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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories COM 002824100 1,270 13,127 SH   SOLE   0 0 13,127
AbbVie, Inc. COM 00287Y109 2,292 17,080 SH   SOLE   0 0 17,080
Accenture Ltd. COM G1151C101 238 926 SH   SOLE   0 0 926
Adobe Systems, Inc. COM 00724F101 405 1,470 SH   SOLE   0 0 1,470
Akamai Technologies, Inc. COM 00971T101 1,474 18,350 SH   SOLE   0 0 18,350
Alerian MLP ETF ETF 00162Q866 1,505 41,165 SH   SOLE   0 0 41,165
Align Technology, Inc. COM 016255101 914 4,413 SH   SOLE   0 0 4,413
Alphabet, Inc. A COM 02079K305 6,411 67,030 SH   SOLE   0 0 67,030
Alphabet, Inc. C COM 02079K107 1,857 19,318 SH   SOLE   0 0 19,318
Amazon.com, Inc. COM 023135106 7,816 69,165 SH   SOLE   0 0 69,165
American Eagle Outfitters, Inc. COM 02553E106 199 20,500 SH   SOLE   0 0 20,500
American Express COM 025816109 229 1,700 SH   SOLE   0 0 1,700
American Tower REIT COM 03027X100 2,785 12,970 SH   SOLE   0 0 12,970
Amgen COM 031162100 3,195 14,177 SH   SOLE   0 0 14,177
Annovis Bio Inc COM 03615A108 445 32,474 SH   SOLE   0 0 32,474
Apple, Inc. COM 037833100 21,319 154,258 SH   SOLE   0 0 154,258
Ares Capital Corp. COM 04010L103 818 48,462 SH   SOLE   0 0 48,462
Automatic Data Processing COM 053015103 262 1,158 SH   SOLE   0 0 1,158
Bank of America Corp. COM 060505104 240 7,959 SH   SOLE   0 0 7,959
Baxter International, Inc. COM 071813109 349 6,475 SH   SOLE   0 0 6,475
Becton, Dickinson & Co. COM 075887109 820 3,680 SH   SOLE   0 0 3,680
Berkshire Hathaway Class B COM 084670702 2,231 8,356 SH   SOLE   0 0 8,356
BigCommerce Holdings, Inc. COM 08975P108 192 13,000 SH   SOLE   0 0 13,000
Bitnile Holdings COM 09175M101 2 10,000 SH   SOLE   0 0 10,000
Blackrock Muni. 2030 Target Term Trust CEF 09257P105 938 45,700 SH   SOLE   0 0 45,700
BlackRock, Inc. COM 09247X101 2,451 4,453 SH   SOLE   0 0 4,453
Blackstone Group, Inc. COM 09260D107 2,138 25,544 SH   SOLE   0 0 25,544
BP p.l.c. ADR 055622104 231 8,100 SH   SOLE   0 0 8,100
Camber Energy COM 13200M508 2 12,500 SH   SOLE   0 0 12,500
Cardinal Health, Inc. COM 14149Y108 4,423 66,329 SH   SOLE   0 0 66,329
Caterpillar COM 149123101 343 2,089 SH   SOLE   0 0 2,089
Chevron Corp. COM 166764100 2,481 17,271 SH   SOLE   0 0 17,271
CIGNA Corporation COM 125509109 264 952 SH   SOLE   0 0 952
Cisco Systems, Inc. COM 17275R102 811 20,275 SH   SOLE   0 0 20,275
Citigroup Inc. COM 172967101 251 6,023 SH   SOLE   0 0 6,023
Clover Health Invts Co COM 18914F103 28 16,520 SH   SOLE   0 0 16,520
Comcast Corp. A COM 20030N101 1,279 43,620 SH   SOLE   0 0 43,620
ConocoPhillips, Inc. COM 20825C104 217 2,124 SH   SOLE   0 0 2,124
Core Scientific Inc COM 21873J108 35 27,020 SH   SOLE   0 0 27,020
Corning Incorporated COM 219350105 465 16,030 SH   SOLE   0 0 16,030
Costco Wholesale Corp. COM 22160K105 5,212 11,036 SH   SOLE   0 0 11,036
CrowdStrike Holdings, Inc. COM 22788C105 4,628 28,078 SH   SOLE   0 0 28,078
Cummins, Inc. COM 231021106 1,440 7,075 SH   SOLE   0 0 7,075
CVS Health Corp. COM 126650100 3,917 41,071 SH   SOLE   0 0 41,071
Diageo PLC ADR ADR 25243Q205 738 4,346 SH   SOLE   0 0 4,346
DigitalOcean Holdings, Inc. COM 25402D102 2,371 65,550 SH   SOLE   0 0 65,550
Eaton Corporation COM G29183103 877 6,573 SH   SOLE   0 0 6,573
Elastic N.V. COM N14506104 1,005 14,015 SH   SOLE   0 0 14,015
Eli Lilly & Co. COM 532457108 582 1,799 SH   SOLE   0 0 1,799
