The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   938,622 8,586 SH   SOLE   7,761 0 825
ABBOTT LABS COM 002824100   3,637,924 33,051 SH   SOLE   21,653 0 11,398
ABBVIE INC COM 00287Y109   4,027,051 25,986 SH   SOLE   15,018 0 10,968
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   660,764 1,883 SH   SOLE   1,383 0 500
ADOBE INC COM 00724F101   2,278,416 3,819 SH   SOLE   769 0 3,050
AGNICO EAGLE MINES LTD COM 008474108   12,594,822 229,623 SH   SOLE   218,493 0 11,130
AIR PRODS & CHEMS INC COM 009158106   1,567,053 5,687 SH   SOLE   1,320 0 4,367
AKAMAI TECHNOLOGIES INC COM 00971T101   1,303,626 11,015 SH   SOLE   10,365 0 650
ALIGN TECHNOLOGY INC COM 016255101   382,778 1,397 SH   SOLE   1,397 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   765,640 4,000 SH   SOLE   1,000 0 3,000
ALPHABET INC CAP STK CL A 02079K305   77,143,384 552,247 SH   SOLE   482,769 0 69,478
ALPHABET INC CAP STK CL C 02079K107   5,131,966 36,415 SH   SOLE   23,805 0 12,610
ALTRIA GROUP INC COM 02209S103   294,653 7,131 SH   SOLE   2,781 0 4,350
AMAZON COM INC COM 023135106   10,878,145 71,595 SH   SOLE   29,975 0 41,620
AMERICAN EXPRESS CO COM 025816109   451,303 2,409 SH   SOLE   294 0 2,115
AMERICAN TOWER CORP NEW COM 03027X100   43,388,512 199,414 SH   SOLE   183,397 0 16,017
AMERICAN WTR WKS CO INC NEW COM 030420103   17,948,661 135,985 SH   SOLE   125,041 0 10,944
AMGEN INC COM 031162100   640,845 2,225 SH   SOLE   1,155 0 1,070
AMPHENOL CORP NEW CL A 032095101   36,538,541 367,794 SH   SOLE   332,796 0 34,998
ANSYS INC COM 03662Q105   19,411,177 53,492 SH   SOLE   46,348 0 7,144
APPLE INC COM 037833100   69,309,068 359,991 SH   SOLE   296,051 0 63,940
APPLIED MATLS INC COM 038222105   464,979 2,869 SH   SOLE   2,869 0 0
ASPEN TECHNOLOGY INC COM 29109X106   8,238,013 37,420 SH   SOLE   35,446 0 1,974
ASTRAZENECA PLC SPONSORED ADR 046353108   761,594 11,308 SH   SOLE   10,608 0 700
AT&T INC COM 00206R102   331,506 19,756 SH   SOLE   12,114 0 7,642
AUTOMATIC DATA PROCESSING IN COM 053015103   21,585,062 92,100 SH   SOLE   82,514 0 9,586
AVERY DENNISON CORP COM 053611109   508,635 2,516 SH   SOLE   2,236 0 280
BANK AMERICA CORP COM 060505104   1,714,140 50,910 SH   SOLE   7,149 0 43,761
BECTON DICKINSON & CO COM 075887109   946,792 3,883 SH   SOLE   3,583 0 300
BERKSHIRE HATHAWAY INC DEL CL A 084670108   9,767,251 18 SH   SOLE   10 0 8
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   66,168,634 185,523 SH   SOLE   165,244 0 20,279
BLACKSTONE INC COM 09260D107   4,514,515 34,483 SH   SOLE   30,312 0 4,171
BP PLC SPONSORED ADR 055622104   825,174 23,310 SH   SOLE   19,698 0 3,612
BRINKER INTL INC COM 109641100   664,800 15,396 SH   SOLE   546 0 14,850
BRISTOL-MYERS SQUIBB CO COM 110122108   1,260,431 24,565 SH   SOLE   8,305 0 16,260
