Guardian Wealth Management 13F-HR Quarterly holdings report by institutional manager

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
Expires:	Oct 31, 2018
Estimated average burden
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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
3M CO COM	Stock	88579Y101	1,311,500	9,594	SH		SOLE		1,974	0	7,620
ABBOTT LABS COM	Stock	002824100	3,105,062	27,235	SH		SOLE		6,707	0	20,528
ABBVIE INC COM	Stock	00287Y109	5,511,667	27,910	SH		SOLE		6,885	0	21,025
ACUITY BRANDS INC COM	Stock	00508Y102	2,355,686	8,554	SH		SOLE		2,131	0	6,423
AFLAC INC COM	Stock	001055102	24,037	215	SH		SOLE		50	0	165
AIR PRODS & CHEMS INC COM	Stock	009158106	101,529	341	SH		SOLE		0	0	341
AKOUSTIS TECHNOLOGIES INC COM	Stock	00973N102	9	100	SH		SOLE		100	0	0
ALBERTSONS COS INC COMMON STOCK	Stock	013091103	7,540	408	SH		SOLE		0	0	408
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN	Stock	01881G106	10,327	296	SH		SOLE		0	0	296
ALLIANT ENERGY CORP COM	Stock	018802108	4,612	76	SH		SOLE		0	0	76
ALPHABET INC CAP STK CL A	Stock	02079K305	8,624	52	SH		SOLE		0	0	52
ALPHABET INC CAP STK CL C	Stock	02079K107	33,271	199	SH		SOLE		199	0	0
ALPINE INCOME PPTY TR INC COM	REIT	02083X103	870,597	47,835	SH		SOLE		13,249	0	34,586
AMAZON COM INC COM	Stock	023135106	16,770	90	SH		SOLE		20	0	70
AMERICAN ELEC PWR CO INC COM	Stock	025537101	325,037	3,168	SH		SOLE		750	0	2,418
AMGEN INC COM	Stock	031162100	62,831	195	SH		SOLE		103	0	92
ANALOG DEVICES INC COM	Stock	032654105	287,482	1,249	SH		SOLE		429	0	820
APOLLO GLOBAL MGMT INC COM	Stock	03769M106	5,034,123	40,302	SH		SOLE		9,134	0	31,168
APPLE INC COM	Stock	037833100	1,219,056	5,232	SH		SOLE		1,124	0	4,108
ARISTA NETWORKS INC COM	Stock	040413106	8,533,854	22,234	SH		SOLE		4,980	0	17,254
ASTRAZENECA PLC SPONSORED ADR	ADR	046353108	347,011	4,454	SH		SOLE		1,179	0	3,275
AT&T INC COM	Stock	00206R102	3,344	152	SH		SOLE		0	0	152
AUTOMATIC DATA PROCESSING INC COM	Stock	053015103	14,943	54	SH		SOLE		0	0	54
AUTOZONE INC COM	Stock	053332102	5,893,725	1,871	SH		SOLE		400	0	1,471
BCE INC COM NEW	Stock	05534B760	20,845	599	SH		SOLE		316	0	283
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	084670702	166,154	361	SH		SOLE		13	0	348
BERRY GLOBAL GROUP INC COM	Stock	08579W103	2,038,720	29,990	SH		SOLE		5,856	0	24,134
BLACK STONE MINERALS L P COM UNIT	Stock	09225M101	196,511	13,014	SH		SOLE		1,462	0	11,552
BLACKROCK INC COM	Stock	09290D101	10,445	11	SH		SOLE		0	0	11
BLACKSTONE INC COM	Stock	09260D107	19,141	125	SH		SOLE		125	0	0
BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	099502106	1,790	11	SH		SOLE		11	0	0
