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
AMAZON COM INC COM Stock 023135106   433,983 2,281 SH   SOLE 0 2,281 0 0
PRUDENTIAL FINL INC COM Stock 744320102   1,228 11 SH   SOLE 0 11 0 0
HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109   53,558 3,471 SH   SOLE 0 3,471 0 0
SRH TOTAL RETURN FUND INC COM CEF 101507101   1 0 SH   SOLE 0 0 0 0
INVESCO QQQ TRUST SERIES I ETF 46090E103   391,548 835 SH   SOLE 0 835 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803   196,569 952 SH   SOLE 0 952 0 0
CAMDEN NATL CORP COM Stock 133034108   4,193,582 103,622 SH   SOLE 0 103,622 0 0
STARBUCKS CORP COM Stock 855244109   33,697 344 SH   SOLE 0 343 0 0
HINGHAM INSTN SVGS MASS COM Stock 433323102   470,844 1,980 SH   SOLE 0 1,980 0 0
BLOCK INC CL A Stock 852234103   3,803 70 SH   SOLE 0 70 0 0
ARROW FINL CORP COM Stock 042744102   38,331 1,458 SH   SOLE 0 1,458 0 0
EBAY INC. COM Stock 278642103   75,722 1,118 SH   SOLE 0 1,118 0 0
BAR HBR BANKSHARES COM Stock 066849100   44,250 1,500 SH   SOLE 0 1,500 0 0
HUBBELL INC COM Stock 443510607   3,317,373 10,025 SH   SOLE 0 10,025 0 0
JOHNSON & JOHNSON COM Stock 478160104   3,400,452 20,504 SH   SOLE 0 20,504 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM Stock 874054109   15,958 77 SH   SOLE 0 77 0 0
WILLIAMS SONOMA INC COM Stock 969904101   30,355 192 SH   SOLE 0 192 0 0
WASTE MGMT INC DEL COM Stock 94106L109   173,864 751 SH   SOLE 0 751 0 0
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   13,968 51 SH   SOLE 0 50 0 0
THOMSON REUTERS CORP COM Stock 884903808   40,085 232 SH   SOLE 0 232 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105   672,857 711 SH   SOLE 0 711 0 0
HCA HEALTHCARE INC COM Stock 40412C101   3,456 10 SH   SOLE 0 10 0 0
LIGHT & WONDER INC COM Stock 80874P109   3,118 36 SH   SOLE 0 36 0 0
PEARSON PLC SPONSORED ADR ADR 705015105   2,193 137 SH   SOLE 0 137 0 0
ISHARES ESG MSCI KLD 400 ETF ETF 464288570   36,361 355 SH   SOLE 0 355 0 0
YUM BRANDS INC COM Stock 988498101   107,005 680 SH   SOLE 0 680 0 0
OLD DOMINION FREIGHT LINE INC COM Stock 679580100   29 0 SH   SOLE 0 0 0 0
PROCTER AND GAMBLE CO COM Stock 742718109   3,163,915 18,565 SH   SOLE 0 18,565 0 0
COCA COLA CO COM Stock 191216100   413,715 5,777 SH   SOLE 0 5,776 0 0
GENERAL MLS INC COM Stock 370334104   1,246,083 20,841 SH   SOLE 0 20,841 0 0
OCCIDENTAL PETE CORP COM Stock 674599105   9,872 200 SH   SOLE 0 200 0 0
UNITED PARCEL SERVICE INC CL B Stock 911312106   1,560,758 14,190 SH   SOLE 0 14,190 0 0
MARRIOTT INTL INC NEW CL A Stock 571903202   86,943 365 SH   SOLE 0 365 0 0
INTEL CORP COM Stock 458140100   47,691 2,100 SH   SOLE 0 2,100 0 0
CME GROUP INC COM Stock 12572Q105   38,343 145 SH   SOLE 0 144 0 0
STATE STR CORP COM Stock 857477103   20,592 230 SH   SOLE 0 230 0 0
MEDTRONIC PLC SHS Stock G5960L103   9,435 105 SH   SOLE 0 105 0 0
CLOROX CO DEL COM Stock 189054109   7,363 50 SH   SOLE 0 50 0 0
NETFLIX INC COM Stock 64110L106   2,239,005 2,401 SH   SOLE 0 2,401 0 0
WORTHINGTON ENTERPRISES INC COM Stock 981811102   47,586 950 SH   SOLE 0 950 0 0
PAYCHEX INC COM Stock 704326107   641,805 4,160 SH   SOLE 0 4,160 0 0
WATERS CORP COM Stock 941848103   322,499 875 SH   SOLE 0 875 0 0
PROLOGIS INC. COM REIT 74340W103   266,731 2,386 SH   SOLE 0 2,386 0 0
SUN LIFE FINANCIAL INC. COM Stock 866796105   38,708 676 SH   SOLE 0 676 0 0
ISHARES AGENCY BOND ETF ETF 464288166   71,303 652 SH   SOLE 0 651 0 0
MERCK & CO INC COM Stock 58933Y105   990,654 11,037 SH   SOLE 0 11,036 0 0
OSHKOSH CORP COM Stock 688239201   1,693 18 SH   SOLE 0 18 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103   1,651,879 2,953 SH   SOLE 0 2,953 0 0
MCKESSON CORP COM Stock 58155Q103   192,475 286 SH   SOLE 0 286 0 0
THE TRADE DESK INC COM CL A Stock 88339J105   22,107 404 SH   SOLE 0 404 0 0
E L F BEAUTY INC COM Stock 26856L103   942 15 SH   SOLE 0 15 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104   650,618 1,187 SH   SOLE 0 1,187 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109   2,128,918 8,584 SH   SOLE 0 8,584 0 0
ACI WORLDWIDE INC COM Stock 004498101   1,368 25 SH   SOLE 0 25 0 0
EMERSON ELEC CO COM Stock 291011104   140,997 1,286 SH   SOLE 0 1,286 0 0
