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
Estimated average burden
hours per response: 23.8
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   137 1 SH   SOLE West Branch Capital 0 0 1
ABBOTT LABS COM 002824100   1,748,290 15,335 SH   SOLE West Branch Capital 0 0 15,335
ABBVIE INC COM 00287Y109   5,849,512 29,621 SH   SOLE West Branch Capital 0 0 29,621
ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100   339,304 2,995 SH   SOLE West Branch Capital 0 0 2,995
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   781,341 2,210 SH   SOLE West Branch Capital 0 0 2,210
ADAPTHEALTH CORP COMMON STOCK 00653Q102   3,538 315 SH   SOLE West Branch Capital 0 0 315
ADOBE INC COM 00724F101   2,311,197 4,464 SH   SOLE West Branch Capital 0 0 4,464
ADVANCE AUTO PARTS INC COM 00751Y106   2,847 73 SH   SOLE West Branch Capital 0 0 73
ADVANCED MICRO DEVICES INC COM 007903107   584,946 3,565 SH   SOLE West Branch Capital 0 0 3,565
ADVANSIX INC COM 00773T101   122 4 SH   SOLE West Branch Capital 0 0 4
AES CORP COM 00130H105   201 10 SH   SOLE West Branch Capital 0 0 10
AFLAC INC COM 001055102   51,159 458 SH   SOLE West Branch Capital 0 0 458
AGILON HEALTH INC COM 00857U107   60,688 15,442 SH   SOLE West Branch Capital 0 0 15,442
AGNICO EAGLE MINES LTD COM 008474108   8,137 101 SH   SOLE West Branch Capital 0 0 101
AGORA INC ADS 00851L103   121 50 SH   SOLE West Branch Capital 0 0 50
AIR PRODS & CHEMS INC COM 009158106   113,737 382 SH   SOLE West Branch Capital 0 0 382
AIRBNB INC COM CL A 009066101   33,282 262 SH   SOLE West Branch Capital 0 0 262
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   4,750 40 SH   SOLE West Branch Capital 0 0 40
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   10,612 100 SH   SOLE West Branch Capital 0 0 100
ALIGHT INC COM CL A 01626W101   770 104 SH   SOLE West Branch Capital 0 0 104
ALLIANT ENERGY CORP COM 018802108   183 3 SH   SOLE West Branch Capital 0 0 3
ALLSTATE CORP COM 020002101   65,619 346 SH   SOLE West Branch Capital 0 0 346
ALPHABET INC CAP STK CL A 02079K305   14,056,178 84,752 SH   SOLE West Branch Capital 0 0 84,752
ALPHABET INC CAP STK CL C 02079K107   1,186,338 7,096 SH   SOLE West Branch Capital 0 0 7,096
ALTRIA GROUP INC COM 02209S103   61,555 1,206 SH   SOLE West Branch Capital 0 0 1,206
AMAZON COM INC COM 023135106   15,422,418 82,769 SH   SOLE West Branch Capital 0 0 82,769
AMCOR PLC ORD G0250X107   102 9 SH   SOLE West Branch Capital 0 0 9
AMDOCS LTD SHS G02602103   88 1 SH   SOLE West Branch Capital 0 0 1
AMER SPORTS INC COM SHS G0260P102   108 7 SH   SOLE West Branch Capital 0 0 7
AMEREN CORP COM 023608102   175 2 SH   SOLE West Branch Capital 0 0 2
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   4,908 300 SH   SOLE West Branch Capital 0 0 300
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   90 4 SH   SOLE West Branch Capital 0 0 4
AMERICAN ELEC PWR CO INC COM 025537101   11,594 113 SH   SOLE West Branch Capital 0 0 113
AMERICAN EXPRESS CO COM 025816109   240,555 887 SH   SOLE West Branch Capital 0 0 887
AMERICAN INTL GROUP INC COM NEW 026874784   293 4 SH   SOLE West Branch Capital 0 0 4
AMERICAN TOWER CORP NEW COM 03027X100   56,803 244 SH   SOLE West Branch Capital 0 0 244
AMERICAN WTR WKS CO INC NEW COM 030420103   45,774 313 SH   SOLE West Branch Capital 0 0 313
AMERIPRISE FINL INC COM 03076C106   71,881 153 SH   SOLE West Branch Capital 0 0 153
AMETEK INC COM 031100100   172 1 SH   SOLE West Branch Capital 0 0 1
AMGEN INC COM 031162100   470,452 1,460 SH   SOLE West Branch Capital 0 0 1,460
AMMO INC COM 00175J107   3,514 2,457 SH   SOLE West Branch Capital 0 0 2,457
ANALOG DEVICES INC COM 032654105   30,153 131 SH   SOLE West Branch Capital 0 0 131
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   14,874 741 SH   SOLE West Branch Capital 0 0 741
APOLLO COML REAL EST FIN INC COM 03762U105   2,436 265 SH   SOLE West Branch Capital 0 0 265
APPLE INC COM 037833100   35,588,997 152,742 SH   SOLE West Branch Capital 0 0 152,742
APPLIED MATLS INC COM 038222105   90,522 448 SH   SOLE West Branch Capital 0 0 448
APTIV PLC SHS G6095L109   39 1 SH   SOLE West Branch Capital 0 0 1
ARCHER DANIELS MIDLAND CO COM 039483102   53,408 894 SH   SOLE West Branch Capital 0 0 894
ARES CAPITAL CORP COM 04010L103   5,738 274 SH   SOLE West Branch Capital 0 0 274
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   156 1 SH   SOLE West Branch Capital 0 0 1
ARGENX SE SPONSORED ADR 04016X101   76 0 SH   SOLE West Branch Capital 0 0 0
ARISTA NETWORKS INC COM 040413106   219 1 SH   SOLE West Branch Capital 0 0 1
ARK ETF TR GENOMIC REV ETF 00214Q302   727 28 SH   SOLE West Branch Capital 0 0 28
ARK ETF TR NEXT GNRTN INTER 00214Q401   4,375 51 SH   SOLE West Branch Capital 0 0 51
ASML HOLDING N V N Y REGISTRY SHS N07059210   350 0 SH   SOLE West Branch Capital 0 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   611 8 SH   SOLE West Branch Capital 0 0 8
ASTRONICS CORP COM 046433108   111,036 5,700 SH   SOLE West Branch Capital 0 0 5,700
AT&T INC COM 00206R102   93,516 4,251 SH   SOLE West Branch Capital 0 0 4,251
AUTOMATIC DATA PROCESSING IN COM 053015103   1,025,281 3,705 SH   SOLE West Branch Capital 0 0 3,705
AUTOZONE INC COM 053332102   189 0 SH   SOLE West Branch Capital 0 0 0
B2GOLD CORP COM 11777Q209   5,116 1,661 SH   SOLE West Branch Capital 0 0 1,661
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101   51 5 SH   SOLE West Branch Capital 0 0 5
BANCO SANTANDER S.A. ADR 05964H105   191 37 SH   SOLE West Branch Capital 0 0 37
BANK AMERICA CORP COM 060505104   1,760,341 44,363 SH   SOLE West Branch Capital 0 0 44,363
BARCLAYS PLC ADR 06738E204   71 6 SH   SOLE West Branch Capital 0 0 6
BARNES GROUP INC COM 067806109   5,456 135 SH   SOLE West Branch Capital 0 0 135
BAXTER INTL INC COM 071813109   38 1 SH   SOLE West Branch Capital 0 0 1
BECTON DICKINSON & CO COM 075887109   4,822 20 SH   SOLE West Branch Capital 0 0 20
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,459,485 3,171 SH   SOLE West Branch Capital 0 0 3,171
BEST BUY INC COM 086516101   104 1 SH   SOLE West Branch Capital 0 0 1
BHP GROUP LTD SPONSORED ADS 088606108   68 1 SH   SOLE West Branch Capital 0 0 1
BIO RAD LABS INC CL A 090572207   7,696 23 SH   SOLE West Branch Capital 0 0 23
BJS WHSL CLUB HLDGS INC COM 05550J101   83 1 SH   SOLE West Branch Capital 0 0 1
BLACKROCK CORE BD TR SHS BEN INT 09249E101   7,474 621 SH   SOLE West Branch Capital 0 0 621
