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   213,547 2,281 SH   SOLE 0 0 0 2,281
ABBOTT LABS COM 002824100   609,575 6,294 SH   SOLE 0 0 0 6,294
ABBVIE INC COM 00287Y109   1,349,599 9,054 SH   SOLE 0 0 0 9,054
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   918,273 2,990 SH   SOLE 0 0 0 2,990
ADOBE INC COM 00724F101   513,469 1,007 SH   SOLE 0 0 0 1,007
ADVANCED MICRO DEVICES INC COM 007903107   356,785 3,470 SH   SOLE 0 0 0 3,470
AFLAC INC COM 001055102   325,847 4,246 SH   SOLE 0 0 0 4,246
ALPHABET INC CAP STK CL A 02079K305   2,908,102 22,223 SH   SOLE 0 0 0 22,223
ALPHABET INC CAP STK CL C 02079K107   1,311,026 9,943 SH   SOLE 0 0 0 9,943
AMARIN CORP PLC SPONS ADR NEW 023111206   10,413 11,318 SH   SOLE 0 0 0 11,318
AMAZON COM INC COM 023135106   3,286,560 25,854 SH   SOLE 0 0 0 25,854
AMERICAN CENTY ETF TR US SML CP VALU 025072877   204,955 2,629 SH   SOLE 0 0 0 2,629
AMERICAN EXPRESS CO COM 025816109   297,634 1,995 SH   SOLE 0 0 0 1,995
AMERICAN WTR WKS CO INC NEW COM 030420103   492,120 3,974 SH   SOLE 0 0 0 3,974
AMGEN INC COM 031162100   254,247 946 SH   SOLE 0 0 0 946
ANALOG DEVICES INC COM 032654105   237,950 1,359 SH   SOLE 0 0 0 1,359
AON PLC SHS CL A G0403H108   547,385 1,688 SH   SOLE 0 0 0 1,688
APPLE INC COM 037833100   13,395,172 78,238 SH   SOLE 0 0 0 78,238
APPLIED MATLS INC COM 038222105   868,774 6,275 SH   SOLE 0 0 0 6,275
APPLIED THERAPEUTICS INC COM 03828A101   99,600 40,000 SH   SOLE 0 0 0 40,000
ARK ETF TR NEXT GNRTN INTER 00214Q401   3,280,388 60,568 SH   SOLE 0 0 0 60,568
ARK ETF TR INNOVATION ETF 00214Q104   4,072,852 102,668 SH   SOLE 0 0 0 102,668
ARK ETF TR GENOMIC REV ETF 00214Q302   290,899 10,441 SH   SOLE 0 0 0 10,441
AT&T INC COM 00206R102   252,321 16,799 SH   SOLE 0 0 0 16,799
AUTOMATIC DATA PROCESSING IN COM 053015103   569,698 2,368 SH   SOLE 0 0 0 2,368
BANK AMERICA CORP COM 060505104   653,994 23,886 SH   SOLE 0 0 0 23,886
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,319,326 9,476 SH   SOLE 0 0 0 9,476
BERKSHIRE HATHAWAY INC DEL CL A 084670108   1,594,431 3 SH   SOLE 0 0 0 3
BLACKSTONE INC COM 09260D107   263,886 2,463 SH   SOLE 0 0 0 2,463
BOEING CO COM 097023105   523,286 2,730 SH   SOLE 0 0 0 2,730
BOSTON SCIENTIFIC CORP COM 101137107   804,355 15,234 SH   SOLE 0 0 0 15,234
BRISTOL-MYERS SQUIBB CO COM 110122108   314,058 5,411 SH   SOLE 0 0 0 5,411
BROADCOM INC COM 11135F101   682,058 821 SH   SOLE 0 0 0 821
CATERPILLAR INC COM 149123101   351,204 1,286 SH   SOLE 0 0 0 1,286
CHEVRON CORP NEW COM 166764100   886,925 5,260 SH   SOLE 0 0 0 5,260
CHICKEN SOUP FOR THE SOUL EN CL A 16842Q100   6,102 17,688 SH   SOLE 0 0 0 17,688
CHUBB LIMITED COM H1467J104   1,015,560 4,878 SH   SOLE 0 0 0 4,878
CHURCH & DWIGHT CO INC COM 171340102   485,914 5,303 SH   SOLE 0 0 0 5,303
CISCO SYS INC COM 17275R102   708,000 13,170 SH   SOLE 0 0 0 13,170
COCA COLA CO COM 191216100   886,210 15,831 SH   SOLE 0 0 0 15,831