VANECK SHORT MUNI ETF ETF 92189F528   37,971 2,216 SH   SOLE 0 2,216 0 0
ALLSTATE CORP COM Stock 020002101   5,384 26 SH   SOLE 0 26 0 0
ALASKA AIR GROUP INC COM Stock 011659109   9,844 200 SH   SOLE 0 200 0 0
HORACE MANN EDUCATORS CORP NEW COM Stock 440327104   32,475 760 SH   SOLE 0 760 0 0
ISHARES TIPS BOND ETF ETF 464287176   55,545 500 SH   SOLE 0 500 0 0
VERTEX PHARMACEUTICALS INC COM Stock 92532F100   158,051 326 SH   SOLE 0 326 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A Stock 192446102   6,044 79 SH   SOLE 0 79 0 0
BLUEBIRD BIO INC COM NEW Stock 09609G209   5 1 SH   SOLE 0 1 0 0
INNOVATIVE INDL PPTYS INC COM REIT 45781V101   9,396 174 SH   SOLE 0 173 0 0
SMUCKER J M CO COM NEW Stock 832696405   584,945 4,940 SH   SOLE 0 4,940 0 0
CORNING INC COM Stock 219350105   126,490 2,763 SH   SOLE 0 2,763 0 0
EDWARDS LIFESCIENCES CORP COM Stock 28176E108   73,205 1,010 SH   SOLE 0 1,010 0 0
NUVEEN AMT-FREE MUN VALUE FD COM CEF 670695105   88,317 6,428 SH   SOLE 0 6,427 0 0
BANK NEW YORK MELLON CORP COM Stock 064058100   88,231 1,052 SH   SOLE 0 1,052 0 0
SUPER MICRO COMPUTER INC COM NEW Stock 86800U302   51,360 1,500 SH   SOLE 0 1,500 0 0
HOWMET AEROSPACE INC COM Stock 443201108   2,076 16 SH   SOLE 0 16 0 0
GEN DIGITAL INC COM Stock 668771108   1,911 72 SH   SOLE 0 72 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104   114,035 2,514 SH   SOLE 0 2,514 0 0
UNUM GROUP COM Stock 91529Y106   2,118 26 SH   SOLE 0 26 0 0
CHUBB LIMITED COM Stock H1467J104   56,472 187 SH   SOLE 0 187 0 0
FEDEX CORP COM Stock 31428X106   159,676 655 SH   SOLE 0 655 0 0
SHERWIN WILLIAMS CO COM Stock 824348106   165,167 473 SH   SOLE 0 473 0 0
PEPSICO INC COM Stock 713448108   1,655,142 11,039 SH   SOLE 0 11,038 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS ADR 874060205   4,261,088 286,556 SH   SOLE 0 286,556 0 0
KIMBERLY-CLARK CORP COM Stock 494368103   37,262 262 SH   SOLE 0 262 0 0
OKTA INC CL A Stock 679295105   210 2 SH   SOLE 0 2 0 0
GROWGENERATION CORP COM Stock 39986L109   216 200 SH   SOLE 0 200 0 0
HONEYWELL INTL INC COM Stock 438516106   13,340 63 SH   SOLE 0 63 0 0
TRANE TECHNOLOGIES PLC SHS Stock G8994E103   31,334 93 SH   SOLE 0 93 0 0
VANECK GREEN BOND ETF ETF 92189F171   951,887 39,561 SH   SOLE 0 39,560 0 0
US BANCORP DEL COM NEW Stock 902973304   951,977 22,548 SH   SOLE 0 22,548 0 0
BP PLC SPONSORED ADR ADR 055622104   8,448 250 SH   SOLE 0 250 0 0
HOME DEPOT INC Stock 437076102   1,553,551 4,239 SH   SOLE 0 4,239 0 0
BOSTON OMAHA CORP CL A COM STK Stock 101044105   1,458 100 SH   SOLE 0 100 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103   6,271,920 20,528 SH   SOLE 0 20,528 0 0
REDFIN CORP COM Stock 75737F108   111 12 SH   SOLE 0 12 0 0
VERISK ANALYTICS INC COM Stock 92345Y106   74,405 250 SH   SOLE 0 250 0 0
COOPER COS INC COM Stock 216648501   1,687 20 SH   SOLE 0 20 0 0
ICICI BANK LIMITED ADR ADR 45104G104   7,691 244 SH   SOLE 0 244 0 0
INFOSYS LTD SPONSORED ADR ADR 456788108   18,560 1,017 SH   SOLE 0 1,017 0 0
SPDR GOLD SHARES ETF 78463V107   238,004 826 SH   SOLE 0 826 0 0
SOUTHERN CO COM Stock 842587107   9,195 100 SH   SOLE 0 100 0 0
CENCORA INC COM Stock 03073E105   139,045 500 SH   SOLE 0 500 0 0
BECTON DICKINSON & CO COM Stock 075887109   1,352,141 5,903 SH   SOLE 0 5,903 0 0
MONGODB INC CL A Stock 60937P106   15,786 90 SH   SOLE 0 90 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614   194,266 538 SH   SOLE 0 538 0 0
LABCORP HOLDINGS INC COM SHS Stock 504922105   199,924 859 SH   SOLE 0 859 0 0
BLOCK H & R INC COM Stock 093671105   3,789 69 SH   SOLE 0 69 0 0
FORTINET INC COM Stock 34959E109   2,407 25 SH   SOLE 0 25 0 0
TREX CO INC COM Stock 89531P105   11,620 200 SH   SOLE 0 200 0 0
AON PLC SHS CL A Stock G0403H108   1,197 3 SH   SOLE 0 3 0 0
ASSURED GUARANTY LTD COM Stock G0585R106   1,498 17 SH   SOLE 0 17 0 0
GALLAGHER ARTHUR J & CO COM Stock 363576109   156,739 454 SH   SOLE 0 454 0 0
HENRY JACK & ASSOC INC COM Stock 426281101   5,883,737 32,222 SH   SOLE 0 32,222 0 0
BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR ADR 05946K101   2,901 213 SH   SOLE 0 213 0 0
SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300   15,224 608 SH   SOLE 0 608 0 0
