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
3M CO COM 88579Y101 1,406 12,725 SH   SOLE   11,900 0 825
ABBOTT LABS COM 002824100 3,014 31,150 SH   SOLE   23,024 0 8,126
ABBVIE INC COM 00287Y109 3,295 24,553 SH   SOLE   16,668 0 7,885
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 346 1,345 SH   SOLE   785 0 560
ACTIVISION BLIZZARD INC COM 00507V109 221 2,968 SH   SOLE   2,968 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,072 3,896 SH   SOLE   829 0 3,067
AGNICO EAGLE MINES LTD COM 008474108 22,350 529,239 SH   SOLE   517,816 0 11,423
AIR PRODS & CHEMS INC COM 009158106 1,297 5,537 SH   SOLE   1,320 0 4,217
AKAMAI TECHNOLOGIES INC COM 00971T101 1,230 15,319 SH   SOLE   15,319 0 0
ALIGN TECHNOLOGY INC COM 016255101 291 1,406 SH   SOLE   1,406 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 801 4,000 SH   SOLE   1,000 0 3,000
ALPHABET INC CAP STK CL C 02079K107 3,571 37,140 SH   SOLE   26,300 0 10,840
ALPHABET INC CAP STK CL A 02079K305 39,033 408,077 SH   SOLE   389,133 0 18,944
ALTRIA GROUP INC COM 02209S103 306 7,414 SH   SOLE   4,153 0 3,261
AMAZON COM INC COM 023135106 8,112 71,790 SH   SOLE   34,490 0 37,300
AMERICAN ELEC PWR CO INC COM 025537101 215 2,485 SH   SOLE   2,335 0 150
AMERICAN EXPRESS CO COM 025816109 260 1,930 SH   SOLE   315 0 1,615
AMERICAN TOWER CORP NEW COM 03027X100 41,815 194,758 SH   SOLE   189,278 0 5,480
AMERICAN WTR WKS CO INC NEW COM 030420103 17,756 136,418 SH   SOLE   131,553 0 4,865
AMGEN INC COM 031162100 491 2,180 SH   SOLE   1,580 0 600
AMPHENOL CORP NEW CL A 032095101 17,466 260,098 SH   SOLE   246,950 0 13,148
APPLE INC COM 037833100 24,590 177,927 SH   SOLE   152,369 0 25,558
APPLIED MATLS INC COM 038222105 249 3,034 SH   SOLE   3,034 0 0
ASPEN TECHNOLOGY INC COM 29109X106 20,019 84,044 SH   SOLE   82,153 0 1,891
ASTRAZENECA PLC SPONSORED ADR 046353108 799 14,566 SH   SOLE   14,566 0 0
AT&T INC COM 00206R102 416 27,150 SH   SOLE   17,366 0 9,784
AUTOMATIC DATA PROCESSING IN COM 053015103 23,444 103,646 SH   SOLE   98,305 0 5,341
AVERY DENNISON CORP COM 053611109 550 3,379 SH   SOLE   2,949 0 430
BANK NOVA SCOTIA HALIFAX COM 064149107 7,493 157,520 SH   SOLE   157,290 0 230
BECTON DICKINSON & CO COM 075887109 899 4,035 SH   SOLE   3,735 0 300
BERKSHIRE HATHAWAY INC DEL CL A 084670108 10,162 25 SH   SOLE   17 0 8
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 52,194 195,467 SH   SOLE   188,804 0 6,663
BK OF AMERICA CORP COM 060505104 1,910 63,253 SH   SOLE   17,453 0 45,800
BLACKSTONE INC COM 09260D107 294 3,517 SH   SOLE   2,900 0 617
BP PLC SPONSORED ADR 055622104 354 12,410 SH   SOLE   9,168 0 3,242
BRINKER INTL INC COM 109641100 369 14,771 SH   SOLE   621 0 14,150
BRISTOL-MYERS SQUIBB CO COM 110122108 1,791 25,187 SH   SOLE   10,778 0 14,409
BROADCOM INC COM 11135F101 232 523 SH   SOLE   467 0 56
BROOKLINE BANCORP INC DEL COM 11373M107 118 10,088 SH   SOLE   10,088 0 0
BROWN FORMAN CORP CL B 115637209 832 12,500 SH   SOLE   12,500 0 0