BP PLC SPONSORED ADR	ADR	055622104	35,502	1,131	SH		SOLE		0	0	1,131
BRISTOL-MYERS SQUIBB CO COM	Stock	110122108	27,577	533	SH		SOLE		0	0	533
BRITISH AMERN TOB PLC SPONSORED ADR	ADR	110448107	124,335	3,399	SH		SOLE		251	0	3,148
BROADRIDGE FINL SOLUTIONS INC COM	Stock	11133T103	821,200	3,819	SH		SOLE		316	0	3,503
BROOKFIELD CORP CL A LTD VT SH	Stock	11271J107	3,078,023	57,912	SH		SOLE		10,746	0	47,166
BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB	Stock	G17434104	11,536	217	SH		SOLE		0	0	217
BUNGE GLOBAL SA COM SHS	Stock	H11356104	91,228	944	SH		SOLE		44	0	900
BURFORD CAP LTD ORD SHS	Stock	G17977110	101,757	7,674	SH		SOLE		3,298	0	4,376
CAMDEN PPTY TR SH BEN INT	REIT	133131102	10,500	85	SH		SOLE		85	0	0
CAMECO CORP COM	Stock	13321L108	1,433	30	SH		SOLE		30	0	0
CARNIVAL CORP PAIRED CTF	Stock	143658300	1,848	100	SH		SOLE		0	0	100
CARRIER GLOBAL CORPORATION COM	Stock	14448C104	2,012	25	SH		SOLE		0	0	25
CATERPILLAR INC COM	Stock	149123101	916,394	2,343	SH		SOLE		1,653	0	690
CHECK POINT SOFTWARE TECH LTD ORD	Stock	M22465104	3,699,060	19,185	SH		SOLE		3,684	0	15,501
CHEMOURS CO COM	Stock	163851108	0	0	SH		SOLE		0	0	0
CHEVRON CORP NEW COM	Stock	166764100	12,076	82	SH		SOLE		0	0	82
CISCO SYS INC COM	Stock	17275R102	113,412	2,131	SH		SOLE		408	0	1,723
CITIGROUP INC COM NEW	Stock	172967424	0	0	SH		SOLE		0	0	0
COCA COLA CO COM	Stock	191216100	86,304	1,201	SH		SOLE		327	0	874
CONAGRA BRANDS INC COM	Stock	205887102	5,106	157	SH		SOLE		0	0	157
CONOCOPHILLIPS COM	Stock	20825C104	2,943,208	27,956	SH		SOLE		5,701	0	22,255
CONSTELLATION ENERGY CORP COM	Stock	21037T109	4,160	16	SH		SOLE		0	0	16
CORTEVA INC COM	Stock	22052L104	1,940	33	SH		SOLE		0	0	33
CROWN CASTLE INC COM	REIT	22822V101	13,880	117	SH		SOLE		0	0	117
CVS HEALTH CORP COM	Stock	126650100	692	11	SH		SOLE		11	0	0
DEERE & CO COM	Stock	244199105	287,123	688	SH		SOLE		200	0	488
DIAGEO PLC SPON ADR NEW	ADR	25243Q205	30,594	218	SH		SOLE		165	0	53
DISNEY WALT CO COM	Stock	254687106	1,130,136	11,749	SH		SOLE		2,263	0	9,486
DOW INC COM	Stock	260557103	2,021	37	SH		SOLE		0	0	37
DUKE ENERGY CORP NEW COM NEW	Stock	26441C204	2,421	21	SH		SOLE		0	0	21
DUPONT DE NEMOURS INC COM	Stock	26614N102	3,030	34	SH		SOLE		0	0	34
EASTMAN CHEM CO COM	Stock	277432100	386,675	3,454	SH		SOLE		381	0	3,073
EATON CORP PLC SHS	Stock	G29183103	33,475	101	SH		SOLE		0	0	101
EDISON INTL COM	Stock	281020107	18,986	218	SH		SOLE		218	0	0
ELECTRONIC ARTS INC COM	Stock	285512109	3,012	21	SH		SOLE		7	0	14
ELI LILLY & CO COM	Stock	532457108	7,154,851	8,076	SH		SOLE		1,279	0	6,797
EMERSON ELEC CO COM	Stock	291011104	9,953	91	SH		SOLE		0	0	91
ENBRIDGE INC COM	Stock	29250N105	1,137	28	SH		SOLE		0	0	28