COGNEX CORP COM Stock 192422103   35,368 1,186 SH   SOLE 0 1,185 0 0
LINCOLN ELEC HLDGS INC COM Stock 533900106   7,756 41 SH   SOLE 0 41 0 0
UNITED THERAPEUTICS CORP DEL COM Stock 91307C102   92,481 300 SH   SOLE 0 300 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   1,830,477 3,437 SH   SOLE 0 3,437 0 0
FRANKLIN FTSE JAPAN ETF ETF 35473P744   51,450 1,750 SH   SOLE 0 1,750 0 0
ADOBE INC COM Stock 00724F101   29,915 78 SH   SOLE 0 78 0 0
UNION BANKSHARES INC COM Stock 905400107   14,162 450 SH   SOLE 0 450 0 0
ALPHABET CLASS A Stock 02079K305   1,396,921 9,033 SH   SOLE 0 9,033 0 0
PROGRESSIVE CORP COM Stock 743315103   20,377 72 SH   SOLE 0 72 0 0
PG&E CORP COM Stock 69331C108   2,663 155 SH   SOLE 0 155 0 0
FISERV INC COM Stock 337738108   47,258 214 SH   SOLE 0 214 0 0
OREILLY AUTOMOTIVE INC COM Stock 67103H107   850,953 594 SH   SOLE 0 594 0 0
EASTMAN CHEM CO COM Stock 277432100   66,523 755 SH   SOLE 0 755 0 0
PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102   47,163 559 SH   SOLE 0 559 0 0
INTUIT COM Stock 461202103   2,017,571 3,286 SH   SOLE 0 3,286 0 0
UNILEVER PLC SPON ADR NEW ADR 904767704   8,662,024 145,458 SH   SOLE 0 145,458 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A Stock 46333X108   125 85 SH   SOLE 0 85 0 0
BILIBILI INC SPONS ADS REP Z ADR 090040106   1,873 98 SH   SOLE 0 98 0 0
AEGON LTD AMER REG 1 CERT ADR 0076CA104   8,297 1,259 SH   SOLE 0 1,259 0 0
SPOTIFY TECHNOLOGY S A SHS Stock L8681T102   60,503 110 SH   SOLE 0 110 0 0
CSX CORP COM Stock 126408103   46,785 1,590 SH   SOLE 0 1,589 0 0
COMCAST CORP NEW CL A Stock 20030N101   250,920 6,800 SH   SOLE 0 6,800 0 0
MICROSOFT CORP COM Stock 594918104   4,952,733 13,194 SH   SOLE 0 13,193 0 0
CHAMPIONX CORPORATION COM Stock 15872M104   5,483 184 SH   SOLE 0 184 0 0
HEALTHPEAK PROPERTIES INC COM REIT 42250P103   5,142,434 254,324 SH   SOLE 0 254,324 0 0
CVS HEALTH CORP COM Stock 126650100   77,235 1,140 SH   SOLE 0 1,140 0 0
AMALGAMATED FINANCIAL CORP COM Stock 022671101   3,286,700 114,320 SH   SOLE 0 114,320 0 0
MASCO CORP COM Stock 574599106   104,310 1,500 SH   SOLE 0 1,500 0 0
TILRAY BRANDS INC COM Stock 88688T100   197 300 SH   SOLE 0 300 0 0
AMERIPRISE FINL INC COM Stock 03076C106   53,252 110 SH   SOLE 0 110 0 0
AVERY DENNISON CORP COM Stock 053611109   89,697 504 SH   SOLE 0 504 0 0
TENNANT CO COM Stock 880345103   112,912 1,416 SH   SOLE 0 1,415 0 0
PDD HOLDINGS INC SPONSORED ADS ADR 722304102   3,077 26 SH   SOLE 0 26 0 0
GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B ADR 40051E202   1,369 5 SH   SOLE 0 5 0 0
VANGUARD MID-CAP ETF ETF 922908629   146,896 568 SH   SOLE 0 568 0 0
VANGUARD LARGE-CAP ETF ETF 922908637   10,281 40 SH   SOLE 0 40 0 0
NEXTERA ENERGY INC COM Stock 65339F101   495,946 6,996 SH   SOLE 0 6,996 0 0
NIKE INC CL B Stock 654106103   48,499 764 SH   SOLE 0 764 0 0
TESLA INC COM Stock 88160R101   26,434 102 SH   SOLE 0 102 0 0
MSCI INC COM Stock 55354G100   138,548 245 SH   SOLE 0 245 0 0
STONECO LTD COM CL A Stock G85158106   4,297 410 SH   SOLE 0 410 0 0
VANGUARD HEALTH CARE ETF ETF 92204A504   79,419 300 SH   SOLE 0 300 0 0
QIFU TECHNOLOGY INC AMERICAN DEP ADR 88557W101   1,482 33 SH   SOLE 0 33 0 0
NORFOLK SOUTHN CORP COM Stock 655844108   112,267 474 SH   SOLE 0 474 0 0
DELL TECHNOLOGIES INC CL C Stock 24703L202   19,142 210 SH   SOLE 0 210 0 0
WALGREENS BOOTS ALLIANCE INC COM Stock 931427108   44,680 4,000 SH   SOLE 0 4,000 0 0
AMPHENOL CORP NEW CL A Stock 032095101   255,014 3,888 SH   SOLE 0 3,888 0 0
ACUITY INC COM Stock 00508Y102   184,345 700 SH   SOLE 0 700 0 0
DOLLAR TREE INC COM Stock 256746108   30,028 400 SH   SOLE 0 400 0 0
CGI INC CL A SUB VTG Stock 12532H104   898 9 SH   SOLE 0 9 0 0
INTERNATIONAL FLAVORS&FRAGRANC COM Stock 459506101   33,139 427 SH   SOLE 0 427 0 0
WATTS WATER TECHNOLOGIES INC CL A Stock 942749102   325,456 1,596 SH   SOLE 0 1,596 0 0
WELLTOWER INC COM REIT 95040Q104   1,685 11 SH   SOLE 0 11 0 0
ALCON AG ORD SHS Stock H01301128   119,612 1,260 SH   SOLE 0 1,260 0 0
ZOOM COMMUNICATIONS INC CL A Stock 98980L101   3,025 41 SH   SOLE 0 41 0 0
BEYOND MEAT INC COM Stock 08862E109   92 30 SH   SOLE 0 30 0 0