BLACKROCK INC COM 09247X101   1,176,364 1,239 SH   SOLE West Branch Capital 0 0 1,239
BLACKSTONE INC COM 09260D107   154 1 SH   SOLE West Branch Capital 0 0 1
BLOCK H & R INC COM 093671105   509 8 SH   SOLE West Branch Capital 0 0 8
BOEING CO COM 097023105   609 4 SH   SOLE West Branch Capital 0 0 4
BOOKING HOLDINGS INC COM 09857L108   1,609,186 382 SH   SOLE West Branch Capital 0 0 382
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   29,297 180 SH   SOLE West Branch Capital 0 0 180
BOSTON BEER INC CL A 100557107   14,457 50 SH   SOLE West Branch Capital 0 0 50
BOSTON OMAHA CORP CL A COM STK 101044105   149 10 SH   SOLE West Branch Capital 0 0 10
BOSTON SCIENTIFIC CORP COM 101137107   503 6 SH   SOLE West Branch Capital 0 0 6
BP PLC SPONSORED ADR 055622104   28,331 903 SH   SOLE West Branch Capital 0 0 903
BRIGHTHOUSE FINL INC COM 10922N103   2,027 45 SH   SOLE West Branch Capital 0 0 45
BRISTOL-MYERS SQUIBB CO COM 110122108   148,110 2,863 SH   SOLE West Branch Capital 0 0 2,863
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   197 5 SH   SOLE West Branch Capital 0 0 5
BROADCOM INC COM 11135F101   4,384,584 25,418 SH   SOLE West Branch Capital 0 0 25,418
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   10,752 50 SH   SOLE West Branch Capital 0 0 50
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108   1,438 51 SH   SOLE West Branch Capital 0 0 51
BUNGE GLOBAL SA COM SHS H11356104   9,814 102 SH   SOLE West Branch Capital 0 0 102
BURLINGTON STORES INC COM 122017106   10,276 39 SH   SOLE West Branch Capital 0 0 39
CADENCE DESIGN SYSTEM INC COM 127387108   272 1 SH   SOLE West Branch Capital 0 0 1
CAMECO CORP COM 13321L108   34 1 SH   SOLE West Branch Capital 0 0 1
CANADIAN NAT RES LTD COM 136385101   56 2 SH   SOLE West Branch Capital 0 0 2
CANADIAN NATL RY CO COM 136375102   111,293 950 SH   SOLE West Branch Capital 0 0 950
CANADIAN PACIFIC KANSAS CITY COM 13646K108   36 0 SH   SOLE West Branch Capital 0 0 0
CAPITAL ONE FINL CORP COM 14040H105   7,337 49 SH   SOLE West Branch Capital 0 0 49
CARDINAL HEALTH INC COM 14149Y108   16,689 151 SH   SOLE West Branch Capital 0 0 151
CARNIVAL CORP UNIT 99/99/9999 143658300   1,904 103 SH   SOLE West Branch Capital 0 0 103
CARRIER GLOBAL CORPORATION COM 14448C104   47,490 590 SH   SOLE West Branch Capital 0 0 590
CARVANA CO CL A 146869102   115 1 SH   SOLE West Branch Capital 0 0 1
CATALENT INC COM 148806102   10,297 170 SH   SOLE West Branch Capital 0 0 170
CATERPILLAR INC COM 149123101   188,235 481 SH   SOLE West Branch Capital 0 0 481
CBRE GROUP INC CL A 12504L109   125 1 SH   SOLE West Branch Capital 0 0 1
CENTENE CORP DEL COM 15135B101   81,755 1,086 SH   SOLE West Branch Capital 0 0 1,086
CF INDS HLDGS INC COM 125269100   172 2 SH   SOLE West Branch Capital 0 0 2
CHARTER COMMUNICATIONS INC N CL A 16119P108   39 0 SH   SOLE West Branch Capital 0 0 0
CHENIERE ENERGY INC COM NEW 16411R208   225 1 SH   SOLE West Branch Capital 0 0 1
CHEVRON CORP NEW COM 166764100   1,204,407 8,178 SH   SOLE West Branch Capital 0 0 8,178
CHUBB LIMITED COM H1467J104   16,727 58 SH   SOLE West Branch Capital 0 0 58
CINTAS CORP COM 172908105   824 4 SH   SOLE West Branch Capital 0 0 4
CISCO SYS INC COM 17275R102   2,141,548 40,240 SH   SOLE West Branch Capital 0 0 40,240
CITIGROUP INC COM NEW 172967424   123,682 1,976 SH   SOLE West Branch Capital 0 0 1,976
CITIZENS FINL GROUP INC COM 174610105   124 3 SH   SOLE West Branch Capital 0 0 3
CLOROX CO DEL COM 189054109   121,914 748 SH   SOLE West Branch Capital 0 0 748
CLOUDFLARE INC CL A COM 18915M107   1,942 24 SH   SOLE West Branch Capital 0 0 24
CMS ENERGY CORP COM 125896100   71 1 SH   SOLE West Branch Capital 0 0 1
COCA COLA CO COM 191216100   2,225,628 30,972 SH   SOLE West Branch Capital 0 0 30,972
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   394 5 SH   SOLE West Branch Capital 0 0 5
COGNEX CORP COM 192422103   6,885 170 SH   SOLE West Branch Capital 0 0 170
COLGATE PALMOLIVE CO COM 194162103   57,200 551 SH   SOLE West Branch Capital 0 0 551
COMCAST CORP NEW CL A 20030N101   2,200 53 SH   SOLE West Branch Capital 0 0 53
CONAGRA BRANDS INC COM 205887102   23,317 717 SH   SOLE West Branch Capital 0 0 717
CONOCOPHILLIPS COM 20825C104   23,688 225 SH   SOLE West Branch Capital 0 0 225
CONSOLIDATED EDISON INC COM 209115104   166,713 1,601 SH   SOLE West Branch Capital 0 0 1,601
CONSTELLATION ENERGY CORP COM 21037T109   261 1 SH   SOLE West Branch Capital 0 0 1
COPART INC COM 217204106   20,960 400 SH   SOLE West Branch Capital 0 0 400
CORNING INC COM 219350105   496,855 11,005 SH   SOLE West Branch Capital 0 0 11,005
COSTAR GROUP INC COM 22160N109   7,586 101 SH   SOLE West Branch Capital 0 0 101
COSTCO WHSL CORP NEW COM 22160K105   2,645,596 2,984 SH   SOLE West Branch Capital 0 0 2,984
CRANE NXT CO COM 224441105   113 2 SH   SOLE West Branch Capital 0 0 2
CRH PLC ORD G25508105   55 1 SH   SOLE West Branch Capital 0 0 1
CROWDSTRIKE HLDGS INC CL A 22788C105   283,275 1,010 SH   SOLE West Branch Capital 0 0 1,010
CROWN CASTLE INC COM 22822V101   16,447 139 SH   SOLE West Branch Capital 0 0 139
CROWN HLDGS INC COM 228368106   124 1 SH   SOLE West Branch Capital 0 0 1
CSX CORP COM 126408103   344,793 9,985 SH   SOLE West Branch Capital 0 0 9,985
CULLEN FROST BANKERS INC COM 229899109   112 1 SH   SOLE West Branch Capital 0 0 1
CVS HEALTH CORP COM 126650100   34,522 549 SH   SOLE West Branch Capital 0 0 549
DANAHER CORPORATION COM 235851102   315,042 1,133 SH   SOLE West Branch Capital 0 0 1,133
DARDEN RESTAURANTS INC COM 237194105   22,322 136 SH   SOLE West Branch Capital 0 0 136
DATADOG INC CL A COM 23804L103   2,417 21 SH   SOLE West Branch Capital 0 0 21
DEERE & CO COM 244199105   122 0 SH   SOLE West Branch Capital 0 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   515 10 SH   SOLE West Branch Capital 0 0 10
DEUTSCHE BANK A G NAMEN AKT D18190898   36 2 SH   SOLE West Branch Capital 0 0 2
DEVON ENERGY CORP NEW COM 25179M103   27,463 702 SH   SOLE West Branch Capital 0 0 702
DEXCOM INC COM 252131107   202 3 SH   SOLE West Branch Capital 0 0 3
DIAGEO PLC SPON ADR NEW 25243Q205   89 1 SH   SOLE West Branch Capital 0 0 1
DIGITAL RLTY TR INC COM 253868103   162 1 SH   SOLE West Branch Capital 0 0 1
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302   3,427 125 SH   SOLE West Branch Capital 0 0 125
DISNEY WALT CO COM 254687106   370 4 SH   SOLE West Branch Capital 0 0 4
DOMINION ENERGY INC COM 25746U109   347 6 SH   SOLE West Branch Capital 0 0 6
