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
Abbott Laboratories COM 002824100   1,460,221 13,300 SH   SOLE   0 0 13,300
AbbVie, Inc. COM 00287Y109   2,753,318 17,037 SH   SOLE   0 0 17,037
Accenture Ltd. COM G1151C101   247,094 926 SH   SOLE   0 0 926
Adobe Systems, Inc. COM 00724F101   461,046 1,370 SH   SOLE   0 0 1,370
Akamai Technologies, Inc. COM 00971T101   1,546,905 18,350 SH   SOLE   0 0 18,350
Alerian MLP ETF ETF 00162Q866   1,529,525 40,177 SH   SOLE   0 0 40,177
Align Technology, Inc. COM 016255101   925,429 4,388 SH   SOLE   0 0 4,388
Alphabet, Inc. A COM 02079K305   6,022,050 68,254 SH   SOLE   0 0 68,254
Alphabet, Inc. C COM 02079K107   1,693,919 19,091 SH   SOLE   0 0 19,091
Amazon.com, Inc. COM 023135106   6,002,949 71,464 SH   SOLE   0 0 71,464
American Express COM 025816109   259,892 1,759 SH   SOLE   0 0 1,759
American Tower REIT COM 03027X100   2,750,408 12,982 SH   SOLE   0 0 12,982
Amgen COM 031162100   3,433,206 13,072 SH   SOLE   0 0 13,072
Annovis Bio Inc COM 03615A108   436,126 32,474 SH   SOLE   0 0 32,474
Apple, Inc. COM 037833100   20,202,222 155,485 SH   SOLE   0 0 155,485
Ares Capital Corp. COM 04010L103   592,887 32,100 SH   SOLE   0 0 32,100
Automatic Data Processing COM 053015103   276,600 1,158 SH   SOLE   0 0 1,158
Bank of America Corp. COM 060505104   223,872 6,759 SH   SOLE   0 0 6,759
Baxter International, Inc. COM 071813109   330,031 6,475 SH   SOLE   0 0 6,475
Becton, Dickinson & Co. COM 075887109   855,720 3,365 SH   SOLE   0 0 3,365
Berkshire Hathaway Class B COM 084670702   2,583,949 8,365 SH   SOLE   0 0 8,365
BigCommerce Holdings, Inc. COM 08975P108   136,126 15,575 SH   SOLE   0 0 15,575
Bitnile Holdings COM 09175M101   1,225 10,000 SH   SOLE   0 0 10,000
BlackRock, Inc. COM 09247X101   3,063,107 4,323 SH   SOLE   0 0 4,323
Blackstone Group, Inc. COM 09260D107   1,846,600 24,890 SH   SOLE   0 0 24,890
BP p.l.c. ADR 055622104   244,510 7,000 SH   SOLE   0 0 7,000
Cardinal Health, Inc. COM 14149Y108   3,968,877 51,631 SH   SOLE   0 0 51,631
Caterpillar COM 149123101   452,823 1,890 SH   SOLE   0 0 1,890
Chevron Corp. COM 166764100   2,647,017 14,747 SH   SOLE   0 0 14,747
CIGNA Corporation COM 125509109   315,436 952 SH   SOLE   0 0 952
Cisco Systems, Inc. COM 17275R102   956,186 20,071 SH   SOLE   0 0 20,071
Citigroup Inc. COM 172967101   272,420 6,023 SH   SOLE   0 0 6,023
Clover Health Invts Co COM 18914F103   15,355 16,520 SH   SOLE   0 0 16,520
Comcast Corp. A COM 20030N101   1,440,209 41,184 SH   SOLE   0 0 41,184
ConocoPhillips, Inc. COM 20825c104   250,632 2,124 SH   SOLE   0 0 2,124
Corning Incorporated COM 219350105   511,998 16,030 SH   SOLE   0 0 16,030
Costco Wholesale Corp. COM 22160K105   5,070,160 11,107 SH   SOLE   0 0 11,107
CrowdStrike Holdings, Inc. COM 22788C105   3,013,821 28,624 SH   SOLE   0 0 28,624
Cummins, Inc. COM 231021106   1,708,145 7,050 SH   SOLE   0 0 7,050
CVS Health Corp. COM 126650100   3,859,035 41,410 SH   SOLE   0 0 41,410
Diageo PLC ADR ADR 25243Q205   774,414 4,346 SH   SOLE   0 0 4,346
DigitalOcean Holdings, Inc. COM 25402D102   1,450,517 56,950 SH   SOLE   0 0 56,950
Eaton Corporation COM G29183103   1,020,646 6,503 SH   SOLE   0 0 6,503
Elastic N.V. COM N14506104   685,208 13,305 SH   SOLE   0 0 13,305
Eli Lilly & Co. COM 532457108   563,028 1,539 SH   SOLE   0 0 1,539
Emerson Electric Co. COM 291011104   1,279,165 13,316 SH   SOLE   0 0 13,316
Enbridge, Inc. COM 29250N105   1,888,530 48,300 SH   SOLE   0 0 48,300
