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
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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 7,154 4,763 SH   SOLE 0 4,763 0 0
INVESCO QQQ TRUST ETF 46090E103 232 1,506 SH   SOLE 0 1,505 0 0
STARBUCKS CORP COM Stock 855244109 311 4,832 SH   SOLE 0 4,832 0 0
JOHNSON & JOHNSON COM Stock 478160104 28,660 222,084 SH   SOLE 0 222,083 0 0
EDITAS MEDICINE INC COM Stock 28106W103 1,940 85,281 SH   SOLE 0 85,281 0 0
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 18,039 141,341 SH   SOLE 0 141,340 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105 341 1,673 SH   SOLE 0 1,672 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 1,280 32,769 SH   SOLE 0 32,769 0 0
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF ETF 78468R739 22,633 470,939 SH   SOLE 0 470,938 0 0
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 204 2,195 SH   SOLE 0 2,195 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A ADR 780259206 264 4,530 SH   SOLE 0 4,530 0 0
BOSTON SCIENTIFIC CORP COM Stock 101137107 284 8,045 SH   SOLE 0 8,045 0 0
PROCTER AND GAMBLE CO COM Stock 742718109 5,289 57,543 SH   SOLE 0 57,542 0 0
COCA COLA CO COM Stock 191216100 618 13,050 SH   SOLE 0 13,050 0 0
VANGUARD REAL ESTATE ETF ETF 922908553 9,727 130,438 SH   SOLE 0 130,437 0 0
APHRIA INC COM Stock 03765K104 71 12,500 SH   SOLE 0 12,500 0 0
STATE STR CORP COM Stock 857477103 39,739 630,072 SH   SOLE 0 630,071 0 0
MEDTRONIC PLC SHS Stock G5960L103 23,200 255,061 SH   SOLE 0 255,060 0 0
FORTIVE CORP COM Stock 34959J108 16,208 239,555 SH   SOLE 0 239,554 0 0
PEOPLES UTD FINL INC COM Stock 712704105 420 29,100 SH   SOLE 0 29,100 0 0
SANOFI SPONSORED ADR ADR 80105N105 12,674 291,968 SH   SOLE 0 291,968 0 0
MERCK & CO INC COM Stock 58933Y105 711 9,306 SH   SOLE 0 9,306 0 0
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 484 4,588 SH   SOLE 0 4,588 0 0
SPDR S&P 500 ETF ETF 78462F103 2,209 8,839 SH   SOLE 0 8,838 0 0
MASTERCARD INC CL A Stock 57636Q104 1,604 8,505 SH   SOLE 0 8,505 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A Stock 192446102 312 4,910 SH   SOLE 0 4,910 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104 227 4,033 SH   SOLE 0 4,032 0 0
SHERWIN WILLIAMS CO COM Stock 824348106 15,538 39,491 SH   SOLE 0 39,491 0 0
PEPSICO INC COM Stock 713448108 19,514 176,627 SH   SOLE 0 176,626 0 0
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 748 8,946 SH   SOLE 0 8,945 0 0
JPMORGAN ALERIAN MLP INDEX ETN ETF 46625H365 12,048 539,765 SH   SOLE 0 539,765 0 0
KIMBERLY CLARK CORP COM Stock 494368103 1,389 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 Stock 345370860 88 11,500 SH   SOLE 0 11,500 0 0
US BANCORP DEL COM NEW Stock 902973304 305 6,676 SH   SOLE 0 6,675 0 0
HOME DEPOT INC COM Stock 437076102 375 2,182 SH   SOLE 0 2,182 0 0
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 1,032 31,248 SH   SOLE 0 31,248 0 0
IOVANCE BIOTHERAPEUTICS INC COM Stock 462260100 111 12,500 SH   SOLE 0 12,500 0 0
HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209 203 2,350 SH   SOLE 0 2,350 0 0
ISORAY INC COM Stock 46489V104 16 54,824 SH   SOLE 0 54,824 0 0
