ABBOTT LABORATORIES COM 002824100 3215840 31322 SH SOLE 0 250 0 31072 ABBVIE INC COM 00287Y109 7544728 34690 SH SOLE 0 200 0 34490 ALLSTATE CORP COM 020002101 706049 3405 SH SOLE 0 0 0 3405 ALPHABET INC CAP STK CL A 02079K305 2041162 7098 SH SOLE 0 0 0 7098 ALPHABET INC CAP STK CL C 02079K107 28239300 98443 SH SOLE 0 1300 0 97143 ALTRIA GROUP INC COM 02209S103 491561 7449 SH SOLE 0 0 0 7449 AMAZON COM INC COM 023135106 16035349 76993 SH SOLE 0 1240 0 75753 AMERICAN ELEC PWR CO INC COM 025537101 292833 2234 SH SOLE 0 0 0 2234 AMERICAN TOWER CORP COM 03027X100 2099232 12164 SH SOLE 0 330 0 11834 AMETEK INC COM 031100100 434293 2026 SH SOLE 0 25 0 2001 AMGEN INC COM 031162100 933454 2653 SH SOLE 0 0 0 2653 ANALOG DEVICES INC COM 032654105 10609339 33348 SH SOLE 0 700 0 32648 APPLE INC COM 037833100 38380477 151229 SH SOLE 0 1550 0 149679 ARM HOLDINGS PLC SPONSORED ADS 042068205 240081 1587 SH SOLE 0 0 0 1587 AT&T INC COM 00206R102 259895 8965 SH SOLE 0 0 0 8965 ATMOS ENERGY CORP COM 049560105 211135 1143 SH SOLE 0 0 0 1143 AUTOMATIC DATA PROCESSING IN COM 053015103 1609996 7924 SH SOLE 0 0 0 7924 BANK MONTREAL MEDIUM COM 063671101 239958 1773 SH SOLE 0 0 0 1773 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6518078 13602 SH SOLE 0 200 0 13402 BLACK HILLS CORP COM 092113109 204760 2950 SH SOLE 0 0 0 2950 BLACKROCK INC COM 09290D101 9587795 9970 SH SOLE 0 100 0 9870 BLACKSTONE INC COM 09260D107 811829 7060 SH SOLE 0 0 0 7060 BOSTON SCIENTIFIC CORP COM 101137107 999201 15924 SH SOLE 0 42 0 15882 BRISTOL-MYERS SQUIBB CO COM 110122108 227438 3750 SH SOLE 0 0 0 3750 BROADCOM INC COM 11135F101 27991598 90438 SH SOLE 0 1060 0 89378 CADENCE DESIGN SYSTEM INC COM 127387108 542402 1952 SH SOLE 0 0 0 1952 CAPITAL GROUP INTERNATIONAL SHS 14021M107 374624 11077 SH SOLE 0 0 0 11077 CAPITAL GROUP INTERNATIONAL SHS 14021T102 1015451 30669 SH SOLE 0 0 0 30669 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 338722 11486 SH SOLE 0 0 0 11486 CAPITAL GRP FIXED INCM ETF T MUNICIPAL HIGH I 14020Y805 1013990 40047 SH SOLE 0 862 0 39185 CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 14020Y300 1434719 52689 SH SOLE 0 0 0 52689 CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 14020Y201 407114 14995 SH SOLE 0 0 0 14995 CATERPILLAR INC COM 149123101 330142 466 SH SOLE 0 0 0 466 CHEVRON CORPORATION COM 166764100 1587544 7673 SH SOLE 0 0 0 7673 CHURCH & DWIGHT CO INC COM 171340102 408275 4375 SH SOLE 0 0 0 4375 CLEVELAND-CLIFFS INC NEW COM 185899101 84500 10000 SH SOLE 0 0 0 10000 COCA COLA CO COM 191216100 288686 3796 SH SOLE 0 0 0 3796 COSTCO WHOLESALE CORPORATION COM 22160K105 8013490 8042 SH SOLE 0 100 0 7942 CROWDSTRIKE HLDGS INC CL A 22788C105 314280 805 SH SOLE 0 0 0 805 CROWN CASTLE INC COM 22822V101 348483 4286 SH SOLE 0 0 0 4286 DEERE & CO COM 244199105 487255 865 SH SOLE 0 0 0 865 DISNEY WALT CO COM 254687106 277478 2879 SH SOLE 0 0 0 2879 DOMINION ENERGY INC COM 25746U109 314293 5084 SH SOLE 0 0 0 5084 DUKE ENERGY CORP NEW COM NEW 26441C204 977140 7463 SH SOLE 0 0 0 7463 ELI LILLY & CO COM 532457108 