Essential Utilities, Inc COM 29670G102   1,895,795 39,719 SH   SOLE   0 0 39,719
Exxon Mobil Corp. COM 30231G102   780,024 7,072 SH   SOLE   0 0 7,072
Fidelity National Financial, Inc. COM 31620R303   1,965,645 52,250 SH   SOLE   0 0 52,250
First Solar Inc COM 336433107   340,772 2,275 SH   SOLE   0 0 2,275
First Trust Large Cap Core AlphaDEX ETF ETF 33734K109   946,748 11,824 SH   SOLE   0 0 11,824
First Trust Mid Cap Core AlphaDEX ETF ETF 33735B108   997,310 11,355 SH   SOLE   0 0 11,355
Five9, Inc. COM 338307101   943,933 13,910 SH   SOLE   0 0 13,910
General Mills, Inc. COM 370334104   2,307,971 27,525 SH   SOLE   0 0 27,525
Globus Medical Inc COM 379577208   12,404,798 167,023 SH   SOLE   0 0 167,023
Goldman Sachs BDC, Inc. COM 38147U107   232,597 16,953 SH   SOLE   0 0 16,953
Goldman Sachs Group, Inc. COM 38141G104   5,458,467 15,896 SH   SOLE   0 0 15,896
Hercules Capital, Inc. COM 427096508   852,690 64,500 SH   SOLE   0 0 64,500
Home Depot COM 437076102   5,374,789 17,016 SH   SOLE   0 0 17,016
Honeywell International COM 438516106   2,963,468 13,829 SH   SOLE   0 0 13,829
Illumina, Inc. COM 452327109   516,621 2,555 SH   SOLE   0 0 2,555
Immunome Inc COM 45257U108   47,796 21,627 SH   SOLE   0 0 21,627
Intel Corp. COM 458140100   657,237 24,867 SH   SOLE   0 0 24,867
iShares Global Clean Energy ETF ETF 464288224   1,475,955 74,355 SH   SOLE   0 0 74,355
iShares MSCI EAFE Index Fund ETF ETF 464287465   389,442 5,933 SH   SOLE   0 0 5,933
iShares MSCI Emerging Markets Index Fund ETF ETF 464287234   359,861 9,495 SH   SOLE   0 0 9,495
iShares MSCI Kld Social Index ETF ETF 464288570   215,370 3,000 SH   SOLE   0 0 3,000
iShares S&P Mid Cap 400 Index ETF ETF 464287507   401,537 1,660 SH   SOLE   0 0 1,660
iShares S&P National Muni Bond ETF ETF 464288414   1,759,440 16,674 SH   SOLE   0 0 16,674
iShares S&P SmallCap 600 Index ETF ETF 78468R853   7,085,352 74,866 SH   SOLE   0 0 74,866
iShares Select Dividend ETF ETF 464287168   8,207,121 68,052 SH   SOLE   0 0 68,052
iShares U.S. Home Construction ETF ETF 464288752   351,091 5,793 SH   SOLE   0 0 5,793
iShares US Preferred Stock ETF ETF 464288687   3,508,693 114,926 SH   SOLE   0 0 114,926
J.P. Morgan Chase & Co. COM 46625H100   3,499,565 26,097 SH   SOLE   0 0 26,097
Janus Henderson AAA CLO ETF ETF 47103U845   594,070 12,060 SH   SOLE   0 0 12,060
Johnson & Johnson COM 478160104   10,816,199 61,230 SH   SOLE   0 0 61,230
JPMorgan Equity Premium Income ETF ETF 46641Q332   1,424,505 26,143 SH   SOLE   0 0 26,143
JPMorgan Ultra-Short Income ETF ETF 46641Q837   1,453,319 28,991 SH   SOLE   0 0 28,991
JPMorgan Ultra-Short Muni Income ETF ETF 46641Q654   227,408 4,500 SH   SOLE   0 0 4,500
Kimberly-Clark Corp. COM 494368103   218,008 1,606 SH   SOLE   0 0 1,606
Kinder Morgan, Inc. COM 49456B101   7,672,242 424,350 SH   SOLE   0 0 424,350
KKR & Co. COM 48251W104   3,659,923 78,844 SH   SOLE   0 0 78,844
Laser Photonics Corp COM 51807Q100   40,800 20,000 SH   SOLE   0 0 20,000
Lockheed Martin Corp. COM 539830109   4,740,933 9,745 SH   SOLE   0 0 9,745
Lowe's Companies, Inc. COM 548661107   2,772,076 13,913 SH   SOLE   0 0 13,913
McDonald's Corp. COM 580135101   873,839 3,316 SH   SOLE   0 0 3,316
Merck & Co. COM 58933Y108   3,425,624 30,875 SH   SOLE   0 0 30,875
Microsoft Corp. COM 594918104   4,660,725 19,434 SH   SOLE   0 0 19,434
Mondelez International, Inc. COM 609207105   1,578,805 23,688 SH   SOLE   0 0 23,688
NASDAQ 100 Trust ETF ETF 631100104   923,251 3,467 SH   SOLE   0 0 3,467