ENERGY SELECT SECTOR SPDR FUND	ETF	81369Y506	8,253	94	SH		SOLE		0	0	94
ENSTAR GROUP LIMITED SHS	Stock	G3075P101	821,662	2,555	SH		SOLE		509	0	2,046
ENVIRI CORP COM	Stock	415864107	3,598	348	SH		SOLE		0	0	348
ESQUIRE FINL HLDGS INC COM	Stock	29667J101	96,772	1,484	SH		SOLE		143	0	1,341
EXELON CORP COM	Stock	30161N101	2,230	55	SH		SOLE		0	0	55
EXXON MOBIL CORP COM	Stock	30231G102	114,758	979	SH		SOLE		0	0	979
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND	ETF	33939L407	8,085	196	SH		SOLE		0	0	196
FORD MTR CO COM	Stock	345370860	48,597	4,602	SH		SOLE		0	0	4,602
FORTREA HLDGS INC COMMON STOCK	Stock	34965K107	116,340	5,817	SH		SOLE		1,059	0	4,758
FRP HLDGS INC COM	Stock	30292L107	2,209,550	73,997	SH		SOLE		17,536	0	56,461
GAMESTOP CORP NEW CL A	Stock	36467W109	4,288	187	SH		SOLE		0	0	187
GARMIN LTD SHS	Stock	H2906T109	263,341	1,496	SH		SOLE		0	0	1,496
GE AEROSPACE COM NEW	Stock	369604301	14,898	79	SH		SOLE		0	0	79
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK	Stock	36266G107	2,440	26	SH		SOLE		0	0	26
GE VERNOVA INC COM	Stock	36828A101	4,845	19	SH		SOLE		0	0	19
GENERAL DYNAMICS CORP COM	Stock	369550108	88,847	294	SH		SOLE		203	0	91
GENERAL MLS INC COM	Stock	370334104	38,254	518	SH		SOLE		262	0	256
GENUINE PARTS CO COM	Stock	372460105	165,940	1,188	SH		SOLE		549	0	639
GRANITE CONSTR INC COM	Stock	387328107	2,141	27	SH		SOLE		27	0	0
GRAYSCALE BITCOIN MINI TRUST ETF	ETF	389930108	6,120	1,087	SH		SOLE		0	0	1,087
GRAYSCALE BITCOIN TRUST ETF	ETF	389637109	54,894	1,087	SH		SOLE		0	0	1,087
GSK PLC SPONSORED ADR	ADR	37733W204	11,978	293	SH		SOLE		124	0	169
HAIN CELESTIAL GROUP INC COM	Stock	405217100	1,726	200	SH		SOLE		200	0	0
HELMERICH & PAYNE INC COM	Stock	423452101	4,685	154	SH		SOLE		0	0	154
HERSHEY CO COM	Stock	427866108	2,877	15	SH		SOLE		15	0	0
HNI CORP COM	Stock	404251100	15,075	280	SH		SOLE		0	0	280
HOME DEPOT INC COM	Stock	437076102	73,746	182	SH		SOLE		0	0	182
HONEYWELL INTL INC COM	Stock	438516106	48,784	236	SH		SOLE		32	0	204
HUBBELL INC COM	Stock	443510607	80,101	187	SH		SOLE		0	0	187
HUNTINGTON BANCSHARES INC COM	Stock	446150104	77,219	5,253	SH		SOLE		436	0	4,817
ILLINOIS TOOL WKS INC COM	Stock	452308109	69,973	267	SH		SOLE		178	0	89
INDIVIOR PLC ORD	Stock	G4766E116	1,560	160	SH		SOLE		0	0	160
INFOSYS LTD SPONSORED ADR	ADR	456788108	17,816	800	SH		SOLE		800	0	0
INTEGER HLDGS CORP COM	Stock	45826H109	17,030	131	SH		SOLE		0	0	131
INTERNATIONAL BUSINESS MACHS COM	Stock	459200101	15,255	69	SH		SOLE		0	0	69
INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	46137V357	52,494	293	SH		SOLE		0	0	293
INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF	ETF	46137V340	7,451	108	SH		SOLE		0	0	108
INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF	ETF	46137V332	36,646	1,137	SH		SOLE		872	0	265
INVESCO S&P 500 HIGH BETA ETF	ETF	46138E370	78,068	875	SH		SOLE		0	0	875
ISHARES CORE MSCI EAFE ETF	ETF	46432F842	12,956	166	SH		SOLE		0	0	166
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	464287150	2,387	19	SH		SOLE		0	0	19
ISHARES MSCI ACWI EX U.S. ETF	ETF	464288240	145,911	2,550	SH		SOLE		0	0	2,550
JEWETT CAMERON TRADING LTD COM NEW	Stock	47733C207	70,367	14,130	SH		SOLE		5,064	0	9,066
JOHNSON & JOHNSON COM	Stock	478160104	2,104,349	12,985	SH		SOLE		2,272	0	10,713
JPMORGAN CHASE & CO. COM	Stock	46625H100	149,921	711	SH		SOLE		453	0	258
KIMBERLY-CLARK CORP COM	Stock	494368103	2,155,684	15,151	SH		SOLE		3,371	0	11,780
KKR & CO INC COM	Stock	48251W104	4,267,485	32,681	SH		SOLE		5,450	0	27,231
KLA CORP COM NEW	Stock	482480100	162,626	210	SH		SOLE		0	0	210
KOSS CORP COM	Stock	500692108	7	1	SH		SOLE		0	0	1
KROGER CO COM	Stock	501044101	11,861	207	SH		SOLE		0	0	207
LABCORP HOLDINGS INC COM SHS	Stock	504922105	1,358,311	6,078	SH		SOLE		1,101	0	4,977
LAMB WESTON HLDGS INC COM	Stock	513272104	3,172	49	SH		SOLE		0	0	49
LIBERTY MEDIA CORP DEL COM LBTY LIV S C	Stock	531229722	1,078	21	SH		SOLE		0	0	21
LIFETIME BRANDS INC COM	Stock	53222Q103	844,850	129,182	SH		SOLE		25,380	0	103,802
LKQ CORP COM	Stock	501889208	3,085,097	77,282	SH		SOLE		16,016	0	61,266
LOCKHEED MARTIN CORP COM	Stock	539830109	1,813,890	3,103	SH		SOLE		319	0	2,784
LOWES COS INC COM	Stock	548661107	8,126	30	SH		SOLE		0	0	30
MANULIFE FINL CORP COM	Stock	56501R106	12,234	414	SH		SOLE		414	0	0
MASTERCARD INCORPORATED CL A	Stock	57636Q104	2,038,900	4,129	SH		SOLE		799	0	3,330
MEDTRONIC PLC SHS	Stock	G5960L103	1,182,184	13,131	SH		SOLE		2,198	0	10,933
MERCK & CO INC COM	Stock	58933Y105	92,892	818	SH		SOLE		0	0	818
MICROSOFT CORP COM	Stock	594918104	529,699	1,231	SH		SOLE		608	0	623
MID-AMER APT CMNTYS INC COM	REIT	59522J103	10,329	65	SH		SOLE		65	0	0
MIND C T I LTD ORD	Stock	M70240102	101,667	51,610	SH		SOLE		51,610	0	0
NELNET INC CL A	Stock	64031N108	5,311,246	46,886	SH		SOLE		12,759	0	34,127
NEXTERA ENERGY INC COM	Stock	65339F101	39,391	466	SH		SOLE		0	0	466
NORTHWEST NAT HLDG CO COM	Stock	66765N105	506,209	12,401	SH		SOLE		3,386	0	9,015
NOVO-NORDISK A S ADR	ADR	670100205	125,024	1,050	SH		SOLE		600	0	450
NVIDIA CORPORATION COM	Stock	67066G104	240,694	1,982	SH		SOLE		0	0	1,982
OCCIDENTAL PETE CORP COM	Stock	674599105	2,664,103	51,690	SH		SOLE		10,156	0	41,534
OMNICOM GROUP INC COM	Stock	681919106	2,848,291	27,549	SH		SOLE		6,836	0	20,713