DOUGLAS DYNAMICS INC COM 25960R105   47,300 1,715 SH   SOLE West Branch Capital 0 0 1,715
DOW INC COM 260557103   5,846 107 SH   SOLE West Branch Capital 0 0 107
DRAFTKINGS INC NEW COM CL A 26142V105   11,016 281 SH   SOLE West Branch Capital 0 0 281
DUKE ENERGY CORP NEW COM NEW 26441C204   234,521 2,034 SH   SOLE West Branch Capital 0 0 2,034
DULUTH HLDGS INC COM CL B 26443V101   2,223 591 SH   SOLE West Branch Capital 0 0 591
DUPONT DE NEMOURS INC COM 26614N102   5,793 65 SH   SOLE West Branch Capital 0 0 65
EATON CORP PLC SHS G29183103   632,388 1,908 SH   SOLE West Branch Capital 0 0 1,908
EATON VANCE LTD DURATION INC COM 27828H105   21,878 2,082 SH   SOLE West Branch Capital 0 0 2,082
EATON VANCE MUN BD FD COM 27827X101   10,760 1,000 SH   SOLE West Branch Capital 0 0 1,000
EDISON INTL COM 281020107   262 3 SH   SOLE West Branch Capital 0 0 3
ELANCO ANIMAL HEALTH INC COM 28414H103   2,557 174 SH   SOLE West Branch Capital 0 0 174
ELASTIC N V ORD SHS N14506104   5,143 67 SH   SOLE West Branch Capital 0 0 67
ELEVANCE HEALTH INC COM 036752103   520 1 SH   SOLE West Branch Capital 0 0 1
ELI LILLY & CO COM 532457108   3,997,197 4,512 SH   SOLE West Branch Capital 0 0 4,512
EMBRAER S.A. SPONSORED ADS 29082A107   107 3 SH   SOLE West Branch Capital 0 0 3
EMERSON ELEC CO COM 291011104   112,652 1,030 SH   SOLE West Branch Capital 0 0 1,030
ENI S P A SPONSORED ADR 26874R108   38 1 SH   SOLE West Branch Capital 0 0 1
ENTEGRIS INC COM 29362U104   25,882 230 SH   SOLE West Branch Capital 0 0 230
ENTERPRISE PRODS PARTNERS L COM 293792107   7,424 255 SH   SOLE West Branch Capital 0 0 255
EPAM SYS INC COM 29414B104   5,971 30 SH   SOLE West Branch Capital 0 0 30
EPR PPTYS COM SH BEN INT 26884U109   3,335 68 SH   SOLE West Branch Capital 0 0 68
EQUINIX INC COM 29444U700   63 0 SH   SOLE West Branch Capital 0 0 0
EQUINOR ASA SPONSORED ADR 29446M102   57 2 SH   SOLE West Branch Capital 0 0 2
EQUITY RESIDENTIAL SH BEN INT 29476L107   44,676 600 SH   SOLE West Branch Capital 0 0 600
ETF SER SOLUTIONS DEFIANCE CONNECT 26922A289   182 4 SH   SOLE West Branch Capital 0 0 4
ETFS GOLD TR PHYSCL GOLD SHS 00326A104   282,788 11,253 SH   SOLE West Branch Capital 0 0 11,253
ETSY INC COM 29786A106   611 11 SH   SOLE West Branch Capital 0 0 11
EVERGY INC COM 30034W106   249 4 SH   SOLE West Branch Capital 0 0 4
EVERI HLDGS INC COM 30034T103   35,807 2,725 SH   SOLE West Branch Capital 0 0 2,725
EVERSOURCE ENERGY COM 30040W108   32,596 479 SH   SOLE West Branch Capital 0 0 479
EXACT SCIENCES CORP COM 30063P105   45 1 SH   SOLE West Branch Capital 0 0 1
EXELON CORP COM 30161N101   45 1 SH   SOLE West Branch Capital 0 0 1
EXPEDIA GROUP INC COM NEW 30212P303   149 1 SH   SOLE West Branch Capital 0 0 1
EXPEDITORS INTL WASH INC COM 302130109   132 1 SH   SOLE West Branch Capital 0 0 1
EXPONENT INC COM 30214U102   19,598 170 SH   SOLE West Branch Capital 0 0 170
EXXON MOBIL CORP COM 30231G102   3,292,974 28,092 SH   SOLE West Branch Capital 0 0 28,092
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104   716 16 SH   SOLE West Branch Capital 0 0 16
FACTSET RESH SYS INC COM 303075105   12,876 28 SH   SOLE West Branch Capital 0 0 28
FASTENAL CO COM 311900104   7,571 106 SH   SOLE West Branch Capital 0 0 106
FASTLY INC CL A 31188V100   197 26 SH   SOLE West Branch Capital 0 0 26
FEDEX CORP COM 31428X106   6,336 23 SH   SOLE West Branch Capital 0 0 23
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   60 0 SH   SOLE West Branch Capital 0 0 0
FIDELITY COVINGTON TRUST MSCI FINLS IDX 316092501   110,470 1,730 SH   SOLE West Branch Capital 0 0 1,730
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600   85 1 SH   SOLE West Branch Capital 0 0 1
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808   11,029 63 SH   SOLE West Branch Capital 0 0 63
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   125 2 SH   SOLE West Branch Capital 0 0 2
FIDELITY NATL INFORMATION SV COM 31620M106   7,119 85 SH   SOLE West Branch Capital 0 0 85
FIFTH THIRD BANCORP COM 316773100   86 2 SH   SOLE West Branch Capital 0 0 2
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192   34,258 335 SH   SOLE West Branch Capital 0 0 335
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302   76,259 360 SH   SOLE West Branch Capital 0 0 360
FIRST TR EXCHNG TRADED FD VI FT ENERGY INCOME 33740F276   114,378 5,911 SH   SOLE West Branch Capital 0 0 5,911
FIRSTENERGY CORP COM 337932107   45 1 SH   SOLE West Branch Capital 0 0 1
FISERV INC COM 337738108   21,558 120 SH   SOLE West Branch Capital 0 0 120
FIVE BELOW INC COM 33829M101   6,627 75 SH   SOLE West Branch Capital 0 0 75
FLAHERTY & CRUMRINE PFD INCO COM 33848E106   20,504 2,179 SH   SOLE West Branch Capital 0 0 2,179
FLUTTER ENTMT PLC SHS G3643J108   145 1 SH   SOLE West Branch Capital 0 0 1
FORD MTR CO COM 345370860   169 16 SH   SOLE West Branch Capital 0 0 16
FRANCO NEV CORP COM 351858105   37 0 SH   SOLE West Branch Capital 0 0 0
FRONTIER GROUP HLDGS INC COM 35909R108   3,323 621 SH   SOLE West Branch Capital 0 0 621
FULL HSE RESORTS INC COM 359678109   10,040 2,000 SH   SOLE West Branch Capital 0 0 2,000
GALLAGHER ARTHUR J & CO COM 363576109   241,416 858 SH   SOLE West Branch Capital 0 0 858
GAMING & LEISURE PPTYS INC COM 36467J108   39 1 SH   SOLE West Branch Capital 0 0 1
GARMIN LTD SHS H2906T109   177 1 SH   SOLE West Branch Capital 0 0 1
GARTNER INC COM 366651107   32,940 65 SH   SOLE West Branch Capital 0 0 65
GE AEROSPACE COM NEW 369604301   196,124 1,040 SH   SOLE West Branch Capital 0 0 1,040
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   7,884 84 SH   SOLE West Branch Capital 0 0 84
GE VERNOVA INC COM 36828A101   20,144 79 SH   SOLE West Branch Capital 0 0 79
GEN DIGITAL INC COM 668771108   385 14 SH   SOLE West Branch Capital 0 0 14
GENERAL DYNAMICS CORP COM 369550108   136,595 452 SH   SOLE West Branch Capital 0 0 452
GENERAL MLS INC COM 370334104   6,196 84 SH   SOLE West Branch Capital 0 0 84
GENERAL MTRS CO COM 37045V100   304,460 6,790 SH   SOLE West Branch Capital 0 0 6,790
GENUINE PARTS CO COM 372460105   112,722 807 SH   SOLE West Branch Capital 0 0 807
GILEAD SCIENCES INC COM 375558103   599,641 7,152 SH   SOLE West Branch Capital 0 0 7,152
GLOBAL PMTS INC COM 37940X102   41 0 SH   SOLE West Branch Capital 0 0 0
GLOBANT S A COM L44385109   6,935 35 SH   SOLE West Branch Capital 0 0 35
GOLDMAN SACHS GROUP INC COM 38141G104   30,202 61 SH   SOLE West Branch Capital 0 0 61