COMCAST CORP NEW CL A 20030N101   399,326 9,006 SH   SOLE 0 0 0 9,006
CONOCOPHILLIPS COM 20825C104   221,047 1,845 SH   SOLE 0 0 0 1,845
COSTCO WHSL CORP NEW COM 22160K105   1,050,907 1,860 SH   SOLE 0 0 0 1,860
CSX CORP COM 126408103   451,197 14,673 SH   SOLE 0 0 0 14,673
DANAHER CORPORATION COM 235851102   550,103 2,217 SH   SOLE 0 0 0 2,217
DEERE & CO COM 244199105   313,225 830 SH   SOLE 0 0 0 830
DISCOVER FINL SVCS COM 254709108   214,323 2,474 SH   SOLE 0 0 0 2,474
DISNEY WALT CO COM 254687106   437,972 5,404 SH   SOLE 0 0 0 5,404
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103   88,607 19,517 SH   SOLE 0 0 0 19,517
EAGLE BULK SHIPPING INC COM Y2187A150   4,847,944 115,345 SH   SOLE 0 0 0 115,345
EATON CORP PLC SHS G29183103   225,887 1,059 SH   SOLE 0 0 0 1,059
ECOLAB INC COM 278865100   204,700 1,208 SH   SOLE 0 0 0 1,208
ELEVANCE HEALTH INC COM 036752103   213,369 490 SH   SOLE 0 0 0 490
ELI LILLY & CO COM 532457108   1,274,659 2,373 SH   SOLE 0 0 0 2,373
EMERSON ELEC CO COM 291011104   343,821 3,560 SH   SOLE 0 0 0 3,560
ETF SER SOLUTIONS DEFIANCE QUANT 26922A420   459,516 9,579 SH   SOLE 0 0 0 9,579
EXXON MOBIL CORP COM 30231G102   2,066,360 17,574 SH   SOLE 0 0 0 17,574
FASTLY INC CL A 31188V100   5,364,667 279,847 SH   SOLE 0 0 0 279,847
FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100   488,391 5,902 SH   SOLE 0 0 0 5,902
GENERAL ELECTRIC CO COM NEW 369604301   236,921 2,143 SH   SOLE 0 0 0 2,143
GILEAD SCIENCES INC COM 375558103   213,879 2,854 SH   SOLE 0 0 0 2,854
GLOBALSTAR INC COM 378973408   27,486 20,982 SH   SOLE 0 0 0 20,982
GOLDMAN SACHS GROUP INC COM 38141G104   640,669 1,980 SH   SOLE 0 0 0 1,980
HARTFORD FINL SVCS GROUP INC COM 416515104   234,712 3,310 SH   SOLE 0 0 0 3,310
HERSHEY CO COM 427866108   384,610 1,922 SH   SOLE 0 0 0 1,922
HOME DEPOT INC COM 437076102   1,104,646 3,656 SH   SOLE 0 0 0 3,656
HONEYWELL INTL INC COM 438516106   953,703 5,162 SH   SOLE 0 0 0 5,162
ILLINOIS TOOL WKS INC COM 452308109   531,127 2,306 SH   SOLE 0 0 0 2,306
INFORMATION SVCS GROUP INC COM 45675Y104   628,859 143,575 SH   SOLE 0 0 0 143,575
INTEL CORP COM 458140100   428,946 12,066 SH   SOLE 0 0 0 12,066
INTELLIA THERAPEUTICS INC COM 45826J105   417,890 13,216 SH   SOLE 0 0 0 13,216
INTERNATIONAL BUSINESS MACHS COM 459200101   229,391 1,635 SH   SOLE 0 0 0 1,635
INTUIT COM 461202103   295,323 578 SH   SOLE 0 0 0 578
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100   368,474 4,617 SH   SOLE 0 0 0 4,617
INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142   481,545 9,055 SH   SOLE 0 0 0 9,055
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   423,471 2,989 SH   SOLE 0 0 0 2,989
INVESCO QQQ TR UNIT SER 1 46090E103   1,799,539 5,023 SH   SOLE 0 0 0 5,023
ISHARES GOLD TR ISHARES NEW 464285204   1,381,370 39,479 SH   SOLE 0 0 0 39,479
ISHARES INC ESG AWR MSCI EM 46434G863   756,060 24,969 SH   SOLE 0 0 0 24,969
ISHARES INC MSCI EMRG CHN 46434G764   1,010,503 20,279 SH   SOLE 0 0 0 20,279
