM Stock 071813109   232,779 6,959 SH   SOLE   0 0 6,959
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   6,434,762 15,818 SH   SOLE   0 0 15,818
BLACKROCK LIMITED DURATION INCOME TRUST CEF 09249W101   372,243 26,665 SH   SOLE   0 0 26,665
BOEING CO COM Stock 097023105   461,759 2,537 SH   SOLE   0 0 2,537
CALAMOS STRATEGIC TOTAL RETURN FD CEF 128125101   2,558,326 151,920 SH   SOLE   0 0 151,920
CAPITAL ONE FINANCIAL CORP Stock 14040H105   378,799 2,736 SH   SOLE   0 0 2,736
CARRIER GLOBAL CORPORATION COM Stock 14448C104   518,707 8,223 SH   SOLE   0 0 8,223
CHARLES SCHWAB CORP Stock 808513105   554,886 7,530 SH   SOLE   0 0 7,530
CHENIERE ENERGY INC COM NEW Stock 16411R208   1,341,471 7,673 SH   SOLE   0 0 7,673
CHEVRON CORP NEW COM Stock 166764100   641,322 4,100 SH   SOLE   0 0 4,100
CHUBB LIMITED COM Stock H1467J104   418,841 1,642 SH   SOLE   0 0 1,642
CISCO SYS INC Stock 17275R102   884,874 18,625 SH   SOLE   0 0 18,625
CITIGROUP INC Stock 172967424   324,344 5,111 SH   SOLE   0 0 5,111
CITIZENS FINL GROUP INC COM Stock 174610105   560,519 15,557 SH   SOLE   0 0 15,557
CMS ENERGY CORP COM Stock 125896100   209,248 3,515 SH   SOLE   0 0 3,515
COMCAST CORP NEW CL A Stock 20030N101   399,001 10,189 SH   SOLE   0 0 10,189
CONOCOPHILLIPS COM Stock 20825C104   895,481 7,829 SH   SOLE   0 0 7,829
CORTEVA INC COM Stock 22052L104   303,051 5,618 SH   SOLE   0 0 5,618
COSTCO WHOLESALE CORP Stock 22160K105   2,923,961 3,440 SH   SOLE   0 0 3,440
CRESCENT ENERGY COMPANY CL A COM Stock 44952J104   946,922 79,909 SH   SOLE   0 0 79,909
DANAHER CORP Stock 235851102   515,940 2,065 SH   SOLE   0 0 2,065
DEERE & CO COM Stock 244199105   254,068 680 SH   SOLE   0 0 680
DISNEY WALT CO COM Stock 254687106   232,835 2,345 SH   SOLE   0 0 2,345
DOMINION RESOURCES INC Stock 25746U109   413,707 8,443 SH   SOLE   0 0 8,443
DOUBLELINE INCOME SOLUTIONS FUND CEF 258622109   132,582 10,590 SH   SOLE   0 0 10,590
DTE ENERGY CO COM Stock 233331107   203,037 1,829 SH   SOLE   0 0 1,829
EATON CORP PLC SHS Stock G29183103   632,117 2,016 SH   SOLE   0 0 2,016
EATON VANCE LTD DURATION INCOME FD CEF 27828H105   221,722 22,764 SH   SOLE   0 0 22,764
EATON VANCE RISK MANAGED DIVERSIFIED EQUITY CEF 27829G106   599,083 68,233 SH   SOLE   0 0 68,233
EATON VANCE SHORT DURATION DIVERSIFIED I CEF 27828V104   126,187 11,684 SH   SOLE   0 0 11,684
EATON VANCE TAX MANAGED CEF 27828N102   2,109,514 150,143 SH   SOLE   0 0 150,143
EATON VANCE TAX MANAGED GLOBAL EQUITY CEF 27829F108   1,479,527 175,092 SH   SOLE   0 0 175,092
ELEVANCE HEALTH INC COM Stock 036752103   203,198 375 SH   SOLE   0 0 375
ELI LILLY & CO COM Stock 532457108   1,116,334 1,233 SH   SOLE   0 0 1,233
ENBRIDGE INC COM Stock 29250N105   204,291 5,743 SH   SOLE   0 0 5,743
ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP Stock 29273V100   918,214 56,610 SH   SOLE   0 0 56,610