Emerson Electric Co. COM 291011104 971 13,267 SH   SOLE   0 0 13,267
Enbridge, Inc. COM 29250N105 1,950 52,550 SH   SOLE   0 0 52,550
Essential Utilities, Inc COM 29670G102 1,530 36,965 SH   SOLE   0 0 36,965
Exxon Mobil Corp. COM 30231G102 642 7,352 SH   SOLE   0 0 7,352
Fidelity Crypto Industry & Digital Payments ETF ETF 316092196 201 14,750 SH   SOLE   0 0 14,750
Fidelity National Financial, Inc. COM 31620R303 1,986 54,875 SH   SOLE   0 0 54,875
First Solar Inc COM 336433107 473 3,575 SH   SOLE   0 0 3,575
First Trust Large Cap Core AlphaDEX ETF ETF 33734K109 913 12,639 SH   SOLE   0 0 12,639
First Trust Mid Cap Core AlphaDEX ETF ETF 33735B108 1,032 12,855 SH   SOLE   0 0 12,855
Five9, Inc. COM 338307101 1,099 14,660 SH   SOLE   0 0 14,660
General Mills, Inc. COM 370334104 2,252 29,400 SH   SOLE   0 0 29,400
Gilead Sciences, Inc. COM 375558103 216 3,507 SH   SOLE   0 0 3,507
Global X Lithium Battery ETF ETF 37954Y855 228 3,450 SH   SOLE   0 0 3,450
Globus Medical Inc COM 379577208 11,043 185,373 SH   SOLE   0 0 185,373
Goldman Sachs BDC, Inc. COM 38147U107 279 19,340 SH   SOLE   0 0 19,340
Goldman Sachs Group, Inc. COM 38141G104 4,690 16,003 SH   SOLE   0 0 16,003
Hercules Capital, Inc. COM 427096508 706 61,000 SH   SOLE   0 0 61,000
Home Depot COM 437076102 4,716 17,092 SH   SOLE   0 0 17,092
Honeywell International COM 438516106 2,280 13,656 SH   SOLE   0 0 13,656
Illumina, Inc. COM 452327109 530 2,780 SH   SOLE   0 0 2,780
Immunome Inc COM 45257U108 96 21,627 SH   SOLE   0 0 21,627
Intel Corp. COM 458140100 724 28,112 SH   SOLE   0 0 28,112
iShares Global Clean Energy ETF ETF 464288224 797 41,749 SH   SOLE   0 0 41,749
iShares MSCI EAFE Index ETF ETF 464287465 332 5,933 SH   SOLE   0 0 5,933
iShares MSCI Emerging Markets Index ETF ETF 464287234 309 8,845 SH   SOLE   0 0 8,845
iShares MSCI Kld Social Index ETF ETF 464288570 201 3,000 SH   SOLE   0 0 3,000
iShares S&P Mid Cap 400 Index ETF ETF 464287507 364 1,660 SH   SOLE   0 0 1,660
iShares S&P National Muni Bond ETF ETF 464288414 1,187 11,574 SH   SOLE   0 0 11,574
iShares S&P SmallCap 600 Index ETF ETF 78468R853 6,107 70,040 SH   SOLE   0 0 70,040
iShares Select Dividend ETF ETF 464287168 6,935 64,676 SH   SOLE   0 0 64,676
iShares U.S. Home Construction ETF ETF 464288752 375 7,208 SH   SOLE   0 0 7,208
iShares US Preferred Stock ETF ETF 464288687 3,966 125,240 SH   SOLE   0 0 125,240
J.P. Morgan Chase & Co. COM 46625H100 2,853 27,297 SH   SOLE   0 0 27,297
Janus Henderson AAA CLO ETF ETF 47103U845 586 11,929 SH   SOLE   0 0 11,929
Johnson & Johnson COM 478160104 9,877 60,462 SH   SOLE   0 0 60,462
JPMorgan Equity Premium Income ETF ETF 46641Q332 994 19,407 SH   SOLE   0 0 19,407
JPMorgan Ultra-Short Income ETF ETF 46641Q837 2,417 48,191 SH   SOLE   0 0 48,191
JPMorgan Ultra-Short Muni Income ETF ETF 46641Q654 277 5,500 SH   SOLE   0 0 5,500
Kinder Morgan, Inc. COM 49456B101 6,915 415,537 SH   SOLE   0 0 415,537
KKR & Co. COM 48251W104 3,377 78,540 SH   SOLE   0 0 78,540
Lion Electric Co 26 Wt COM 536221112 19 24,000 SH   SOLE   0 0 24,000
Lockheed Martin Corp. COM 539830109 4,043 10,466 SH   SOLE   0 0 10,466
Lowe's Companies, Inc. COM 548661107 2,623 13,966 SH   SOLE   0 0 13,966
McDonald's Corp. COM 580135101 821 3,559 SH   SOLE   0 0 3,559
Merck & Co. COM 58933Y108 2,804 32,563 SH   SOLE   0 0 32,563