BLACK KNIGHT INC COM Stock 09215C105 15,424 342,303 SH   SOLE 0 342,303 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 2,956 22,584 SH   SOLE 0 22,583 0 0
SCHWAB U.S. BROAD MARKET ETF ETF 808524102 328 5,469 SH   SOLE 0 5,469 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 1,301 45,887 SH   SOLE 0 45,887 0 0
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF ETF 78464A474 273 9,065 SH   SOLE 0 9,065 0 0
ISHARES S&P SMALL-CAP FUND ETF 464287804 26,390 380,704 SH   SOLE 0 380,703 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 30,341 148,599 SH   SOLE 0 148,599 0 0
ADOBE INC COM Stock 00724F101 939 4,152 SH   SOLE 0 4,152 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 29,927 28,639 SH   SOLE 0 28,639 0 0
CONSTELLATION BRANDS INC CL A Stock 21036P108 12,435 77,324 SH   SOLE 0 77,324 0 0
SENSATA TECHNOLOGIES HLDNG PLC SHS Stock G8060N102 14,610 325,828 SH   SOLE 0 325,828 0 0
COMCAST CORP NEW CL A Stock 20030N101 334 9,799 SH   SOLE 0 9,799 0 0
MICROSOFT CORP COM Stock 594918104 46,928 462,030 SH   SOLE 0 462,029 0 0
ETRACS ALERIAN MLP INFRASTRUCTURE INDEX ETN ETF 902641646 8,538 431,856 SH   SOLE 0 431,856 0 0
SCHLUMBERGER LTD COM Stock 806857108 914 25,319 SH   SOLE 0 25,319 0 0
CVS HEALTH CORP COM Stock 126650100 14,331 218,734 SH   SOLE 0 218,734 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 11,016 36 SH   SOLE 0 36 0 0
BOEING CO COM Stock 097023105 966 2,995 SH   SOLE 0 2,994 0 0
VANGUARD SMALL-CAP INDEX FUND ETF 922908751 501 3,792 SH   SOLE 0 3,792 0 0
HILTON WORLDWIDE HLDGS INC COM Stock 43300A203 16,756 233,373 SH   SOLE 0 233,372 0 0
FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 571 23,960 SH   SOLE 0 23,960 0 0
NORFOLK SOUTHERN CORP COM Stock 655844108 426 2,850 SH   SOLE 0 2,850 0 0
VANGUARD S&P 500 ETF ETF 922908363 633 2,756 SH   SOLE 0 2,755 0 0
BOOKING HLDGS INC COM Stock 09857L108 18,426 10,698 SH   SOLE 0 10,698 0 0
LILLY ELI & CO COM Stock 532457108 362 3,128 SH   SOLE 0 3,128 0 0
ISHARES RUSSELL MID-CAP VALUE ETF ETF 464287473 256 3,353 SH   SOLE 0 3,353 0 0
HOLOGIC INC COM Stock 436440101 33 32,504 SH   SOLE 0 32,504 0 0
AGENUS INC COM NEW Stock 00847G705 78 32,928 SH   SOLE 0 32,928 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 754 5,629 SH   SOLE 0 5,629 0 0
APOLLO GLOBAL MGMT LLC CL A SHS Stock 037612306 204 8,295 SH   SOLE 0 8,295 0 0
ISHARES U.S. OIL EQUIPMENT & SERVICES ETF ETF 464288844 256 12,518 SH   SOLE 0 12,517 0 0
INVESCO S&P 500 LOW VOLATILITY ETF ETF 46138E354 870 18,649 SH   SOLE 0 18,649 0 0
AMERICAN ELEC PWR CO INC COM Stock 025537101 1,072 14,337 SH   SOLE 0 14,336 0 0
EVERSOURCE ENERGY COM Stock 30040W108 409 6,286 SH   SOLE 0 6,286 0 0
SCHWAB US AGGREGATE BOND ETF ETF 808524839 219 4,326 SH   SOLE 0 4,326 0 0
NOVAVAX INC COM Stock 670002104 83 44,900 SH   SOLE 0 44,900 0 0
VISA INC COM CL A Stock 92826C839 28,400 215,248 SH   SOLE 0 215,248 0 0
ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 17,080 325,947 SH   SOLE 0 325,946 0 0
VANGUARD VALUE INDEX FUND ETF 922908744 220 2,251 SH   SOLE 0 2,251 0 0
VANGUARD GROWTH INDEX FUND ETF 922908736 415 3,087 SH   SOLE 0 3,086 0 0
AMERICAN TOWER CORP NEW COM REIT 03027X100 588 3,719 SH   SOLE 0 3,719 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 6,959 122,597 SH   SOLE 0 122,596 0 0