GOODYEAR TIRE & RUBR CO COM 382550101   2,912 329 SH   SOLE West Branch Capital 0 0 329
GRACO INC COM 384109104   10,064 115 SH   SOLE West Branch Capital 0 0 115
GREENLIGHT CAPITAL RE LTD CLASS A G4095J109   8,190 600 SH   SOLE West Branch Capital 0 0 600
GSK PLC SPONSORED ADR 37733W204   307 7 SH   SOLE West Branch Capital 0 0 7
GUARDANT HEALTH INC COM 40131M109   46 2 SH   SOLE West Branch Capital 0 0 2
HALEON PLC SPON ADS 405552100   18,133 1,714 SH   SOLE West Branch Capital 0 0 1,714
HARTFORD FINL SVCS GROUP INC COM 416515104   118 1 SH   SOLE West Branch Capital 0 0 1
HDFC BANK LTD SPONSORED ADS 40415F101   101 2 SH   SOLE West Branch Capital 0 0 2
HEICO CORP NEW CL A 422806208   408 2 SH   SOLE West Branch Capital 0 0 2
HEICO CORP NEW COM 422806109   10,460 40 SH   SOLE West Branch Capital 0 0 40
HERSHEY CO COM 427866108   20,713 108 SH   SOLE West Branch Capital 0 0 108
HESS CORP COM 42809H107   89 1 SH   SOLE West Branch Capital 0 0 1
HEWLETT PACKARD ENTERPRISE C COM 42824C109   4,092 200 SH   SOLE West Branch Capital 0 0 200
HOLOGIC INC COM 436440101   163 2 SH   SOLE West Branch Capital 0 0 2
HOME DEPOT INC COM 437076102   4,960,132 12,241 SH   SOLE West Branch Capital 0 0 12,241
HONDA MOTOR LTD ADR ECH CNV IN 3 438128308   42 1 SH   SOLE West Branch Capital 0 0 1
HONEYWELL INTL INC COM 438516106   69,455 336 SH   SOLE West Branch Capital 0 0 336
HORMEL FOODS CORP COM 440452100   32 1 SH   SOLE West Branch Capital 0 0 1
HOST HOTELS & RESORTS INC COM 44107P104   31 2 SH   SOLE West Branch Capital 0 0 2
HOWMET AEROSPACE INC COM 443201108   101 1 SH   SOLE West Branch Capital 0 0 1
HP INC COM 40434L105   58,612 1,634 SH   SOLE West Branch Capital 0 0 1,634
HSBC HLDGS PLC SPON ADR NEW 404280406   147 3 SH   SOLE West Branch Capital 0 0 3
HUBSPOT INC COM 443573100   6,911 13 SH   SOLE West Branch Capital 0 0 13
HUMANA INC COM 444859102   32 0 SH   SOLE West Branch Capital 0 0 0
HUNT J B TRANS SVCS INC COM 445658107   45 0 SH   SOLE West Branch Capital 0 0 0
HUNTINGTON BANCSHARES INC COM 446150104   118 8 SH   SOLE West Branch Capital 0 0 8
HUNTINGTON INGALLS INDS INC COM 446413106   265 1 SH   SOLE West Branch Capital 0 0 1
HUYA INC ADS REP SHS A 44852D108   255 50 SH   SOLE West Branch Capital 0 0 50
ICU MED INC COM 44930G107   6,378 35 SH   SOLE West Branch Capital 0 0 35
IDEX CORP COM 45167R104   50 0 SH   SOLE West Branch Capital 0 0 0
ILLINOIS TOOL WKS INC COM 452308109   21,228 81 SH   SOLE West Branch Capital 0 0 81
ILLUMINA INC COM 452327109   131 1 SH   SOLE West Branch Capital 0 0 1
IMPERIAL OIL LTD COM NEW 453038408   120 2 SH   SOLE West Branch Capital 0 0 2
INNOVEX INTERNATIONAL INC COM 457651107   2,496 170 SH   SOLE West Branch Capital 0 0 170
INSULET CORP COM 45784P101   7,216 31 SH   SOLE West Branch Capital 0 0 31
INTEL CORP COM 458140100   4,974 212 SH   SOLE West Branch Capital 0 0 212
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806   42 0 SH   SOLE West Branch Capital 0 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   202,289 915 SH   SOLE West Branch Capital 0 0 915
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   105 1 SH   SOLE West Branch Capital 0 0 1
INTERNATIONAL PAPER CO COM 460146103   1,319 27 SH   SOLE West Branch Capital 0 0 27
INTERPUBLIC GROUP COS INC COM 460690100   32 1 SH   SOLE West Branch Capital 0 0 1
INTUIT COM 461202103   18,846 30 SH   SOLE West Branch Capital 0 0 30
INTUITIVE SURGICAL INC COM NEW 46120E602   255,952 521 SH   SOLE West Branch Capital 0 0 521
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   10,304 239 SH   SOLE West Branch Capital 0 0 239
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INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825   14,483 701 SH   SOLE West Branch Capital 0 0 701
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791   9,833 503 SH   SOLE West Branch Capital 0 0 503
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783   39,467 2,001 SH   SOLE West Branch Capital 0 0 2,001
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 MUNI 46138J494   11,850 500 SH   SOLE West Branch Capital 0 0 500
INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 46138J460   17,966 1,060 SH   SOLE West Branch Capital 0 0 1,060
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INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431   263,566 2,518 SH   SOLE West Branch Capital 0 0 2,518
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233   9,031 190 SH   SOLE West Branch Capital 0 0 190
INVESCO LTD SHS G491BT108   53 3 SH   SOLE West Branch Capital 0 0 3
INVESCO QQQ TR UNIT SER 1 46090E103   130,315 267 SH   SOLE West Branch Capital 0 0 267
IRON MTN INC DEL COM 46284V101   32,679 275 SH   SOLE West Branch Capital 0 0 275
ISHARES GOLD TR ISHARES NEW 464285204   248,500 5,000 SH   SOLE West Branch Capital 0 0 5,000
ISHARES INC CORE MSCI EMKT 46434G103   25,720 448 SH   SOLE West Branch Capital 0 0 448
ISHARES INC MSCI ISRAEL ETF 464286632   33,761 500 SH   SOLE West Branch Capital 0 0 500
ISHARES TR 1 3 YR TREAS BD 464287457   26,491 319 SH   SOLE West Branch Capital 0 0 319
ISHARES TR 20 YR TR BD ETF 464287432   20,961 214 SH   SOLE West Branch Capital 0 0 214
ISHARES TR CORE DIV GRWTH 46434V621   166,892 2,662 SH   SOLE West Branch Capital 0 0 2,662
ISHARES TR CORE MSCI TOTAL 46432F834   89,390 1,231 SH   SOLE West Branch Capital 0 0 1,231
ISHARES TR CORE S&P MCP ETF 464287507   64,927 1,042 SH   SOLE West Branch Capital 0 0 1,042
ISHARES TR CORE S&P SCP ETF 464287804   103,510 885 SH   SOLE West Branch Capital 0 0 885
ISHARES TR CORE S&P TTL STK 464287150   434,550 3,459 SH   SOLE West Branch Capital 0 0 3,459
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ISHARES TR CORE S&P500 ETF 464287200   5,430,613 9,415 SH   SOLE West Branch Capital 0 0 9,415
ISHARES TR CORE US AGGBD ET 464287226   333,483 3,293 SH   SOLE West Branch Capital 0 0 3,293
ISHARES TR EXPANDED TECH 464287515   894 10 SH   SOLE West Branch Capital 0 0 10
ISHARES TR FLTG RATE NT ETF 46429B655   112,620 2,206 SH   SOLE West Branch Capital 0 0 2,206
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ISHARES TR IBONDS 24 TRM TS 46436E874   36,000 1,500 SH   SOLE West Branch Capital 0 0 1,500
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ISHARES TR RUSSELL 2000 ETF 464287655   194,017 878 SH   SOLE West Branch Capital 0 0 878
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ISHARES TR S&P 500 GRWT ETF 464287309   119,198 1,245 SH   SOLE West Branch Capital 0 0 1,245
