# EDGAR Filing Document

**Accession Number:** 0001766347
**File Stem:** 0001021408-25-002275
**Filing Date:** 2025-8
**Character Count:** 68565
**Document Hash:** 9c58e346af6190edeff714d6ee8a766e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001021408-25-002275.hdr.sgml**: 20250819

**ACCESSION NUMBER**: 0001021408-25-002275

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250819

**EFFECTIVENESS DATE**: 20250819

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Clarfeld Financial Advisors, LLC
- **CENTRAL INDEX KEY:** 0001766347

**ORGANIZATION NAME:**
- **EIN:** 463179237
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19418
- **FILM NUMBER:** 251231775

**BUSINESS ADDRESS:**
- **STREET 1:** 520 WHITE PLAINS ROAD
- **CITY:** TARRYTOWN
- **STATE:** NY
- **ZIP:** 10591
- **BUSINESS PHONE:** 914-846-0100

**MAIL ADDRESS:**
- **STREET 1:** 520 WHITE PLAINS ROAD
- **CITY:** TARRYTOWN
- **STATE:** NY
- **ZIP:** 10591

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001766347

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Clarfeld Financial Advisors, LLC

**Address:** 520 White Plains Road, Tarrytown, NY 10591

**Telephone number:** 914-418-3547

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-19418

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                          | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                              | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Constellation Brands, Inc.              | 21036P108 | 7/17/2024      | To approve, by an advisory vote, the compensation of the Company's named executive officers as disclosed in the Proxy Statement.                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         153    |                0 | FOR         |                                   153    | FOR                         |  |
| Linde Plc                               | G54950103 | 7/30/2024      | To approve, on an advisory and non-binding basis, the compensation of Linde plc's Named Executive Officers, as disclosed in the 2024 Proxy statement.                                                                         | SECTION 14A SAY-ON-PAY VOTES |        3803.03 |                0 | FOR         |                                  3803.03 | FOR                         |  |
| Electronic Arts Inc.                    | 285512109 | 8/1/2024       | Advisory vote to approve named executive officer compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        6248.02 |                0 | FOR         |                                  6248.02 | FOR                         |  |
| Microchip Technology Incorporated       | 595017104 | 8/20/2024      | Proposal to approve, on an advisory (non-binding) basis, the compensation of our named executives.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         552    |                0 | FOR         |                                   552    | FOR                         |  |
| NIKE, Inc.                              | 654106103 | 9/10/2024      | To approve executive compensation by an advisory vote.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        6989.31 |                0 | FOR         |                                  6989.31 | FOR                         |  |
| NetApp, Inc.                            | 64110D104 | 9/11/2024      | To hold an advisory vote to approve Named Executive Officer compensation.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        8578    |                0 | FOR         |                                  8578    | FOR                         |  |
| Darden Restaurants, Inc.                | 237194105 | 9/18/2024      | To obtain non-binding advisory approval of the Company's executive compensation.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         279    |                0 | FOR         |                                   279    | FOR                         |  |
| The Procter  Gamble Company             | 742718109 | 10/8/2024      | Advisory Vote to Approve the Company's Executive Compensation (the "Say on Pay" vote)                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        1056    |                0 | FOR         |                                  1056    | FOR                         |  |
| Paychex, Inc.                           | 704326107 | 10/10/2024     | ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         565    |                0 | FOR         |                                   565    | FOR                         |  |
| Cintas Corporation                      | 172908105 | 10/29/2024     | To approve, on an advisory basis, named executive officer compensation.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         822.5  |                0 | FOR         |                                   822.5  | FOR                         |  |
| Automatic Data Processing, Inc.         | 053015103 | 11/6/2024      | Advisory Vote on Executive Compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         450    |                0 | FOR         |                                   450    | FOR                         |  |
| Oracle Corporation                      | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensation of our Named Executive Officers                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        8244.36 |                0 | AGAINST     |                                  8244.36 | AGAINST                     |  |
| Cisco Systems, Inc.                     | 17275R102 | 12/9/2024      | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |       25130.1  |                0 | FOR         |                                 25130.1  | FOR                         |  |
| Microsoft Corporation                   | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote")                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |       18368.3  |                0 | FOR         |                                 18368.3  | FOR                         |  |