BROWN FORMAN CORP CL A 115637100 1,013 15,000 SH   SOLE   15,000 0 0
CACI INTL INC CL A 127190304 365 1,400 SH   SOLE   1,400 0 0
CANADIAN NATL RY CO COM 136375102 248 2,300 SH   SOLE   1,700 0 600
CARMAX INC COM 143130102 21,352 323,422 SH   SOLE   316,320 0 7,102
CARRIER GLOBAL CORPORATION COM 14448C104 211 5,933 SH   SOLE   5,283 0 650
CATERPILLAR INC COM 149123101 841 5,128 SH   SOLE   5,128 0 0
CHEVRON CORP NEW COM 166764100 25,286 176,003 SH   SOLE   165,747 0 10,256
CHUBB LIMITED COM H1467J104 31,118 170,324 SH   SOLE   166,737 0 3,587
CHURCH & DWIGHT CO INC COM 171340102 351 4,914 SH   SOLE   4,856 0 58
CIGNA CORP NEW COM 125523100 391 1,409 SH   SOLE   1,264 0 145
CISCO SYS INC COM 17275R102 585 14,616 SH   SOLE   11,082 0 3,534
CME GROUP INC COM 12572Q105 596 3,362 SH   SOLE   3,362 0 0
COCA COLA CO COM 191216100 4,438 79,225 SH   SOLE   46,885 0 32,340
COLGATE PALMOLIVE CO COM 194162103 2,249 32,015 SH   SOLE   27,615 0 4,400
COMCAST CORP NEW CL A 20030N101 1,373 46,826 SH   SOLE   28,326 0 18,500
COMMSCOPE HLDG CO INC COM 20337X109 393 42,700 SH   SOLE   42,700 0 0
COMMUNITY BK SYS INC COM 203607106 281 4,650 SH   SOLE   4,650 0 0
CONOCOPHILLIPS COM 20825C104 1,979 19,075 SH   SOLE   1,827 0 17,248
CONSTELLATION BRANDS INC CL A 21036P108 15,864 69,072 SH   SOLE   66,415 0 2,657
CORTEVA INC COM 22052L104 217 3,800 SH   SOLE   3,800 0 0
COSTCO WHSL CORP NEW COM 22160K105 4,411 9,340 SH   SOLE   2,359 0 6,981
COUPANG INC CL A 22266T109 725 43,485 SH   SOLE   43,485 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 229 1,392 SH   SOLE   77 0 1,315
CSX CORP COM 126408103 778 29,208 SH   SOLE   27,108 0 2,100
CULLEN FROST BANKERS INC COM 229899109 2,758 20,856 SH   SOLE   20,856 0 0
CVS HEALTH CORP COM 126650100 22,931 240,443 SH   SOLE   234,367 0 6,076
DANAHER CORPORATION COM 235851102 47,493 183,697 SH   SOLE   171,939 0 11,758
DARDEN RESTAURANTS INC COM 237194105 430 3,406 SH   SOLE   3,406 0 0
DEERE & CO COM 244199105 449 1,339 SH   SOLE   1,339 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 475 2,758 SH   SOLE   1,728 0 1,030
DISNEY WALT CO COM 254687106 26,847 284,603 SH   SOLE   278,021 0 6,582
DORCHESTER MINERALS LP COM UNIT 25820R105 140 10,257 SH   SOLE   10,257 0 0
DOW INC COM 260557103 205 4,659 SH   SOLE   4,510 0 149
DUPONT DE NEMOURS INC COM 26614N102 251 4,986 SH   SOLE   4,837 0 149
EASTERN BANKSHARES INC COM 27627N105 1,178 60,000 SH   SOLE   60,000 0 0
EATON CORP PLC SHS G29183103 2,308 17,310 SH   SOLE   322 0 16,988
ECOLAB INC COM 278865100 20,936 144,459 SH   SOLE   141,977 0 2,482
EDWARDS LIFESCIENCES CORP COM 28176E108 2,447 29,610 SH   SOLE   13,310 0 16,300
EMERSON ELEC CO COM 291011104 1,909 26,073 SH   SOLE   10,206 0 15,867
ENTERPRISE PRODS PARTNERS L COM 293792107 202 8,500 SH   SOLE   8,500 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 456 6,729 SH   SOLE   266 0 6,463
EVERSOURCE ENERGY COM 30040W108 11,580 148,540 SH   SOLE   148,082 0 458
