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 9,512 4,749 SH   SOLE 0 4,749 0 0
INVESCO QQQ TRUST ETF 46090E103 280 1,506 SH   SOLE 0 1,505 0 0
STARBUCKS CORP COM Stock 855244109 275 4,832 SH   SOLE 0 4,832 0 0
JOHNSON & JOHNSON COM Stock 478160104 30,136 218,111 SH   SOLE 0 218,111 0 0
EDITAS MEDICINE INC COM Stock 28106W103 2,714 85,281 SH   SOLE 0 85,281 0 0
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 680 4,541 SH   SOLE 0 4,540 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105 440 1,872 SH   SOLE 0 1,871 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 380 8,854 SH   SOLE 0 8,854 0 0
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF ETF 78468R739 15,802 331,358 SH   SOLE 0 331,358 0 0
PRAXAIR INC COM Stock 74005P104 235 1,459 SH   SOLE 0 1,459 0 0
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 234 2,195 SH   SOLE 0 2,195 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A ADR 780259206 292 4,291 SH   SOLE 0 4,291 0 0
BOSTON SCIENTIFIC CORP COM Stock 101137107 332 8,621 SH   SOLE 0 8,621 0 0
PROCTER AND GAMBLE CO COM Stock 742718109 4,736 56,906 SH   SOLE 0 56,905 0 0
COCA COLA CO COM Stock 191216100 819 17,737 SH   SOLE 0 17,737 0 0
GENERAL MLS INC COM Stock 370334104 214 4,976 SH   SOLE 0 4,976 0 0
VANGUARD REAL ESTATE ETF ETF 922908553 10,521 130,408 SH   SOLE 0 130,408 0 0
ISHARES MSCI USA ESG SELECT ETF ETF 464288802 207 1,735 SH   SOLE 0 1,735 0 0
STATE STR CORP COM Stock 857477103 52,787 630,072 SH   SOLE 0 630,071 0 0
MEDTRONIC PLC SHS Stock G5960L103 24,809 252,204 SH   SOLE 0 252,204 0 0
FORTIVE CORP COM Stock 34959J108 19,946 236,892 SH   SOLE 0 236,892 0 0
SPDR DOW JONES INDUSTRIAL AVERAGE ETF ETF 78467X109 215 813 SH   SOLE 0 813 0 0
PEOPLES UNITED FINANCIAL INC COM Stock 712704105 539 31,512 SH   SOLE 0 31,512 0 0
SANOFI SPONSORED ADR ADR 80105N105 13,056 292,279 SH   SOLE 0 292,279 0 0
MERCK & CO INC COM Stock 58933Y105 707 9,963 SH   SOLE 0 9,963 0 0
SPDR S&P 500 ETF ETF 78462F103 22,131 76,125 SH   SOLE 0 76,125 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104 1,882 8,455 SH   SOLE 0 8,455 0 0
EMERSON ELEC CO COM Stock 291011104 245 3,200 SH   SOLE 0 3,200 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A Stock 192446102 19,891 257,828 SH   SOLE 0 257,827 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104 268 5,028 SH   SOLE 0 5,027 0 0
SHERWIN WILLIAMS CO COM Stock 824348106 17,619 38,705 SH   SOLE 0 38,704 0 0
PEPSICO INC COM Stock 713448108 19,634 175,621 SH   SOLE 0 175,620 0 0
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 523 6,291 SH   SOLE 0 6,291 0 0
JPMORGAN ALERIAN MLP INDEX ETN ETF 46625H365 12,344 449,526 SH   SOLE 0 449,526 0 0
KIMBERLY CLARK CORP COM Stock 494368103 1,386 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 119 12,900 SH   SOLE 0 12,900 0 0
US BANCORP DEL COM NEW Stock 902973304 337 6,376 SH   SOLE 0 6,375 0 0
HOME DEPOT INC COM Stock 437076102 520 2,511 SH   SOLE 0 2,511 0 0
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 1,135 34,078 SH   SOLE 0 34,078 0 0
IOVANCE BIOTHERAPEUTICS INC COM Stock 462260100 141 12,500 SH   SOLE 0 12,500 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103 660 4,384 SH   SOLE 0 4,383 0 0
SIENNA BIOPHARMACEUTICALS INC COM Stock 82622H108 219 14,750 SH   SOLE 0 14,750 0 0