BROADCOM INC COM 11135F101   531,335 476 SH   SOLE   246 0 230
BROWN FORMAN CORP CL A 115637100   897,117 15,000 SH   SOLE   15,000 0 0
BROWN FORMAN CORP CL B 115637209   501,531 8,750 SH   SOLE   8,750 0 0
CANADIAN NATL RY CO COM 136375102   407,544 3,244 SH   SOLE   2,644 0 600
CARMAX INC COM 143130102   5,210,033 67,892 SH   SOLE   60,209 0 7,683
CATERPILLAR INC COM 149123101   2,315,097 7,830 SH   SOLE   6,814 0 1,016
CHEVRON CORP NEW COM 166764100   29,998,463 201,116 SH   SOLE   179,638 0 21,478
CHUBB LIMITED COM H1467J104   31,636,826 139,465 SH   SOLE   130,282 0 9,183
CHURCH & DWIGHT CO INC COM 171340102   393,181 4,158 SH   SOLE   4,100 0 58
CISCO SYS INC COM 17275R102   851,818 16,861 SH   SOLE   11,274 0 5,587
CLOROX CO DEL COM 189054109   242,403 1,700 SH   SOLE   1,300 0 400
CME GROUP INC COM 12572Q105   582,580 2,699 SH   SOLE   958 0 1,741
COCA COLA CO COM 191216100   4,774,745 81,024 SH   SOLE   46,756 0 34,268
COLGATE PALMOLIVE CO COM 194162103   2,381,496 29,877 SH   SOLE   21,845 0 8,032
COMCAST CORP NEW CL A 20030N101   1,585,792 36,164 SH   SOLE   16,404 0 19,760
COMMSCOPE HLDG CO INC COM 20337X109   233,214 82,700 SH   SOLE   82,700 0 0
COMMUNITY BK SYS INC COM 203607106   244,404 4,650 SH   SOLE   4,650 0 0
CONOCOPHILLIPS COM 20825C104   2,359,007 20,324 SH   SOLE   3,037 0 17,287
CONSTELLATION BRANDS INC CL A 21036P108   33,183,331 137,263 SH   SOLE   119,240 0 18,023
COPART INC COM 217204106   290,276 5,924 SH   SOLE   324 0 5,600
COSTCO WHSL CORP NEW COM 22160K105   6,720,048 9,970 SH   SOLE   2,342 0 7,628
COUPANG INC CL A 22266T109   860,337 53,140 SH   SOLE   600 0 52,540
CROWDSTRIKE HLDGS INC CL A 22788C105   566,045 2,217 SH   SOLE   402 0 1,815
CSX CORP COM 126408103   1,002,241 28,908 SH   SOLE   23,658 0 5,250
CUMMINS INC COM 231021106   223,280 932 SH   SOLE   932 0 0
CVS HEALTH CORP COM 126650100   1,722,039 21,809 SH   SOLE   20,838 0 971
D R HORTON INC COM 23331A109   210,949 1,388 SH   SOLE   1,388 0 0
DANAHER CORPORATION COM 235851102   40,935,239 176,765 SH   SOLE   153,842 0 22,923
DARDEN RESTAURANTS INC COM 237194105   559,606 3,406 SH   SOLE   3,406 0 0
DEERE & CO COM 244199105   713,984 1,779 SH   SOLE   1,779 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   454,023 3,117 SH   SOLE   1,867 0 1,250
DISNEY WALT CO COM 254687106   16,160,013 178,334 SH   SOLE   160,026 0 18,308
DOVER CORP COM 260003108   216,565 1,408 SH   SOLE   1,408 0 0
DOW INC COM 260557103   214,644 3,914 SH   SOLE   3,682 0 232
DUPONT DE NEMOURS INC COM 26614N102   365,187 4,747 SH   SOLE   4,515 0 232
EASTERN BANKSHARES INC COM 27627N105   497,000 35,000 SH   SOLE   35,000 0 0
EATON CORP PLC SHS G29183103   4,382,684 18,199 SH   SOLE   531 0 17,668
ECOLAB INC COM 278865100   36,428,403 183,159 SH   SOLE   164,747 0 18,412