ASTRAZENECA PLC SPONSORED ADR ADR 046353108   433,650 5,900 SH   SOLE 0 5,900 0 0
SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR ADR 86562M209   3,865 250 SH   SOLE 0 250 0 0
AMERESCO INC CL A Stock 02361E108   1,361,972 112,746 SH   SOLE 0 112,746 0 0
FIFTH THIRD BANCORP COM Stock 316773100   137,827 3,516 SH   SOLE 0 3,516 0 0
UBER TECHNOLOGIES INC COM Stock 90353T100   80,292 1,102 SH   SOLE 0 1,102 0 0
SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107   53,348 100 SH   SOLE 0 100 0 0
FASTLY INC CL A Stock 31188V100   1,583 250 SH   SOLE 0 250 0 0
CORTEVA INC COM Stock 22052L104   2,077 33 SH   SOLE 0 33 0 0
GENERAL MTRS CO COM Stock 37045V100   4,223 90 SH   SOLE 0 89 0 0
CROWDSTRIKE HLDGS INC CL A Stock 22788C105   6,699 19 SH   SOLE 0 19 0 0
VANECK GOLD MINERS ETF ETF 92189F106   205,486 4,470 SH   SOLE 0 4,470 0 0
SNDL INC COM Stock 83307B101   313 222 SH   SOLE 0 222 0 0
WABTEC COM Stock 929740108   2,212,470 12,200 SH   SOLE 0 12,200 0 0
ELI LILLY & CO COM Stock 532457108   2,803,139 3,394 SH   SOLE 0 3,394 0 0
HASBRO INC COM Stock 418056107   6,578 107 SH   SOLE 0 106 0 0
AIR PRODS & CHEMS INC COM Stock 009158106   283,713 962 SH   SOLE 0 962 0 0
DATADOG INC CL A COM Stock 23804L103   1,984 20 SH   SOLE 0 20 0 0
LEIDOS HOLDINGS INC COM Stock 525327102   1,889 14 SH   SOLE 0 14 0 0
HOLOGIC INC COM Stock 436440101   3,268,189 52,909 SH   SOLE 0 52,909 0 0
VANGUARD MORTGAGE-BACKED SECURITIES ETF ETF 92206C771   224,835 4,855 SH   SOLE 0 4,855 0 0
VANGUARD S&P 500 GROWTH ETF ETF 921932505   69,237 207 SH   SOLE 0 207 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655   99,745 500 SH   SOLE 0 500 0 0
TWILIO INC CL A Stock 90138F102   44,843 458 SH   SOLE 0 458 0 0
AERCAP HOLDINGS NV SHS Stock N00985106   2,043 20 SH   SOLE 0 20 0 0
DIGITAL RLTY TR INC COM REIT 253868103   20,204 141 SH   SOLE 0 141 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104   125,152 1,974 SH   SOLE 0 1,974 0 0
AFLAC INC COM Stock 001055102   658,801 5,925 SH   SOLE 0 5,925 0 0
SYSCO CORP COM Stock 871829107   356,472 4,750 SH   SOLE 0 4,750 0 0
CHIPOTLE MEXICAN GRILL INC COM Stock 169656105   3,606,082 71,820 SH   SOLE 0 71,820 0 0
SONY GROUP CORP SPONSORED ADR ADR 835699307   10,156 400 SH   SOLE 0 400 0 0
MATCH GROUP INC NEW COM Stock 57667L107   533 17 SH   SOLE 0 17 0 0
VITAL FARMS INC COM Stock 92847W103   2,051,880 67,341 SH   SOLE 0 67,341 0 0
QUANTUMSCAPE CORP COM CL A Stock 74767V109   374 90 SH   SOLE 0 90 0 0
XPENG INC ADS ADR 98422D105   2,486 120 SH   SOLE 0 120 0 0
SNOWFLAKE INC CL A Stock 833445109   4,677 32 SH   SOLE 0 32 0 0
GOODRX HLDGS INC COM CL A Stock 38246G108   88 20 SH   SOLE 0 20 0 0
PALANTIR TECHNOLOGIES INC CL A Stock 69608A108   92,840 1,100 SH   SOLE 0 1,100 0 0
VONTIER CORPORATION COM Stock 928881101   558 17 SH   SOLE 0 17 0 0
EASTERN BANKSHARES INC COM Stock 27627N105   14,760 900 SH   SOLE 0 900 0 0
MIDDLESEX WTR CO COM Stock 596680108   290,053 4,525 SH   SOLE 0 4,525 0 0
ATLASSIAN CORPORATION CL A Stock 049468101   25,041 118 SH   SOLE 0 118 0 0
VIATRIS INC COM Stock 92556V106   1,202 138 SH   SOLE 0 138 0 0
FIRST SOLAR INC COM Stock 336433107   3,672,665 29,049 SH   SOLE 0 29,049 0 0
WORKHORSE GROUP INC COM NEW Stock 98138J404   2 1 SH   SOLE 0 1 0 0
WOORI FINL GROUP INC SPONSORED ADS ADR 981064108   3,338 100 SH   SOLE 0 100 0 0
AIRBNB INC COM CL A Stock 009066101   15,649 131 SH   SOLE 0 131 0 0
ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF ETF 886364876   5,967 330 SH   SOLE 0 329 0 0
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF ETF 78464A284   90,604 3,593 SH   SOLE 0 3,592 0 0
STAG INDL INC COM REIT 85254J102   2,564,933 71,011 SH   SOLE 0 71,011 0 0
VANGUARD MID-CAP GROWTH ETF ETF 922908538   62,139 254 SH   SOLE 0 254 0 0
XYLEM INC COM Stock 98419M100   82,905 694 SH   SOLE 0 694 0 0
COINBASE GLOBAL INC COM CL A Stock 19260Q107   6,889 40 SH   SOLE 0 40 0 0
TRACTOR SUPPLY CO COM Stock 892356106   531,456 9,645 SH   SOLE 0 9,645 0 0
INVESCO RAFI US 1000 ETF ETF 46137V613   4 0 SH   SOLE 0 0 0 0
ORGANON & CO COMMON STOCK Stock 68622V106   380,201 25,534 SH   SOLE 0 25,534 0 0
NEOGEN CORP COM Stock 640491106   69,932 8,066 SH   SOLE 0 8,066 0 0