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ISHARES TR S&P MC 400GR ETF 464287606   147,067 1,600 SH   SOLE West Branch Capital 0 0 1,600
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ISHARES TR SELECT DIVID ETF 464287168   541 4 SH   SOLE West Branch Capital 0 0 4
ISHARES TR SHORT TREAS BD 464288679   214,301 1,937 SH   SOLE West Branch Capital 0 0 1,937
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ISHARES TR US TREAS BD ETF 46429B267   10,483 447 SH   SOLE West Branch Capital 0 0 447
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214   7,082 186 SH   SOLE West Branch Capital 0 0 186
JBG SMITH PPTYS COM 46590V100   822 47 SH   SOLE West Branch Capital 0 0 47
JOHNSON & JOHNSON COM 478160104   4,033,730 24,890 SH   SOLE West Branch Capital 0 0 24,890
JPMORGAN CHASE & CO. COM 46625H100   6,807,816 32,286 SH   SOLE West Branch Capital 0 0 32,286
KARYOPHARM THERAPEUTICS INC COM 48576U106   40 48 SH   SOLE West Branch Capital 0 0 48
KELLANOVA COM 487836108   76,756 951 SH   SOLE West Branch Capital 0 0 951
KENVUE INC COM 49177J102   841 36 SH   SOLE West Branch Capital 0 0 36
KEURIG DR PEPPER INC COM 49271V100   450 12 SH   SOLE West Branch Capital 0 0 12
KEYCORP COM 493267108   51 3 SH   SOLE West Branch Capital 0 0 3
KIMBERLY-CLARK CORP COM 494368103   129,684 911 SH   SOLE West Branch Capital 0 0 911
KINDER MORGAN INC DEL COM 49456B101   266 12 SH   SOLE West Branch Capital 0 0 12
KKR & CO INC COM 48251W104   392 3 SH   SOLE West Branch Capital 0 0 3
KLA CORP COM NEW 482480100   109,192 141 SH   SOLE West Branch Capital 0 0 141
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   108 2 SH   SOLE West Branch Capital 0 0 2
KOHLS CORP COM 500255104   3,566 169 SH   SOLE West Branch Capital 0 0 169
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   29 1 SH   SOLE West Branch Capital 0 0 1
KOPIN CORP COM 500600101   971 1,329 SH   SOLE West Branch Capital 0 0 1,329
KOSMOS ENERGY LTD COM 500688106   38 9 SH   SOLE West Branch Capital 0 0 9
KRAFT HEINZ CO COM 500754106   176 5 SH   SOLE West Branch Capital 0 0 5
KRANESHARES TRUST QUADRTC INT RT 500767736   17,710 920 SH   SOLE West Branch Capital 0 0 920
KROGER CO COM 501044101   6,361 111 SH   SOLE West Branch Capital 0 0 111
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   46 2 SH   SOLE West Branch Capital 0 0 2
L3HARRIS TECHNOLOGIES INC COM 502431109   25,928 109 SH   SOLE West Branch Capital 0 0 109
LAM RESEARCH CORP COM 512807108   56,310 69 SH   SOLE West Branch Capital 0 0 69
LAMB WESTON HLDGS INC COM 513272104   23,695 366 SH   SOLE West Branch Capital 0 0 366
LAUDER ESTEE COS INC CL A 518439104   39 0 SH   SOLE West Branch Capital 0 0 0
LEMONADE INC COM 52567D107   165 10 SH   SOLE West Branch Capital 0 0 10
LINDE PLC SHS G54950103   797,797 1,673 SH   SOLE West Branch Capital 0 0 1,673
LISTED FD TR ROUNDHILL BALL 53656F417   2,029 150 SH   SOLE West Branch Capital 0 0 150
LISTED FD TR ROUNDHILL VIDEO 53656F706   691 39 SH   SOLE West Branch Capital 0 0 39
LITHIA MTRS INC COM 536797103   14,294 45 SH   SOLE West Branch Capital 0 0 45
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109   82 26 SH   SOLE West Branch Capital 0 0 26
LOCKHEED MARTIN CORP COM 539830109   1,133,956 1,940 SH   SOLE West Branch Capital 0 0 1,940
LOWES COS INC COM 548661107   33,586 124 SH   SOLE West Branch Capital 0 0 124
LULULEMON ATHLETICA INC COM 550021109   64,964 239 SH   SOLE West Branch Capital 0 0 239
LYFT INC CL A COM 55087P104   96 7 SH   SOLE West Branch Capital 0 0 7
M & T BK CORP COM 55261F104   737,774 4,142 SH   SOLE West Branch Capital 0 0 4,142
MAIN STR CAP CORP COM 56035L104   6,268 125 SH   SOLE West Branch Capital 0 0 125
MARATHON OIL CORP COM 565849106   80 3 SH   SOLE West Branch Capital 0 0 3
MARKETAXESS HLDGS INC COM 57060D108   8,711 34 SH   SOLE West Branch Capital 0 0 34
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MARSH & MCLENNAN COS INC COM 571748102   893 4 SH   SOLE West Branch Capital 0 0 4
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MASTERCARD INCORPORATED CL A 57636Q104   3,076,892 6,231 SH   SOLE West Branch Capital 0 0 6,231
MCCORMICK & CO INC COM NON VTG 579780206   109,497 1,330 SH   SOLE West Branch Capital 0 0 1,330
MCDONALDS CORP COM 580135101   2,678,204 8,795 SH   SOLE West Branch Capital 0 0 8,795
MCKESSON CORP COM 58155Q103   495 1 SH   SOLE West Branch Capital 0 0 1
MEDTRONIC PLC SHS G5960L103   42 0 SH   SOLE West Branch Capital 0 0 0
MERCK & CO INC COM 58933Y105   2,239,013 19,717 SH   SOLE West Branch Capital 0 0 19,717
META PLATFORMS INC CL A 30303M102   3,543,165 6,190 SH   SOLE West Branch Capital 0 0 6,190
METLIFE INC COM 59156R108   8,826 107 SH   SOLE West Branch Capital 0 0 107
MFS MULTIMARKET INCOME TR SH BEN INT 552737108   4,870 1,000 SH   SOLE West Branch Capital 0 0 1,000
MICROCHIP TECHNOLOGY INC. COM 595017104   348,965 4,346 SH   SOLE West Branch Capital 0 0 4,346
MICROSOFT CORP COM 594918104   22,981,678 53,409 SH   SOLE West Branch Capital 0 0 53,409
MID-AMER APT CMNTYS INC COM 59522J103   159 1 SH   SOLE West Branch Capital 0 0 1
MIDDLESEX WTR CO COM 596680108   36,992 567 SH   SOLE West Branch Capital 0 0 567
MIZUHO FINANCIAL GROUP INC SPONSORED ADR 60687Y109   122 29 SH   SOLE West Branch Capital 0 0 29
MODERNA INC COM 60770K107   6,750 101 SH   SOLE West Branch Capital 0 0 101
MOHAWK INDS INC COM 608190104   8,034 50 SH   SOLE West Branch Capital 0 0 50
MONDELEZ INTL INC CL A 609207105   80,301 1,090 SH   SOLE West Branch Capital 0 0 1,090
MOODYS CORP COM 615369105   475 1 SH   SOLE West Branch Capital 0 0 1
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MOOG INC CL B 615394301   12,046,245 60,114 SH   SOLE West Branch Capital 0 0 60,114
MORGAN STANLEY COM NEW 617446448   33,670 323 SH   SOLE West Branch Capital 0 0 323
MOSAIC CO NEW COM 61945C103   37 1 SH   SOLE West Branch Capital 0 0 1
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NATIONAL FUEL GAS CO COM 636180101   8,607 142 SH   SOLE West Branch Capital 0 0 142
NATWEST GROUP PLC SPONS ADR 639057207   25 3 SH   SOLE West Branch Capital 0 0 3
NET LEASE OFFICE PROPERTIES COM 64110Y108   154 5 SH   SOLE West Branch Capital 0 0 5
NETFLIX INC COM 64110L106   985,262 1,389 SH   SOLE West Branch Capital 0 0 1,389
NEWMONT CORP COM 651639106   107 2 SH   SOLE West Branch Capital 0 0 2
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NIKE INC CL B 654106103   5,481 62 SH   SOLE West Branch Capital 0 0 62