EDWARDS LIFESCIENCES CORP COM 28176E108   2,251,663 29,530 SH   SOLE   13,230 0 16,300
ELI LILLY & CO COM 532457108   2,834,158 4,862 SH   SOLE   3,253 0 1,609
EMERSON ELEC CO COM 291011104   2,442,789 25,098 SH   SOLE   9,531 0 15,567
ENTERPRISE PRODS PARTNERS L COM 293792107   283,263 10,750 SH   SOLE   8,450 0 2,300
EQUITY RESIDENTIAL SH BEN INT 29476L107   369,637 5,979 SH   SOLE   266 0 5,713
EVERSOURCE ENERGY COM 30040W108   6,077,384 98,467 SH   SOLE   96,994 0 1,473
EXXON MOBIL CORP COM 30231G102   14,506,799 145,097 SH   SOLE   84,873 0 60,224
FEDEX CORP COM 31428X106   723,539 2,846 SH   SOLE   433 0 2,413
FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500   242,478 5,750 SH   SOLE   5,750 0 0
FISERV INC COM 337738108   1,748,441 13,162 SH   SOLE   10,262 0 2,900
FRANCO NEV CORP COM 351858105   711,622 6,422 SH   SOLE   500 0 5,922
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,662,844 21,506 SH   SOLE   20,970 0 536
GENERAL ELECTRIC CO COM NEW 369604301   8,320,435 65,151 SH   SOLE   63,529 0 1,622
GENERAL MLS INC COM 370334104   827,800 12,708 SH   SOLE   10,471 0 2,237
GILEAD SCIENCES INC COM 375558103   1,714,739 21,167 SH   SOLE   18,601 0 2,566
HEALTHPEAK PROPERTIES INC COM 42250P103   222,057 11,215 SH   SOLE   11,215 0 0
HERSHEY CO COM 427866108   1,812,757 9,723 SH   SOLE   9,498 0 225
HOME DEPOT INC COM 437076102   2,636,553 7,608 SH   SOLE   4,580 0 3,028
HONEYWELL INTL INC COM 438516106   487,157 2,323 SH   SOLE   2,223 0 100
IDEXX LABS INC COM 45168D104   27,812,446 50,108 SH   SOLE   47,657 0 2,451
ILLINOIS TOOL WKS INC COM 452308109   2,456,173 9,327 SH   SOLE   1,028 0 8,299
ILLUMINA INC COM 452327109   2,148,056 15,427 SH   SOLE   2,025 0 13,402
INTEL CORP COM 458140100   1,282,481 25,522 SH   SOLE   9,643 0 15,879
INTERNATIONAL BUSINESS MACHS COM 459200101   1,346,835 8,235 SH   SOLE   6,096 0 2,139
INTUIT COM 461202103   853,166 1,365 SH   SOLE   15 0 1,350
INTUITIVE SURGICAL INC COM NEW 46120E602   1,437,154 4,260 SH   SOLE   4,260 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   705,156 1,721 SH   SOLE   487 0 1,234
IRON MTN INC DEL COM 46284V101   283,651 4,016 SH   SOLE   1,800 0 2,216
ISHARES GOLD TR ISHARES NEW 464285204   12,410,331 317,969 SH   SOLE   297,220 0 20,749
ISHARES INC ESG AWR MSCI EM 46434G863   1,536,187 47,916 SH   SOLE   45,875 0 2,041
ISHARES TR BLACKROCK ULTRA 46434V878   5,152,080 102,305 SH   SOLE   94,170 0 8,135
ISHARES TR CORE MSCI TOTAL 46432F834   13,714,190 211,215 SH   SOLE   169,340 0 41,875
ISHARES TR CORE S&P MCP ETF 464287507   829,510 2,993 SH   SOLE   2,468 0 525
ISHARES TR CORE S&P SCP ETF 464287804   1,210,885 11,186 SH   SOLE   4,687 0 6,499
ISHARES TR CORE S&P US VLU 464287663   4,553,820 54,000 SH   SOLE   54,000 0 0