ORACLE CORP COM	Stock	68389X105	29,990	176	SH		SOLE		0	0	176
ORGANON & CO COMMON STOCK	Stock	68622V106	1,569	82	SH		SOLE		0	0	82
OTIS WORLDWIDE CORP COM	Stock	68902V107	1,351	13	SH		SOLE		0	0	13
P10 INC COM CL A	Stock	69376K106	1,452,779	135,647	SH		SOLE		22,975	0	112,672
PEPSICO INC COM	Stock	713448108	2,601,765	15,300	SH		SOLE		2,788	0	12,512
PERIMETER SOLUTIONS SA COMMON STOCK	Stock	L7579L106	11,500	855	SH		SOLE		0	0	855
PFIZER INC COM	Stock	717081103	63,292	2,187	SH		SOLE		0	0	2,187
PHILLIPS 66 COM	Stock	718546104	1,340,527	10,198	SH		SOLE		705	0	9,493
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF	ETF	72201R817	9,846	99	SH		SOLE		0	0	99
PLYMOUTH INDL REIT INC COM	REIT	729640102	12,430	550	SH		SOLE		550	0	0
PNC FINL SVCS GROUP INC COM	Stock	693475105	32,718	177	SH		SOLE		0	0	177
POSTAL REALTY TRUST INC CL A	REIT	73757R102	13,908	950	SH		SOLE		950	0	0
POWER INTEGRATIONS INC COM	Stock	739276103	12,824	200	SH		SOLE		200	0	0
PPL CORP COM	Stock	69351T106	6,682	202	SH		SOLE		0	0	202
PRICE T ROWE GROUP INC COM	Stock	74144T108	10,239	94	SH		SOLE		0	0	94
PRINCIPAL FINANCIAL GROUP INC COM	Stock	74251V102	1,976	23	SH		SOLE		0	0	23
PROCTER AND GAMBLE CO COM	Stock	742718109	2,629,522	15,182	SH		SOLE		2,974	0	12,208
PROSHARES DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF	ETF	74347B508	8,343	165	SH		SOLE		0	0	165
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	ETF	74348A467	10,249	96	SH		SOLE		0	0	96
REVVITY INC COM	Stock	714046109	1,506,939	11,796	SH		SOLE		2,207	0	9,589
RLI CORP COM	Stock	749607107	92,523	597	SH		SOLE		597	0	0
RTX CORPORATION COM	Stock	75513E101	9,329	77	SH		SOLE		0	0	77
S&P GLOBAL INC COM	Stock	78409V104	51,662	100	SH		SOLE		0	0	100
SANOFI SPONSORED ADR	ADR	80105N105	40,629	705	SH		SOLE		234	0	471
SCHLUMBERGER LTD COM STK	Stock	806857108	1,300	31	SH		SOLE		0	0	31
SCHWAB EMERGING MARKETS EQUITY ETF	ETF	808524706	2,393	82	SH		SOLE		0	0	82
SCHWAB INTERNATIONAL EQUITY ETF	ETF	808524805	94,083	2,288	SH		SOLE		0	0	2,288
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	ETF	808524888	4,662	121	SH		SOLE		0	0	121
SCHWAB SHORT-TERM US TREASURY ETF	ETF	808524862	5,878	120	SH		SOLE		0	0	120
SCHWAB U.S. BROAD MARKET ETF	ETF	808524102	1,543,064	23,197	SH		SOLE		8,009	0	15,188
SCHWAB U.S. LARGE-CAP ETF	ETF	808524201	41,185	607	SH		SOLE		0	0	607
SCHWAB U.S. MID-CAP ETF	ETF	808524508	35,479	427	SH		SOLE		0	0	427
SCHWAB U.S. SMALL-CAP ETF	ETF	808524607	84,202	1,635	SH		SOLE		0	0	1,635
SCHWAB US AGGREGATE BOND ETF	ETF	808524839	2,614	55	SH		SOLE		0	0	55
SCHWAB US DIVIDEND EQUITY ETF	ETF	808524797	1,374,289	16,258	SH		SOLE		7,751	0	8,507