| Palo Alto Networks, Inc.                | 697435105 | 12/10/2024     | To approve, on an advisory basis, the frequency of holding future advisory votes on named executive officer compensation.                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         263    |                0 | ONE YEAR    |                                   263    | FOR                         |  |
| Palo Alto Networks, Inc.                | 697435105 | 12/10/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         263    |                0 | AGAINST     |                                   263    | AGAINST                     |  |
| Costco Wholesale Corporation            | 22160K105 | 1/23/2025      | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        1516.02 |                0 | FOR         |                                  1516.02 | FOR                         |  |
| Intuit Inc.                             | 461202103 | 1/23/2025      | Advisory vote to approve Intuit's executive compensation (say-on-pay)                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          73    |                0 | FOR         |                                    73    | FOR                         |  |
| Visa Inc.                               | 92826C839 | 1/28/2025      | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        7311.18 |                0 | FOR         |                                  7311.18 | FOR                         |  |
| Emerson Electric Co.                    | 291011104 | 2/4/2025       | Approval, by non-binding advisory vote, of Emerson Electric Co. executive compensation.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        1664    |                0 | FOR         |                                  1664    | FOR                         |  |
| Atmos Energy Corporation                | 049560105 | 2/5/2025       | Proposal for an advisory vote by shareholders to approve the compensation of the Company's named executive officers for fiscal 2024 ("Say-on-Pay").                                                                           | SECTION 14A SAY-ON-PAY VOTES |        5071.29 |               80 | FOR         |                                  5071.29 | FOR                         |  |
| Accenture plc                           | G1151C101 | 2/6/2025       | To approve, in a non-binding vote, the compensation of our named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        4014    |                0 | FOR         |                                  4014    | FOR                         |  |
| Raymond James Financial, Inc.           | 754730109 | 2/20/2025      | Advisory vote to approve executive compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        9067.22 |               74 | FOR         |                                  9067.22 | FOR                         |  |
| Apple Inc.                              | 037833100 | 2/25/2025      | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       39402.4  |                5 | FOR         |                                 39402.4  | FOR                         |  |
| Deere  Company                          | 244199105 | 2/26/2025      | Advisory vote to approve executive compensation ("say-on-pay")                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         287    |                0 | FOR         |                                   287    | FOR                         |  |
| Applied Materials, Inc.                 | 038222105 | 3/6/2025       | Approval, on an advisory basis, of the compensation of Applied Materials' named executive officers for fiscal year 2024.                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |       12439.2  |               14 | FOR         |                                 12439.2  | FOR                         |  |
| Analog Devices, Inc.                    | 032654105 | 3/12/2025      | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          16    |                0 | FOR         |                                    16    | FOR                         |  |
| The Walt Disney Company                 | 254687106 | 3/20/2025      | Consideration of an advisory vote to approve executive compensation.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |       15762    |               63 | FOR         |                                 15762    | FOR                         |  |
| Schlumberger N.V.                       | 806857108 | 4/2/2025       | Advisory approval of our executive compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |       29645.6  |                0 | FOR         |                                 29645.6  | FOR                         |  |
| The Bank of New York Mellon Corporation | 064058100 | 4/15/2025      | Advisory resolution to approve the 2024 compensation of our named executive officers.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |       16270    |                0 | FOR         |                                 16270    | FOR                         |  |
| U.S. Bancorp                            | 902973304 | 4/15/2025      | An advisory vote to approve the compensation of our executives disclosed in the proxy statement.                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         799    |                0 | FOR         |                                   799    | FOR                         |  |
| Regions Financial Corporation           | 7591EP100 | 4/16/2025      | Advisory Vote to Approve Regions' Executive Compensation.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        1080    |                0 | FOR         |                                  1080    | FOR                         |  |