ISHARES INC CORE MSCI EMKT 46434G103   3,001,608 63,072 SH   SOLE 0 0 0 63,072
ISHARES TR CORE MSCI EAFE 46432F842   3,618,234 56,227 SH   SOLE 0 0 0 56,227
ISHARES TR CORE MSCI INTL 46435G326   7,815,778 134,107 SH   SOLE 0 0 0 134,107
ISHARES TR ESG AWR MSCI USA 46435G425   4,090,022 43,553 SH   SOLE 0 0 0 43,553
ISHARES TR ESG AWARE MSCI 46435U663   681,216 20,244 SH   SOLE 0 0 0 20,244
ISHARES TR ESG AW MSCI EAFE 46435G516   3,138,095 45,394 SH   SOLE 0 0 0 45,394
ISHARES TR 0-3 MNTH TREASRY 46436E718   678,850 6,743 SH   SOLE 0 0 0 6,743
ISHARES TR ISHS 1-5YR INVS 464288646   411,590 8,260 SH   SOLE 0 0 0 8,260
ISHARES TR MSCI USA ESG SLC 464288802   2,924,068 32,500 SH   SOLE 0 0 0 32,500
ISHARES TR SHRT NAT MUN ETF 464288158   215,927 2,099 SH   SOLE 0 0 0 2,099
ISHARES TR S&P 100 ETF 464287101   209,782 1,046 SH   SOLE 0 0 0 1,046
ISHARES TR MSCI EMG MKT ETF 464287234   940,130 24,773 SH   SOLE 0 0 0 24,773
ISHARES TR CORE S&P MCP ETF 464287507   592,016 2,374 SH   SOLE 0 0 0 2,374
ISHARES TR CORE S&P SCP ETF 464287804   502,037 5,322 SH   SOLE 0 0 0 5,322
ISHARES TR CORE S&P500 ETF 464287200   691,812 1,611 SH   SOLE 0 0 0 1,611
ISHARES TR S&P 500 GRWT ETF 464287309   299,132 4,372 SH   SOLE 0 0 0 4,372
ISHARES TR RUS 1000 VAL ETF 464287598   33,495,978 220,630 SH   SOLE 0 0 0 220,630
ISHARES TR RUS 1000 GRW ETF 464287614   28,402,518 106,780 SH   SOLE 0 0 0 106,780
ISHARES TR RUSSELL 2000 ETF 464287655   1,216,652 6,884 SH   SOLE 0 0 0 6,884
ISHARES TR RUS 2000 VAL ETF 464287630   1,889,212 13,937 SH   SOLE 0 0 0 13,937
ISHARES TR RUS 2000 GRW ETF 464287648   2,385,092 10,641 SH   SOLE 0 0 0 10,641
ISHARES TR MSCI EAFE ETF 464287465   526,066 7,633 SH   SOLE 0 0 0 7,633
JOHNSON & JOHNSON COM 478160104   2,343,705 15,048 SH   SOLE 0 0 0 15,048
JPMORGAN CHASE & CO COM 46625H100   2,252,501 15,532 SH   SOLE 0 0 0 15,532
LIGHTPATH TECHNOLOGIES INC COM CL A 532257805   1,491,930 1,028,917 SH   SOLE 0 0 0 1,028,917
LINDE PLC SHS G54950103   566,415 1,521 SH   SOLE 0 0 0 1,521
LIVEONE INC COM 53814X102   151,211 158,137 SH   SOLE 0 0 0 158,137
LOWES COS INC COM 548661107   320,566 1,542 SH   SOLE 0 0 0 1,542
MARSH & MCLENNAN COS INC COM 571748102   1,517,728 7,975 SH   SOLE 0 0 0 7,975
MASTERCARD INCORPORATED CL A 57636Q104   1,329,151 3,357 SH   SOLE 0 0 0 3,357
MCDONALDS CORP COM 580135101   1,042,525 3,957 SH   SOLE 0 0 0 3,957
MCKESSON CORP COM 58155Q103   756,204 1,739 SH   SOLE 0 0 0 1,739
MEDTRONIC PLC SHS G5960L103   265,562 3,389 SH   SOLE 0 0 0 3,389
MERCK & CO INC COM 58933Y105   850,310 8,259 SH   SOLE 0 0 0 8,259
META PLATFORMS INC CL A 30303M102   1,278,895 4,260 SH   SOLE 0 0 0 4,260
MICROSOFT CORP COM 594918104   9,168,175 29,036 SH   SOLE 0 0 0 29,036
MONDELEZ INTL INC CL A 609207105   243,999 3,516 SH   SOLE 0 0 0 3,516
MOODYS CORP COM 615369105   226,063 715 SH   SOLE 0 0 0 715
MORGAN STANLEY COM NEW 617446448   958,119 11,732 SH   SOLE 0 0 0 11,732
NETFLIX INC COM 64110L106   321,338 851 SH   SOLE 0 0 0 851