NISOURCE INC COM 65473P105   13,860 400 SH   SOLE West Branch Capital 0 0 400
NORDSON CORP COM 655663102   14,445 55 SH   SOLE West Branch Capital 0 0 55
NORFOLK SOUTHN CORP COM 655844108   224,998 905 SH   SOLE West Branch Capital 0 0 905
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NORTHERN TR CORP COM 665859104   314 3 SH   SOLE West Branch Capital 0 0 3
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NOVARTIS AG SPONSORED ADR 66987V109   23,004 200 SH   SOLE West Branch Capital 0 0 200
NOVO-NORDISK A S ADR 670100205   9,899 83 SH   SOLE West Branch Capital 0 0 83
NUCOR CORP COM 670346105   151 1 SH   SOLE West Branch Capital 0 0 1
NUTRIEN LTD COM 67077M108   195 4 SH   SOLE West Branch Capital 0 0 4
NVIDIA CORPORATION COM 67066G104   29,736,306 244,864 SH   SOLE West Branch Capital 0 0 244,864
OCCIDENTAL PETE CORP COM 674599105   103 2 SH   SOLE West Branch Capital 0 0 2
OLLIES BARGAIN OUTLET HLDGS COM 681116109   64,055 659 SH   SOLE West Branch Capital 0 0 659
ORACLE CORP COM 68389X105   6,146,761 36,073 SH   SOLE West Branch Capital 0 0 36,073
OREILLY AUTOMOTIVE INC COM 67103H107   150 0 SH   SOLE West Branch Capital 0 0 0
ORIX CORP SPONSORED ADR 686330101   105 1 SH   SOLE West Branch Capital 0 0 1
OSHKOSH CORP COM 688239201   101 1 SH   SOLE West Branch Capital 0 0 1
OTIS WORLDWIDE CORP COM 68902V107   24,115 232 SH   SOLE West Branch Capital 0 0 232
OVINTIV INC COM 69047Q102   192 5 SH   SOLE West Branch Capital 0 0 5
PACKAGING CORP AMER COM 695156109   216 1 SH   SOLE West Branch Capital 0 0 1
PALANTIR TECHNOLOGIES INC CL A 69608A108   261 7 SH   SOLE West Branch Capital 0 0 7
PARKER-HANNIFIN CORP COM 701094104   25,273 40 SH   SOLE West Branch Capital 0 0 40
PAYCHEX INC COM 704326107   72,731 542 SH   SOLE West Branch Capital 0 0 542
PAYPAL HLDGS INC COM 70450Y103   15,653 201 SH   SOLE West Branch Capital 0 0 201
PAYSAFE LIMITED SHS G6964L206   516 23 SH   SOLE West Branch Capital 0 0 23
PENN ENTERTAINMENT INC COM 707569109   2,037 108 SH   SOLE West Branch Capital 0 0 108
PEPSICO INC COM 713448108   2,533,856 14,901 SH   SOLE West Branch Capital 0 0 14,901
PFIZER INC COM 717081103   101,062 3,492 SH   SOLE West Branch Capital 0 0 3,492
PG&E CORP COM 69331C108   594 30 SH   SOLE West Branch Capital 0 0 30
PHILIP MORRIS INTL INC COM 718172109   73,690 607 SH   SOLE West Branch Capital 0 0 607
PHILLIPS 66 COM 718546104   36,149 275 SH   SOLE West Branch Capital 0 0 275
PIMCO ETF TR 25YR+ ZERO U S 72201R882   17,600 214 SH   SOLE West Branch Capital 0 0 214
PIXELWORKS INC COM NEW 72581M305   2,520 1,120 SH   SOLE West Branch Capital 0 0 1,120
PNC FINL SVCS GROUP INC COM 693475105   78,931 427 SH   SOLE West Branch Capital 0 0 427
POLARIS INC COM 731068102   7,159 86 SH   SOLE West Branch Capital 0 0 86
POOL CORP COM 73278L105   11,304 30 SH   SOLE West Branch Capital 0 0 30
PRICE T ROWE GROUP INC COM 74144T108   109 1 SH   SOLE West Branch Capital 0 0 1
PROCTER AND GAMBLE CO COM 742718109   10,211,710 58,959 SH   SOLE West Branch Capital 0 0 58,959
PROGRESSIVE CORP COM 743315103   1,016 4 SH   SOLE West Branch Capital 0 0 4
PROLOGIS INC. COM 74340W103   156,461 1,239 SH   SOLE West Branch Capital 0 0 1,239
PROSHARES TR LARGE CAP CRE 74347R248   13,373 205 SH   SOLE West Branch Capital 0 0 205
PROSHARES TR S&P 500 DV ARIST 74348A467   5,338 50 SH   SOLE West Branch Capital 0 0 50
PROSPECT CAP CORP COM 74348T102   10,795 2,018 SH   SOLE West Branch Capital 0 0 2,018
PRUDENTIAL FINL INC COM 744320102   243 2 SH   SOLE West Branch Capital 0 0 2
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   179 2 SH   SOLE West Branch Capital 0 0 2
PUBMATIC INC COM CL A 74467Q103   75 5 SH   SOLE West Branch Capital 0 0 5
QUAKER HOUGHTON COM 747316107   7,414 44 SH   SOLE West Branch Capital 0 0 44
QUALCOMM INC COM 747525103   438,466 2,578 SH   SOLE West Branch Capital 0 0 2,578
QUANTA SVCS INC COM 74762E102   299 1 SH   SOLE West Branch Capital 0 0 1
RADIAN GROUP INC COM 750236101   243 7 SH   SOLE West Branch Capital 0 0 7
RAPID7 INC COM 753422104   5,186 130 SH   SOLE West Branch Capital 0 0 130
RAYMOND JAMES FINL INC COM 754730109   123 1 SH   SOLE West Branch Capital 0 0 1
RB GLOBAL INC COM 74935Q107   14,086 175 SH   SOLE West Branch Capital 0 0 175
RBB FD INC US TREASY 2 YR 74933W486   26,142 536 SH   SOLE West Branch Capital 0 0 536
RBC BEARINGS INC COM 75524B104   17,963 60 SH   SOLE West Branch Capital 0 0 60
REAVES UTIL INCOME FD COM SH BEN INT 756158101   26,199 798 SH   SOLE West Branch Capital 0 0 798
REGAL REXNORD CORPORATION COM 758750103   229 1 SH   SOLE West Branch Capital 0 0 1
REGIONS FINANCIAL CORP NEW COM 7591EP100   117 5 SH   SOLE West Branch Capital 0 0 5
RELIANCE INC COM 759509102   290 1 SH   SOLE West Branch Capital 0 0 1
RELX PLC SPONSORED ADR 759530108   176 4 SH   SOLE West Branch Capital 0 0 4
REPUBLIC SVCS INC COM 760759100   60,252 300 SH   SOLE West Branch Capital 0 0 300
RESIDEO TECHNOLOGIES INC COM 76118Y104   343 17 SH   SOLE West Branch Capital 0 0 17
RESTAURANT BRANDS INTL INC COM 76131D103   145 2 SH   SOLE West Branch Capital 0 0 2
RIO TINTO PLC SPONSORED ADR 767204100   139 2 SH   SOLE West Branch Capital 0 0 2
RIVERNORTH MANAGED DUR MUN I COM 76882H105   8,035 500 SH   SOLE West Branch Capital 0 0 500
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   10,177 907 SH   SOLE West Branch Capital 0 0 907
ROCKWELL AUTOMATION INC COM 773903109   20,135 75 SH   SOLE West Branch Capital 0 0 75
ROKU INC COM CL A 77543R102   374 5 SH   SOLE West Branch Capital 0 0 5
ROSS STORES INC COM 778296103   151 1 SH   SOLE West Branch Capital 0 0 1
ROYAL CARIBBEAN GROUP COM V7780T103   53,208 300 SH   SOLE West Branch Capital 0 0 300
RPM INTL INC COM 749685103   18,755 155 SH   SOLE West Branch Capital 0 0 155
RTX CORPORATION COM 75513E101   293,147 2,420 SH   SOLE West Branch Capital 0 0 2,420
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203   250 6 SH   SOLE West Branch Capital 0 0 6
S&P GLOBAL INC COM 78409V104   49,079 95 SH   SOLE West Branch Capital 0 0 95
SALESFORCE INC COM 79466L302   724,404 2,647 SH   SOLE West Branch Capital 0 0 2,647
SANOFI SPONSORED ADR 80105N105   435 8 SH   SOLE West Branch Capital 0 0 8
SAP SE SPON ADR 803054204   236 1 SH   SOLE West Branch Capital 0 0 1
SBA COMMUNICATIONS CORP NEW CL A 78410G104   41 0 SH   SOLE West Branch Capital 0 0 0
SCHLUMBERGER LTD COM STK 806857108   294 7 SH   SOLE West Branch Capital 0 0 7
SCHWAB CHARLES CORP COM 808513105   65 1 SH   SOLE West Branch Capital 0 0 1