EXXON MOBIL CORP COM 30231G102 12,080 138,355 SH   SOLE   102,428 0 35,927
FEDEX CORP COM 31428X106 457 3,076 SH   SOLE   683 0 2,393
FIRST REP BK SAN FRANCISCO C COM 33616C100 21,557 165,124 SH   SOLE   160,789 0 4,335
FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 459 8,050 SH   SOLE   8,050 0 0
FISERV INC COM 337738108 1,410 15,072 SH   SOLE   12,172 0 2,900
FORTIVE CORP COM 34959J108 408 6,999 SH   SOLE   6,829 0 170
FRANCO NEV CORP COM 351858105 693 5,800 SH   SOLE   5,800 0 0
GENERAL ELECTRIC CO COM NEW 369604301 4,107 66,259 SH   SOLE   64,121 0 2,138
GENERAL MLS INC COM 370334104 942 12,298 SH   SOLE   10,343 0 1,955
GILEAD SCIENCES INC COM 375558103 1,724 27,949 SH   SOLE   27,949 0 0
HCA HEALTHCARE INC COM 40412C101 203 1,103 SH   SOLE   1,103 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 11,508 502,081 SH   SOLE   500,683 0 1,398
HERSHEY CO COM 427866108 2,072 9,396 SH   SOLE   9,396 0 0
HOME DEPOT INC COM 437076102 2,709 9,816 SH   SOLE   6,931 0 2,885
HONEYWELL INTL INC COM 438516106 393 2,355 SH   SOLE   1,921 0 434
IDEXX LABS INC COM 45168D104 20,357 62,483 SH   SOLE   61,514 0 969
ILLINOIS TOOL WKS INC COM 452308109 1,467 8,055 SH   SOLE   1,028 0 7,027
ILLUMINA INC COM 452327109 554 2,905 SH   SOLE   2,905 0 0
INTEL CORP COM 458140100 694 26,921 SH   SOLE   15,166 0 11,755
INTERNATIONAL BUSINESS MACHS COM 459200101 957 8,057 SH   SOLE   7,106 0 951
INTUIT COM 461202103 548 1,414 SH   SOLE   14 0 1,400
INTUITIVE SURGICAL INC COM NEW 46120E602 886 4,725 SH   SOLE   4,725 0 0
INVESCO EXCH TRADED FD TR II GBL CLEAN ENRG 46138G847 268 14,050 SH   SOLE   14,050 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 500 1,866 SH   SOLE   490 0 1,376
IRON MTN INC DEL COM 46284V101 216 4,854 SH   SOLE   1,800 0 3,054
ISHARES GOLD TR ISHARES NEW 464285204 9,343 296,317 SH   SOLE   294,543 0 1,774
ISHARES INC ESG AWR MSCI EM 46434G863 2,289 82,743 SH   SOLE   82,743 0 0
ISHARES TR CORE S&P500 ETF 464287200 353 984 SH   SOLE   740 0 244
ISHARES TR S&P 500 VAL ETF 464287408 227 1,764 SH   SOLE   936 0 828
ISHARES TR RUSSELL 2000 ETF 464287655 330 2,002 SH   SOLE   2,002 0 0
ISHARES TR CORE S&P MCP ETF 464287507 648 2,955 SH   SOLE   2,493 0 462
ISHARES TR S&P 500 GRWT ETF 464287309 210 3,631 SH   SOLE   1,520 0 2,111
ISHARES TR RUS MID CAP ETF 464287499 283 4,550 SH   SOLE   4,550 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 733 5,685 SH   SOLE   5,685 0 0
ISHARES TR MSCI EAFE ETF 464287465 403 7,191 SH   SOLE   7,191 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 1,923 9,139 SH   SOLE   9,139 0 0
ISHARES TR CORE S&P SCP ETF 464287804 1,082 12,404 SH   SOLE   11,925 0 479
ISHARES TR GL CLEAN ENE ETF 464288224 301 15,765 SH   SOLE   15,765 0 0
ISHARES TR INTRM GOV CR ETF 464288612 1,683 16,552 SH   SOLE   16,153 0 399
ISHARES TR MSCI ACWI EX US 464288240 908 22,700 SH   SOLE   22,700 0 0
ISHARES TR SELECT DIVID ETF 464287168 2,538 23,675 SH   SOLE   23,425 0 250
ISHARES TR MSCI EMG MKT ETF 464287234 958 27,476 SH   SOLE   26,351 0 1,125