ISHARES RUSSELL 2000 VALUE ETF ETF 464287630 236 1,776 SH   SOLE 0 1,776 0 0
ISORAY INC COM Stock 46489V104 28 54,824 SH   SOLE 0 54,824 0 0
BLACK KNIGHT INC COM Stock 09215C105 17,501 336,891 SH   SOLE 0 336,891 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 7,649 49,036 SH   SOLE 0 49,036 0 0
SCHWAB U.S. BROAD MARKET ETF ETF 808524102 450 6,395 SH   SOLE 0 6,395 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 2,287 68,222 SH   SOLE 0 68,222 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 33,445 383,367 SH   SOLE 0 383,367 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 31,933 149,144 SH   SOLE 0 149,144 0 0
ADOBE INC COM Stock 00724F101 1,141 4,227 SH   SOLE 0 4,227 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 33,452 27,713 SH   SOLE 0 27,713 0 0
SENSATA TECHNOLOGIES HLDNG PLC SHS Stock G8060N102 14,098 284,516 SH   SOLE 0 284,516 0 0
COMCAST CORP NEW CL A Stock 20030N101 386 10,895 SH   SOLE 0 10,895 0 0
MICROSOFT CORP COM Stock 594918104 52,771 461,406 SH   SOLE 0 461,405 0 0
ETRACS ALERIAN MLP INFRASTRUCTURE INDEX ETN ETF 902641646 10,021 416,691 SH   SOLE 0 416,691 0 0
SCHLUMBERGER LTD COM Stock 806857108 13,239 217,316 SH   SOLE 0 217,315 0 0
CVS HEALTH CORP COM Stock 126650100 18,123 230,225 SH   SOLE 0 230,225 0 0
V F CORP COM Stock 918204108 230 2,458 SH   SOLE 0 2,458 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 11,520 36 SH   SOLE 0 36 0 0
BOEING CO COM Stock 097023105 1,118 3,005 SH   SOLE 0 3,004 0 0
VANGUARD SMALL-CAP INDEX FUND ETF 922908751 747 4,597 SH   SOLE 0 4,597 0 0
HILTON WORLDWIDE HLDGS INC COM Stock 43300A203 15,622 193,390 SH   SOLE 0 193,390 0 0
FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 254 9,204 SH   SOLE 0 9,204 0 0
NORFOLK SOUTHERN CORP COM Stock 655844108 537 2,975 SH   SOLE 0 2,975 0 0
VANGUARD S&P 500 ETF ETF 922908363 735 2,754 SH   SOLE 0 2,754 0 0
BOOKING HLDGS INC COM Stock 09857L108 21,153 10,662 SH   SOLE 0 10,662 0 0
LILLY ELI & CO COM Stock 532457108 336 3,128 SH   SOLE 0 3,128 0 0
ISHARES RUSSELL MID-CAP VALUE ETF ETF 464287473 311 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 70 32,928 SH   SOLE 0 32,928 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 238 1,414 SH   SOLE 0 1,414 0 0
APOLLO GLOBAL MGMT LLC CL A SHS Stock 037612306 287 8,295 SH   SOLE 0 8,295 0 0
INVESCO S&P 500 LOW VOLATILITY ETF ETF 46138E354 286 5,782 SH   SOLE 0 5,782 0 0
AMERICAN ELEC PWR INC COM Stock 025537101 1,016 14,333 SH   SOLE 0 14,332 0 0
EVERSOURCE ENERGY COM Stock 30040W108 386 6,286 SH   SOLE 0 6,286 0 0
VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 202 1,451 SH   SOLE 0 1,451 0 0
SCHWAB US AGGREGATE BOND ETF ETF 808524839 224 4,448 SH   SOLE 0 4,448 0 0
NOVAVAX INC COM Stock 670002104 84 44,900 SH   SOLE 0 44,900 0 0
VISA INC COM CL A Stock 92826C839 31,847 212,186 SH   SOLE 0 212,185 0 0
ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 9,061 158,852 SH   SOLE 0 158,852 0 0
VANGUARD VALUE INDEX FUND ETF 922908744 249 2,251 SH   SOLE 0 2,251 0 0
VANGUARD GROWTH INDEX FUND ETF 922908736 559 3,471 SH   SOLE 0 3,470 0 0
AMERICAN TOWER CORP NEW COM REIT 03027X100 542 3,732 SH   SOLE 0 3,732 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 8,113 121,755 SH   SOLE 0 121,755 0 0
FACEBOOK INC CL A Stock 30303M102 1,691 10,283 SH   SOLE 0 10,283 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 327 4,084 SH   SOLE 0 4,084 0 0