| PPG Industries, Inc.                    | 693506107 | 4/17/2025      | Approve the compensation of the Company's named executive officers on an advisory basis                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         119    |                0 | FOR         |                                   119    | FOR                         |  |
| Texas Instruments Incorporated          | 882508104 | 4/17/2025      | Board proposal regarding advisory approval of the Company's executive compensation.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         230    |                0 | FOR         |                                   230    | FOR                         |  |
| L3Harris Technologies, Inc.             | 502431109 | 4/18/2025      | Approval, in an Advisory Vote, of the Compensation of Named Executive Officers as Disclosed in the Proxy Statement.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         153    |                0 | AGAINST     |                                   153    | AGAINST                     |  |
| Broadcom Inc.                           | 11135F101 | 4/21/2025      | Advisory vote to approve the named executive officer compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |       12427    |                0 | FOR         |                                 12427    | FOR                         |  |
| Adobe Inc.                              | 00724F101 | 4/22/2025      | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        3486    |                1 | FOR         |                                  3486    | FOR                         |  |
| Bank of America Corporation             | 060505104 | 4/22/2025      | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |       38883    |              115 | AGAINST     |                                 38883    | AGAINST                     |  |
| Eaton Corporation plc                   | G29183103 | 4/23/2025      | Approving, on an advisory basis, the Company's executive compensation.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        3382    |                0 | FOR         |                                  3382    | FOR                         |  |
| Textron Inc.                            | 883203101 | 4/23/2025      | Approval of the advisory (non-binding) resolution to approve executive compensation.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        1896    |                0 | FOR         |                                  1896    | FOR                         |  |
| The PNC Financial Services Group, Inc.  | 693475105 | 4/23/2025      | Advisory vote to approve named executive officer compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          90    |                0 | FOR         |                                    90    | FOR                         |  |
| Fastenal Company                        | 311900104 | 4/24/2025      | Approval, by non-binding vote, of executive compensation.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         942    |                0 | FOR         |                                   942    | FOR                         |  |
| HCA Healthcare, Inc.                    | 40412C101 | 4/24/2025      | Advisory vote to approve named executive officer compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        6613.08 |               65 | FOR         |                                  6613.08 | FOR                         |  |
| Johnson  Johnson                        | 478160104 | 4/24/2025      | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        7775.89 |                0 | FOR         |                                  7775.89 | FOR                         |  |
| Pfizer Inc.                             | 717081103 | 4/24/2025      | 2025 advisory approval of executive compensation                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         521    |                0 | AGAINST     |                                   521    | AGAINST                     |  |
| The Boeing Company                      | 097023105 | 4/24/2025      | Approve, on an Advisory Basis, Named Executive Officer Compensation.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          98    |                0 | FOR         |                                    98    | FOR                         |  |
| Abbott Laboratories                     | 002824100 | 4/25/2025      | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         722    |                0 | FOR         |                                   722    | FOR                         |  |
| American Express Company                | 025816109 | 4/29/2025      | Approval, on an advisory basis, of the Company's executive compensation.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        8445.28 |                1 | FOR         |                                  8445.28 | FOR                         |  |
| Constellation Energy Corporation        | 21037T109 | 4/29/2025      | To consider and act on an advisory vote regarding the approval of compensation paid to named executive officers                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         858    |                0 | FOR         |                                   858    | FOR                         |  |
| The Williams Companies, Inc.            | 969457100 | 4/29/2025      | Approve, on an Advisory Basis, the Compensation of our Named Executive Officers.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         258    |                0 | FOR         |                                   258    | FOR                         |  |
| Wells Fargo  Company                    | 949746101 | 4/29/2025      | Advisory vote to approve executive compensation (Say on Pay).                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |       24644    |               29 | FOR         |                                 24644    | FOR                         |  |