NEXTERA ENERGY INC COM 65339F101   369,293 6,446 SH   SOLE 0 0 0 6,446
NIKE INC CL B 654106103   287,098 3,002 SH   SOLE 0 0 0 3,002
NORFOLK SOUTHN CORP COM 655844108   265,462 1,348 SH   SOLE 0 0 0 1,348
NORTHROP GRUMMAN CORP COM 666807102   363,630 826 SH   SOLE 0 0 0 826
NOVO-NORDISK A S ADR 670100205   278,276 3,060 SH   SOLE 0 0 0 3,060
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607   1,381,910 39,687 SH   SOLE 0 0 0 39,687
NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300   261,565 7,787 SH   SOLE 0 0 0 7,787
NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888   379,351 14,468 SH   SOLE 0 0 0 14,468
NVIDIA CORPORATION COM 67066G104   2,212,563 5,086 SH   SOLE 0 0 0 5,086
ORACLE CORP COM 68389X105   370,190 3,495 SH   SOLE 0 0 0 3,495
PARKER-HANNIFIN CORP COM 701094104   242,902 624 SH   SOLE 0 0 0 624
PAYCHEX INC COM 704326107   481,041 4,171 SH   SOLE 0 0 0 4,171
PEPSICO INC COM 713448108   2,166,530 12,786 SH   SOLE 0 0 0 12,786
PETCO HEALTH & WELLNESS CO I COM 71601V105   86,139 21,061 SH   SOLE 0 0 0 21,061
PFIZER INC COM 717081103   461,546 13,915 SH   SOLE 0 0 0 13,915
PHILIP MORRIS INTL INC COM 718172109   277,579 2,998 SH   SOLE 0 0 0 2,998
PPG INDS INC COM 693506107   632,360 4,872 SH   SOLE 0 0 0 4,872
PROCTER AND GAMBLE CO COM 742718109   1,354,354 9,285 SH   SOLE 0 0 0 9,285
PROLOGIS INC. COM 74340W103   230,485 2,054 SH   SOLE 0 0 0 2,054
S&P GLOBAL INC COM 78409V104   552,912 1,513 SH   SOLE 0 0 0 1,513
SALESFORCE INC COM 79466L302   359,732 1,774 SH   SOLE 0 0 0 1,774
SCHWAB CHARLES CORP COM 808513105   264,405 4,816 SH   SOLE 0 0 0 4,816
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   1,463,661 28,926 SH   SOLE 0 0 0 28,926
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   700,449 10,349 SH   SOLE 0 0 0 10,349
SCHWAB STRATEGIC TR US AGGREGATE B 808524839   355,521 8,038 SH   SOLE 0 0 0 8,038
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   382,625 5,407 SH   SOLE 0 0 0 5,407
SEACOAST BKG CORP FLA COM NEW 811707801   599,925 27,319 SH   SOLE 0 0 0 27,319
SELECT SECTOR SPDR TR ENERGY 81369Y506   237,816 2,631 SH   SOLE 0 0 0 2,631
SELECT SECTOR SPDR TR INDL 81369Y704   589,930 5,819 SH   SOLE 0 0 0 5,819
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,903,883 11,614 SH   SOLE 0 0 0 11,614
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   370,385 2,877 SH   SOLE 0 0 0 2,877
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   293,789 1,825 SH   SOLE 0 0 0 1,825
SOUTHERN CO COM 842587107   222,807 3,443 SH   SOLE 0 0 0 3,443
SPDR GOLD TR GOLD SHS 78463V107   2,171,586 12,666 SH   SOLE 0 0 0 12,666
SPDR S&P 500 ETF TR TR UNIT 78462F103   9,119,531 21,333 SH   SOLE 0 0 0 21,333
SPDR SER TR PRTFLO S&P500 GW 78464A409   5,498,991 92,763 SH   SOLE 0 0 0 92,763
SPDR SER TR PORTFOLIO S&P500 78464A854   318,035 6,328 SH   SOLE 0 0 0 6,328
STARBUCKS CORP COM 855244109   306,879 3,362 SH   SOLE 0 0 0 3,362