NATURAL GROCERS BY VITAMIN COT COM Stock 63888U108 426 25,199 SH   SOLE 0 25,199 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842 98,635 1,539,243 SH   SOLE 0 1,539,242 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 4,725 27,760 SH   SOLE 0 27,760 0 0
NVIDIA CORP COM Stock 67066G104 447 1,589 SH   SOLE 0 1,589 0 0
ISHARES SHORT-TERM CORPORATE BOND ETF ETF 464288646 25,768 497,171 SH   SOLE 0 497,171 0 0
BALL CORP COM Stock 058498106 308 7,000 SH   SOLE 0 7,000 0 0
EOG RES INC COM Stock 26875P101 20,482 160,552 SH   SOLE 0 160,552 0 0
SPDR S&P BIOTECH ETF ETF 78464A870 743 7,750 SH   SOLE 0 7,750 0 0
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 4,027 77,765 SH   SOLE 0 77,765 0 0
ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 988 4,593 SH   SOLE 0 4,592 0 0
INVESCO S&P 500 QUALITY ETF ETF 46137V241 7,034 214,446 SH   SOLE 0 214,445 0 0
PALATIN TECHNOLOGIES INC COM PAR $ .01 Stock 696077403 25 25,000 SH   SOLE 0 25,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD Stock 09253U108 21,107 554,286 SH   SOLE 0 554,286 0 0
ANSYS INC COM Stock 03662Q105 224 1,200 SH   SOLE 0 1,200 0 0
STRYKER CORP COM Stock 863667101 30,209 170,016 SH   SOLE 0 170,016 0 0
RAYTHEON CO COM NEW Stock 755111507 446 2,160 SH   SOLE 0 2,160 0 0
GENERAL DYNAMICS CORP COM Stock 369550108 481 2,349 SH   SOLE 0 2,349 0 0
RESMED INC COM Stock 761152107 24,372 211,305 SH   SOLE 0 211,304 0 0
MCDONALDS CORP COM Stock 580135101 1,049 6,268 SH   SOLE 0 6,268 0 0
CISCO SYS INC COM Stock 17275R102 36,366 747,494 SH   SOLE 0 747,494 0 0
AT&T INC COM Stock 00206R102 1,481 44,115 SH   SOLE 0 44,115 0 0
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND ETF 464287556 26,905 220,639 SH   SOLE 0 220,639 0 0
GENERAL ELECTRIC CO COM Stock 369604103 438 38,759 SH   SOLE 0 38,759 0 0
ISHARES S&P 500 GROWTH ETF ETF 464287309 413 2,332 SH   SOLE 0 2,332 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 37,423 127,840 SH   SOLE 0 127,840 0 0
ARAMARK COM Stock 03852U106 17,429 405,142 SH   SOLE 0 405,142 0 0
WELLS FARGO CO NEW COM Stock 949746101 21,946 417,534 SH   SOLE 0 417,533 0 0
UNION PAC CORP COM Stock 907818108 18,816 115,554 SH   SOLE 0 115,554 0 0
SALESFORCE COM INC COM Stock 79466L302 359 2,255 SH   SOLE 0 2,255 0 0
MCCORMICK & CO INC COM NON VTG Stock 579780206 24,115 183,035 SH   SOLE 0 183,035 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102 274 862 SH   SOLE 0 862 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 317 1,300 SH   SOLE 0 1,300 0 0
LOCKHEED MARTIN CORP COM Stock 539830109 27,123 78,400 SH   SOLE 0 78,399 0 0
UMH PPTYS INC COM REIT 903002103 217 13,896 SH   SOLE 0 13,896 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 1,070 9,484 SH   SOLE 0 9,484 0 0
CHEVRON CORP NEW COM Stock 166764100 1,182 9,664 SH   SOLE 0 9,664 0 0
ISHARES NATIONAL MUNI BOND ETF ETF 464288414 55,389 513,146 SH   SOLE 0 513,145 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 734 16,961 SH   SOLE 0 16,961 0 0
DANAHER CORP DEL COM Stock 235851102 738 6,796 SH   SOLE 0 6,796 0 0
TJX COS INC NEW COM Stock 872540109 23,610 210,770 SH   SOLE 0 210,770 0 0
BANK AMER CORP COM Stock 060505104 26,721 907,031 SH   SOLE 0 907,031 0 0