SCHWAB STRATEGIC TR FUNDAMENTAL EMER 808524730   5,970 185 SH   SOLE West Branch Capital 0 0 185
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   55,636 1,353 SH   SOLE West Branch Capital 0 0 1,353
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   18,462 218 SH   SOLE West Branch Capital 0 0 218
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   555,204 5,329 SH   SOLE West Branch Capital 0 0 5,329
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   31,983 292 SH   SOLE West Branch Capital 0 0 292
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   45,110 499 SH   SOLE West Branch Capital 0 0 499
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   96,980 484 SH   SOLE West Branch Capital 0 0 484
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   9,858 64 SH   SOLE West Branch Capital 0 0 64
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   89,401 396 SH   SOLE West Branch Capital 0 0 396
SEMPRA COM 816851109   168 2 SH   SOLE West Branch Capital 0 0 2
SERVICENOW INC COM 81762P102   96,595 108 SH   SOLE West Branch Capital 0 0 108
SHELL PLC SPON ADS 780259305   95,370 1,446 SH   SOLE West Branch Capital 0 0 1,446
SHERWIN WILLIAMS CO COM 824348106   489 1 SH   SOLE West Branch Capital 0 0 1
SIMON PPTY GROUP INC NEW COM 828806109   508 3 SH   SOLE West Branch Capital 0 0 3
SKYWORKS SOLUTIONS INC COM 83088M102   40,047 405 SH   SOLE West Branch Capital 0 0 405
SMUCKER J M CO COM NEW 832696405   38 0 SH   SOLE West Branch Capital 0 0 0
SMURFIT WESTROCK PLC SHS G8267P108   28 1 SH   SOLE West Branch Capital 0 0 1
SNAP INC CL A 83304A106   142 13 SH   SOLE West Branch Capital 0 0 13
SOLVENTUM CORP COM SHS 83444M101   5,352 77 SH   SOLE West Branch Capital 0 0 77
SONY GROUP CORP SPONSORED ADR 835699307   75 1 SH   SOLE West Branch Capital 0 0 1
SOUTHERN CO COM 842587107   45,181 501 SH   SOLE West Branch Capital 0 0 501
SOUTHWEST AIRLS CO COM 844741108   5,926 200 SH   SOLE West Branch Capital 0 0 200
SPDR GOLD TR GOLD SHS 78463V107   48,612 200 SH   SOLE West Branch Capital 0 0 200
SPDR S&P 500 ETF TR TR UNIT 78462F103   15,056,243 26,241 SH   SOLE West Branch Capital 0 0 26,241
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   28,483 50 SH   SOLE West Branch Capital 0 0 50
SPDR SER TR NUVEEN BLOOMBERG 78464A284   2,155 82 SH   SOLE West Branch Capital 0 0 82
SPDR SER TR PORTFOLIO S&P600 78468R853   106,539 2,341 SH   SOLE West Branch Capital 0 0 2,341
SPDR SER TR PRTFLO S&P500 GW 78464A409   4,645 56 SH   SOLE West Branch Capital 0 0 56
SPDR SER TR S&P DIVID ETF 78464A763   5,682 40 SH   SOLE West Branch Capital 0 0 40
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   66 2 SH   SOLE West Branch Capital 0 0 2
SPROTT ETF TRUST GOLD MINERS ETF 85210B102   8,160 263 SH   SOLE West Branch Capital 0 0 263
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   10,538 142 SH   SOLE West Branch Capital 0 0 142
STAG INDL INC COM 85254J102   8,053 206 SH   SOLE West Branch Capital 0 0 206
STARBUCKS CORP COM 855244109   1,652 17 SH   SOLE West Branch Capital 0 0 17
STATE STR CORP COM 857477103   57,594 651 SH   SOLE West Branch Capital 0 0 651
STELLANTIS N.V SHS N82405106   28 2 SH   SOLE West Branch Capital 0 0 2
STITCH FIX INC COM CL A 860897107   282 100 SH   SOLE West Branch Capital 0 0 100
STMICROELECTRONICS N V NY REGISTRY 861012102   2,973 100 SH   SOLE West Branch Capital 0 0 100
STRYKER CORPORATION COM 863667101   362 1 SH   SOLE West Branch Capital 0 0 1
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209   99 8 SH   SOLE West Branch Capital 0 0 8
SUN CMNTYS INC COM 866674104   9,596 71 SH   SOLE West Branch Capital 0 0 71
SUNRUN INC COM 86771W105   542 30 SH   SOLE West Branch Capital 0 0 30
SWEETGREEN INC COM CL A 87043Q108   71 2 SH   SOLE West Branch Capital 0 0 2
SYNCHRONY FINANCIAL COM 87165B103   50 1 SH   SOLE West Branch Capital 0 0 1
SYNOPSYS INC COM 871607107   46 0 SH   SOLE West Branch Capital 0 0 0
SYSCO CORP COM 871829107   330,173 4,230 SH   SOLE West Branch Capital 0 0 4,230
SYSTEM1 INC CL A COM 87200P109   129 115 SH   SOLE West Branch Capital 0 0 115
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   134 1 SH   SOLE West Branch Capital 0 0 1
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205   47 3 SH   SOLE West Branch Capital 0 0 3
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   615 4 SH   SOLE West Branch Capital 0 0 4
TARGET CORP COM 87612E106   25,873 166 SH   SOLE West Branch Capital 0 0 166
TELADOC HEALTH INC COM 87918A105   450 49 SH   SOLE West Branch Capital 0 0 49
TELEFLEX INCORPORATED COM 879369106   248 1 SH   SOLE West Branch Capital 0 0 1
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608   758 100 SH   SOLE West Branch Capital 0 0 100
TESLA INC COM 88160R101   1,177,772 4,502 SH   SOLE West Branch Capital 0 0 4,502
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   20 1 SH   SOLE West Branch Capital 0 0 1
TEXAS INSTRS INC COM 882508104   83,889 406 SH   SOLE West Branch Capital 0 0 406
THE CIGNA GROUP COM 125523100   118,525 342 SH   SOLE West Branch Capital 0 0 342
THE TRADE DESK INC COM CL A 88339J105   110 1 SH   SOLE West Branch Capital 0 0 1
THERMO FISHER SCIENTIFIC INC COM 883556102   1,702,314 2,752 SH   SOLE West Branch Capital 0 0 2,752
TJX COS INC NEW COM 872540109   8,581 73 SH   SOLE West Branch Capital 0 0 73
T-MOBILE US INC COM 872590104   769,631 3,730 SH   SOLE West Branch Capital 0 0 3,730
TORO CO COM 891092108   11,709 135 SH   SOLE West Branch Capital 0 0 135
TOTALENERGIES SE SPONSORED ADS 89151E109   44 1 SH   SOLE West Branch Capital 0 0 1
TOYOTA MOTOR CORP ADS 892331307   43 0 SH   SOLE West Branch Capital 0 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   58,310 150 SH   SOLE West Branch Capital 0 0 150
TRANSDIGM GROUP INC COM 893641100   43 0 SH   SOLE West Branch Capital 0 0 0
TRAVELERS COMPANIES INC COM 89417E109   30,202 129 SH   SOLE West Branch Capital 0 0 129
TREEHOUSE FOODS INC COM 89469A104   5,206 124 SH   SOLE West Branch Capital 0 0 124
TRIPADVISOR INC COM 896945201   4,000 276 SH   SOLE West Branch Capital 0 0 276
TRUIST FINL CORP COM 89832Q109   300 7 SH   SOLE West Branch Capital 0 0 7
TWILIO INC CL A 90138F102   653 10 SH   SOLE West Branch Capital 0 0 10
TYLER TECHNOLOGIES INC COM 902252105   14,010 24 SH   SOLE West Branch Capital 0 0 24
TYSON FOODS INC CL A 902494103   6,076 102 SH   SOLE West Branch Capital 0 0 102
UBER TECHNOLOGIES INC COM 90353T100   75,687 1,007 SH   SOLE West Branch Capital 0 0 1,007