ISHARES TR CORE S&P US VLU 464287663 3,381 54,000 SH   SOLE   54,000 0 0
ISHARES TR BLACKROCK ULTRA 46434V878 5,341 106,808 SH   SOLE   104,325 0 2,483
ISHARES TR ESG AW MSCI EAFE 46435G516 15,211 271,001 SH   SOLE   271,001 0 0
JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 9,263 191,024 SH   SOLE   191,024 0 0
JOHNSON & JOHNSON COM 478160104 24,710 151,264 SH   SOLE   133,536 0 17,728
JPMORGAN CHASE & CO COM 46625H100 4,408 42,178 SH   SOLE   38,534 0 3,644
KIMBERLY-CLARK CORP COM 494368103 668 5,877 SH   SOLE   1,700 0 4,177
KIMCO RLTY CORP COM 49446R109 239 12,972 SH   SOLE   374 0 12,598
KINSALE CAP GROUP INC COM 49714P108 35,632 139,502 SH   SOLE   135,056 0 4,446
KLA CORP COM NEW 482480100 323 1,068 SH   SOLE   1,068 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 557 2,678 SH   SOLE   2,608 0 70
LAUDER ESTEE COS INC CL A 518439104 230 1,064 SH   SOLE   932 0 132
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 232 6,100 SH   SOLE   6,100 0 0
LILLY ELI & CO COM 532457108 2,244 6,940 SH   SOLE   3,938 0 3,002
LINDE PLC SHS G5494J103 545 2,020 SH   SOLE   1,840 0 180
LOWES COS INC COM 548661107 673 3,584 SH   SOLE   3,566 0 18
MARKEL CORP COM 570535104 205 189 SH   SOLE   189 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,527 10,230 SH   SOLE   8,380 0 1,850
MASCO CORP COM 574599106 873 18,704 SH   SOLE   604 0 18,100
MASTERCARD INCORPORATED CL A 57636Q104 1,504 5,288 SH   SOLE   5,112 0 176
MCCORMICK & CO INC COM NON VTG 579780206 19,306 270,881 SH   SOLE   268,823 0 2,058
MCDONALDS CORP COM 580135101 1,971 8,544 SH   SOLE   2,706 0 5,838
MEDTRONIC PLC SHS G5960L103 19,773 244,871 SH   SOLE   231,766 0 13,105
MERCADOLIBRE INC COM 58733R102 14,917 18,021 SH   SOLE   17,690 0 331
MERCK & CO INC COM 58933Y105 4,643 53,491 SH   SOLE   41,141 0 12,350
META PLATFORMS INC CL A 30303M102 4,614 34,010 SH   SOLE   33,439 0 571
MICROSOFT CORP COM 594918104 83,426 358,206 SH   SOLE   341,303 0 16,903
MONDELEZ INTL INC CL A 609207105 505 9,142 SH   SOLE   6,448 0 2,694
MOODYS CORP COM 615369105 252 1,038 SH   SOLE   8 0 1,030
MORGAN STANLEY COM NEW 617446448 1,069 13,527 SH   SOLE   13,058 0 469
NEOGENOMICS INC COM NEW 64049M209 332 38,616 SH   SOLE   38,616 0 0
NETFLIX INC COM 64110L106 243 1,034 SH   SOLE   1,034 0 0
NEXTERA ENERGY INC COM 65339F101 471 6,013 SH   SOLE   2,720 0 3,293
NIKE INC CL B 654106103 720 8,661 SH   SOLE   8,661 0 0
NORFOLK SOUTHN CORP COM 655844108 770 3,672 SH   SOLE   1,072 0 2,600
NOVO-NORDISK A S ADR 670100205 239 2,402 SH   SOLE   2,402 0 0
NUCOR CORP COM 670346105 2,635 24,513 SH   SOLE   266 0 24,247
NUTRIEN LTD COM 67077M108 364 4,360 SH   SOLE   4,360 0 0
NVIDIA CORPORATION COM 67066G104 629 5,182 SH   SOLE   4,809 0 373
OCCIDENTAL PETE CORP COM 674599105 217 3,527 SH   SOLE   116 0 3,411
ORACLE CORP COM 68389X105 526 8,621 SH   SOLE   8,621 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,245 1,770 SH   SOLE   429 0 1,341