SPDR S&P DIVIDEND ETF ETF 78464A763 264 2,700 SH   SOLE 0 2,700 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,906 12,604 SH   SOLE 0 12,604 0 0
ORACLE CORP COM Stock 68389X105 273 5,303 SH   SOLE 0 5,303 0 0
UNITED TECHNOLOGIES CORP COM Stock 913017109 828 5,922 SH   SOLE 0 5,921 0 0
VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 574 14,001 SH   SOLE 0 14,001 0 0
SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF ETF 78468R721 2,380 50,121 SH   SOLE 0 50,121 0 0
PFIZER INC COM Stock 717081103 855 19,396 SH   SOLE 0 19,396 0 0
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242 503 4,380 SH   SOLE 0 4,380 0 0
3M Company Stock 88579Y101 18,357 87,122 SH   SOLE 0 87,121 0 0
CATERPILLAR INC DEL COM Stock 149123101 421 2,763 SH   SOLE 0 2,763 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 10,117 8,477 SH   SOLE 0 8,477 0 0
AMERICAN EXPRESS CO COM Stock 025816109 310 2,911 SH   SOLE 0 2,911 0 0
AMGEN INC COM Stock 031162100 646 3,114 SH   SOLE 0 3,114 0 0
BANK MONTREAL QUE COM Stock 063671101 378 4,575 SH   SOLE 0 4,575 0 0
TRANSCANADA CORP COM Stock 89353D107 267 6,600 SH   SOLE 0 6,600 0 0
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 2,029 18,326 SH   SOLE 0 18,326 0 0
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 18,801 477,801 SH   SOLE 0 477,801 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 6,584 62,391 SH   SOLE 0 62,391 0 0
BROOKFIELD INFRAST PARTNERS LP LP INT UNIT Stock G16252101 497 12,450 SH   SOLE 0 12,450 0 0
CIMPRESS N V SHS EURO Stock N20146101 409 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 87 15,000 SH   SOLE 0 15,000 0 0
ULTRAGENYX PHARMACEUTICAL INC COM Stock 90400D108 2,535 33,208 SH   SOLE 0 33,208 0 0
PHILIP MORRIS INTL INC COM Stock 718172109 354 4,345 SH   SOLE 0 4,345 0 0
HILL ROM HLDGS INC COM Stock 431475102 302 3,200 SH   SOLE 0 3,200 0 0
ALTRIA GROUP INC COM Stock 02209S103 521 8,637 SH   SOLE 0 8,636 0 0
CITIGROUP INC COM NEW Stock 172967424 435 6,063 SH   SOLE 0 6,063 0 0
EXXON MOBIL CORP COM Stock 30231G102 18,629 219,115 SH   SOLE 0 219,115 0 0
TRAVELERS COMPANIES INC COM Stock 89417E109 17,683 136,327 SH   SOLE 0 136,327 0 0
LOWES COS INC COM Stock 548661107 600 5,226 SH   SOLE 0 5,226 0 0
COLGATE PALMOLIVE CO COM Stock 194162103 15,513 231,708 SH   SOLE 0 231,708 0 0
DEVON ENERGY CORP NEW COM Stock 25179M103 52 1,300 SH   SOLE 0 1,300 0 0
DEVON ENERGY CORP NEW COM Stock 25179M103 160 4,000 SH Call SOLE 0 4,000 0 0
BANK HAWAII CORP COM Stock 062540109 203 2,567 SH   SOLE 0 2,566 0 0
PAYPAL HLDGS INC COM Stock 70450Y103 292 3,329 SH   SOLE 0 3,329 0 0
SCHWAB CHARLES CORP NEW COM Stock 808513105 210 4,267 SH   SOLE 0 4,267 0 0
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 18,838 169,205 SH   SOLE 0 169,205 0 0
ISHARES S&P MIDCAP FUND ETF 464287507 264 1,312 SH   SOLE 0 1,312 0 0
ISHARES MSCI EAFE ETF ETF 464287465 21,057 309,709 SH   SOLE 0 309,709 0 0
APPLE INC COM Stock 037833100 56,053 248,308 SH   SOLE 0 248,308 0 0
PJT PARTNERS INC COM CL A Stock 69343T107 656 12,536 SH   SOLE 0 12,536 0 0
DISNEY WALT CO COM DISNEY Stock 254687106 802 6,858 SH   SOLE 0 6,857 0 0
MARSH & MCLENNAN COS INC COM Stock 571748102 629 7,601 SH   SOLE 0 7,600 0 0
ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 210 1,656 SH   SOLE 0 1,655 0 0
ISHARES MORNINGSTAR LARGE-CAP ETF ETF 464287127 3,308 19,652 SH   SOLE 0 19,652 0 0