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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM Stock 023135106 279 143 SH   SOLE 0 143 0 0
HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109 161 16,575 SH   SOLE 0 16,575 0 0
STARBUCKS CORP COM Stock 855244109 400 6,090 SH   SOLE 0 6,090 0 0
JOHNSON & JOHNSON COM Stock 478160104 5,747 43,829 SH   SOLE 0 43,829 0 0
ISHARES GLOBAL TECH ETF ETF 464287291 219 1,200 SH   SOLE 0 1,200 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105 252 885 SH   SOLE 0 885 0 0
GOLDMAN SACHS GROUP INC COM Stock 38141G104 717 4,635 SH   SOLE 0 4,635 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A ADR 780259206 947 27,151 SH   SOLE 0 27,151 0 0
PROCTER AND GAMBLE CO COM Stock 742718109 3,754 34,124 SH   SOLE 0 34,124 0 0
COCA COLA CO COM Stock 191216100 1,897 42,869 SH   SOLE 0 42,869 0 0
GENERAL MLS INC COM Stock 370334104 844 15,993 SH   SOLE 0 15,993 0 0
UNITED PARCEL SERVICE INC CL B Stock 911312106 1,398 14,964 SH   SOLE 0 14,964 0 0
CALAMP CORP 1.625 05/15/2020 Convertible 128126AB5 77 78,000 SH   SOLE 0 78,000 0 0
AVALONBAY CMNTYS INC COM REIT 053484101 648 4,402 SH   SOLE 0 4,402 0 0
INTEL CORP COM Stock 458140100 2,311 42,706 SH   SOLE 0 42,705 0 0
MEDTRONIC PLC SHS Stock G5960L103 236 2,620 SH   SOLE 0 2,620 0 0
CLOROX CO DEL COM Stock 189054109 299 1,724 SH   SOLE 0 1,724 0 0
MERCK & CO. INC COM Stock 58933Y105 4,568 59,367 SH   SOLE 0 59,367 0 0
SPDR S&P 500 ETF ETF 78462F103 952 3,694 SH   SOLE 0 3,694 0 0
THE TRADE DESK INC COM CL A Stock 88339J105 482 2,500 SH   SOLE 0 2,500 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104 595 2,464 SH   SOLE 0 2,464 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109 339 2,388 SH   SOLE 0 2,388 0 0
EMERSON ELEC CO COM Stock 291011104 291 6,117 SH   SOLE 0 6,117 0 0
ISHARES TIPS BOND ETF ETF 464287176 449 3,810 SH   SOLE 0 3,810 0 0
SHIP FINANCE INTERNATIONAL LTD 5.75 10/15/2021 Convertible G81075AF3 66 75,000 SH   SOLE 0 75,000 0 0
THERAVANCE INC 2.125 01/15/2023 Convertible 88338TAB0 9 10,000 SH   SOLE 0 10,000 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104 5,949 110,719 SH   SOLE 0 110,719 0 0
FEDEX CORP COM Stock 31428X106 1,330 10,969 SH   SOLE 0 10,969 0 0
PEPSICO INC COM Stock 713448108 2,264 18,855 SH   SOLE 0 18,855 0 0
CSG SYS INTL INC 4.25 03/15/2036 Convertible 126349AF6 30 30,000 SH   SOLE 0 30,000 0 0
HONEYWELL INTL INC COM Stock 438516106 291 2,178 SH   SOLE 0 2,178 0 0
TRANE TECHNOLOGIES PLC SHS Stock G8994E103 234 2,834 SH   SOLE 0 2,834 0 0
FORD MTR CO DEL COM Stock 345370860 49 10,075 SH   SOLE 0 10,075 0 0
US BANCORP DEL COM NEW Stock 902973304 278 8,070 SH   SOLE 0 8,070 0 0
HOME DEPOT INC COM Stock 437076102 933 4,996 SH   SOLE 0 4,996 0 0
PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND ETF 72201R205 247 4,770 SH   SOLE 0 4,770 0 0
SPDR GOLD SHARES ETF 78463V107 223 1,503 SH   SOLE 0 1,503 0 0
SOUTHERN CO COM Stock 842587107 307 5,675 SH   SOLE 0 5,675 0 0
BECTON DICKINSON & CO COM Stock 075887109 416 1,810 SH   SOLE 0 1,810 0 0
INPHI CORP 0.75 09/01/2021 Convertible 45772FAC1 15 10,000 SH   SOLE 0 10,000 0 0
EVOLENT HEALTH INC 2 12/01/2021 Convertible 30050BAB7 50 60,000 SH   SOLE 0 60,000 0 0
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF ETF 78464A474 324 10,712 SH   SOLE 0 10,711 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 5,095 27,868 SH   SOLE 0 27,868 0 0