17434758 18956 SH SOLE 0 275 0 18681 EMERSON ELEC CO COM 291011104 588804 4494 SH SOLE 0 0 0 4494 ENTERPRISE PRODS PARTNERS L COM 293792107 672038 17760 SH SOLE 0 0 0 17760 EXXON MOBIL CORP COM 30231G102 2621586 15452 SH SOLE 0 0 0 15452 FIDELITY COVINGTON TRUST EMERG MKTS MLTFT 316092543 327237 10362 SH SOLE 0 0 0 10362 FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 2986616 32025 SH SOLE 0 750 0 31275 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 492309 6997 SH SOLE 0 0 0 6997 FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865 287236 4863 SH SOLE 0 0 0 4863 FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 502768 5811 SH SOLE 0 0 0 5811 FIDELITY COVINGTON TRUST VLU FACTOR ETF 316092782 1195720 17229 SH SOLE 0 0 0 17229 FIDELITY COVINGTON TRUST MSCI COMMNTN SVC 316092873 280791 4122 SH SOLE 0 0 0 4122 FIDELITY COVINGTON TRUST ENHANCED INTL 31609A404 2268033 60969 SH SOLE 0 0 0 60969 FIDELITY COVINGTON TRUST CONSMR STAPLES 316092303 202151 3863 SH SOLE 0 0 0 3863 FIDELITY COVINGTON TRUST BLUE CHIP GRWTH 316092352 974389 19441 SH SOLE 0 0 0 19441 FIDELITY COVINGTON TRUST ENHANCED LARGE 316092113 278148 7669 SH SOLE 0 0 0 7669 FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840 2157433 39056 SH SOLE 0 0 0 39056 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 8870233 194437 SH SOLE 0 5215 0 189222 FIRST SOLAR INC COM 336433107 293064 1486 SH SOLE 0 0 0 1486 FIRST TR EXCHANGE-TRADED FD NASDAQ-100 SEL 337344105 570492 4493 SH SOLE 0 0 0 4493 FLEXSHARES TR QUALT DIVD IDX 33939L860 314717 3979 SH SOLE 0 76 0 3903 GABELLI EQUITY TR INC COM 362397101 128800 23000 SH SOLE 0 0 0 23000 GABELLI EQUITY TR INC RIGHT 04/14/2026 362397226 161 23000 SH SOLE 0 0 0 23000 GENERAL DYNAMICS CORP COM 369550108 581415 1694 SH SOLE 0 0 0 1694 GENERAL MILLS INC COM 370334104 270143 7258 SH SOLE 0 0 0 7258 HOME DEPOT INC COM 437076102 5282576 16062 SH SOLE 0 200 0 15862 HONEYWELL INTL INC COM 438516106 5019236 22206 SH SOLE 0 325 0 21881 ILLINOIS TOOL WKS INC COM 452308109 3894607 14963 SH SOLE 0 0 0 14963 INTERCONTINENTAL EXCHANGE IN COM 45866F104 4158171 26438 SH SOLE 0 500 0 25938 INTERNATIONAL BUSINESS MACHS COM 459200101 595795 2458 SH SOLE 0 44 0 2414 INTUITIVE SURGICAL INC COM NEW 46120E602 673967 1462 SH SOLE 0 16 0 1446 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 3477589 20987 SH SOLE 0 500 0 20487 INVESCO EXCHANGE TRADED FD T DORSEY WRGT INDS 46137V845 671871 3454 SH SOLE 0 0 0 3454 INVESCO QQQ TR UNIT SER 1 46090E103 5192678 8997 SH SOLE 0 0 0 8997 IRON MTN INC DEL COM 46284V101 241050 2360 SH SOLE 0 0 0 2360 ISHARES GOLD TR ISHARES NEW 464285204 723970 8212 SH SOLE 0 0 0 8212 ISHARES TR IBONDS DEC2026 46435GAA0 353093 14567 SH SOLE 0 0 0 14567 ISHARES TR IBONDS DEC 2030 46436E726 322221 14720 SH SOLE 0 0 0 14720 ISHARES TR IBOND DEC 2030 46436E593 265648 13471 SH SOLE 0 0 0 13471 ISHARES TR US AER DEF ETF 464288760 706711 3231 SH SOLE 0 0 0 3231 ISHARES TR CORE LT USDB ETF 464289479 3218929 65719 SH SOLE 0 620 0 65099 ISHARES TR TRS FLT RT BD 46434V860 408939 8077 SH