PAYCHEX INC COM 704326107 8,797 78,401 SH   SOLE   73,601 0 4,800
PAYPAL HLDGS INC COM 70450Y103 8,864 102,981 SH   SOLE   99,821 0 3,160
PEPSICO INC COM 713448108 6,740 41,285 SH   SOLE   36,913 0 4,372
PERSONALIS INC COM 71535D106 60 20,200 SH   SOLE   20,200 0 0
PFIZER INC COM 717081103 3,436 78,527 SH   SOLE   59,951 0 18,576
PHILIP MORRIS INTL INC COM 718172109 419 4,976 SH   SOLE   2,277 0 2,699
PIMCO DYNAMIC INCOME FD SHS 72201Y101 19,639 1,013,285 SH   SOLE   1,005,797 0 7,488
PIMCO ETF TR ACTIVE BD ETF 72201R775 329 3,662 SH   SOLE   3,662 0 0
PIMCO ETF TR ENHNCD LW DUR AC 72201R718 18,946 200,037 SH   SOLE   198,971 0 1,066
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 23,075 233,414 SH   SOLE   230,009 0 3,405
PROCTER AND GAMBLE CO COM 742718109 13,621 107,887 SH   SOLE   96,278 0 11,609
PROSHARES TR S&P 500 DV ARIST 74348A467 456 5,698 SH   SOLE   5,698 0 0
QUALCOMM INC COM 747525103 13,505 119,534 SH   SOLE   109,932 0 9,602
RAYTHEON TECHNOLOGIES CORP COM 75513E101 1,090 13,316 SH   SOLE   12,515 0 801
REGENERON PHARMACEUTICALS COM 75886F107 1,017 1,476 SH   SOLE   926 0 550
RPM INTL INC COM 749685103 258 3,100 SH   SOLE   3,100 0 0
S&P GLOBAL INC COM 78409V104 23,014 75,368 SH   SOLE   71,707 0 3,661
SCHLUMBERGER LTD COM STK 806857108 491 13,603 SH   SOLE   11,553 0 2,050
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 217 1,793 SH   SOLE   1,793 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 284 2,387 SH   SOLE   2,371 0 16
SEMPRA COM 816851109 218 1,440 SH   SOLE   1,440 0 0
SERVICE CORP INTL COM 817565104 1,170 20,266 SH   SOLE   266 0 20,000
SHELL PLC SPON ADS 780259305 1,127 22,645 SH   SOLE   1,045 0 21,600
SHERWIN WILLIAMS CO COM 824348106 236 1,153 SH   SOLE   546 0 607
SIMON PPTY GROUP INC NEW COM 828806109 1,022 11,384 SH   SOLE   136 0 11,248
SKYWORKS SOLUTIONS INC COM 83088M102 210 2,457 SH   SOLE   2,457 0 0
SNAP ON INC COM 833034101 403 2,000 SH   SOLE   2,000 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 530 1,840 SH   SOLE   0 0 1,840
SPDR GOLD TR GOLD SHS 78463V107 3,779 24,435 SH   SOLE   24,075 0 360
SPDR S&P 500 ETF TR TR UNIT 78462F103 20,881 58,201 SH   SOLE   48,855 0 9,346
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 619 1,533 SH   SOLE   1,497 0 36
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 12,854 825,559 SH   SOLE   786,588 0 38,971
SPROTT PHYSICAL GOLD TR UNIT 85207H104 15,148 1,183,457 SH   SOLE   1,161,086 0 22,371
STARBUCKS CORP COM 855244109 621 7,370 SH   SOLE   7,370 0 0
STRYKER CORPORATION COM 863667101 6,330 31,148 SH   SOLE   8,348 0 22,800
SYSCO CORP COM 871829107 2,602 36,801 SH   SOLE   9,886 0 26,915
TE CONNECTIVITY LTD SHS H84989104 25,345 229,662 SH   SOLE   224,349 0 5,313
TESLA INC COM 88160R101 1,193 4,499 SH   SOLE   4,458 0 41
TEXAS INSTRS INC COM 882508104 622 4,021 SH   SOLE   3,807 0 214
TEXAS PACIFIC LAND CORPORATI COM 88262P102 6,220 3,500 SH   SOLE   3,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 45,139 88,946 SH   SOLE   87,089 0 1,857
