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
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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
3M CO COM 88579Y101   212,140 2,000 SH   SOLE   0 0 2,000
ALLIANCEBERNSTEIN NATL MUN I COM 01864U106   8,397,527 764,106 SH   SOLE   0 0 764,106
ALPHABET INC CAP STK CL A 02079K305   408,568 2,707 SH   SOLE   0 0 2,707
APPLE INC COM 037833100   5,490,974 32,021 SH   SOLE   0 0 32,021
APPLIED MATLS INC COM 038222105   1,031,150 5,000 SH   SOLE   0 0 5,000
BNY MELLON MUN INCOME INC COM 05589T104   2,262,301 331,230 SH   SOLE   0 0 331,230
CARDINAL HEALTH INC COM 14149Y108   850,328 7,599 SH   SOLE   0 0 7,599
CYBIN INC COM 23256X100   8,642 20,900 SH   SOLE   0 0 20,900
EAGLE POINT CREDIT COMPANY I COM 269808101   212,310 21,000 SH   SOLE   0 0 21,000
EXXON MOBIL CORP COM 30231G102   264,330 2,274 SH   SOLE   0 0 2,274
FLAHERTY & CRUMRINE PFD INCO COM 338480106   716,057 67,489 SH   SOLE   0 0 67,488
GLOBAL X FDS LITHIUM BTRY ETF 37954Y855   256,006 5,653 SH   SOLE   0 0 5,652
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109   770,169 12,192 SH   SOLE   0 0 12,192
HERSHEY CO COM 427866108   778,000 4,000 SH   SOLE   0 0 4,000
INTERNATIONAL BUSINESS MACHS COM 459200101   381,132 1,996 SH   SOLE   0 0 1,995
INVENTRUST PPTYS CORP COM NEW 46124J201   225,710 12,486 SH   SOLE   0 0 12,486
INVESCO QQQ TR UNIT SER 1 46090E103   27,643,279 62,258 SH   SOLE   0 0 62,258
INVESCO VALUE MUN INCOME TR COM 46132P108   594,258 49,522 SH   SOLE   0 0 49,521
ISHARES TR MRGSTR SM CP GR 464288604   621,559 13,347 SH   SOLE   0 0 13,346
ISHARES TR RUS 1000 VAL ETF 464287598   379,577 2,119 SH   SOLE   0 0 2,119
ISHARES TR MORNINGSTAR VALU 464288109   519,287 6,756 SH   SOLE   0 0 6,756
ISHARES TR MORNINGSTAR GRWT 464287119   931,661 12,343 SH   SOLE   0 0 12,343
ISHARES TR ISHARES BIOTECH 464287556   939,748 6,848 SH   SOLE   0 0 6,848
ISHARES TR SP SMCP600VL ETF 464287879   480,664 4,678 SH   SOLE   0 0 4,677
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837   331,312 6,567 SH   SOLE   0 0 6,567
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203   298,320 5,500 SH   SOLE   0 0 5,500
JOHNSON & JOHNSON COM 478160104   693,166 4,382 SH   SOLE   0 0 4,381
JPMORGAN CHASE & CO COM 46625H100   890,270 4,445 SH   SOLE   0 0 4,444
KAYNE ANDERSON ENERGY INFRST COM 486606106   1,300,705 129,941 SH   SOLE   0 0 129,940
KIMCO RLTY CORP COM 49446R109   232,526 11,858 SH   SOLE   0 0 11,857
LCNB CORP COM 50181P100   499,242 31,320 SH   SOLE   0 0 31,320
LOCKHEED MARTIN CORP COM 539830109   364,178 801 SH   SOLE   0 0 800
MCDONALDS CORP COM 580135101   1,097,871 3,894 SH   SOLE   0 0 3,893
META PLATFORMS INC CL A 30303M102   386,282 796 SH   SOLE   0 0 795
MICROSOFT CORP COM 594918104   809,293 1,924 SH   SOLE   0 0 1,923
NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409   285,107 6,410 SH   SOLE   0 0 6,409
NVIDIA CORPORATION COM 67066G104   278,296 308 SH   SOLE   0 0 308
PEPSICO INC COM 713448108   509,279 2,910 SH   SOLE   0 0 2,910
PROCTER AND GAMBLE CO COM 742718109   1,053,572 6,494 SH   SOLE   0 0 6,493
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   40,760,144 439,605 SH   SOLE   0 0 439,604
SELECT SECTOR SPDR TR ENERGY 81369Y506   357,156 3,783 SH   SOLE   0 0 3,783
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   950,607 6,435 SH   SOLE   0 0 6,434
SELECT SECTOR SPDR TR INDL 81369Y704   507,885 4,032 SH   SOLE   0 0 4,032
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   278,655 3,000 SH   SOLE   0 0 2,999
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   512,434 12,166 SH   SOLE   0 0 12,166
SPDR GOLD TR GOLD SHS 78463V107   37,484,223 182,210 SH   SOLE   0 0 182,209
SPDR INDEX SHS FDS S&P CHINA ETF 78463X400   347,377 5,281 SH   SOLE   0 0 5,280
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,050,113 2,008 SH   SOLE   0 0 2,007
SPDR SER TR AEROSPACE DEF 78464A631   710,413 5,056 SH   SOLE   0 0 5,055
SPDR SER TR PRTFLO S&P500 HI 78468R788   240,155 5,899 SH   SOLE   0 0 5,899
THE CIGNA GROUP COM 125523100   239,705 660 SH   SOLE   0 0 660
UNITED PARCEL SERVICE INC CL B 911312106   1,080,569 7,270 SH   SOLE   0 0 7,270
UNITEDHEALTH GROUP INC COM 91324P102   4,105,433 8,299 SH   SOLE   0 0 8,298
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   6,191,774 12,881 SH   SOLE   0 0 12,880
VANGUARD INDEX FDS SMALL CP ETF 922908751   29,795 29,795 SH   SOLE   0 0 29,795
VANGUARD INDEX FDS TOTAL STK MKT 922908769   278,929 1,073 SH   SOLE   0 0 1,073
VANGUARD INDEX FDS VALUE ETF 922908744   36,361 33,610 SH   SOLE   0 0 33,609
VANGUARD INDEX FDS MID CAP ETF 922908629   16,179 16,179 SH   SOLE   0 0 16,179
VERTEX ENERGY INC COM 92534K107   63,000 45,000 SH   SOLE   0 0 45,000
WALMART INC COM 931142103   676,322 11,240 SH   SOLE   0 0 11,240
WENDYS CO COM 95058W100   336,632 17,868 SH   SOLE   0 0 17,867
WESTERN ASSET MANAGED MUNS F COM 95766M105   440,218 42,126 SH   SOLE   0 0 42,126
WISDOMTREE TR US LARGECAP FUND 97717W588   69,438,998 1,253,412 SH   SOLE   0 0 1,253,411
WISDOMTREE TR US MULTIFACTOR 97717Y857   54,484,012 1,170,320 SH   SOLE   0 0 1,170,319
WISDOMTREE TR US QTLY DIV GRT 97717X669   54,024,192 709,072 SH   SOLE   0 0 709,071
WISDOMTREE TR WISDOMTREE US VA 97717W547   13,806,482 182,615 SH   SOLE   0 0 182,614
WISDOMTREE TR US MIDCAP DIVID 97717W505   13,337,530 273,478 SH   SOLE   0 0 273,478
WISDOMTREE TR US S CAP QTY DIV 97717X651   26,569,992 535,254 SH   SOLE   0 0 535,253
WISDOMTREE TR FLOATNG RAT TREA 97717Y527   70,205,813 1,396,019 SH   SOLE   0 0 1,396,019