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF ETF 92206C870 320 3,670 SH   SOLE 0 3,670 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 942 811 SH   SOLE 0 811 0 0
ARES CAPITAL CORP 3.75 02/01/2022 Convertible 04010LAT0 9 10,000 SH   SOLE 0 10,000 0 0
VIAVI SOLUTIONS INC 1 03/01/2024 Convertible 925550AB1 42 40,000 SH   SOLE 0 40,000 0 0
GUIDEWIRE SOFTWARE INC 1.25 03/15/2025 Convertible 40171VAA8 14 15,000 SH   SOLE 0 15,000 0 0
UNILEVER PLC SPON ADR NEW ADR 904767704 369 7,306 SH   SOLE 0 7,306 0 0
MICROSOFT CORP COM Stock 594918104 6,345 40,234 SH   SOLE 0 40,234 0 0
CVS HEALTH CORP COM Stock 126650100 3,392 57,169 SH   SOLE 0 57,169 0 0
SYNAPTICS INC 0.5 06/15/2022 Convertible 87157DAD1 31 30,000 SH   SOLE 0 30,000 0 0
SIMON PPTY GROUP INC NEW COM REIT 828806109 306 5,577 SH   SOLE 0 5,577 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 544 2 SH   SOLE 0 2 0 0
MARRIOTT VACTINS WORLDWID CORP 1.5 09/15/2022 Convertible 57164YAB3 31 40,000 SH   SOLE 0 40,000 0 0
II-VI INC 0.25 09/01/2022 Convertible 902104AB4 46 50,000 SH   SOLE 0 50,000 0 0
NIKE INC CL B Stock 654106103 257 3,107 SH   SOLE 0 3,107 0 0
RAMBUS INC DEL 1.375 02/01/2023 Convertible 750917AG1 48 50,000 SH   SOLE 0 50,000 0 0
NORFOLK SOUTHERN CORP COM Stock 655844108 439 3,009 SH   SOLE 0 3,009 0 0
WALGREENS BOOTS ALLIANCE INC COM Stock 931427108 291 6,356 SH   SOLE 0 6,356 0 0
CARLISLE COS INC COM Stock 142339100 10,348 82,601 SH   SOLE 0 82,601 0 0
AMDOCS LTD SHS Stock G02602103 225 4,100 SH   SOLE 0 4,100 0 0
ARES CAPITAL CORP 4.625 03/01/2024 Convertible 04010LAW3 30 35,000 SH   SOLE 0 35,000 0 0
SUPERNUS PHARMACEUTICALS INC 0.625 04/01/2023 Convertible 868459AD0 44 55,000 SH   SOLE 0 55,000 0 0
APOLLO COML REAL EST FIN INC 5.375 10/15/2023 Convertible 03762UAC9 10 15,000 SH   SOLE 0 15,000 0 0
PURE STORAGE INC 0.125 04/15/2023 Convertible 74624MAB8 34 40,000 SH   SOLE 0 40,000 0 0
NEW RELIC INC 0.5 05/01/2023 Convertible 64829BAB6 42 50,000 SH   SOLE 0 50,000 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 1,004 12,413 SH   SOLE 0 12,413 0 0
AMERICAN ELEC PWR CO INC COM Stock 025537101 422 5,272 SH   SOLE 0 5,272 0 0
INDEPENDENT BANK CORP MASS COM Stock 453836108 2,000 31,065 SH   SOLE 0 31,065 0 0
VISA INC COM CL A Stock 92826C839 2,139 13,275 SH   SOLE 0 13,275 0 0
PHILLIPS 66 COM Stock 718546104 239 4,450 SH   SOLE 0 4,450 0 0
FACEBOOK INC CL A Stock 30303M102 1,242 7,446 SH   SOLE 0 7,446 0 0
BK OF AMERICA CORP 7.25CNV PFD L Convertible Preferred 060505682 308 243 SH   SOLE 0 243 0 0
NVIDIA CORPORATION COM Stock 67066G104 295 1,120 SH   SOLE 0 1,120 0 0
ISHARES SHORT TREASURY BOND ETF ETF 464288679 405 3,645 SH   SOLE 0 3,645 0 0
CUMMINS INC COM Stock 231021106 217 1,600 SH   SOLE 0 1,600 0 0
ABBVIE INC COM Stock 00287Y109 691 9,064 SH   SOLE 0 9,064 0 0
S&P GLOBAL INC COM Stock 78409V104 981 4,003 SH   SOLE 0 4,003 0 0
RAYTHEON CO COM NEW Stock 755111507 353 2,692 SH   SOLE 0 2,692 0 0
QUALCOMM INC COM Stock 747525103 258 3,813 SH   SOLE 0 3,813 0 0
MCDONALDS CORP COM Stock 580135101 216 1,307 SH   SOLE 0 1,307 0 0
DOVER CORP COM Stock 260003108 274 3,262 SH   SOLE 0 3,262 0 0
CISCO SYS INC COM Stock 17275R102 1,767 44,947 SH   SOLE 0 44,947 0 0
AT&T INC COM Stock 00206R102 6,574 225,540 SH   SOLE 0 225,540 0 0