ISHARES TR CORE S&P500 ETF 464287200   678,713 1,421 SH   SOLE   577 0 844
ISHARES TR ESG AW MSCI EAFE 46435G516   23,119,546 306,057 SH   SOLE   297,056 0 9,001
ISHARES TR GL CLEAN ENE ETF 464288224   245,462 15,765 SH   SOLE   15,765 0 0
ISHARES TR IBDS DEC28 ETF 46435U515   2,837,303 113,085 SH   SOLE   97,334 0 15,751
ISHARES TR IBONDS 24 TRM TS 46436E874   1,534,890 64,329 SH   SOLE   52,462 0 11,867
ISHARES TR IBONDS 25 TRM HG 46435U168   541,233 23,430 SH   SOLE   23,430 0 0
ISHARES TR IBONDS 25 TRM TS 46436E866   966,796 41,529 SH   SOLE   34,129 0 7,400
ISHARES TR IBONDS 26 TRM TS 46436E858   464,985 20,345 SH   SOLE   20,345 0 0
ISHARES TR IBONDS 27 ETF 46435UAA9   4,739,959 198,076 SH   SOLE   164,362 0 33,714
ISHARES TR IBONDS 27 TRM TS 46436E841   352,190 15,730 SH   SOLE   15,730 0 0
ISHARES TR IBONDS DEC 46435U697   735,635 28,370 SH   SOLE   28,370 0 0
ISHARES TR IBONDS DEC 2030 46436E726   1,485,522 68,647 SH   SOLE   56,767 0 11,880
ISHARES TR IBONDS DEC 25 46435U432   1,655,479 62,365 SH   SOLE   62,365 0 0
ISHARES TR IBONDS DEC 26 46435U259   1,017,379 39,880 SH   SOLE   39,880 0 0
ISHARES TR IBONDS DEC 27 46435U283   374,872 14,750 SH   SOLE   14,750 0 0
ISHARES TR IBONDS DEC 28 46435U325   726,756 28,400 SH   SOLE   28,400 0 0
ISHARES TR IBONDS DEC 29 46436E205   2,914,918 126,351 SH   SOLE   108,396 0 17,955
ISHARES TR IBONDS DEC2026 46435GAA0   9,971,965 417,237 SH   SOLE   330,687 0 86,550
ISHARES TR IBONDS DEC24 ETF 46434VBG4   13,907,154 558,296 SH   SOLE   446,080 0 112,216
ISHARES TR IBONDS DEC25 ETF 46434VBD1   14,445,356 583,415 SH   SOLE   465,633 0 117,782
ISHARES TR MSCI EAFE ETF 464287465   724,792 9,619 SH   SOLE   3,419 0 6,200
ISHARES TR MSCI EMG MKT ETF 464287234   3,727,186 92,693 SH   SOLE   64,594 0 28,099
ISHARES TR RUS 1000 ETF 464287622   225,282 859 SH   SOLE   859 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   2,745,508 9,056 SH   SOLE   9,056 0 0
ISHARES TR RUS 2000 VAL ETF 464287630   883,052 5,685 SH   SOLE   5,685 0 0
ISHARES TR RUS MID CAP ETF 464287499   392,459 5,049 SH   SOLE   5,049 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   362,483 1,806 SH   SOLE   1,806 0 0
ISHARES TR SELECT DIVID ETF 464287168   2,720,559 23,209 SH   SOLE   23,009 0 200
JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886   7,197,844 148,962 SH   SOLE   138,917 0 10,045
JOHNSON & JOHNSON COM 478160104   21,288,898 135,823 SH   SOLE   114,965 0 20,858
JPMORGAN CHASE & CO COM 46625H100   6,710,105 39,448 SH   SOLE   31,834 0 7,614
KENVUE INC COM 49177J102   9,512,191 441,811 SH   SOLE   402,233 0 39,578
KIMBERLY-CLARK CORP COM 494368103   757,857 6,177 SH   SOLE   1,500 0 4,677
KINSALE CAP GROUP INC COM 49714P108   30,652,973 91,526 SH   SOLE   80,688 0 10,838
