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 9,079 4,788 SH   SOLE 0 4,788 0 0
INVESCO QQQ TRUST ETF 46090E103 272 1,506 SH   SOLE 0 1,505 0 0
STARBUCKS CORP COM Stock 855244109 322 6,212 SH   SOLE 0 6,212 0 0
JOHNSON & JOHNSON COM Stock 478160104 28,516 218,982 SH   SOLE 0 218,982 0 0
EDITAS MEDICINE INC COM Stock 28106W103 2,504 85,281 SH   SOLE 0 85,281 0 0
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 662 4,541 SH   SOLE 0 4,540 0 0
VANGUARD EXTENDED MARKET INDEX FUND ETF 922908652 201 1,665 SH   SOLE 0 1,665 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105 410 1,869 SH   SOLE 0 1,868 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 376 8,854 SH   SOLE 0 8,854 0 0
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF ETF 78468R739 15,806 329,438 SH   SOLE 0 329,437 0 0
PRAXAIR INC COM Stock 74005P104 287 1,859 SH   SOLE 0 1,859 0 0
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 229 2,195 SH   SOLE 0 2,195 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A ADR 780259206 403 6,291 SH   SOLE 0 6,291 0 0
BOSTON SCIENTIFIC CORP COM Stock 101137107 287 8,621 SH   SOLE 0 8,621 0 0
PROCTER AND GAMBLE CO COM Stock 742718109 4,705 57,716 SH   SOLE 0 57,715 0 0
COCA COLA CO COM Stock 191216100 816 17,799 SH   SOLE 0 17,799 0 0
GENERAL MLS INC COM Stock 370334104 226 4,976 SH   SOLE 0 4,976 0 0
VANGUARD REAL ESTATE ETF ETF 922908553 10,744 131,686 SH   SOLE 0 131,685 0 0
ISHARES MSCI USA ESG SELECT ETF ETF 464288802 202 1,735 SH   SOLE 0 1,735 0 0
STATE STR CORP COM Stock 857477103 52,189 629,922 SH   SOLE 0 629,921 0 0
MEDTRONIC PLC SHS Stock G5960L103 23,097 254,547 SH   SOLE 0 254,547 0 0
FORTIVE CORP COM Stock 34959J108 18,775 236,730 SH   SOLE 0 236,729 0 0
SPDR DOW JONES INDUSTRIAL AVERAGE ETF ETF 78467X109 205 813 SH   SOLE 0 813 0 0
PEOPLES UNITED FINANCIAL INC COM Stock 712704105 567 31,112 SH   SOLE 0 31,112 0 0
SANOFI SPONSORED ADR ADR 80105N105 12,103 291,557 SH   SOLE 0 291,557 0 0
MERCK & CO INC COM Stock 58933Y105 665 9,963 SH   SOLE 0 9,963 0 0
SPDR S&P 500 ETF ETF 78462F103 21,438 75,994 SH   SOLE 0 75,993 0 0
WISDOMTREE U.S. MIDCAP EARNINGS FUND ETF 97717W570 229 5,577 SH   SOLE 0 5,577 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104 1,764 8,721 SH   SOLE 0 8,721 0 0
EMERSON ELEC CO COM Stock 291011104 235 3,200 SH   SOLE 0 3,200 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A Stock 192446102 19,440 257,741 SH   SOLE 0 257,741 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104 307 5,880 SH   SOLE 0 5,880 0 0
SHERWIN WILLIAMS CO COM Stock 824348106 16,760 38,515 SH   SOLE 0 38,515 0 0
PEPSICO INC COM Stock 713448108 19,729 174,564 SH   SOLE 0 174,564 0 0
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 553 6,642 SH   SOLE 0 6,642 0 0
JPMORGAN ALERIAN MLP INDEX ETN ETF 46625H365 12,936 446,416 SH   SOLE 0 446,416 0 0
KIMBERLY CLARK CORP COM Stock 494368103 1,354 12,195 SH   SOLE 0 12,195 0 0
RENN FD INC COM CEF 759720105 100 100,000 SH   SOLE 0 100,000 0 0
FORD MTR CO DEL COM PAR $0.01 Stock 345370860 136 14,400 SH   SOLE 0 14,400 0 0
US BANCORP DEL COM NEW Stock 902973304 334 6,376 SH   SOLE 0 6,375 0 0
HOME DEPOT INC COM Stock 437076102 487 2,509 SH   SOLE 0 2,508 0 0
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 1,165 34,938 SH   SOLE 0 34,938 0 0
IOVANCE BIOTHERAPEUTICS INC COM Stock 462260100 188 12,500 SH   SOLE 0 12,500 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103 612 4,384 SH   SOLE 0 4,383 0 0