VISA INC COM CL A Stock 92826C839   237,962 679 SH   SOLE 0 679 0 0
MARQETA INC CLASS A COM Stock 57142B104   1,009 245 SH   SOLE 0 245 0 0
SJW GROUP COM Stock 784305104   3,512,192 64,220 SH   SOLE 0 64,220 0 0
DT MIDSTREAM INC COMMON STOCK Stock 23345M107   4,052 42 SH   SOLE 0 42 0 0
HERSHEY CO COM Stock 427866108   171,030 1,000 SH   SOLE 0 1,000 0 0
LUCID GROUP INC COM Stock 549498103   28,089 11,607 SH   SOLE 0 11,607 0 0
PROTO LABS INC COM Stock 743713109   1,857 53 SH   SOLE 0 53 0 0
KELLANOVA COM Stock 487836108   4,867 59 SH   SOLE 0 59 0 0
2SEVENTY BIO INC COMMON STOCK Stock 901384107   15 3 SH   SOLE 0 3 0 0
VANGUARD VALUE ETF ETF 922908744   99,326 575 SH   SOLE 0 575 0 0
VANGUARD GROWTH ETF ETF 922908736   149,922 404 SH   SOLE 0 404 0 0
RIVIAN AUTOMOTIVE INC COM CL A Stock 76954A103   6,225 500 SH   SOLE 0 500 0 0
MID-AMER APT CMNTYS INC COM REIT 59522J103   64,518 385 SH   SOLE 0 385 0 0
L3HARRIS TECHNOLOGIES INC COM Stock 502431109   11,512 55 SH   SOLE 0 55 0 0
AMERICAN TOWER CORP NEW COM REIT 03027X100   3,904 18 SH   SOLE 0 17 0 0
IRON MTN INC DEL COM REIT 46284V101   260,013 3,022 SH   SOLE 0 3,022 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150   60,639 497 SH   SOLE 0 497 0 0
DOORDASH INC CL A Stock 25809K105   41,123 225 SH   SOLE 0 225 0 0
SPROUTS FMRS MKT INC COM Stock 85208M102   11,917,673 78,077 SH   SOLE 0 78,077 0 0
CONSTELLATION ENERGY CORP COM Stock 21037T109   11,695 58 SH   SOLE 0 58 0 0
META PLATFORMS INC CL A Stock 30303M102   62,362 108 SH   SOLE 0 108 0 0
ASML HOLDING N V N Y REGISTRY SHS ADR N07059210   5,742,352 8,666 SH   SOLE 0 8,666 0 0
SERVICENOW INC COM Stock 81762P102   3,928,951 4,935 SH   SOLE 0 4,935 0 0
PALO ALTO NETWORKS INC COM Stock 697435105   91,122 534 SH   SOLE 0 534 0 0
SYMBOTIC INC CLASS A COM Stock 87151X101   404 20 SH   SOLE 0 20 0 0
HALEON PLC SPON ADS ADR 405552100   10,290 1,000 SH   SOLE 0 1,000 0 0
HEALTHCARE RLTY TR CL A COM REIT 42226K105   175,084 10,360 SH   SOLE 0 10,360 0 0
MONDELEZ INTL INC CL A Stock 609207105   13,570 200 SH   SOLE 0 200 0 0
MIDDLEBY CORP COM Stock 596278101   30,396 200 SH   SOLE 0 200 0 0
BROADCOM INC COM Stock 11135F101   7,411,456 44,266 SH   SOLE 0 44,266 0 0
LIVEWIRE GROUP INC WT EXP 092627 Stock 53838J113   1 50 SH   SOLE 0 50 0 0
LIVEWIRE GROUP INC COM Stock 53838J105   4,200 2,100 SH   SOLE 0 2,100 0 0
WORKDAY INC CL A Stock 98138H101   7,706 33 SH   SOLE 0 33 0 0
TENET HEALTHCARE CORP COM NEW Stock 88033G407   2,825 21 SH   SOLE 0 21 0 0
WEX INC COM Stock 96208T104   78,510 500 SH   SOLE 0 500 0 0
JOHNSON CTLS INTL PLC SHS Stock G51502105   4,086 51 SH   SOLE 0 51 0 0
METLIFE INC COM Stock 59156R108   4,978 62 SH   SOLE 0 62 0 0
MOODYS CORP COM Stock 615369105   1,934,011 4,153 SH   SOLE 0 4,153 0 0
HSBC HLDGS PLC SPON ADR NEW ADR 404280406   2,757 48 SH   SOLE 0 48 0 0
MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS ADR 606822104   4,621 339 SH   SOLE 0 339 0 0
NOMURA HLDGS INC SPONSORED ADR ADR 65535H208   12,417 2,019 SH   SOLE 0 2,019 0 0
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ROYAL BK CDA COM Stock 780087102   4,396 39 SH   SOLE 0 39 0 0
EXPEDITORS INTL WASH INC COM Stock 302130109   1,935,424 16,095 SH   SOLE 0 16,095 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101   23,715 76 SH   SOLE 0 76 0 0
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Stock 36266G107   68,361 847 SH   SOLE 0 847 0 0
CALIFORNIA WTR SVC GROUP COM Stock 130788102   556,563 11,485 SH   SOLE 0 11,485 0 0
ISHARES U.S. MEDICAL DEVICES ETF ETF 464288810   50,560 840 SH   SOLE 0 840 0 0
NVIDIA CORPORATION COM Stock 67066G104   10,192,719 94,046 SH   SOLE 0 94,046 0 0
GENUINE PARTS CO COM Stock 372460105   209,091 1,755 SH   SOLE 0 1,755 0 0
UNITED STATES COPPER INDEX FUND ETF 911718104   37,920 1,200 SH   SOLE 0 1,200 0 0
GRAINGER W W INC COM Stock 384802104   98,783 100 SH   SOLE 0 100 0 0
WHEATON PRECIOUS METALS CORP COM Stock 962879102   24,764 319 SH   SOLE 0 319 0 0
ABBVIE INC COM Stock 00287Y109   935,507 4,465 SH   SOLE 0 4,465 0 0
S&P GLOBAL INC COM Stock 78409V104   74,183 146 SH   SOLE 0 146 0 0
AECOM COM Stock 00766T100   4,637 50 SH   SOLE 0 50 0 0