KLA CORP COM NEW 482480100   310,415 534 SH   SOLE   534 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   465,049 2,208 SH   SOLE   2,208 0 0
LINDE PLC SHS G54950103   719,975 1,753 SH   SOLE   1,753 0 0
LOWES COS INC COM 548661107   749,771 3,369 SH   SOLE   3,326 0 43
MARSH & MCLENNAN COS INC COM 571748102   2,158,632 11,393 SH   SOLE   8,343 0 3,050
MASCO CORP COM 574599106   1,344,356 20,071 SH   SOLE   571 0 19,500
MASTERCARD INCORPORATED CL A 57636Q104   2,185,864 5,125 SH   SOLE   4,920 0 205
MCCORMICK & CO INC COM NON VTG 579780206   18,979,370 275,703 SH   SOLE   251,905 0 23,798
MCDONALDS CORP COM 580135101   2,804,096 9,457 SH   SOLE   2,286 0 7,171
MEDTRONIC PLC SHS G5960L103   429,686 5,198 SH   SOLE   2,170 0 3,028
MERCADOLIBRE INC COM 58733R102   25,249,934 16,067 SH   SOLE   14,226 0 1,841
MERCK & CO INC COM 58933Y105   5,620,809 51,196 SH   SOLE   36,246 0 14,950
META PLATFORMS INC CL A 30303M102   25,930,402 73,258 SH   SOLE   65,764 0 7,494
MICROSOFT CORP COM 594918104   122,716,894 326,340 SH   SOLE   293,603 0 32,737
MONDELEZ INTL INC CL A 609207105   605,498 8,311 SH   SOLE   4,787 0 3,524
MOODYS CORP COM 615369105   411,260 1,053 SH   SOLE   23 0 1,030
MORGAN STANLEY COM NEW 617446448   1,746,946 18,734 SH   SOLE   18,734 0 0
NEOGENOMICS INC COM NEW 64049M209   685,871 42,390 SH   SOLE   42,390 0 0
NETFLIX INC COM 64110L106   424,560 872 SH   SOLE   872 0 0
NEXTERA ENERGY INC COM 65339F101   405,926 6,683 SH   SOLE   2,334 0 4,349
NIKE INC CL B 654106103   879,146 8,070 SH   SOLE   8,070 0 0
NORFOLK SOUTHN CORP COM 655844108   655,246 2,772 SH   SOLE   172 0 2,600
NOVO-NORDISK A S ADR 670100205   904,774 8,746 SH   SOLE   8,746 0 0
NUCOR CORP COM 670346105   4,374,626 25,058 SH   SOLE   266 0 24,792
NVIDIA CORPORATION COM 67066G104   2,299,802 4,644 SH   SOLE   4,503 0 141
ORACLE CORP COM 68389X105   940,436 8,920 SH   SOLE   7,765 0 1,155
OREILLY AUTOMOTIVE INC COM 67103H107   22,990,036 24,198 SH   SOLE   20,489 0 3,709
OTIS WORLDWIDE CORP COM 68902V107   226,896 2,536 SH   SOLE   2,399 0 137
PAYCHEX INC COM 704326107   7,330,864 61,547 SH   SOLE   57,101 0 4,446
PAYPAL HLDGS INC COM 70450Y103   3,218,621 52,412 SH   SOLE   47,396 0 5,016
PEPSICO INC COM 713448108   6,790,443 39,689 SH   SOLE   31,384 0 8,305
PERSONALIS INC COM 71535D106   89,973 42,844 SH   SOLE   20,200 0 22,644
PFIZER INC COM 717081103   1,959,793 68,072 SH   SOLE   42,392 0 25,680
PHILIP MORRIS INTL INC COM 718172109   574,379 6,022 SH   SOLE   1,943 0 4,079
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   16,957,741 169,160 SH   SOLE   164,983 0 4,177
PIMCO ETF TR ENHNCD LW DUR AC 72201R718   9,979,245 104,955 SH   SOLE   89,821 0 15,134
PROCTER AND GAMBLE CO COM 742718109   15,718,467 107,264 SH   SOLE   88,602 0 18,662