SIENNA BIOPHARMACEUTICALS INC COM Stock 82622H108 221 14,750 SH   SOLE 0 14,750 0 0
ISORAY INC COM Stock 46489V104 31 54,824 SH   SOLE 0 54,824 0 0
BLACK KNIGHT INC COM Stock 09215C105 17,943 339,514 SH   SOLE 0 339,514 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 7,161 47,701 SH   SOLE 0 47,701 0 0
SCHWAB U.S. BROAD MARKET ETF ETF 808524102 437 6,385 SH   SOLE 0 6,385 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 2,219 67,722 SH   SOLE 0 67,722 0 0
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF ETF 78464A474 274 9,065 SH   SOLE 0 9,065 0 0
ISHARES S&P SMALL-CAP FUND ETF 464287804 33,138 381,643 SH   SOLE 0 381,643 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 30,635 149,321 SH   SOLE 0 149,321 0 0
ADOBE SYS INC COM Stock 00724F101 1,072 4,227 SH   SOLE 0 4,227 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 34,405 27,554 SH   SOLE 0 27,554 0 0
SENSATA TECHNOLOGIES HLDNG PLC SHS Stock G8060N102 15,041 277,449 SH   SOLE 0 277,449 0 0
COMCAST CORP NEW CL A Stock 20030N101 382 10,895 SH   SOLE 0 10,895 0 0
MICROSOFT CORP COM Stock 594918104 50,419 465,942 SH   SOLE 0 465,942 0 0
ETRACS ALERIAN MLP INFRASTRUCTURE INDEX ETN ETF 902641646 10,447 417,891 SH   SOLE 0 417,891 0 0
SCHLUMBERGER LTD COM Stock 806857108 13,926 214,329 SH   SOLE 0 214,328 0 0
CVS HEALTH CORP COM Stock 126650100 16,141 232,252 SH   SOLE 0 232,252 0 0
V F CORP COM Stock 918204108 228 2,458 SH   SOLE 0 2,458 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 11,168 36 SH   SOLE 0 36 0 0
BOEING CO COM Stock 097023105 988 2,919 SH   SOLE 0 2,918 0 0
VANGUARD SMALL-CAP INDEX FUND ETF 922908751 733 4,597 SH   SOLE 0 4,597 0 0
FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 255 9,204 SH   SOLE 0 9,204 0 0
NORFOLK SOUTHERN CORP COM Stock 655844108 530 3,100 SH   SOLE 0 3,100 0 0
VANGUARD S&P 500 ETF ETF 922908363 725 2,799 SH   SOLE 0 2,799 0 0
BOOKING HLDGS INC COM Stock 09857L108 19,762 10,657 SH   SOLE 0 10,657 0 0
LILLY ELI & CO COM Stock 532457108 310 3,028 SH   SOLE 0 3,028 0 0
ISHARES RUSSELL MID-CAP VALUE ETF ETF 464287473 309 3,451 SH   SOLE 0 3,451 0 0
HOLOGIC INC COM Stock 436440101 33 32,504 SH   SOLE 0 32,504 0 0
AGENUS INC COM NEW Stock 00847G705 58 32,928 SH   SOLE 0 32,928 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 236 1,414 SH   SOLE 0 1,414 0 0
APOLLO GLOBAL MGMT LLC CL A SHS Stock 037612306 282 8,295 SH   SOLE 0 8,295 0 0
DIGITAL RLTY TR INC COM REIT 253868103 263 2,162 SH   SOLE 0 2,162 0 0
INVESCO S&P 500 LOW VOLATILITY ETF ETF 46138E354 278 5,684 SH   SOLE 0 5,684 0 0
AMERICAN ELEC PWR INC COM Stock 025537101 1,016 14,329 SH   SOLE 0 14,328 0 0
EVERSOURCE ENERGY COM Stock 30040W108 388 6,286 SH   SOLE 0 6,286 0 0
VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 201 1,451 SH   SOLE 0 1,451 0 0
SCHWAB US AGGREGATE BOND ETF ETF 808524839 225 4,439 SH   SOLE 0 4,439 0 0
NOVAVAX INC COM Stock 670002104 61 44,900 SH   SOLE 0 44,900 0 0
BLACKROCK ENHANCED EQT DIV TR COM CEF 09251A104 173 18,440 SH   SOLE 0 18,440 0 0
VISA INC COM CL A Stock 92826C839 29,598 211,104 SH   SOLE 0 211,104 0 0
ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 8,802 159,462 SH   SOLE 0 159,462 0 0
VANGUARD VALUE INDEX FUND ETF 922908744 243 2,251 SH   SOLE 0 2,251 0 0
VANGUARD GROWTH INDEX FUND ETF 922908736 540 3,471 SH   SOLE 0 3,470 0 0
AMERICAN TOWER CORP NEW COM REIT 03027X100 556 3,732 SH   SOLE 0 3,732 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 7,860 121,182 SH   SOLE 0 121,182 0 0