Netflix Com Inc Com COM 64110L106   235,927 800 SH   SOLE   0 0 800
Newmont Mining Corp. COM 651639106   882,691 18,701 SH   SOLE   0 0 18,701
NIKE, Inc. COM 654106103   1,490,301 12,737 SH   SOLE   0 0 12,737
Northrop Grumman Corp. COM 666807102   373,788 685 SH   SOLE   0 0 685
Nuveen Interm. Duration Muni. Term Fund CEF 670671106   570,720 43,500 SH   SOLE   0 0 43,500
NVIDIA Corp. COM 67066G104   956,520 6,545 SH   SOLE   0 0 6,545
Oracle Corp. COM 68389X105   934,452 11,432 SH   SOLE   0 0 11,432
Pagerduty, Inc. COM 69553P100   2,067,430 77,840 SH   SOLE   0 0 77,840
Paychex, Inc. COM 704326107   2,258,265 19,542 SH   SOLE   0 0 19,542
PepsiCo, Inc. COM 713448108   2,516,363 13,929 SH   SOLE   0 0 13,929
Pfizer, Inc. COM 717081103   2,749,381 53,657 SH   SOLE   0 0 53,657
Phillips 66 COM 718546104   231,370 2,223 SH   SOLE   0 0 2,223
Pioneer Natural Resources Co. COM 723787107   3,434,986 15,040 SH   SOLE   0 0 15,040
PPL Corp. COM 69351T106   3,447,946 118,000 SH   SOLE   0 0 118,000
Procter & Gamble COM 742718109   2,777,167 18,324 SH   SOLE   0 0 18,324
Public Storage COM 74460D109   955,448 3,410 SH   SOLE   0 0 3,410
Raytheon Technologies Co COM 75513E101   369,569 3,662 SH   SOLE   0 0 3,662
Regeneron Pharmaceuticals COM 75886F107   2,476,875 3,433 SH   SOLE   0 0 3,433
Rio Tinto Group ADR 767204100   448,580 6,300 SH   SOLE   0 0 6,300
Shopify, Inc. COM 82509L107   1,202,632 34,648 SH   SOLE   0 0 34,648
SPDR Bloomberg Convertible Securities ETF ETF 78464A359   3,954,081 61,456 SH   SOLE   0 0 61,456
SPDR Gold Trust ETF ETF 78463V107   4,242,357 25,008 SH   SOLE   0 0 25,008
SPDR Mid Cap ETF ETF 78464A847   869,550 20,460 SH   SOLE   0 0 20,460
SPDR S&P 500 ETF ETF 78462f103   1,273,462 3,330 SH   SOLE   0 0 3,330
SPDR S&P MidCap 400 ETF ETF 78467Y107   2,540,761 5,738 SH   SOLE   0 0 5,738
Stryker Corp. COM 863667101   823,198 3,367 SH   SOLE   0 0 3,367
Tesla, Inc. COM 88160R101   820,379 6,660 SH   SOLE   0 0 6,660
The Boeing Company COM 097023105   303,070 1,591 SH   SOLE   0 0 1,591
The Coca-Cola Company COM 191216100   1,018,951 16,019 SH   SOLE   0 0 16,019
The Trade Desk, Inc COM 88339J105   457,266 10,200 SH   SOLE   0 0 10,200
Truist Financial Corp. COM 89832Q109   1,238,317 28,778 SH   SOLE   0 0 28,778
Unilever PLC ADR ADR 904767704   361,312 7,176 SH   SOLE   0 0 7,176
United Parcel Service, Inc. COM 911312106   3,825,366 22,005 SH   SOLE   0 0 22,005
Van Eck BDC Income ETF ETF 92189F411   465,957 32,930 SH   SOLE   0 0 32,930
VanEck Junior Gold Miners ETF ETF 92189F791   784,300 22,000 SH   SOLE   0 0 22,000
VanEck Merck Gold ETF ETF 921078101   1,494,363 84,475 SH   SOLE   0 0 84,475
VanEck Semiconductor ETF ETF 92189F676   223,133 1,100 SH   SOLE   0 0 1,100
VanEck Vectors Gold Miners ETF ETF 92189F106   6,599,858 230,281 SH   SOLE   0 0 230,281
Vanguard Emerging Markets Stock Index ETF ETF 922042858   471,541 12,097 SH   SOLE   0 0 12,097
Vanguard Growth ETF ETF 922908736   261,060 1,225 SH   SOLE   0 0 1,225
Vanguard Total Bond Market Index ETF ETF 921937835   280,176 3,900 SH   SOLE   0 0 3,900
Vanguard Utilities ETF ETF 92204A876   1,367,204 8,915 SH   SOLE   0 0 8,915
Verizon Communications COM 92343V104   4,406,607 111,843 SH   SOLE   0 0 111,843
Visa, Inc. COM 92826C839   4,619,084 22,233 SH   SOLE   0 0 22,233
Walmart, Inc. COM 931142103   2,323,693 16,388 SH   SOLE   0 0 16,388
Walt Disney Co. COM 254687106   795,421 9,155 SH   SOLE   0 0 9,155
Waste Management, Inc. COM 94106L109   219,369 1,398 SH   SOLE   0 0 1,398