GENERAL ELECTRIC CO COM Stock 369604103 206 25,960 SH   SOLE 0 25,960 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 934 3,616 SH   SOLE 0 3,616 0 0
AMERICAN RLTY CAP PPTYS INC 3.75 12/15/2020 Convertible 02917TAB0 26 27,000 SH   SOLE 0 27,000 0 0
WELLS FARGO CO NEW COM Stock 949746101 950 33,100 SH   SOLE 0 33,099 0 0
UNION PAC CORP COM Stock 907818108 693 4,915 SH   SOLE 0 4,915 0 0
MCCORMICK & CO INC COM NON VTG Stock 579780206 349 2,469 SH   SOLE 0 2,469 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 298 1,051 SH   SOLE 0 1,051 0 0
LOCKHEED MARTIN CORP COM Stock 539830109 522 1,539 SH   SOLE 0 1,539 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 3,404 37,815 SH   SOLE 0 37,815 0 0
CHEVRON CORP NEW COM Stock 166764100 1,674 23,096 SH   SOLE 0 23,096 0 0
CONOCOPHILLIPS COM Stock 20825C104 257 8,341 SH   SOLE 0 8,341 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 211 6,325 SH   SOLE 0 6,325 0 0
CAMPBELL SOUP CO COM Stock 134429109 608 13,168 SH   SOLE 0 13,168 0 0
DANAHER CORPORATION COM Stock 235851102 288 2,083 SH   SOLE 0 2,083 0 0
BK OF AMERICA CORP COM Stock 060505104 694 32,680 SH   SOLE 0 32,680 0 0
BLACKROCK MUNIHLDGS NY QLTY FD COM CEF 09255C106 416 33,000 SH   SOLE 0 33,000 0 0
WALMART INC COM Stock 931142103 422 3,713 SH   SOLE 0 3,713 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,636 14,746 SH   SOLE 0 14,746 0 0
ORACLE CORP COM Stock 68389X105 316 6,534 SH   SOLE 0 6,534 0 0
RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 1,415 14,997 SH   SOLE 0 14,997 0 0
TARGET CORP COM Stock 87612E106 469 5,047 SH   SOLE 0 5,047 0 0
PFIZER INC COM Stock 717081103 5,286 161,959 SH   SOLE 0 161,959 0 0
MORGAN STANLEY COM NEW Stock 617446448 315 9,270 SH   SOLE 0 9,270 0 0
3M CO COM Stock 88579Y101 1,076 7,885 SH   SOLE 0 7,885 0 0
GILEAD SCIENCES INC COM Stock 375558103 867 11,603 SH   SOLE 0 11,603 0 0
AMERICAN EXPRESS CO COM Stock 025816109 834 9,746 SH   SOLE 0 9,746 0 0
AMGEN INC COM Stock 031162100 1,268 6,255 SH   SOLE 0 6,255 0 0
CANADIAN NATL RY CO COM Stock 136375102 253 3,257 SH   SOLE 0 3,257 0 0
VERINT SYS INC 1.5 06/01/2021 Convertible 92343XAA8 77 80,000 SH   SOLE 0 80,000 0 0
EATON CORP PLC SHS Stock G29183103 420 5,411 SH   SOLE 0 5,411 0 0
PHILIP MORRIS INTL INC COM Stock 718172109 783 10,729 SH   SOLE 0 10,729 0 0
PNC FINL SVCS GROUP INC COM Stock 693475105 273 2,855 SH   SOLE 0 2,855 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108 995 17,847 SH   SOLE 0 17,847 0 0
ALTRIA GROUP INC COM Stock 02209S103 598 15,471 SH   SOLE 0 15,471 0 0
DOMINION ENERGY INC COM Stock 25746U109 761 10,537 SH   SOLE 0 10,537 0 0
EXXON MOBIL CORP COM Stock 30231G102 2,143 56,447 SH   SOLE 0 56,447 0 0
DEERE & CO COM Stock 244199105 205 1,484 SH   SOLE 0 1,484 0 0
ECHO GLOBAL LOGISTICS INC 2.5 05/01/2020 Convertible 27875TAA9 13 13,000 SH   SOLE 0 13,000 0 0
ATLAS AIR WORLDWIDE HLDGS INC 2.25 06/01/2022 Convertible 049164BH8 40 45,000 SH   SOLE 0 45,000 0 0
CARRIAGE SVCS INC 2.75 03/15/2021 Convertible 143905AM9 19 20,000 SH   SOLE 0 20,000 0 0
APPLE INC COM Stock 037833100 5,634 22,157 SH   SOLE 0 22,157 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR ADR 37733W105 282 7,435 SH   SOLE 0 7,435 0 0
ABBOTT LABS COM Stock 002824100 1,144 14,497 SH   SOLE 0 14,497 0 0
DISNEY WALT CO COM DISNEY Stock 254687106 962 9,959 SH   SOLE 0 9,959 0 0
TWITTER INC 1 09/15/2021 Convertible 90184LAD4 33 35,000 SH   SOLE 0 35,000 0 0