FACEBOOK INC CL A Stock 30303M102 1,008 7,692 SH   SOLE 0 7,692 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 387 4,483 SH   SOLE 0 4,483 0 0
NATURAL GROCERS BY VITAMIN COT COM Stock 63888U108 386 25,199 SH   SOLE 0 25,199 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842 35,286 641,564 SH   SOLE 0 641,563 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 3,991 28,305 SH   SOLE 0 28,305 0 0
ISHARES SHORT-TERM CORPORATE BOND ETF ETF 464288646 21,668 419,605 SH   SOLE 0 419,605 0 0
BALL CORP COM Stock 058498106 322 7,000 SH   SOLE 0 7,000 0 0
EOG RES INC COM Stock 26875P101 13,914 159,545 SH   SOLE 0 159,544 0 0
SPDR S&P BIOTECH ETF ETF 78464A870 1,104 15,385 SH   SOLE 0 15,385 0 0
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 3,696 78,397 SH   SOLE 0 78,397 0 0
ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 839 4,997 SH   SOLE 0 4,996 0 0
INVESCO S&P 500 QUALITY ETF ETF 46137V241 1,816 65,314 SH   SOLE 0 65,313 0 0
PALATIN TECHNOLOGIES INC COM PAR $ .01 Stock 696077403 18 25,000 SH   SOLE 0 25,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD Stock 09253U108 16,523 554,286 SH   SOLE 0 554,286 0 0
STRYKER CORP COM Stock 863667101 26,745 170,624 SH   SOLE 0 170,623 0 0
RAYTHEON CO COM NEW Stock 755111507 331 2,160 SH   SOLE 0 2,160 0 0
GENERAL DYNAMICS CORP COM Stock 369550108 368 2,339 SH   SOLE 0 2,339 0 0
RESMED INC COM Stock 761152107 24,162 212,187 SH   SOLE 0 212,186 0 0
MCDONALDS CORP COM Stock 580135101 1,106 6,226 SH   SOLE 0 6,226 0 0
CISCO SYS INC COM Stock 17275R102 33,005 761,721 SH   SOLE 0 761,721 0 0
AT&T INC COM Stock 00206R102 1,216 42,596 SH   SOLE 0 42,596 0 0
ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506 945 16,475 SH   SOLE 0 16,475 0 0
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND ETF 464287556 19,936 206,743 SH   SOLE 0 206,742 0 0
GENERAL ELECTRIC CO COM Stock 369604103 300 39,643 SH   SOLE 0 39,643 0 0
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 4,465 44,551 SH   SOLE 0 44,551 0 0
ISHARES S&P 500 GROWTH ETF ETF 464287309 345 2,292 SH   SOLE 0 2,292 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 11,913 47,349 SH   SOLE 0 47,348 0 0
ARAMARK COM Stock 03852U106 205 7,085 SH   SOLE 0 7,085 0 0
WELLS FARGO CO NEW COM Stock 949746101 18,407 399,462 SH   SOLE 0 399,461 0 0
UNION PACIFIC CORP COM Stock 907818108 15,999 115,744 SH   SOLE 0 115,744 0 0
SALESFORCE COM INC COM Stock 79466L302 343 2,505 SH   SOLE 0 2,505 0 0
MCCORMICK & CO INC COM NON VTG Stock 579780206 25,803 185,312 SH   SOLE 0 185,312 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102 211 862 SH   SOLE 0 862 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 291 1,300 SH   SOLE 0 1,300 0 0
LOCKHEED MARTIN CORP COM Stock 539830109 23,090 88,184 SH   SOLE 0 88,183 0 0
UMH PPTYS INC COM REIT 903002103 165 13,896 SH   SOLE 0 13,896 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 878 8,989 SH   SOLE 0 8,989 0 0
CHEVRON CORP NEW COM Stock 166764100 1,026 9,432 SH   SOLE 0 9,432 0 0
ISHARES NATIONAL MUNI BOND ETF ETF 464288414 54,773 502,318 SH   SOLE 0 502,318 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 549 14,811 SH   SOLE 0 14,811 0 0