MANULIFE FINL CORP COM Stock 56501R106   1,620 52 SH   SOLE 0 52 0 0
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF 922042775   8 0 SH   SOLE 0 0 0 0
CURTISS WRIGHT CORP COM Stock 231561101   111,045 350 SH   SOLE 0 350 0 0
KEMPER CORP COM Stock 488401100   45,124 675 SH   SOLE 0 675 0 0
PTC INC COM Stock 69370C100   2,789 18 SH   SOLE 0 18 0 0
ZOETIS INC CL A Stock 98978V103   107,023 650 SH   SOLE 0 650 0 0
TELUS CORPORATION COM Stock 87971M103   2,978,748 207,723 SH   SOLE 0 207,723 0 0
ISHARES FLEXIBLE INCOME ACTIVE ETF ETF 092528603   1,781 34 SH   SOLE 0 34 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS ADR 874039100   52,456 316 SH   SOLE 0 316 0 0
NEW ORIENTAL ED & TECHNOLOGY G SPON ADR ADR 647581206   1,721 36 SH   SOLE 0 36 0 0
ORMAT TECHNOLOGIES INC COM Stock 686688102   3,963 56 SH   SOLE 0 56 0 0
ANSYS INC COM Stock 03662Q105   209,879 663 SH   SOLE 0 663 0 0
CHURCH & DWIGHT CO INC COM Stock 171340102   276,106 2,508 SH   SOLE 0 2,508 0 0
FACTSET RESH SYS INC COM Stock 303075105   80,471 177 SH   SOLE 0 177 0 0
ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102   43,461 384 SH   SOLE 0 384 0 0
HA SUSTAINABLE INFRA CAP INC COM REIT 41068X100   5,562,864 190,248 SH   SOLE 0 190,248 0 0
STRYKER CORPORATION COM Stock 863667101   1,712,350 4,600 SH   SOLE 0 4,600 0 0
QUALCOMM INC COM Stock 747525103   86,022 560 SH   SOLE 0 560 0 0
FASTENAL CO COM Stock 311900104   26,987 348 SH   SOLE 0 348 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602   40,117 81 SH   SOLE 0 81 0 0
VERALTO CORP COM SHS Stock 92338C103   292 3 SH   SOLE 0 3 0 0
VESTIS CORPORATION COM SHS Stock 29430C102   1,115 113 SH   SOLE 0 112 0 0
MCDONALDS CORP COM Stock 580135101   369,221 1,182 SH   SOLE 0 1,182 0 0
QUEST DIAGNOSTICS INC COM Stock 74834L100   4,673,981 27,624 SH   SOLE 0 27,624 0 0
DOVER CORP COM Stock 260003108   111,205 633 SH   SOLE 0 633 0 0
CISCO SYS INC COM Stock 17275R102   7,422,378 120,278 SH   SOLE 0 120,278 0 0
WORTHINGTON STL INC COM SHS Stock 982104101   30,396 1,200 SH   SOLE 0 1,200 0 0
VERT GLOBAL SUSTAINABLE REAL ESTATE ETF ETF 56170L695   1,501 148 SH   SOLE 0 148 0 0
TAPESTRY INC COM Stock 876030107   2,042 29 SH   SOLE 0 29 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107   5,137 50 SH   SOLE 0 50 0 0
AUTODESK INC COM Stock 052769106   8,378 32 SH   SOLE 0 32 0 0
VANECK JUNIOR GOLD MINERS ETF ETF 92189F791   13,728 240 SH   SOLE 0 240 0 0
AT&T INC COM Stock 00206R102   172,310 6,093 SH   SOLE 0 6,093 0 0
NUVEEN SELECT TAX-FREE INCOME SH BEN INT CEF 67062F100   95,605 6,653 SH   SOLE 0 6,653 0 0
ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506   15,625 167 SH   SOLE 0 167 0 0
SOLVENTUM CORP COM SHS Stock 83444M101   49,426 650 SH   SOLE 0 650 0 0
GE VERNOVA INC COM Stock 36828A101   204,538 670 SH   SOLE 0 670 0 0
GE AEROSPACE COM NEW Stock 369604301   623,067 3,113 SH   SOLE 0 3,113 0 0
NOKIA CORP SPONSORED ADR ADR 654902204   2,102,904 399,033 SH   SOLE 0 399,033 0 0
MOTOROLA SOLUTIONS INC COM NEW Stock 620076307   9,194 21 SH   SOLE 0 21 0 0
UNIVERSAL DISPLAY CORP COM Stock 91347P105   2,182 16 SH   SOLE 0 15 0 0
NETAPP INC COM Stock 64110D104   1,230 14 SH   SOLE 0 14 0 0
VEEVA SYS INC CL A COM Stock 922475108   5,100,493 22,020 SH   SOLE 0 22,020 0 0
RINGCENTRAL INC CL A Stock 76680R206   2,476 100 SH   SOLE 0 100 0 0
SKYWORKS SOLUTIONS INC COM Stock 83088M102   1,849 29 SH   SOLE 0 28 0 0
CRITEO S A SPONS ADS ADR 226718104   3,541 100 SH   SOLE 0 100 0 0
LULULEMON ATHLETICA INC COM Stock 550021109   3,078,561 10,876 SH   SOLE 0 10,876 0 0
CHEGG INC COM Stock 163092109   251 393 SH   SOLE 0 393 0 0
UBS GROUP AG SHS Stock H42097107   18,102 591 SH   SOLE 0 591 0 0
THE CIGNA GROUP COM Stock 125523100   319,459 971 SH   SOLE 0 971 0 0
METTLER TOLEDO INTERNATIONAL COM Stock 592688105   268,067 227 SH   SOLE 0 227 0 0
ROSS STORES INC COM Stock 778296103   3,635,114 28,446 SH   SOLE 0 28,446 0 0
ARAMARK COM Stock 03852U106   7,866 228 SH   SOLE 0 227 0 0
MASIMO CORP COM Stock 574795100   8,163 49 SH   SOLE 0 49 0 0
RENAISSANCERE HLDGS LTD COM Stock G7496G103   254,400 1,060 SH   SOLE 0 1,060 0 0
WELLS FARGO CO NEW COM Stock 949746101   91,532 1,275 SH   SOLE 0 1,275 0 0