UBS GROUP AG SHS H42097107   128 4 SH   SOLE West Branch Capital 0 0 4
UDR INC COM 902653104   137 3 SH   SOLE West Branch Capital 0 0 3
UIPATH INC CL A 90364P105   640 50 SH   SOLE West Branch Capital 0 0 50
UNILEVER PLC SPON ADR NEW 904767704   79,642 1,226 SH   SOLE West Branch Capital 0 0 1,226
UNION PAC CORP COM 907818108   1,044,141 4,236 SH   SOLE West Branch Capital 0 0 4,236
UNITED AIRLS HLDGS INC COM 910047109   58 1 SH   SOLE West Branch Capital 0 0 1
UNITED PARCEL SERVICE INC CL B 911312106   147,266 1,080 SH   SOLE West Branch Capital 0 0 1,080
UNITED RENTALS INC COM 911363109   810 1 SH   SOLE West Branch Capital 0 0 1
UNITEDHEALTH GROUP INC COM 91324P102   6,436,442 11,008 SH   SOLE West Branch Capital 0 0 11,008
UNUM GROUP COM 91529Y106   161,023 2,709 SH   SOLE West Branch Capital 0 0 2,709
URBAN EDGE PPTYS COM 91704F104   1,006 47 SH   SOLE West Branch Capital 0 0 47
US BANCORP DEL COM NEW 902973304   6,037 132 SH   SOLE West Branch Capital 0 0 132
US FOODS HLDG CORP COM 912008109   123 2 SH   SOLE West Branch Capital 0 0 2
V F CORP COM 918204108   6,345 318 SH   SOLE West Branch Capital 0 0 318
VALERO ENERGY CORP COM 91913Y100   11,208 83 SH   SOLE West Branch Capital 0 0 83
VANECK ETF TRUST PREFERRED SECURT 92189F429   9,736 533 SH   SOLE West Branch Capital 0 0 533
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505   17,165 50 SH   SOLE West Branch Capital 0 0 50
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   35,125 193 SH   SOLE West Branch Capital 0 0 193
VANGUARD INDEX FDS LARGE CAP ETF 922908637   2,370 9 SH   SOLE West Branch Capital 0 0 9
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512   32,528 194 SH   SOLE West Branch Capital 0 0 194
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   32,149 330 SH   SOLE West Branch Capital 0 0 330
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   308,797 585 SH   SOLE West Branch Capital 0 0 585
VANGUARD INDEX FDS SM CP VAL ETF 922908611   1,770,916 8,820 SH   SOLE West Branch Capital 0 0 8,820
VANGUARD INDEX FDS SMALL CP ETF 922908751   6,168 26 SH   SOLE West Branch Capital 0 0 26
VANGUARD INDEX FDS TOTAL STK MKT 922908769   330,972 1,169 SH   SOLE West Branch Capital 0 0 1,169
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,101 23 SH   SOLE West Branch Capital 0 0 23
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730   46,553 179 SH   SOLE West Branch Capital 0 0 179
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   329,473 1,664 SH   SOLE West Branch Capital 0 0 1,664
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   44,097 835 SH   SOLE West Branch Capital 0 0 835
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   885,576 6,908 SH   SOLE West Branch Capital 0 0 6,908
VANGUARD WORLD FD ENERGY ETF 92204A306   26,490 216 SH   SOLE West Branch Capital 0 0 216
VANGUARD WORLD FD FINANCIALS ETF 92204A405   4,946 45 SH   SOLE West Branch Capital 0 0 45
VANGUARD WORLD FD INF TECH ETF 92204A702   104,988 179 SH   SOLE West Branch Capital 0 0 179
VEEVA SYS INC CL A COM 922475108   5,037 24 SH   SOLE West Branch Capital 0 0 24
VENTAS INC COM 92276F100   65 1 SH   SOLE West Branch Capital 0 0 1
VERISK ANALYTICS INC COM 92345Y106   7,503 28 SH   SOLE West Branch Capital 0 0 28
VERIZON COMMUNICATIONS INC COM 92343V104   168,131 3,744 SH   SOLE West Branch Capital 0 0 3,744
VERTEX PHARMACEUTICALS INC COM 92532F100   931 2 SH   SOLE West Branch Capital 0 0 2
VIATRIS INC COM 92556V106   3,402 293 SH   SOLE West Branch Capital 0 0 293
VICI PPTYS INC COM 925652109   157 5 SH   SOLE West Branch Capital 0 0 5
VICTORIAS SECRET AND CO COMMON STOCK 926400102   52 2 SH   SOLE West Branch Capital 0 0 2
VIKING HOLDINGS LTD ORD SHS G93A5A101   81 2 SH   SOLE West Branch Capital 0 0 2
VISA INC COM CL A 92826C839   5,351,981 19,465 SH   SOLE West Branch Capital 0 0 19,465
VORNADO RLTY TR SH BEN INT 929042109   3,704 94 SH   SOLE West Branch Capital 0 0 94
VOYA INFRASTRUCTURE INDLS & COM 92912X101   5,810 511 SH   SOLE West Branch Capital 0 0 511
VULCAN MATLS CO COM 929160109   251 1 SH   SOLE West Branch Capital 0 0 1
WABTEC COM 929740108   364 2 SH   SOLE West Branch Capital 0 0 2
WALGREENS BOOTS ALLIANCE INC COM 931427108   9,510 1,061 SH   SOLE West Branch Capital 0 0 1,061
WALMART INC COM 931142103   5,400,647 66,881 SH   SOLE West Branch Capital 0 0 66,881
WARBY PARKER INC CL A COM 93403J106   33 2 SH   SOLE West Branch Capital 0 0 2
WARNER BROS DISCOVERY INC COM SER A 934423104   1,197 145 SH   SOLE West Branch Capital 0 0 145
WASTE MGMT INC DEL COM 94106L109   14,740 71 SH   SOLE West Branch Capital 0 0 71
WATSCO INC COM 942622200   31,136 63 SH   SOLE West Branch Capital 0 0 63
WELLS FARGO CO NEW COM 949746101   633,138 11,208 SH   SOLE West Branch Capital 0 0 11,208
WEST PHARMACEUTICAL SVSC INC COM 955306105   31,517 105 SH   SOLE West Branch Capital 0 0 105
WESTERN UN CO COM 959802109   3,293 276 SH   SOLE West Branch Capital 0 0 276
WEYERHAEUSER CO MTN BE COM NEW 962166104   40 1 SH   SOLE West Branch Capital 0 0 1
WHIRLPOOL CORP COM 963320106   107 1 SH   SOLE West Branch Capital 0 0 1
WILLIAMS COS INC COM 969457100   92 2 SH   SOLE West Branch Capital 0 0 2
WILLIS TOWERS WATSON PLC LTD SHS G96629103   590 2 SH   SOLE West Branch Capital 0 0 2
WK KELLOGG CO COM SHS 92942W107   2,995 175 SH   SOLE West Branch Capital 0 0 175
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   59 3 SH   SOLE West Branch Capital 0 0 3
WP CAREY INC COM 92936U109   187 3 SH   SOLE West Branch Capital 0 0 3
WPP PLC NEW ADR 92937A102   71 1 SH   SOLE West Branch Capital 0 0 1
XCEL ENERGY INC COM 98389B100   42 1 SH   SOLE West Branch Capital 0 0 1
XEROX HOLDINGS CORP COM NEW 98421M106   15,020 1,447 SH   SOLE West Branch Capital 0 0 1,447
XYLEM INC COM 98419M100   136 1 SH   SOLE West Branch Capital 0 0 1
YUM BRANDS INC COM 988498101   140 1 SH   SOLE West Branch Capital 0 0 1
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   20,738 56 SH   SOLE West Branch Capital 0 0 56
ZILLOW GROUP INC CL C CAP STK 98954M200   4,215 66 SH   SOLE West Branch Capital 0 0 66
ZIMMER BIOMET HOLDINGS INC COM 98956P102   37 0 SH   SOLE West Branch Capital 0 0 0
ZOETIS INC CL A 98978V103   40 0 SH   SOLE West Branch Capital 0 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   349 5 SH   SOLE West Branch Capital 0 0 5
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   1,548 150 SH   SOLE West Branch Capital 0 0 150