| Newmont Corporation                     | 651639106 | 4/30/2025      | Approval of the advisory resolution on Newmont's executive compensation.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         315    |                0 | FOR         |                                   315    | FOR                         |  |
| The Coca-Cola Company                   | 191216100 | 4/30/2025      | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       19721.7  |               54 | FOR         |                                 19721.7  | FOR                         |  |
| Intuitive Surgical, Inc.                | 46120E602 | 5/1/2025       | To approve, by advisory vote, the compensation of the Company's Named Executive Officers.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          65    |                0 | FOR         |                                    65    | FOR                         |  |
| Dover Corporation                       | 260003108 | 5/2/2025       | To approve, on an advisory basis, named executive officer compensation.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          66    |                0 | FOR         |                                    66    | FOR                         |  |
| Eli Lilly and Company                   | 532457108 | 5/5/2025       | Approval, on an advisory basis, of the compensation paid to the company's named executive officers.                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        4099.04 |                0 | FOR         |                                  4099.04 | FOR                         |  |
| Uber Technologies, Inc.                 | 90353T100 | 5/5/2025       | Advisory vote to approve 2024 named executive officer compensation.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |       19085    |              292 | FOR         |                                 19085    | FOR                         |  |
| Albemarle Corporation                   | 012653101 | 5/6/2025       | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          15    |                0 | AGAINST     |                                    15    | AGAINST                     |  |
| Danaher Corporation                     | 235851102 | 5/6/2025       | To approve on an advisory basis the Company's named executive officer compensation.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          69    |                0 | FOR         |                                    69    | FOR                         |  |
| The Hershey Company                     | 427866108 | 5/6/2025       | Approve named executive officer compensation on a non-binding advisory basis.                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         143    |                0 | AGAINST     |                                   143    | AGAINST                     |  |
| General Dynamics Corporation            | 369550108 | 5/7/2025       | Advisory Vote to Approve Executive Compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         771    |                0 | FOR         |                                   771    | FOR                         |  |
| PepsiCo, Inc.                           | 713448108 | 5/7/2025       | Advisory approval of the Company's executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        1219    |                0 | FOR         |                                  1219    | FOR                         |  |
| Philip Morris International Inc.        | 718172109 | 5/7/2025       | Advisory Vote Approving Executive Compensation                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         840    |                0 | FOR         |                                   840    | FOR                         |  |
| Public Storage                          | 74460D109 | 5/7/2025       | Advisory vote to approve the compensation of the Company's Named Executive Officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          51    |                0 | FOR         |                                    51    | FOR                         |  |
| Ameren Corporation                      | 023608102 | 5/8/2025       | COMPANY PROPOSAL - ADVISORY APPROVAL OF COMPENSATION OF THE NAMED EXECUTIVE OFFICERS DISCLOSED IN THE PROXY STATEMENT.                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         124    |                0 | FOR         |                                   124    | FOR                         |  |
| Capital One Financial Corporation       | 14040H105 | 5/8/2025       | Advisory vote on our Named Executive Officer compensation ("Say on Pay").                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         117    |                0 | FOR         |                                   117    | FOR                         |  |
| Prologis, Inc.                          | 74340W103 | 5/8/2025       | Advisory Vote to Approve the Company's Executive Compensation for 2024.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         311    |                0 | FOR         |                                   311    | FOR                         |  |
| Union Pacific Corporation               | 907818108 | 5/8/2025       | Approve, by non-binding vote, the compensation of the Company's Named Executive Officers ("Say on Pay").                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         399    |                0 | FOR         |                                   399    | FOR                         |  |
| United Parcel Service, Inc.             | 911312106 | 5/8/2025       | To approve on an advisory basis named executive officer compensation.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         170    |                0 | FOR         |                                   170    | FOR                         |  |