STRYKER CORPORATION COM 863667101   376,293 1,377 SH   SOLE 0 0 0 1,377
TESLA INC COM 88160R101   1,202,557 4,806 SH   SOLE 0 0 0 4,806
TEXAS INSTRS INC COM 882508104   292,876 1,842 SH   SOLE 0 0 0 1,842
THE CIGNA GROUP COM 125523100   308,383 1,078 SH   SOLE 0 0 0 1,078
THERMO FISHER SCIENTIFIC INC COM 883556102   515,282 1,018 SH   SOLE 0 0 0 1,018
TRIMBLE INC COM 896239100   211,939 3,935 SH   SOLE 0 0 0 3,935
UNION PAC CORP COM 907818108   853,216 4,190 SH   SOLE 0 0 0 4,190
UNITEDHEALTH GROUP INC COM 91324P102   2,972,849 5,896 SH   SOLE 0 0 0 5,896
VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794   273,260 2,897 SH   SOLE 0 0 0 2,897
VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778   920,849 11,951 SH   SOLE 0 0 0 11,951
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505   7,582,215 30,717 SH   SOLE 0 0 0 30,717
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703   9,093,349 61,156 SH   SOLE 0 0 0 61,156
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   3,949,970 10,058 SH   SOLE 0 0 0 10,058
VANGUARD INDEX FDS VALUE ETF 922908744   56,734,009 411,325 SH   SOLE 0 0 0 411,325
VANGUARD INDEX FDS SM CP VAL ETF 922908611   8,342,612 52,308 SH   SOLE 0 0 0 52,308
VANGUARD INDEX FDS SMALL CP ETF 922908751   263,142 1,392 SH   SOLE 0 0 0 1,392
VANGUARD INDEX FDS GROWTH ETF 922908736   53,840,891 197,719 SH   SOLE 0 0 0 197,719
VANGUARD INDEX FDS SML CP GRW ETF 922908595   7,549,151 35,247 SH   SOLE 0 0 0 35,247
VANGUARD INDEX FDS LARGE CAP ETF 922908637   470,178 2,403 SH   SOLE 0 0 0 2,403
VANGUARD INDEX FDS TOTAL STK MKT 922908769   5,959,638 28,057 SH   SOLE 0 0 0 28,057
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   7,046,367 179,708 SH   SOLE 0 0 0 179,708
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   2,253,579 46,852 SH   SOLE 0 0 0 46,852
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680   277,531 4,055 SH   SOLE 0 0 0 4,055
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714   912,735 13,692 SH   SOLE 0 0 0 13,692
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,250,142 8,046 SH   SOLE 0 0 0 8,046
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   14,529,678 332,335 SH   SOLE 0 0 0 332,335
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   1,161,525 11,242 SH   SOLE 0 0 0 11,242
VANGUARD WORLD FD ESG US STK ETF 921910733   3,205,998 42,622 SH   SOLE 0 0 0 42,622
VANGUARD WORLD FDS INF TECH ETF 92204A702   898,405 2,165 SH   SOLE 0 0 0 2,165
VERISK ANALYTICS INC COM 92345Y106   235,538 997 SH   SOLE 0 0 0 997
VERIZON COMMUNICATIONS INC COM 92343V104   232,898 7,186 SH   SOLE 0 0 0 7,186
VISA INC COM CL A 92826C839   1,235,203 5,370 SH   SOLE 0 0 0 5,370
WALMART INC COM 931142103   560,561 3,505 SH   SOLE 0 0 0 3,505
WISDOMTREE TR US HIGH DIVIDEND 97717W208   410,752 5,262 SH   SOLE 0 0 0 5,262
YUM BRANDS INC COM 988498101   653,436 5,230 SH   SOLE 0 0 0 5,230
YUM CHINA HLDGS INC COM 98850P109   276,371 4,960 SH   SOLE 0 0 0 4,960