TJX COS INC NEW COM 872540109 31,888 513,332 SH   SOLE   500,614 0 12,718
TRAVELERS COMPANIES INC COM 89417E109 229 1,494 SH   SOLE   495 0 999
UDR INC COM 902653104 500 11,988 SH   SOLE   360 0 11,628
UGI CORP NEW COM 902681105 9,238 285,710 SH   SOLE   285,106 0 604
UNION PAC CORP COM 907818108 19,420 99,682 SH   SOLE   98,365 0 1,317
UNITED PARCEL SERVICE INC CL B 911312106 2,022 12,517 SH   SOLE   11,017 0 1,500
UNITEDHEALTH GROUP INC COM 91324P102 649 1,286 SH   SOLE   1,253 0 33
US BANCORP DEL COM NEW 902973304 3,856 94,498 SH   SOLE   90,242 0 4,256
VALHI INC NEW COM 918905209 226 9,000 SH   SOLE   9,000 0 0
VANECK ETF TRUST LOW CARBN ENERGY 92189F502 546 4,820 SH   SOLE   4,820 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 289 4,052 SH   SOLE   2,805 0 1,247
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 715 9,550 SH   SOLE   6,960 0 2,590
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 446 3,511 SH   SOLE   3,296 0 215
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,098 9,020 SH   SOLE   9,020 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 1,140 9,232 SH   SOLE   9,232 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4,178 12,726 SH   SOLE   12,410 0 316
VANGUARD INDEX FDS TOTAL STK MKT 922908769 3,773 21,022 SH   SOLE   21,022 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 15,624 428,162 SH   SOLE   409,699 0 18,463
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 114,643 2,584,383 SH   SOLE   2,518,192 0 66,191
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 262 3,464 SH   SOLE   3,464 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 498 3,685 SH   SOLE   3,620 0 65
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 472 12,979 SH   SOLE   9,124 0 3,855
VERASTEM INC COM 92337C104 31 37,040 SH   SOLE   37,040 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 977 25,744 SH   SOLE   4,828 0 20,916
VIATRIS INC COM 92556V106 535 62,834 SH   SOLE   752 0 62,082
VISA INC COM CL A 92826C839 39,301 221,225 SH   SOLE   207,211 0 14,014
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,730 55,104 SH   SOLE   47,874 0 7,230
WALMART INC COM 931142103 426 3,287 SH   SOLE   2,077 0 1,210
WATSCO INC COM 942622200 40,808 158,504 SH   SOLE   153,829 0 4,675
WAYFAIR INC CL A 94419L101 2,074 63,709 SH   SOLE   60,759 0 2,950
WELLS FARGO CO NEW COM 949746101 298 7,405 SH   SOLE   534 0 6,871
WEYERHAEUSER CO MTN BE COM NEW 962166104 1,260 44,112 SH   SOLE   4,960 0 39,152
WHEATON PRECIOUS METALS CORP COM 962879102 518 16,000 SH   SOLE   16,000 0 0
WISDOMTREE TR US QTLY DIV GRT 97717X669 411 7,622 SH   SOLE   257 0 7,365
WISDOMTREE TR INTL MIDCAP DV 97717W778 1,027 21,691 SH   SOLE   21,691 0 0
XYLEM INC COM 98419M100 273 3,125 SH   SOLE   3,125 0 0
YANDEX N V SHS CLASS A N97284108 3,320 222,850 SH   SOLE   222,850 0 0
YUM BRANDS INC COM 988498101 12,743 119,837 SH   SOLE   117,616 0 2,221
ZOETIS INC CL A 98978V103 571 3,851 SH   SOLE   3,075 0 776