DANAHER CORP DEL COM Stock 235851102 680 6,590 SH   SOLE 0 6,590 0 0
TJX COS INC NEW COM Stock 872540109 23,630 528,173 SH   SOLE 0 528,173 0 0
BANK AMER CORP COM Stock 060505104 22,982 932,696 SH   SOLE 0 932,696 0 0
SPDR S&P DIVIDEND ETF ETF 78464A763 213 2,375 SH   SOLE 0 2,375 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,434 12,618 SH   SOLE 0 12,618 0 0
ORACLE CORP COM Stock 68389X105 235 5,198 SH   SOLE 0 5,198 0 0
UNITED TECHNOLOGIES CORP COM Stock 913017109 617 5,798 SH   SOLE 0 5,797 0 0
VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 666 17,489 SH   SOLE 0 17,489 0 0
SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF ETF 78468R721 15,590 323,981 SH   SOLE 0 323,981 0 0
PFIZER INC COM Stock 717081103 1,058 24,239 SH   SOLE 0 24,239 0 0
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242 494 4,380 SH   SOLE 0 4,380 0 0
3M Company Stock 88579Y101 16,909 88,740 SH   SOLE 0 88,739 0 0
CATERPILLAR INC DEL COM Stock 149123101 351 2,763 SH   SOLE 0 2,763 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 8,853 8,548 SH   SOLE 0 8,548 0 0
AMERICAN EXPRESS CO COM Stock 025816109 277 2,911 SH   SOLE 0 2,911 0 0
AMGEN INC COM Stock 031162100 647 3,322 SH   SOLE 0 3,322 0 0
BANK MONTREAL QUE COM Stock 063671101 299 4,575 SH   SOLE 0 4,575 0 0
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 1,759 17,962 SH   SOLE 0 17,961 0 0
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 15,124 481,048 SH   SOLE 0 481,047 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 9,776 91,798 SH   SOLE 0 91,797 0 0
BROOKFIELD INFRAST PARTNERS LP LP INT UNIT Stock G16252101 430 12,450 SH   SOLE 0 12,450 0 0
CIMPRESS N V SHS EURO Stock N20146101 310 2,994 SH   SOLE 0 2,994 0 0
Daktari Stock 234264109 41 40,989 SH   SOLE 0 40,988 0 0
ULTRAGENYX PHARMACEUTICAL INC COM Stock 90400D108 1,422 32,708 SH   SOLE 0 32,708 0 0
PHILIP MORRIS INTL INC COM Stock 718172109 292 4,377 SH   SOLE 0 4,376 0 0
HILL ROM HLDGS INC COM Stock 431475102 283 3,200 SH   SOLE 0 3,200 0 0
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF ETF 46641Q209 46,464 913,034 SH   SOLE 0 913,034 0 0
ALTRIA GROUP INC COM Stock 02209S103 392 7,939 SH   SOLE 0 7,939 0 0
EXXON MOBIL CORP COM Stock 30231G102 14,900 218,513 SH   SOLE 0 218,513 0 0
TRAVELERS COMPANIES INC COM Stock 89417E109 16,218 135,435 SH   SOLE 0 135,434 0 0
LOWES COS INC COM Stock 548661107 472 5,110 SH   SOLE 0 5,110 0 0
COLGATE PALMOLIVE CO COM Stock 194162103 13,681 229,848 SH   SOLE 0 229,848 0 0
PAYPAL HLDGS INC COM Stock 70450Y103 271 3,224 SH   SOLE 0 3,224 0 0
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 19,360 178,216 SH   SOLE 0 178,216 0 0
ISHARES MSCI EAFE ETF ETF 464287465 45,918 781,179 SH   SOLE 0 781,179 0 0
APPLE INC COM Stock 037833100 41,865 265,404 SH   SOLE 0 265,403 0 0
PJT PARTNERS INC COM CL A Stock 69343T107 486 12,536 SH   SOLE 0 12,536 0 0
DISNEY WALT CO COM DISNEY Stock 254687106 747 6,810 SH   SOLE 0 6,809 0 0
MARSH & MCLENNAN COS INC COM Stock 571748102 583 7,305 SH   SOLE 0 7,304 0 0
ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 217 1,958 SH   SOLE 0 1,957 0 0
ISHARES MORNINGSTAR LARGE-CAP ETF ETF 464287127 2,743 19,248 SH   SOLE 0 19,248 0 0