FACEBOOK INC CL A Stock 30303M102 1,851 10,283 SH   SOLE 0 10,283 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 290 3,584 SH   SOLE 0 3,584 0 0
NATURAL GROCERS BY VITAMIN COT COM Stock 63888U108 449 25,199 SH   SOLE 0 25,199 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842 95,110 1,517,078 SH   SOLE 0 1,517,077 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 5,201 32,459 SH   SOLE 0 32,459 0 0
NVIDIA CORP COM Stock 67066G104 414 1,615 SH   SOLE 0 1,615 0 0
ISHARES 1-3 YEAR CREDIT BOND ETF ETF 464288646 25,757 495,631 SH   SOLE 0 495,631 0 0
BALL CORP COM Stock 058498106 278 7,000 SH   SOLE 0 7,000 0 0
EOG RES INC COM Stock 26875P101 19,458 160,142 SH   SOLE 0 160,142 0 0
SPDR S&P BIOTECH ETF ETF 78464A870 732 7,750 SH   SOLE 0 7,750 0 0
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 4,037 78,579 SH   SOLE 0 78,579 0 0
ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 962 4,593 SH   SOLE 0 4,592 0 0
INVESCO S&P 500 QUALITY ETF ETF 46137V241 6,692 214,287 SH   SOLE 0 214,287 0 0
PALATIN TECHNOLOGIES INC COM PAR $ .01 Stock 696077403 23 25,000 SH   SOLE 0 25,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD Stock 09253U108 19,359 553,271 SH   SOLE 0 553,271 0 0
ANSYS INC COM Stock 03662Q105 205 1,200 SH   SOLE 0 1,200 0 0
STRYKER CORP COM Stock 863667101 28,243 170,026 SH   SOLE 0 170,026 0 0
RAYTHEON CO COM NEW Stock 755111507 482 2,460 SH   SOLE 0 2,460 0 0
GENERAL DYNAMICS CORP COM Stock 369550108 501 2,609 SH   SOLE 0 2,609 0 0
RESMED INC COM Stock 761152107 22,594 211,697 SH   SOLE 0 211,696 0 0
MCDONALDS CORP COM Stock 580135101 991 6,268 SH   SOLE 0 6,268 0 0
CISCO SYS INC COM Stock 17275R102 32,855 750,997 SH   SOLE 0 750,997 0 0
AT&T INC COM Stock 00206R102 1,429 44,355 SH   SOLE 0 44,355 0 0
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND ETF 464287556 25,757 220,980 SH   SOLE 0 220,980 0 0
GENERAL ELECTRIC CO COM Stock 369604103 510 40,942 SH   SOLE 0 40,942 0 0
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND ETF 81369Y407 11,284 100,615 SH   SOLE 0 100,614 0 0
ISHARES S&P 500 GROWTH ETF ETF 464287309 413 2,422 SH   SOLE 0 2,422 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 36,918 129,942 SH   SOLE 0 129,942 0 0
ARAMARK COM Stock 03852U106 16,445 410,815 SH   SOLE 0 410,814 0 0
WELLS FARGO CO NEW COM Stock 949746101 24,130 418,853 SH   SOLE 0 418,852 0 0
UNION PAC CORP COM Stock 907818108 17,286 116,298 SH   SOLE 0 116,298 0 0
SALESFORCE COM INC COM Stock 79466L302 332 2,299 SH   SOLE 0 2,299 0 0
MCCORMICK & CO INC COM NON VTG Stock 579780206 22,145 182,900 SH   SOLE 0 182,900 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102 266 912 SH   SOLE 0 912 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 306 1,328 SH   SOLE 0 1,328 0 0
LOCKHEED MARTIN CORP COM Stock 539830109 24,452 77,961 SH   SOLE 0 77,961 0 0
UMH PPTYS INC COM REIT 903002103 216 13,896 SH   SOLE 0 13,896 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 1,082 9,498 SH   SOLE 0 9,498 0 0
CHEVRON CORP NEW COM Stock 166764100 1,170 9,555 SH   SOLE 0 9,555 0 0
ISHARES NATIONAL MUNI BOND ETF ETF 464288414 54,523 500,949 SH   SOLE 0 500,948 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 615 14,513 SH   SOLE 0 14,513 0 0
DANAHER CORP DEL COM Stock 235851102 679 6,796 SH   SOLE 0 6,796 0 0
TJX COS INC NEW COM Stock 872540109 21,141 212,797 SH   SOLE 0 212,797 0 0