Meta Platforms, Inc. COM 30303M102 965 7,115 SH   SOLE   0 0 7,115
Microsoft Corp. COM 594918104 4,529 19,448 SH   SOLE   0 0 19,448
Mondelez International, Inc. COM 609207105 1,285 23,444 SH   SOLE   0 0 23,444
NASDAQ 100 Trust ETF ETF 631100104 659 2,466 SH   SOLE   0 0 2,466
Newmont Mining Corp. COM 651639106 698 16,601 SH   SOLE   0 0 16,601
NIKE, Inc. COM 654106103 1,312 15,781 SH   SOLE   0 0 15,781
Northrop Grumman Corp. COM 666807102 346 735 SH   SOLE   0 0 735
Nuveen Interm. Duration Muni. Term Fund CEF 670671106 538 43,500 SH   SOLE   0 0 43,500
NVIDIA Corp. COM 67066G104 926 7,625 SH   SOLE   0 0 7,625
Oracle Corp. COM 68389X105 694 11,371 SH   SOLE   0 0 11,371
Pagerduty, Inc. COM 69553P100 1,962 85,040 SH   SOLE   0 0 85,040
Paychex, Inc. COM 704326107 2,192 19,537 SH   SOLE   0 0 19,537
PepsiCo, Inc. COM 713448108 2,251 13,790 SH   SOLE   0 0 13,790
Pfizer, Inc. COM 717081103 2,482 56,712 SH   SOLE   0 0 56,712
Phillips 66 COM 718546104 200 2,473 SH   SOLE   0 0 2,473
Pioneer Natural Resources Co. COM 723787107 3,432 15,850 SH   SOLE   0 0 15,850
PPL Corp. COM 69351T106 3,128 123,399 SH   SOLE   0 0 123,399
Procter & Gamble COM 742718109 2,291 18,148 SH   SOLE   0 0 18,148
Public Storage COM 74460D109 998 3,410 SH   SOLE   0 0 3,410
Raytheon Technologies Co COM 75513E101 283 3,461 SH   SOLE   0 0 3,461
Regeneron Pharmaceuticals COM 75886F107 2,468 3,583 SH   SOLE   0 0 3,583
Rio Tinto Group ADR 767204100 313 5,685 SH   SOLE   0 0 5,685
Shopify, Inc. COM 82509L107 959 35,588 SH   SOLE   0 0 35,588
SPDR Bloomberg Convertible Securities ETF ETF 78464A359 4,310 68,091 SH   SOLE   0 0 68,091
SPDR Gold Trust ETF ETF 78463V107 3,780 24,442 SH   SOLE   0 0 24,442
SPDR Mid Cap ETF ETF 78464A847 730 18,925 SH   SOLE   0 0 18,925
SPDR S&P 500 ETF ETF 78462f103 1,187 3,323 SH   SOLE   0 0 3,323
SPDR S&P MidCap 400 ETF ETF 78467Y107 2,321 5,778 SH   SOLE   0 0 5,778
Stryker Corp. COM 863667101 679 3,350 SH   SOLE   0 0 3,350
Tesla, Inc. COM 88160R101 2,057 7,756 SH   SOLE   0 0 7,756
The Coca-Cola Company COM 191216100 840 14,991 SH   SOLE   0 0 14,991
The Trade Desk, Inc COM 88339J105 609 10,200 SH   SOLE   0 0 10,200
Truist Financial Corp. COM 89832Q109 1,300 29,853 SH   SOLE   0 0 29,853
Twitter Inc COM 90184L102 243 5,537 SH   SOLE   0 0 5,537
Unilever PLC ADR ADR 904767704 341 7,776 SH   SOLE   0 0 7,776
United Parcel Service, Inc. COM 911312106 3,461 21,424 SH   SOLE   0 0 21,424
Van Eck BDC Income ETF ETF 92189F411 354 26,053 SH   SOLE   0 0 26,053
VanEck Junior Gold Miners ETF ETF 92189F791 650 22,050 SH   SOLE   0 0 22,050
VanEck Merck Gold ETF ETF 921078101 1,359 84,225 SH   SOLE   0 0 84,225
VanEck Vectors Gold Miners ETF ETF 92189F106 5,289 219,275 SH   SOLE   0 0 219,275
Vanguard Emerging Markets Stock Index ETF ETF 922042858 434 11,897 SH   SOLE   0 0 11,897
Vanguard Growth ETF ETF 922908736 262 1,225 SH   SOLE   0 0 1,225
Vanguard Total Bond Market Index ETF ETF 921937835 371 5,200 SH   SOLE   0 0 5,200
Vanguard Utilities ETF ETF 92204A876 257 1,810 SH   SOLE   0 0 1,810
Verizon Communications COM 92343V104 2,801 73,771 SH   SOLE   0 0 73,771
Visa, Inc. COM 92826C839 4,055 22,827 SH   SOLE   0 0 22,827
Walmart, Inc. COM 931142103 2,135 16,459 SH   SOLE   0 0 16,459
Walt Disney Co. COM 254687106 881 9,343 SH   SOLE   0 0 9,343
Waste Management, Inc. COM 94106L109 304 1,898 SH   SOLE   0 0 1,898