PROSHARES TR S&P 500 DV ARIST 74348A467   302,736 3,180 SH   SOLE   3,160 0 20
QUALCOMM INC COM 747525103   678,749 4,693 SH   SOLE   3,807 0 886
REGENERON PHARMACEUTICALS COM 75886F107   1,170,761 1,333 SH   SOLE   783 0 550
ROSS STORES INC COM 778296103   267,232 1,931 SH   SOLE   131 0 1,800
RPM INTL INC COM 749685103   301,401 2,700 SH   SOLE   2,700 0 0
RTX CORPORATION COM 75513E101   1,080,106 12,837 SH   SOLE   11,073 0 1,764
S&P GLOBAL INC COM 78409V104   47,474,400 107,769 SH   SOLE   95,373 0 12,396
SCHLUMBERGER LTD COM STK 806857108   674,646 12,902 SH   SOLE   11,218 0 1,684
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   874,052 4,541 SH   SOLE   4,467 0 74
SEMPRA COM 816851109   216,936 2,880 SH   SOLE   2,880 0 0
SERVICE CORP INTL COM 817565104   1,455,658 21,266 SH   SOLE   266 0 21,000
SHELL PLC SPON ADS 780259305   1,513,400 23,000 SH   SOLE   700 0 22,300
SHERWIN WILLIAMS CO COM 824348106   330,303 1,059 SH   SOLE   534 0 525
SIMON PPTY GROUP INC NEW COM 828806109   1,720,382 12,061 SH   SOLE   136 0 11,925
SPDR GOLD TR GOLD SHS 78463V107   4,231,548 22,135 SH   SOLE   21,815 0 320
SPDR S&P 500 ETF TR TR UNIT 78462F103   26,829,475 56,221 SH   SOLE   47,133 0 9,088
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   904,975 1,777 SH   SOLE   297 0 1,480
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101   16,659,734 869,960 SH   SOLE   769,242 0 100,718
SPROTT PHYSICAL GOLD TR UNIT 85207H104   17,712,998 1,111,927 SH   SOLE   1,067,978 0 43,949
STARBUCKS CORP COM 855244109   703,178 7,324 SH   SOLE   7,264 0 60
STATE STR CORP COM 857477103   264,538 3,385 SH   SOLE   910 0 2,475
STRYKER CORPORATION COM 863667101   9,405,345 31,324 SH   SOLE   8,420 0 22,904
SYNOPSYS INC COM 871607107   8,663,361 16,825 SH   SOLE   14,876 0 1,949
SYSCO CORP COM 871829107   2,808,266 38,401 SH   SOLE   9,886 0 28,515
TE CONNECTIVITY LTD SHS H84989104   31,603,649 224,937 SH   SOLE   209,168 0 15,769
TERRENO RLTY CORP COM 88146M101   4,942,728 78,383 SH   SOLE   68,620 0 9,763
TESLA INC COM 88160R101   912,171 3,671 SH   SOLE   3,671 0 0
TEXAS INSTRS INC COM 882508104   538,313 3,158 SH   SOLE   2,883 0 275
THE CIGNA GROUP COM 125523100   494,991 1,653 SH   SOLE   1,214 0 439
THERMO FISHER SCIENTIFIC INC COM 883556102   41,254,349 77,672 SH   SOLE   72,200 0 5,472
TJX COS INC NEW COM 872540109   46,289,607 493,440 SH   SOLE   452,033 0 41,407
TRAVELERS COMPANIES INC COM 89417E109   385,933 2,026 SH   SOLE   597 0 1,429
UBER TECHNOLOGIES INC COM 90353T100   214,880 3,490 SH   SOLE   3,490 0 0
UDR INC COM 902653104   512,818 13,393 SH   SOLE   360 0 13,033
UGI CORP NEW COM 902681105   297,203 11,900 SH   SOLE   11,900 0 0
UNION PAC CORP COM 907818108   25,838,979 105,199 SH   SOLE   95,485 0 9,714