SOLE 0 0 0 8077 ISHARES TR ESG ADVNCD HY BD 46435G441 280748 6062 SH SOLE 0 37 0 6025 ISHARES TR ISHS 5-10YR INVT 464288638 27639116 519337 SH SOLE 0 2627 0 516710 ISHARES TR PFD AND INCM SEC 464288687 380668 12555 SH SOLE 0 0 0 12555 ISHARES TR IBONDS 27 ETF 46435UAA9 421282 17380 SH SOLE 0 0 0 17380 ISHARES TR US TREAS BD ETF 46429B267 18887359 824415 SH SOLE 0 5321 0 819094 ISHARES TR IBONDS DEC 2030 46438G687 309288 11974 SH SOLE 0 0 0 11974 ISHARES TR RUSSELL 3000 ETF 464287689 488186 1317 SH SOLE 0 0 0 1317 ISHARES TR CORE S&P US GWT 464287671 930660 6000 SH SOLE 0 0 0 6000 ISHARES TR FLTG RATE NT ETF 46429B655 505832 9928 SH SOLE 0 0 0 9928 ISHARES TR IBONDS DEC 2031 46438G356 278229 10840 SH SOLE 0 0 0 10840 ISHARES TR IBONDS 29 TRM TS 46436E825 525490 24058 SH SOLE 0 0 0 24058 ISHARES TR US SML CAP EQT 46434V290 6980542 92470 SH SOLE 0 1142 0 91328 ISHARES TR ESG AWRE 1 5 YR 46435G243 432113 17240 SH SOLE 0 69 0 17171 ISHARES TR U.S. TECH ETF 464287721 6098552 33616 SH SOLE 0 800 0 32816 ISHARES TR IBONDS DEC 28 46435U325 258159 10112 SH SOLE 0 0 0 10112 ISHARES TR US CONSM STAPLES 464287812 400011 5712 SH SOLE 0 0 0 5712 ISHARES TR EXPND TEC SC ETF 464287549 731607 6173 SH SOLE 0 0 0 6173 ISHARES TR ESG MSCI USA ETF 46436E767 211548 3832 SH SOLE 0 137 0 3695 ISHARES TR MSCI USA MIN VOL 46429B697 539840 5821 SH SOLE 0 0 0 5821 ISHARES TR NATIONAL MUN ETF 464288414 318025 2996 SH SOLE 0 0 0 2996 ISHARES TR CORE UNIVRSL USD 46434V613 620639 13437 SH SOLE 0 0 0 13437 ISHARES TR IBONDS DEC 29 46436E205 458800 19725 SH SOLE 0 0 0 19725 ISHARES TR IBONDS 28 TRM TS 46436E833 319190 14324 SH SOLE 0 0 0 14324 ISHARES TR MSCI INTL QUALTY 46434V456 2589183 56007 SH SOLE 0 0 0 56007 ISHARES TR US INFRASTRUC 46435U713 205920 3600 SH SOLE 0 0 0 3600 ISHARES TR CORE S&P500 ETF 464287200 5118770 7836 SH SOLE 0 8 0 7828 ISHARES TR IBDS DEC28 ETF 46435U515 459295 18132 SH SOLE 0 0 0 18132 ISHARES TR ESG ADVANCED UNI 46436E619 353090 8117 SH SOLE 0 0 0 8117 ISHARES TR ISHS 1-5YR INVS 464288646 1597404 30392 SH SOLE 0 0 0 30392 ISHARES TR ULTRA SHORT DUR 46434V878 562692 11116 SH SOLE 0 0 0 11116 ISHARES TR ESG AWRE USD ETF 46435G193 1435242 62030 SH SOLE 0 282 0 61748 ISHARES TR CORE S&P MCP ETF 464287507 2274217 33677 SH SOLE 0 44 0 33633 ISHARES TR MBS ETF 464288588 299852 3158 SH SOLE 0 0 0 3158 ISHARES TR IBONDS 27 TRM TS 46436E841 244337 10893 SH SOLE 0 0 0 10893 ISHARES TR CMBS ETF 46429B366 4672293 95881 SH SOLE 0 827 0 95054 ISHARES TR IBONDS 26 TRM TS 46436E858 606379 26462 SH SOLE 0 0 0 26462 ISHARES TR IBONDS DEC 2029 46436E163 277329 10940 SH SOLE 0 0 0 10940 ISHARES U S ETF TR INT RT HDG C B 46431W705 439354 4758 SH SOLE 0 0 0 4758 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 323741 6770 SH SOLE 0 0 0 6770 J P MORGAN EXCHANGE TRADED F MORTGAGE BACKED 46654Q575 1033063 20256 SH SOLE 0 0 0 20256 J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF 46641Q845 1096154 20907 SH SOLE 0 0 0 20907 J P MORGAN EXCHANGE TRADED F BETABUILDRS US 46641Q399 9233710 78799 SH SOLE 0 4949 0 73850 JOHNSON & JOHNSON COM 478160104 3124076 12781 SH SOLE 0 0 0 12781 JPMORGAN CHASE & CO COM 46625H100 8532236 29005 SH SOLE 0 325 0 28680 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 207288 3600 SH SOLE 0 0 0 3600 LINDE PLC SHS G54950103 347032 700 SH SOLE 0 0 0 700 LOCKHEED MARTIN CORP COM 539830109 1642217 2717 SH SOLE 0 12 0 2705 MASTERCARD INCORPORATED CL A 57636Q104 4014048 8034 SH SOLE 0 0 0 8034 MCDONALDS CORP COM 580135101 8405018 27044 SH SOLE 0 250 0 26794 MERCADOLIBRE INC COM 58733R102 359636 208 SH SOLE 0 0 0 208 MERCK & CO INC COM 58933Y105 2128198 17692 SH SOLE 0 0 0 17692 META PLATFORMS INC CL A 30303M102 605471 1058 SH SOLE 0 0 0 1058 MICROSOFT CORP COM 594918104 33112740 89453 SH SOLE 0 790 0 88663 MONDELEZ INTL INC CL A 609207105 239246 4151 SH SOLE 0 0 0 4151 NEXTERA ENERGY INC COM 65339F101 11070777 119194 SH SOLE 0 1525 0 117669 NORTHERN TR CORP COM 665859104 201539 1444 SH SOLE 0 0 0 1444 NOVARTIS AG SPONSORED ADR 66987V109 351325 2300 SH SOLE 0 0 0 2300 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 422882 11711 SH SOLE 0 194 0 11517 NUVEEN MUN VALUE FD INC COM 670928100 97577 10854 SH SOLE 0 0 0 10854 NVIDIA CORPORATION COM 67066G104 12521211 71796 SH SOLE 0 650 0 71146 ORACLE CORP COM 68389X105 384546 2614 SH SOLE 0 0 0 2614 PACER FDS TR US CASH COWS 100 69374H881 584686 9346 SH SOLE 0 0 0 9346 PACER FDS TR US LRG CP CASH 69374H360 887341 26300 SH SOLE 0 166 0 26134 PACER FDS TR TRENDP US LAR CP 69374H105 892740 17018 SH SOLE 0 0 0 17018 PACER FDS TR GLOBL CASH ETF 69374H709 936915 20262 SH SOLE 0 0 0 20262 PALO ALTO NETWORKS INC COM 697435105 1170817 7303 SH SOLE 0 0 0 7303 PEPSICO INC COM 713448108 8049100 51833 SH SOLE 0 710 0 51123 PFIZER INC COM 717081103 244156 8695 SH SOLE 0 0 0 8695 PGIM ETF TR ACTV HY BD ETF 69344A206 1747595 50465 SH SOLE 0 0 0 50465 PHILIP MORRIS INTL INC COM 718172109 399505 2416 SH SOLE 0 0 0 2416 PIMCO ETF TR MTG BKD SECS ACT 72201R569 293905 5926 SH SOLE 0 49 0 5877 PIMCO ETF TR MULTISECTOR BD 72201R585 426536 16280 SH SOLE 0 0 0 16280 PNC FINL SVCS GROUP INC COM 693475105 1341574 6447 SH SOLE 0 0 0 6447 PROCTER & GAMBLE CO COM 742718109 8790401 60858 SH SOLE 0 645 0 60213 ROPER TECHNOLOGIES INC COM 776696106 208777 590 SH SOLE 0 0 0 590 ROYAL GOLD INC COM 780287108 771359 3031 SH SOLE 0 0 0 3031 RTX CORPORATION COM 75513E101 467451 2423 SH SOLE 0 0 0 2423 S&P GLOBAL INC COM 78409V104 277322 652 SH SOLE 0 0 0 652 SALESFORCE INC COM 79466L302 660438 3538 SH SOLE 0 0 0 3538 SCHNEIDER NATIONAL INC CL B 80689H102 21984477 834009 SH SOLE 0 11124 0 822885 SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 6400284 229813 SH SOLE 0 5686 0 224127 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 3687489 126587 SH SOLE 0 1000 0 125587 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 774701 25251 SH SOLE 0 1200 0 24051 SELECT SECTOR SPDR TR STATE STREET HEA 81369Y209 419598 2862 SH SOLE 0 0 0 2862 SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 538965 8798 SH SOLE 0 0 0 8798 SELECT SECTOR SPDR TR STATE STREET UTI 81369Y886 449242 