ENTERPRISE PRODS PARTNERS L P Stock 293792107   1,173,800 40,504 SH   SOLE   0 0 40,504
EXXON MOBIL CORP COM Stock 30231G102   825,526 7,171 SH   SOLE   0 0 7,171
FEDEX CORP Stock 31428X106   492,937 1,644 SH   SOLE   0 0 1,644
FINANCIAL SELECT SECTOR SPDR ETF 81369Y605   280,946 6,834 SH   SOLE   0 0 6,834
FISERV INC Stock 337738108   462,322 3,102 SH   SOLE   0 0 3,102
FORD MOTOR COMPANY Stock 345370860   261,095 20,821 SH   SOLE   0 0 20,821
FORTIVE CORP COM Stock 34959J108   246,160 3,322 SH   SOLE   0 0 3,322
GE AEROSPACE COM NEW Stock 369604301   655,115 4,121 SH   SOLE   0 0 4,121
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Stock 36266G107   217,631 2,793 SH   SOLE   0 0 2,793
GOLDMAN SACHS GROUP INC Stock 38141G104   743,614 1,644 SH   SOLE   0 0 1,644
GOOGLE INC Stock 02079K305   1,288,347 7,073 SH   SOLE   0 0 7,073
HOME DEPOT Stock 437076102   334,946 973 SH   SOLE   0 0 973
HUBBELL INC COM Stock 443510607   356,708 976 SH   SOLE   0 0 976
INDEPENDENCE RLTY TR INC COM REIT 45378A106   582,158 31,065 SH   SOLE   0 0 31,065
INTERCONTINENTALEXCHINTL Stock 45866F104   591,091 4,318 SH   SOLE   0 0 4,318
INVESCO NASDAQ NEXT GEN 100 ETF ETF 46138G631   311,159 11,165 SH   SOLE   0 0 11,165
ISHARES 1-3 YR TREASURY BOND ETF ETF 464287457   6,168,576 75,549 SH   SOLE   0 0 75,549
ISHARES AGGREGATE BOND ETF ETF 464287226   471,857 4,861 SH   SOLE   0 0 4,861
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF ETF 46435U853   2,342,444 64,566 SH   SOLE   0 0 64,566
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF ETF 46435G672   249,101 4,990 SH   SOLE   0 0 4,990
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103   4,539,563 84,804 SH   SOLE   0 0 84,804
ISHARES CORE S&P MID CAP ETF ETF 464287507   1,077,646 18,415 SH   SOLE   0 0 18,415
ISHARES MSCI EAFE ETF ETF 464287465   1,456,076 18,589 SH   SOLE   0 0 18,589
ISHARES MSCI EAFE SMALL CAP ETF ETF 464288273   2,395,330 38,860 SH   SOLE   0 0 38,860
ISHARES MSCI EAFE VALUE INDEX ETF ETF 464288877   210,198 3,963 SH   SOLE   0 0 3,963
ISHARES RUSSELL 1000 ETF ETF 464287622   385,909 1,297 SH   SOLE   0 0 1,297
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614   11,397,103 31,267 SH   SOLE   0 0 31,267
ISHARES RUSSELL 1000 VALUE ETF ETF 464287598   2,672,983 15,320 SH   SOLE   0 0 15,320
ISHARES RUSSELL 2000 ETF ETF 464287655   1,284,715 6,332 SH   SOLE   0 0 6,332
ISHARES RUSSELL 2000 GROWTH INDEX ETF 464287648   482,530 1,838 SH   SOLE   0 0 1,838
ISHARES RUSSELL 2000 VALUE ETF 464287630   669,663 4,397 SH   SOLE   0 0 4,397
ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481   1,317,248 11,937 SH   SOLE   0 0 11,937
ISHARES RUSSELL MIDCAP VALUE INDEX ETF 464287473   706,691 5,853 SH   SOLE   0 0 5,853
ISHARES S&P 500 INDEX ETF 464287200   381,967 698 SH   SOLE   0 0 698
JOHNSON & JOHNSON COM Stock 478160104   288,520 1,974 SH   SOLE   0 0 1,974