UNION PAC CORP COM Stock 907818108   224,428 950 SH   SOLE 0 950 0 0
CINTAS CORP COM Stock 172908105   88,064 428 SH   SOLE 0 428 0 0
ECOLAB INC COM Stock 278865100   12,930 51 SH   SOLE 0 51 0 0
CARMAX INC COM Stock 143130102   141,970 1,822 SH   SOLE 0 1,822 0 0
ISHARES 10-20 YEAR TREASURY BOND ETF ETF 464288653   118,275 1,140 SH   SOLE 0 1,140 0 0
SALESFORCE INC COM Stock 79466L302   6,334,639 23,605 SH   SOLE 0 23,605 0 0
MICROCHIP TECHNOLOGY INC. COM Stock 595017104   83,604 1,727 SH   SOLE 0 1,727 0 0
MCCORMICK & CO INC COM NON VTG Stock 579780206   6,375,456 77,457 SH   SOLE 0 77,456 0 0
COLUMBIA BKG SYS INC COM Stock 197236102   953,057 38,214 SH   SOLE 0 38,214 0 0
IDEXX LABS INC COM Stock 45168D104   5,459 13 SH   SOLE 0 13 0 0
REPUBLIC SVCS INC COM Stock 760759100   21,794 90 SH   SOLE 0 90 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102   1,371,436 2,756 SH   SOLE 0 2,756 0 0
JPMORGAN CHASE & CO. COM Stock 46625H100   479,316 1,954 SH   SOLE 0 1,954 0 0
HARTFORD INSURANCE GROUP INC COM Stock 416515104   34,521 279 SH   SOLE 0 279 0 0
SANDISK CORP COM Stock 80004C200   667 14 SH   SOLE 0 14 0 0
CHEVRON CORP NEW COM Stock 166764100   90,838 543 SH   SOLE 0 543 0 0
ISHARES NATIONAL MUNI BOND ETF ETF 464288414   48,134 457 SH   SOLE 0 456 0 0
DANAHER CORPORATION COM Stock 235851102   191,060 932 SH   SOLE 0 932 0 0
TJX COS INC NEW COM Stock 872540109   129,230 1,061 SH   SOLE 0 1,061 0 0
WALMART INC COM Stock 931142103   360,027 4,101 SH   SOLE 0 4,101 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101   5,262,889 21,165 SH   SOLE 0 21,165 0 0
ORACLE CORP COM Stock 68389X105   223,404 1,598 SH   SOLE 0 1,597 0 0
RTX CORPORATION COM Stock 75513E101   188,623 1,424 SH   SOLE 0 1,424 0 0
TEXAS INSTRS INC COM Stock 882508104   531,553 2,958 SH   SOLE 0 2,958 0 0
TARGET CORP COM Stock 87612E106   258,187 2,474 SH   SOLE 0 2,474 0 0
PFIZER INC COM Stock 717081103   259,431 10,238 SH   SOLE 0 10,238 0 0
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3M CO COM Stock 88579Y101   432,062 2,942 SH   SOLE 0 2,942 0 0
HP INC COM Stock 40434L105   88,608 3,200 SH   SOLE 0 3,200 0 0
GILEAD SCIENCES INC COM Stock 375558103   9,412 84 SH   SOLE 0 84 0 0
CATERPILLAR INC COM Stock 149123101   71,896 218 SH   SOLE 0 218 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   886,535 5,675 SH   SOLE 0 5,674 0 0
AMERICAN EXPRESS CO COM Stock 025816109   832,710 3,095 SH   SOLE 0 3,095 0 0
AMGEN INC COM Stock 031162100   1,682,058 5,399 SH   SOLE 0 5,399 0 0
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OTIS WORLDWIDE CORP COM Stock 68902V107   16,615 161 SH   SOLE 0 161 0 0
ALLY FINL INC COM Stock 02005N100   7,294 200 SH   SOLE 0 200 0 0
ANALOG DEVICES INC COM Stock 032654105   39,527 196 SH   SOLE 0 196 0 0
PAYCOM SOFTWARE INC COM Stock 70432V102   5,535 25 SH   SOLE 0 25 0 0
COCRYSTAL PHARMA INC COM NEW Stock 19188J409   594 418 SH   SOLE 0 418 0 0
HUMANA INC COM Stock 444859102   4,763 18 SH   SOLE 0 18 0 0
KB FINL GROUP INC SPONSORED ADR ADR 48241A105   15,854 293 SH   SOLE 0 293 0 0
NUVEEN AMT FREE QLTY MUN INCME COM CEF 670657105   122,878 10,971 SH   SOLE 0 10,971 0 0
JD.COM INC SPON ADS CL A ADR 47215P106   1,727 42 SH   SOLE 0 42 0 0
ARISTA NETWORKS INC COM SHS Stock 040413205   3,980,070 51,369 SH   SOLE 0 51,369 0 0
CANADIAN NATL RY CO COM Stock 136375102   53,603 550 SH   SOLE 0 550 0 0
CHECK POINT SOFTWARE TECH LTD ORD Stock M22465104   5,902,216 25,896 SH   SOLE 0 25,896 0 0
ISHARES CORE S&P U.S. GROWTH ETF ETF 464287671   14,868 117 SH   SOLE 0 117 0 0
NETEASE INC SPONSORED ADS ADR 64110W102   1,853 18 SH   SOLE 0 18 0 0
MERCADOLIBRE INC COM Stock 58733R102   117,915 60 SH   SOLE 0 60 0 0
ORIX CORP SPONSORED ADR ADR 686330101   940 45 SH   SOLE 0 45 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW ADR 910873405   1,559 218 SH   SOLE 0 218 0 0
VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844   21,533 111 SH   SOLE 0 111 0 0
WIPRO LTD SPON ADR 1 SH ADR 97651M109   5,031 1,644 SH   SOLE 0 1,644 0 0
ISHARES 20 YEAR TREASURY BOND ETF ETF 464287432   40,053 440 SH   SOLE 0 440 0 0
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EATON CORP PLC SHS Stock G29183103   60,618 223 SH   SOLE 0 223 0 0