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS	Stock	G7997R103	54,875	501	SH		SOLE		0	0	501
SENECA FOODS CORP NEW CL A	Stock	817070501	87,948	1,411	SH		SOLE		0	0	1,411
SILVERCREST ASSET MGMT GROUP I CL A	Stock	828359109	49,686	2,882	SH		SOLE		0	0	2,882
SIRIUSXM HOLDINGS INC COMMON STOCK	Stock	829933100	685,637	28,991	SH		SOLE		8,001	0	20,990
SITEONE LANDSCAPE SUPPLY INC COM	Stock	82982L103	107,901	715	SH		SOLE		0	0	715
SITIO ROYALTIES CORP CLASS A COM	Stock	82983N108	3,812,240	182,929	SH		SOLE		40,001	0	142,928
SKYWORKS SOLUTIONS INC COM	Stock	83088M102	1,010,220	10,228	SH		SOLE		1,980	0	8,248
SOLVENTUM CORP COM SHS	Stock	83444M101	125,775	1,804	SH		SOLE		465	0	1,339
SONOCO PRODS CO COM	Stock	835495102	65,665	1,202	SH		SOLE		302	0	900
SOUTHERN CO COM	Stock	842587107	10,461	116	SH		SOLE		0	0	116
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF	ETF	78468R200	3,486	113	SH		SOLE		0	0	113
SPDR S&P AEROSPACE & DEFENSE ETF	ETF	78464A631	13,374	85	SH		SOLE		85	0	0
SS&C TECHNOLOGIES HLDGS INC COM	Stock	78467J100	2,518,910	33,943	SH		SOLE		8,638	0	25,305
STAG INDL INC COM	REIT	85254J102	1,815,574	46,446	SH		SOLE		11,507	0	34,939
STARBUCKS CORP COM	Stock	855244109	22,130	227	SH		SOLE		0	0	227
STERLING INFRASTRUCTURE INC COM	Stock	859241101	6,634,375	45,748	SH		SOLE		8,913	0	36,835
STRIVE U.S. SEMICONDUCTOR ETF	ETF	02072L672	1,404	30	SH		SOLE		0	0	30
SUNOPTA INC COM	Stock	8676EP108	3,669	575	SH		SOLE		575	0	0
SUPER LEAGUE ENTERPRISE INC COM	Stock	86804F202	4	7	SH		SOLE		0	0	7
TECHNOLOGY SELECT SECTOR SPDR FUND	ETF	81369Y803	135,230	599	SH		SOLE		7	0	592
TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10	ADR	294821608	227	30	SH		SOLE		30	0	0
TESLA INC COM	Stock	88160R101	47,355	181	SH		SOLE		0	0	181
TEXAS INSTRS INC COM	Stock	882508104	2,379,273	11,518	SH		SOLE		2,194	0	9,324
THE CIGNA GROUP COM	Stock	125523100	12,818	37	SH		SOLE		0	0	37
THERAPEUTICSMD INC COM NEW	Stock	88338N206	3	2	SH		SOLE		0	0	2
TRAVELERS COMPANIES INC COM	Stock	89417E109	0	0	SH		SOLE		0	0	0
UGI CORP NEW COM	Stock	902681105	3,778	151	SH		SOLE		0	0	151
UNILEVER PLC SPON ADR NEW	ADR	904767704	1,725,792	26,567	SH		SOLE		5,325	0	21,242
UNITED PARCEL SERVICE INC CL B	Stock	911312106	27,268	200	SH		SOLE		11	0	189
UNITEDHEALTH GROUP INC COM	Stock	91324P102	75,424	129	SH		SOLE		7	0	122
UNIVERSAL TECHNICAL INST INC COM	Stock	913915104	1,407,352	86,553	SH		SOLE		16,730	0	69,823
US BANCORP DEL COM NEW	Stock	902973304	13,856	303	SH		SOLE		0	0	303
VANGUARD DIVIDEND APPRECIATION ETF	ETF	921908844	11,884	60	SH		SOLE		30	0	30
VANGUARD FINANCIALS ETF	ETF	92204A405	20,443	186	SH		SOLE		0	0	186
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	ETF	922042775	32,949	523	SH		SOLE		106	0	417