JOHNSON CTLS INC Stock G51502105   273,923 4,121 SH   SOLE   0 0 4,121
JPMORGAN CHASE & CO. COM Stock 46625H100   2,558,387 12,649 SH   SOLE   0 0 12,649
JPMORGAN EQUITY PREMIUM INCOME ETF ETF 46641Q332   1,216,636 21,465 SH   SOLE   0 0 21,465
KAYNE ANDERSON MLP INVT CO CEF 486606106   203,687 19,718 SH   SOLE   0 0 19,718
KIMBERLY-CLARK CORP COM Stock 494368103   441,273 3,193 SH   SOLE   0 0 3,193
KINDER MORGAN INC Stock 49456B101   362,707 18,254 SH   SOLE   0 0 18,254
LENNAR CORP CL A Stock 526057104   445,863 2,975 SH   SOLE   0 0 2,975
LINDE PLC SHS Stock G54950103   938,176 2,138 SH   SOLE   0 0 2,138
LOWES COS INC COM Stock 548661107   422,623 1,917 SH   SOLE   0 0 1,917
MARSH & MCLENNAN COS INC COM Stock 571748102   262,557 1,246 SH   SOLE   0 0 1,246
MASTERCARD INC Stock 57636Q104   1,140,840 2,586 SH   SOLE   0 0 2,586
MEDTRONIC PLC SHS Stock G5960L103   467,301 5,937 SH   SOLE   0 0 5,937
MERCK & CO INC Stock 58933Y105   606,001 4,895 SH   SOLE   0 0 4,895
META PLATFORMS INC CL A Stock 30303M102   1,538,375 3,051 SH   SOLE   0 0 3,051
MICROSOFT Stock 594918104   4,084,676 9,139 SH   SOLE   0 0 9,139
MONDELEZ INTL INC CL A Stock 609207105   843,587 12,891 SH   SOLE   0 0 12,891
MONSTER BEVERAGE CORP Stock 61174X109   234,615 4,697 SH   SOLE   0 0 4,697
MPLX LP COM UNIT REPSTG LTD PARTNER INT Stock 55336V100   333,437 7,829 SH   SOLE   0 0 7,829
MUNIYIELD MICH INSD FD INC CEF 09254V105   220,218 19,250 SH   SOLE   0 0 19,250
NETFLIX COM INC Stock 64110L106   764,639 1,133 SH   SOLE   0 0 1,133
NEXTERA ENERGY INC COM Stock 65339F101   414,876 5,859 SH   SOLE   0 0 5,859
NORFOLK SOUTHERN CRP Stock 655844108   229,933 1,071 SH   SOLE   0 0 1,071
NOVARTIS AG ADR ADR 66987V109   409,019 3,842 SH   SOLE   0 0 3,842
NUVEEN AMT FREE QLTY MUN INCME COM CEF 670657105   252,407 22,025 SH   SOLE   0 0 22,025
NVIDIA CORPORATION COM Stock 67066G104   817,835 6,620 SH   SOLE   0 0 6,620
O REILLY AUTOMOTIVE INC Stock 67103H107   683,271 647 SH   SOLE   0 0 647
OLD DOMINION FREIGHT LINE INC COM Stock 679580100   696,510 3,944 SH   SOLE   0 0 3,944
OLD REP INTL CORP COM Stock 680223104   250,877 8,119 SH   SOLE   0 0 8,119
OLO INC CL A Stock 68134L109   44,200 10,000 SH   SOLE   0 0 10,000
ONEOK INC NEW COM Stock 682680103   634,622 7,782 SH   SOLE   0 0 7,782
ORACLE CORPORATION Stock 68389X105   1,034,714 7,328 SH   SOLE   0 0 7,328
OTIS WORLDWIDE CORP COM Stock 68902V107   416,421 4,326 SH   SOLE   0 0 4,326
PEPSICO INC COM Stock 713448108   700,953 4,250 SH   SOLE   0 0 4,250
PFIZER INC COM Stock 717081103   291,775 10,428 SH   SOLE   0 0 10,428
PHILIP MORRIS INTL INC Stock 718172109   268,322 2,648 SH   SOLE   0 0 2,648
PLAINS ALL AMERICAN PIPELINE LP Stock 726503105   305,745 17,119 SH   SOLE   0 0 17,119
PROCTER AND GAMBLE CO COM Stock 742718109   743,954 4,511 SH   SOLE   0 0 4,511