TRIMBLE INC COM Stock 896239100   913,520 13,915 SH   SOLE 0 13,915 0 0
IPG PHOTONICS CORP COM Stock 44980X109   2,968 47 SH   SOLE 0 47 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW Stock 31488V107   4,480,832 27,965 SH   SOLE 0 27,965 0 0
CITIZENS FINL GROUP INC COM Stock 174610105   901 22 SH   SOLE 0 22 0 0
HUBSPOT INC COM Stock 443573100   41,133 72 SH   SOLE 0 72 0 0
KEYSIGHT TECHNOLOGIES INC COM Stock 49338L103   322,605 2,154 SH   SOLE 0 2,154 0 0
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ASSOCIATED BANC CORP COM Stock 045487105   4,934 219 SH   SOLE 0 219 0 0
VANGUARD SHORT-TERM BOND ETF ETF 921937827   93,075 1,189 SH   SOLE 0 1,189 0 0
IDACORP INC COM Stock 451107106   81,354 700 SH   SOLE 0 700 0 0
LAM RESEARCH CORP COM NEW Stock 512807306   4,362 60 SH   SOLE 0 60 0 0
PARKER-HANNIFIN CORP COM Stock 701094104   30,393 50 SH   SOLE 0 50 0 0
ROPER TECHNOLOGIES INC COM Stock 776696106   93,154 158 SH   SOLE 0 158 0 0
SYNOPSYS INC COM Stock 871607107   1,715 4 SH   SOLE 0 4 0 0
PNC FINL SVCS GROUP INC COM Stock 693475105   69,781 397 SH   SOLE 0 397 0 0
EQUINIX INC COM REIT 29444U700   5,707 7 SH   SOLE 0 7 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108   179,767 2,947 SH   SOLE 0 2,947 0 0
LOEWS CORP COM Stock 540424108   24,172 263 SH   SOLE 0 263 0 0
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CADENCE DESIGN SYSTEM INC COM Stock 127387108   3,561 14 SH   SOLE 0 14 0 0
AGILENT TECHNOLOGIES INC COM Stock 00846U101   506,172 4,327 SH   SOLE 0 4,327 0 0
EXXON MOBIL CORP COM Stock 30231G102   466,325 3,921 SH   SOLE 0 3,921 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102   867,330 1,656 SH   SOLE 0 1,656 0 0
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LOWES COS INC COM Stock 548661107   372,935 1,599 SH   SOLE 0 1,599 0 0
SOLAREDGE TECHNOLOGIES INC COM Stock 83417M104   81 5 SH   SOLE 0 5 0 0
HELIOS TECHNOLOGIES INC COM Stock 42328H109   309,893 9,657 SH   SOLE 0 9,657 0 0
GODADDY INC CL A Stock 380237107   6,665 37 SH   SOLE 0 37 0 0
ON SEMICONDUCTOR CORP COM Stock 682189105   3,866 95 SH   SOLE 0 95 0 0
DEERE & CO COM Stock 244199105   21,590 46 SH   SOLE 0 46 0 0
ETSY INC COM Stock 29786A106   22,788 483 SH   SOLE 0 483 0 0
NOMAD FOODS LTD USD ORD SHS Stock G6564A105   162,545 8,272 SH   SOLE 0 8,272 0 0
COLGATE PALMOLIVE CO COM Stock 194162103   1,633,941 17,438 SH   SOLE 0 17,438 0 0
AMERICAN INTL GROUP INC COM NEW Stock 026874784   1,652 19 SH   SOLE 0 19 0 0
SHOPIFY INC CL A SUB VTG SHS Stock 82509L107   55,569 582 SH   SOLE 0 582 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR ADR 92857W308   3,298,306 352,007 SH   SOLE 0 352,007 0 0
UTILITIES SELECT SECTOR SPDR FUND ETF 81369Y886   94,620 1,200 SH   SOLE 0 1,200 0 0
NOVO-NORDISK A S ADR ADR 670100205   2,296,797 33,076 SH   SOLE 0 33,076 0 0
SAP SE SPON ADR ADR 803054204   805 3 SH   SOLE 0 3 0 0
SMITH & NEPHEW PLC SPDN ADR NEW ADR 83175M205   1,016,951 35,846 SH   SOLE 0 35,846 0 0
RELX PLC SPONSORED ADR ADR 759530108   655 13 SH   SOLE 0 13 0 0
PAYPAL HLDGS INC COM Stock 70450Y103   44,435 681 SH   SOLE 0 681 0 0
NASDAQ INC COM Stock 631103108   11,076 146 SH   SOLE 0 146 0 0
SCHWAB CHARLES CORP COM Stock 808513105   757,202 9,673 SH   SOLE 0 9,673 0 0
BLACKROCK INC COM Stock 09290D101   32,180 34 SH   SOLE 0 34 0 0
CBRE GROUP INC CL A Stock 12504L109   17,525 134 SH   SOLE 0 134 0 0
ISHARES CORE S&P MID-CAP ETF ETF 464287507   1 0 SH   SOLE 0 0 0 0
KADANT INC COM Stock 48282T104   4,260,901 12,647 SH   SOLE 0 12,647 0 0
APPLE INC COM Stock 037833100   23,666,788 106,545 SH   SOLE 0 106,544 0 0
GSK PLC SPONSORED ADR ADR 37733W204   6,938,876 179,114 SH   SOLE 0 179,114 0 0
WEC ENERGY GROUP INC COM Stock 92939U106   94,486 867 SH   SOLE 0 867 0 0
ABBOTT LABS COM Stock 002824100   835,695 6,300 SH   SOLE 0 6,300 0 0
DISNEY WALT CO COM Stock 254687106   546,691 5,539 SH   SOLE 0 5,538 0 0
BOOKING HOLDINGS INC COM Stock 09857L108   23,230 5 SH   SOLE 0 5 0 0
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663   62,652 683 SH   SOLE 0 683 0 0
MARSH & MCLENNAN COS INC COM Stock 571748102   21,963 90 SH   SOLE 0 90 0 0