9790 SH SOLE 0 0 0 9790 SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 1191050 8962 SH SOLE 0 0 0 8962 SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605 631788 12797 SH SOLE 0 0 0 12797 SELECT SECTOR SPDR TR STATE STREET COM 81369Y852 8912500 80394 SH SOLE 0 1600 0 78794 SERVICENOW INC COM 81762P102 490967 4696 SH SOLE 0 0 0 4696 SPDR GOLD TR GOLD SHS 78463V107 1645429 3824 SH SOLE 0 0 0 3824 SPDR INDEX SHS FDS STATE STREET SPD 78463X152 8563680 101949 SH SOLE 0 3200 0 98749 SPDR SERIES TRUST STATE STREET SPD 78468R531 686062 10876 SH SOLE 0 261 0 10615 SPDR SERIES TRUST STATE STREET SPD 78468R796 473293 8925 SH SOLE 0 0 0 8925 SSGA ACTIVE ETF TR STATE STREET MUL 78467V103 453646 12549 SH SOLE 0 0 0 12549 STARBUCKS CORP COM 855244109 221646 2474 SH SOLE 0 0 0 2474 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 236073 363 SH SOLE 0 0 0 363 STRYKER CORPORATION COM 863667101 7633538 23231 SH SOLE 0 450 0 22781 SYSCO CORP COM 871829107 685125 9605 SH SOLE 0 0 0 9605 T ROWE PRICE ETF INC FLOATING RATE 87283Q883 352570 7001 SH SOLE 0 0 0 7001 TESLA INC COM 88160R101 1779611 4787 SH SOLE 0 85 0 4702 THERMO FISHER SCIENTIFIC INC COM 883556102 461547 939 SH SOLE 0 0 0 939 TRANSDIGM GROUP INC COM 893641100 498837 430 SH SOLE 0 0 0 430 TRAVELERS COMPANIES INC COM 89417E109 576943 1978 SH SOLE 0 0 0 1978 UNION PAC CORP COM 907818108 6951203 28651 SH SOLE 0 300 0 28351 UNITEDHEALTH GROUP INC COM 91324P102 4336516 16026 SH SOLE 0 265 0 15761 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 240392 627 SH SOLE 0 0 0 627 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1122789 15247 SH SOLE 0 0 0 15247 VANGUARD INDEX FDS TOTAL STK MKT 922908769 202752 632 SH SOLE 0 0 0 632 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 617400 3000 SH SOLE 0 0 0 3000 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 393188 658 SH SOLE 0 0 0 658 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3269274 65530 SH SOLE 0 0 0 65530 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 446850 5400 SH SOLE 0 0 0 5400 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 296817 6322 SH SOLE 0 0 0 6322 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 981413 4563 SH SOLE 0 1620 0 2943 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 324757 5068 SH SOLE 0 0 0 5068 VANGUARD WORLD FD MEGA CAP INDEX 921910873 8930693 37786 SH SOLE 0 0 0 37786 VANGUARD WORLD FD ESG US STK ETF 921910733 468582 4174 SH SOLE 0 97 0 4077 VARONIS SYS INC COM 922280102 220068 10250 SH SOLE 0 0 0 10250 VERIZON COMMUNICATIONS INC COM 92343V104 812336 16182 SH SOLE 0 0 0 16182 VERTEX PHARMACEUTICALS INC COM 92532F100 891740 1997 SH SOLE 0 0 0 1997 VERTIV HOLDINGS CO COM CL A 92537N108 786320 3138 SH SOLE 0 0 0 3138 VISA INC COM CL A 92826C839 9769101 32322 SH SOLE 0 400 0 31922 WALMART INC COM 931142103 779436 6272 SH SOLE 0 0 0 6272 WEC ENERGY GROUP INC COM 92939U106 1012756 8748 SH SOLE 0 0 0 8748 WW GRAINGER INC COM 384802104 6284021 5761 SH SOLE 0 90 0 5671 YUM BRANDS INC COM 988498101 983666 6327 SH SOLE 0 0 0 6327