QUALCOMM INC Stock 747525103   1,099,872 5,522 SH   SOLE   0 0 5,522
REALTY INCOME CORP COM REIT 756109104   216,245 4,094 SH   SOLE   0 0 4,094
ROCKET COS INC COM CL A Stock 77311W101   274,411 20,030 SH   SOLE   0 0 20,030
RTX CORPORATION COM Stock 75513E101   1,778,710 17,718 SH   SOLE   0 0 17,718
SALESFORCE COM Stock 79466L302   511,372 1,989 SH   SOLE   0 0 1,989
SEMPRA ENERGY Stock 816851109   455,447 5,988 SH   SOLE   0 0 5,988
SOFI TECHNOLOGIES INC COM Stock 83406F102   122,219 18,490 SH   SOLE   0 0 18,490
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663   529,571 5,770 SH   SOLE   0 0 5,770
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF ETF 78467V848   922,934 23,236 SH   SOLE   0 0 23,236
SPDR GOLD ETF ETF 78463V107   2,983,264 13,875 SH   SOLE   0 0 13,875
SPDR S&P 500 ETF ETF 78462F103   633,086 1,163 SH   SOLE   0 0 1,163
STRYKER CORP Stock 863667101   713,440 2,097 SH   SOLE   0 0 2,097
TARGA RES CORP COM Stock 87612G101   338,820 2,631 SH   SOLE   0 0 2,631
TE CONNECTIVITY LTD Stock H84989104   249,864 1,661 SH   SOLE   0 0 1,661
TEXAS INSTRS INC COM Stock 882508104   628,721 3,232 SH   SOLE   0 0 3,232
TJX COS INC NEW COM Stock 872540109   957,093 8,693 SH   SOLE   0 0 8,693
TRAVELERS COMPANIES INC COM Stock 89417E109   223,674 1,100 SH   SOLE   0 0 1,100
UNION PAC CORP COM Stock 907818108   666,109 2,944 SH   SOLE   0 0 2,944
UNITEDHEALTH GROUP Stock 91324P102   750,140 1,473 SH   SOLE   0 0 1,473
VANECK FALLEN ANGEL HIGH YIELD BOND ETF ETF 92189F437   218,419 7,718 SH   SOLE   0 0 7,718
VANECK IG FLOATING RATE ETF ETF 92189F486   924,584 36,244 SH   SOLE   0 0 36,244
VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844   293,723 1,609 SH   SOLE   0 0 1,609
VANGUARD GROWTH ETF ETF 922908736   510,898 1,366 SH   SOLE   0 0 1,366
VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 921946406   11,294,480 95,232 SH   SOLE   0 0 95,232
VANGUARD SHORT TERM BOND ETF 921937827   565,279 7,370 SH   SOLE   0 0 7,370
VANGUARD SHORT-TERM CORPORATE BOND ETF ETF 92206C409   8,898,966 115,160 SH   SOLE   0 0 115,160
VANGUARD SMALL CAP VALUE ETF ETF 922908611   477,655 2,617 SH   SOLE   0 0 2,617
VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407   1,907,355 39,189 SH   SOLE   0 0 39,189
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   826,850 3,091 SH   SOLE   0 0 3,091
VANGUARD TOTAL WORLD STOCK ETF ETF 922042742   395,669 3,513 SH   SOLE   0 0 3,513
VIRTUS DIVIDEND INTEREST & PR COM CEF 92840R101   1,033,866 84,191 SH   SOLE   0 0 84,191
VISA INC Stock 92826C839   892,398 3,400 SH   SOLE   0 0 3,400
WALMART INC COM Stock 931142103   254,725 3,762 SH   SOLE   0 0 3,762
WELLS FARGO CO NEW COM Stock 949746101   825,283 13,896 SH   SOLE   0 0 13,896
WILLIAMS COS INC COM Stock 969457100   859,478 20,223 SH   SOLE   0 0 20,223
YUM! BRANDS INC Stock 988498101   259,887 1,962 SH   SOLE   0 0 1,962