| United Rentals, Inc.                    | 911363109 | 5/8/2025       | Advisory Approval of Executive Compensation                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        2290.03 |               17 | FOR         |                                  2290.03 | FOR                         |  |
| AbbVie Inc.                             | 00287Y109 | 5/9/2025       | Say on Pay - An advisory vote on the approval of executive compensation                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |       11195    |               24 | FOR         |                                 11195    | FOR                         |  |
| Lockheed Martin Corporation             | 539830109 | 5/9/2025       | Advisory Vote to Approve the Compensation of our Named Executive Officers (Say-on-Pay)                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          34    |                0 | FOR         |                                    34    | FOR                         |  |
| Marriott International, Inc.            | 571903202 | 5/9/2025       | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        6688.13 |                0 | FOR         |                                  6688.13 | FOR                         |  |
| The Progressive Corporation             | 743315103 | 5/9/2025       | Cast an advisory vote to approve our executive compensation program;                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         220    |                0 | FOR         |                                   220    | FOR                         |  |
| Arthur J. Gallagher  Co.                | 363576109 | 5/13/2025      | Approval, on an Advisory Basis, of the Compensation of our Named Executive Officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          59    |                0 | FOR         |                                    59    | FOR                         |  |
| ConocoPhillips                          | 20825C104 | 5/13/2025      | Advisory Approval of Executive Compensation.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |       13729.5  |                0 | FOR         |                                 13729.5  | FOR                         |  |
| Cummins Inc.                            | 231021106 | 5/13/2025      | Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement.                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        4796.26 |                0 | FOR         |                                  4796.26 | FOR                         |  |
| Waste Management, Inc.                  | 94106L109 | 5/13/2025      | Approval, on an advisory basis, of our executive compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          76    |                0 | FOR         |                                    76    | FOR                         |  |
| Advanced Micro Devices, Inc.            | 007903107 | 5/14/2025      | Approve on a non-binding, advisory basis the compensation of the named executive officers, as disclosed in this proxy statement pursuant to the compensation disclosure rules of the U.S. Securities and Exchange Commission. | SECTION 14A SAY-ON-PAY VOTES |          88    |                0 | FOR         |                                    88    | FOR                         |  |
| Host Hotels  Resorts, Inc.              | 44107P104 | 5/14/2025      | Advisory resolution to approve executive compensation.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       59354    |              313 | FOR         |                                 59354    | FOR                         |  |
| Vertex Pharmaceuticals Incorporated     | 92532F100 | 5/14/2025      | Advisory vote to approve named executive officer compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        2801    |                0 | FOR         |                                  2801    | FOR                         |  |
| AT Inc.                                 | 00206R102 | 5/15/2025      | Advisory Approval of Executive Compensation                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |       57797.5  |                9 | FOR         |                                 57797.5  | FOR                         |  |
| BlackRock, Inc.                         | 09290D101 | 5/15/2025      | Approval, in a non-binding advisory vote, of the compensation for named executive officers.                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          88    |                0 | AGAINST     |                                    88    | AGAINST                     |  |
| Chubb Limited                           | H1467J104 | 5/15/2025      | Advisory vote to approve executive compensation under U.S. securities law requirements                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         249    |                0 | FOR         |                                   249    | FOR                         |  |
| CVS Health Corporation                  | 126650100 | 5/15/2025      | Say on Pay, a Proposal to Approve, on an Advisory Basis, the Company's Executive Compensation.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         253    |                0 | AGAINST     |                                   253    | AGAINST                     |  |
| Morgan Stanley                          | 617446448 | 5/15/2025      | To approve the compensation of executives as disclosed in the proxy statement (non-binding advisory vote)                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         868    |                0 | FOR         |                                   868    | FOR                         |  |
| Motorola Solutions, Inc.                | 620076307 | 5/15/2025      | Advisory Approval of the Company's Executive Compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         105    |                0 | FOR         |                                   105    | FOR                         |  |