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF	ETF	922042718	32,372	257	SH		SOLE		53	0	204
VANGUARD INTERMEDIATE-TERM BOND ETF	ETF	921937819	155,721	1,987	SH		SOLE		929	0	1,058
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	ETF	92206C870	472,099	5,637	SH		SOLE		764	0	4,873
VANGUARD LONG-TERM BOND ETF	ETF	921937793	115,837	1,541	SH		SOLE		866	0	675
VANGUARD MID-CAP VALUE ETF	ETF	922908512	34,708	207	SH		SOLE		0	0	207
VANGUARD RUSSELL 1000 GROWTH ETF	ETF	92206C680	14,671	152	SH		SOLE		0	0	152
VANGUARD RUSSELL 1000 VALUE ETF	ETF	92206C714	46,665	560	SH		SOLE		0	0	560
VANGUARD S&P 500 GROWTH ETF	ETF	921932505	97,372	282	SH		SOLE		0	0	282
VANGUARD S&P 500 VALUE ETF	ETF	921932703	243,549	1,277	SH		SOLE		175	0	1,102
VANGUARD SHORT-TERM BOND ETF	ETF	921937827	131,176	1,667	SH		SOLE		951	0	716
VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	92206C409	664,031	8,361	SH		SOLE		1,291	0	7,070
VANGUARD SHORT-TERM TREASURY ETF	ETF	92206C102	81,979	1,389	SH		SOLE		0	0	1,389
VANGUARD SMALL CAP VALUE ETF	ETF	922908611	595,313	2,965	SH		SOLE		137	0	2,828
VANGUARD SMALL-CAP GROWTH ETF	ETF	922908595	25,400	95	SH		SOLE		0	0	95
VANGUARD TOTAL BOND MARKET ETF	ETF	921937835	8,638	115	SH		SOLE		115	0	0
VANGUARD TOTAL STOCK MARKET ETF	ETF	922908769	9,344	33	SH		SOLE		33	0	0
VANGUARD VALUE ETF	ETF	922908744	7,856	45	SH		SOLE		0	0	45
VERISIGN INC COM	Stock	92343E102	3,618,928	19,051	SH		SOLE		4,521	0	14,530
VERIZON COMMUNICATIONS INC COM	Stock	92343V104	40,599	904	SH		SOLE		20	0	884
VIATRIS INC COM	Stock	92556V106	2,670	230	SH		SOLE		0	0	230
VISA INC COM CL A	Stock	92826C839	2,200	8	SH		SOLE		0	0	8
VODAFONE GROUP PLC NEW SPONSORED ADR	ADR	92857W308	10	1	SH		SOLE		0	0	1
WABTEC COM	Stock	929740108	0	0	SH		SOLE		0	0	0
WARNER BROS DISCOVERY INC COM SER A	Stock	934423104	474,375	57,500	SH		SOLE		10,619	0	46,881
WASTE MGMT INC DEL COM	Stock	94106L109	3,045,077	14,668	SH		SOLE		2,449	0	12,219
WELLS FARGO CO NEW COM	Stock	949746101	275,050	4,869	SH		SOLE		0	0	4,869
WEST BANCORPORATION INC CAP STK	Stock	95123P106	2,414	127	SH		SOLE		0	0	127
WESTERN ASSET MANAGED MUNS FD COM	CEF	95766M105	7,241	668	SH		SOLE		0	0	668
WILLIAMS COS INC COM	Stock	969457100	18,214	399	SH		SOLE		0	0	399
WIPRO LTD SPON ADR 1 SH	ADR	97651M109	6,357	981	SH		SOLE		981	0	0
WISDOMTREE U.S. AI ENHANCED VALUE FUND	ETF	97717W406	82,585	742	SH		SOLE		0	0	742
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND	ETF	97717X669	189,968	2,283	SH		SOLE		376	0	1,907
XEROX HOLDINGS CORP COM NEW	Stock	98421M106	0	0	SH		SOLE		0	0	0
ZIMMER BIOMET HOLDINGS INC COM	Stock	98956P102	8,852	82	SH		SOLE		0	0	82