UNITED PARCEL SERVICE INC CL B 911312106   1,817,108 11,557 SH   SOLE   9,682 0 1,875
UNITEDHEALTH GROUP INC COM 91324P102   660,720 1,255 SH   SOLE   1,023 0 232
UNIVERSAL ELECTRS INC COM 913483103   197,585 21,042 SH   SOLE   2,600 0 18,442
VALHI INC NEW COM 918905209   229,294 15,095 SH   SOLE   15,095 0 0
VANECK ETF TRUST LOW CARBN ENERGY 92189F502   422,631 3,820 SH   SOLE   3,820 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   626,943 8,140 SH   SOLE   6,720 0 1,420
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   447,881 2,724 SH   SOLE   2,709 0 15
VANGUARD INDEX FDS LARGE CAP ETF 922908637   229,058 1,050 SH   SOLE   1,050 0 0
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538   268,535 1,223 SH   SOLE   1,210 0 13
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512   1,310,891 9,040 SH   SOLE   9,020 0 20
VANGUARD INDEX FDS MID CAP ETF 922908629   319,880 1,375 SH   SOLE   560 0 815
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   8,529,831 19,528 SH   SOLE   11,213 0 8,315
VANGUARD INDEX FDS SMALL CP ETF 922908751   351,355 1,647 SH   SOLE   909 0 738
VANGUARD INDEX FDS TOTAL STK MKT 922908769   3,981,264 16,783 SH   SOLE   16,481 0 302
VANGUARD INDEX FDS VALUE ETF 922908744   1,312,909 8,782 SH   SOLE   8,782 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   150,214,977 2,675,721 SH   SOLE   2,457,635 0 218,086
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   8,934,031 217,373 SH   SOLE   202,115 0 15,258
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   353,996 5,490 SH   SOLE   5,350 0 140
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   599,979 3,521 SH   SOLE   3,440 0 81
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   778,711 16,257 SH   SOLE   9,668 0 6,589
VANGUARD WORLD FDS INF TECH ETF 92204A702   217,800 450 SH   SOLE   450 0 0
VERALTO CORP COM SHS 92338C103   4,348,080 52,800 SH   SOLE   47,045 0 5,755
VERIZON COMMUNICATIONS INC COM 92343V104   762,068 20,214 SH   SOLE   3,583 0 16,631
VERTEX PHARMACEUTICALS INC COM 92532F100   395,904 973 SH   SOLE   341 0 632
VIATRIS INC COM 92556V106   138,051 12,747 SH   SOLE   47 0 12,700
VISA INC COM CL A 92826C839   53,486,565 205,441 SH   SOLE   182,324 0 23,117
WALMART INC COM 931142103   566,428 3,580 SH   SOLE   1,320 0 2,260
WATSCO INC COM 942622200   60,519,246 141,245 SH   SOLE   128,620 0 12,625
WAYFAIR INC CL A 94419L101   2,727,449 44,205 SH   SOLE   36,068 0 8,137
WEYERHAEUSER CO MTN BE COM NEW 962166104   1,497,892 43,080 SH   SOLE   4,960 0 38,120
XYLEM INC COM 98419M100   356,689 3,119 SH   SOLE   2,619 0 500
YANDEX N V SHS CLASS A N97284108   3,320,465 222,850 SH   SOLE   222,850 0 0
YUM BRANDS INC COM 988498101   16,188,905 123,901 SH   SOLE   116,260 0 7,641
ZOETIS INC CL A 98978V103   749,414 3,797 SH   SOLE   3,011 0 786