| Yum! Brands, Inc.                       | 988498101 | 5/15/2025      | Advisory Vote on Executive Compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         109    |                0 | FOR         |                                   109    | FOR                         |  |
| Intercontinental Exchange, Inc.         | 45866F104 | 5/16/2025      | To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          83    |                0 | FOR         |                                    83    | FOR                         |  |
| Consolidated Edison, Inc.               | 209115104 | 5/19/2025      | Advisory vote to approve named executive officer compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         140    |                0 | FOR         |                                   140    | FOR                         |  |
| Republic Services, Inc.                 | 760759100 | 5/19/2025      | Advisory vote to approve our named executive officer compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        4701    |               14 | FOR         |                                  4701    | FOR                         |  |
| Baker Hughes Company                    | 05722G100 | 5/20/2025      | An advisory vote related to the Company's executive compensation program                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |       31707    |              430 | FOR         |                                 31707    | FOR                         |  |
| Honeywell International Inc.            | 438516106 | 5/20/2025      | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         102    |                0 | FOR         |                                   102    | FOR                         |  |
| JPMorgan Chase  Co.                     | 46625H100 | 5/20/2025      | Advisory resolution to approve executive compensation                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |       10632    |                0 | FOR         |                                 10632    | FOR                         |  |
| McDonald's Corporation                  | 580135101 | 5/20/2025      | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          90    |                0 | FOR         |                                    90    | FOR                         |  |
| Amazon.com, Inc.                        | 023135106 | 5/21/2025      | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       25116    |                0 | AGAINST     |                                 25116    | AGAINST                     |  |
| Equinix, Inc.                           | 29444U700 | 5/21/2025      | Approval, by a non-binding advisory vote, of the compensation of our named executive officers                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          19    |                0 | FOR         |                                    19    | FOR                         |  |
| Mondelez International, Inc.            | 609207105 | 5/21/2025      | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         898    |                4 | FOR         |                                   898    | FOR                         |  |
| The Southern Company                    | 842587107 | 5/21/2025      | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         464    |                0 | FOR         |                                   464    | FOR                         |  |
| The Travelers Companies, Inc.           | 89417E109 | 5/21/2025      | Non-binding vote to approve executive compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        5305.2  |                0 | FOR         |                                  5305.2  | FOR                         |  |
| Thermo Fisher Scientific Inc.           | 883556102 | 5/21/2025      | An advisory vote to approve named executive officer compensation.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        1673.01 |                5 | AGAINST     |                                  1673.01 | AGAINST                     |  |
| Zoetis Inc.                             | 98978V103 | 5/21/2025      | Advisory vote to approve our executive compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         227    |                0 | FOR         |                                   227    | FOR                         |  |
| NextEra Energy, Inc.                    | 65339F101 | 5/22/2025      | Approval, by non-binding advisory vote, of NextEra Energy's compensation of its named executive officers as disclosed in the proxy statement.                                                                                 | SECTION 14A SAY-ON-PAY VOTES |       15894.2  |               97 | FOR         |                                 15894.2  | FOR                         |  |
| Quanta Services, Inc.                   | 74762E102 | 5/22/2025      | Approval, by non-binding advisory vote, of Quanta's executive compensation;                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        5696.02 |               63 | FOR         |                                  5696.02 | FOR                         |  |
| ServiceNow, Inc.                        | 81762P102 | 5/22/2025      | Advisory vote to approve ServiceNow's named executive officer compensation.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        1258    |               10 | FOR         |                                  1258    | FOR                         |  |
| The Charles Schwab Corporation          | 808513105 | 5/22/2025      | Advisory approval of named executive officer compensation                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |       14459.4  |                0 | FOR         |                                 14459.4  | FOR                         |  |
| The Home Depot, Inc.                    | 437076102 | 5/22/2025      | Advisory Vote to Approve Executive Compensation ("Say-on-Pay")                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        4867.76 |                2 | FOR         |                                  4867.76 | FOR                         |  |