BANK AMER CORP COM Stock 060505104 27,408 899,222 SH   SOLE 0 899,221 0 0
SPDR S&P DIVIDEND ETF ETF 78464A763 269 2,800 SH   SOLE 0 2,800 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,827 12,800 SH   SOLE 0 12,800 0 0
ORACLE CORP COM Stock 68389X105 255 5,303 SH   SOLE 0 5,303 0 0
UNITED TECHNOLOGIES CORP COM Stock 913017109 786 5,946 SH   SOLE 0 5,945 0 0
VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 479 11,489 SH   SOLE 0 11,489 0 0
SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF ETF 78468R721 2,425 50,531 SH   SOLE 0 50,531 0 0
PFIZER INC COM Stock 717081103 759 18,605 SH   SOLE 0 18,605 0 0
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242 481 4,165 SH   SOLE 0 4,165 0 0
3M Company Stock 88579Y101 17,116 85,644 SH   SOLE 0 85,644 0 0
CATERPILLAR INC DEL COM Stock 149123101 650 4,813 SH   SOLE 0 4,813 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 10,762 8,714 SH   SOLE 0 8,714 0 0
AMERICAN EXPRESS CO COM Stock 025816109 296 2,911 SH   SOLE 0 2,911 0 0
AMGEN INC COM Stock 031162100 615 3,143 SH   SOLE 0 3,143 0 0
BANK MONTREAL QUE COM Stock 063671101 361 4,575 SH   SOLE 0 4,575 0 0
TRANSCANADA CORP COM Stock 89353D107 263 6,000 SH   SOLE 0 6,000 0 0
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 2,038 19,268 SH   SOLE 0 19,267 0 0
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 18,967 476,318 SH   SOLE 0 476,318 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 6,109 57,474 SH   SOLE 0 57,474 0 0
BROOKFIELD INFRAST PARTNERS LP LP INT UNIT Stock G16252101 502 12,450 SH   SOLE 0 12,450 0 0
CIMPRESS N V SHS EURO Stock N20146101 417 2,994 SH   SOLE 0 2,994 0 0
Daktari Stock 234264109 41 40,989 SH   SOLE 0 40,988 0 0
GABELLI UTIL TR COM CEF 36240A101 88 15,000 SH   SOLE 0 15,000 0 0
ULTRAGENYX PHARMACEUTICAL INC COM Stock 90400D108 2,540 33,208 SH   SOLE 0 33,208 0 0
PHILIP MORRIS INTL INC COM Stock 718172109 411 5,017 SH   SOLE 0 5,017 0 0
HILL ROM HLDGS INC COM Stock 431475102 301 3,200 SH   SOLE 0 3,200 0 0
ALTRIA GROUP INC COM Stock 02209S103 562 9,537 SH   SOLE 0 9,536 0 0
CITIGROUP INC COM NEW Stock 172967424 419 6,063 SH   SOLE 0 6,063 0 0
EXXON MOBIL CORP COM Stock 30231G102 17,215 219,122 SH   SOLE 0 219,122 0 0
TRAVELERS COMPANIES INC COM Stock 89417E109 17,311 135,185 SH   SOLE 0 135,184 0 0
LOWES COS INC COM Stock 548661107 495 5,096 SH   SOLE 0 5,096 0 0
COLGATE PALMOLIVE CO COM Stock 194162103 15,182 231,611 SH   SOLE 0 231,611 0 0
DEVON ENERGY CORP NEW COM Stock 25179M103 55 1,300 SH   SOLE 0 1,300 0 0
DEVON ENERGY CORP NEW COM Stock 25179M103 168 4,000 SH Call SOLE 0 4,000 0 0
BANK HAWAII CORP COM Stock 062540109 209 2,548 SH   SOLE 0 2,547 0 0
PAYPAL HLDGS INC COM Stock 70450Y103 301 3,464 SH   SOLE 0 3,464 0 0
SCHWAB CHARLES CORP NEW COM Stock 808513105 239 4,767 SH   SOLE 0 4,767 0 0
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 18,598 168,127 SH   SOLE 0 168,127 0 0
ISHARES MSCI EAFE ETF ETF 464287465 20,650 310,525 SH   SOLE 0 310,525 0 0
APPLE INC COM Stock 037833100 52,275 250,288 SH   SOLE 0 250,287 0 0
PJT PARTNERS INC COM CL A Stock 69343T107 744 12,536 SH   SOLE 0 12,536 0 0
DISNEY WALT CO COM DISNEY Stock 254687106 800 7,140 SH   SOLE 0 7,139 0 0
MARSH & MCLENNAN COS INC COM Stock 571748102 626 7,596 SH   SOLE 0 7,596 0 0
ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 216 1,736 SH   SOLE 0 1,735 0 0
ISHARES MORNINGSTAR LARGE-CAP ETF ETF 464287127 3,248 20,038 SH   SOLE 0 20,037 0 0