| Verizon Communications Inc.             | 92343V104 | 5/22/2025      | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         309    |                0 | FOR         |                                   309    | FOR                         |  |
| SBA Communications Corporation          | 78410G104 | 5/23/2025      | Approval, on an advisory basis, of the compensation of SBA's named executive officers.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        4464    |                0 | FOR         |                                  4464    | FOR                         |  |
| Merck  Co., Inc.                        | 58933Y105 | 5/27/2025      | Non-binding advisory vote to approve the compensation of our named executive officers.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       25857.4  |                1 | FOR         |                                 25857.4  | FOR                         |  |
| Chevron Corporation                     | 166764100 | 5/28/2025      | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         116    |                0 | FOR         |                                   116    | FOR                         |  |
| Exxon Mobil Corporation                 | 30231G102 | 5/28/2025      | Advisory Vote to Approve Executive Compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       33160.6  |               51 | FOR         |                                 33160.6  | FOR                         |  |
| Meta Platforms, Inc.                    | 30303M102 | 5/28/2025      | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                                             | SECTION 14A SAY-ON-PAY VOTES |        6714.09 |                0 | AGAINST     |                                  6714.09 | AGAINST                     |  |
| Meta Platforms, Inc.                    | 30303M102 | 5/28/2025      | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years.                   | SECTION 14A SAY-ON-PAY VOTES |        6714.09 |                0 | ONE YEAR    |                                  6714.09 | AGAINST                     |  |
| Gartner, Inc.                           | 366651107 | 5/29/2025      | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          20    |                0 | FOR         |                                    20    | FOR                         |  |
| Arista Networks, Inc.                   | 040413205 | 5/30/2025      | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |       14045    |                0 | AGAINST     |                                 14045    | AGAINST                     |  |
| Lowe's Companies, Inc.                  | 548661107 | 5/30/2025      | Advisory vote to approve the Company's named executive officer compensation in fiscal 2024.                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         105    |                0 | FOR         |                                   105    | FOR                         |  |
| UnitedHealth Group Incorporated         | 91324P102 | 6/2/2025       | Advisory approval of the Company's executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        4199.2  |                0 | AGAINST     |                                  4199.2  | AGAINST                     |  |
| Watsco, Inc.                            | 942622200 | 6/2/2025       | Approval of the advisory resolution regarding the compensation of our named executive officers.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          65    |                0 | FOR         |                                    65    | FOR                         |  |
| Booking Holdings Inc.                   | 09857L108 | 6/3/2025       | Advisory vote to approve 2024 executive compensation.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           4    |                0 | FOR         |                                     4    | FOR                         |  |
| Airbnb, Inc.                            | 009066101 | 6/4/2025       | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         108    |                0 | AGAINST     |                                   108    | AGAINST                     |  |
| Workday, Inc.                           | 98138H101 | 6/4/2025       | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          32    |                0 | AGAINST     |                                    32    | AGAINST                     |  |
| Netflix, Inc.                           | 64110L106 | 6/5/2025       | Advisory approval of named executive officer compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         147    |                0 | FOR         |                                   147    | FOR                         |  |
| Salesforce, Inc.                        | 79466L302 | 6/5/2025       | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers.                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        5185.1  |                0 | FOR         |                                  5185.1  | FOR                         |  |
| Walmart Inc.                            | 931142103 | 6/5/2025       | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |       18067.4  |                0 | FOR         |                                 18067.4  | FOR                         |  |
| Ares Management Corporation             | 03990B101 | 6/6/2025       | Approval, on a non-binding, advisory basis, of the compensation paid to our named executive officers for our 2024 fiscal year.                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         592    |                0 | AGAINST     |                                   592    | AGAINST                     |  |
| Ares Management Corporation             | 03990B101 | 6/6/2025       | To recommend, on a non-binding, advisory basis, the frequency of future advisory votes to approve, on a non-binding, advisory basis, the compensation paid to our named executive officers.                                   | SECTION 14A SAY-ON-PAY VOTES |         592    |                0 | ONE YEAR    |                                   592    | AGAINST                     |  |
| The TJX Companies, Inc.                 | 872540109 | 6/10/2025      | Advisory approval of TJX's executive compensation (the say-on-pay vote)                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |       11356.5  |                0 | FOR         |                                 11356.5  | FOR                         |  |
| Freeport-McMoRan Inc.                   | 35671D857 | 6/11/2025      | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        2531    |                0 | FOR         |                                  2531    | FOR                         |  |
| Target Corporation                      | 87612E106 | 6/11/2025      | Company proposal to approve, on an advisory basis, our executive compensation (Say on Pay).                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |       11186.1  |                5 | FOR         |                                 11186.1  | FOR                         |  |
| Ulta Beauty, Inc.                       | 90384S303 | 6/11/2025      | Advisory resolution to approve the Company's executive compensation.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          18    |                0 | FOR         |                                    18    | FOR                         |  |
| Ingersoll Rand Inc.                     | 45687V106 | 6/12/2025      | Non-binding vote to approve executive compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         164    |                0 | FOR         |                                   164    | FOR                         |  |
| Fortinet, Inc.                          | 34959E109 | 6/13/2025      | Advisory vote to approve named executive officer compensation, as disclosed in the Proxy Statement.                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         265    |                0 | FOR         |                                   265    | FOR                         |  |
| Regeneron Pharmaceuticals, Inc.         | 75886F107 | 6/13/2025      | Proposal to approve, on an advisory basis, executive compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         247    |                0 | FOR         |                                   247    | FOR                         |  |
| MetLife, Inc.                           | 59156R108 | 6/17/2025      | Advisory (non-binding) vote to approve the compensation paid to MetLife, Inc.'s Named Executive Officers                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         578    |                0 | FOR         |                                   578    | FOR                         |  |
| Autodesk, Inc.                          | 052769106 | 6/18/2025      | Approve, on an advisory (non-binding) basis, the compensation of Autodesk, Inc's named executive officers.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          25    |                0 | FOR         |                                    25    | FOR                         |  |
| Comcast Corporation                     | 20030N101 | 6/18/2025      | Advisory vote on executive compensation                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         733    |                0 | FOR         |                                   733    | FOR                         |  |
| Delta Air Lines, Inc.                   | 247361702 | 6/19/2025      | To approve, on an advisory basis, the compensation of Delta's named executive officers.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |       12160.4  |               14 | FOR         |                                 12160.4  | FOR                         |  |
| DoorDash, Inc.                          | 25809K105 | 6/24/2025      | The approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         116    |                0 | FOR         |                                   116    | FOR                         |  |
| Mastercard Incorporated                 | 57636Q104 | 6/24/2025      | Advisory approval of Mastercard's executive compensation                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         399    |                0 | FOR         |                                   399    | FOR                         |  |
| eBay Inc.                               | 278642103 | 6/25/2025      | Advisory vote to approve named executive officer compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |       26186    |              484 | FOR         |                                 26186    | FOR                         |  |
| NVIDIA Corporation                      | 67066G104 | 6/25/2025      | Advisory approval of our executive compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |       68113.1  |                3 | FOR         |                                 68113.1  | FOR                         |  |
| Dell Technologies Inc.                  | 24703L202 | 6/26/2025      | Approval, on an advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         679    |                0 | FOR         |                                   679    | FOR                         |  |
| Aon Plc                                 | G0403H108 | 6/27/2025      | Advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        3183    |                0 | FOR         |                                  3183    | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Clarfeld Financial Advisors, LLC

**By (Signature):** John Gavey

**By (Printed Signature):** John Gavey

**By (Title):** Compliance Director

**Date:** 08/19/2025