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   224,202 2,240 SH   SOLE 0 0 0 2,240
ABBOTT LABS COM 002824100   709,376 6,507 SH   SOLE 0 0 0 6,507
ABBVIE INC COM 00287Y109   1,124,951 8,350 SH   SOLE 0 0 0 8,350
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   915,879 2,968 SH   SOLE 0 0 0 2,968
ADOBE SYSTEMS INCORPORATED COM 00724F101   487,034 996 SH   SOLE 0 0 0 996
ADVANCED MICRO DEVICES INC COM 007903107   393,217 3,452 SH   SOLE 0 0 0 3,452
AFLAC INC COM 001055102   295,224 4,230 SH   SOLE 0 0 0 4,230
ALPHABET INC CAP STK CL A 02079K305   2,600,842 21,728 SH   SOLE 0 0 0 21,728
ALPHABET INC CAP STK CL C 02079K107   1,166,552 9,643 SH   SOLE 0 0 0 9,643
AMARIN CORP PLC SPONS ADR NEW 023111206   13,468 11,318 SH   SOLE 0 0 0 11,318
AMAZON COM INC COM 023135106   2,920,846 22,406 SH   SOLE 0 0 0 22,406
AMERICAN CENTY ETF TR US SML CP VALU 025072877   203,121 2,617 SH   SOLE 0 0 0 2,617
AMERICAN EXPRESS CO COM 025816109   332,199 1,907 SH   SOLE 0 0 0 1,907
AMERICAN WTR WKS CO INC NEW COM 030420103   526,591 3,689 SH   SOLE 0 0 0 3,689
ANALOG DEVICES INC COM 032654105   259,685 1,333 SH   SOLE 0 0 0 1,333
AON PLC SHS CL A G0403H108   579,353 1,678 SH   SOLE 0 0 0 1,678
APPLE INC COM 037833100   13,410,497 69,137 SH   SOLE 0 0 0 69,137
APPLIED MATLS INC COM 038222105   921,732 6,377 SH   SOLE 0 0 0 6,377
ARK ETF TR NEXT GNRTN INTER 00214Q401   2,800,354 47,779 SH   SOLE 0 0 0 47,779
ARK ETF TR INNOVATION ETF 00214Q104   4,991,659 113,087 SH   SOLE 0 0 0 113,087
ARK ETF TR GENOMIC REV ETF 00214Q302   329,972 9,679 SH   SOLE 0 0 0 9,679
AUTOMATIC DATA PROCESSING IN COM 053015103   512,554 2,332 SH   SOLE 0 0 0 2,332
BANK AMERICA CORP COM 060505104   549,093 19,139 SH   SOLE 0 0 0 19,139
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,406,778 7,058 SH   SOLE 0 0 0 7,058
BERKSHIRE HATHAWAY INC DEL CL A 084670108   1,553,430 3 SH   SOLE 0 0 0 3
BLACKROCK INC COM 09247X101   205,278 297 SH   SOLE 0 0 0 297
BLACKSTONE INC COM 09260D107   213,668 2,298 SH   SOLE 0 0 0 2,298
BOEING CO COM 097023105   563,375 2,668 SH   SOLE 0 0 0 2,668
BOSTON SCIENTIFIC CORP COM 101137107   821,519 15,188 SH   SOLE 0 0 0 15,188
BRISTOL-MYERS SQUIBB CO COM 110122108   409,489 6,403 SH   SOLE 0 0 0 6,403
BROADCOM INC COM 11135F101   695,875 802 SH   SOLE 0 0 0 802
CATERPILLAR INC COM 149123101   310,875 1,263 SH   SOLE 0 0 0 1,263
CHEVRON CORP NEW COM 166764100   838,156 5,327 SH   SOLE 0 0 0 5,327
CHICKEN SOUP FOR THE SOUL EN CL A 16842Q100   20,960 17,688 SH   SOLE 0 0 0 17,688
CHUBB LIMITED COM H1467J104   923,571 4,796 SH   SOLE 0 0 0 4,796
CHURCH & DWIGHT CO INC COM 171340102   490,425 4,893 SH   SOLE 0 0 0 4,893
CISCO SYS INC COM 17275R102   712,839 13,777 SH   SOLE 0 0 0 13,777
CITIGROUP INC COM NEW 172967424   255,906 5,558 SH   SOLE 0 0 0 5,558
CLOROX CO DEL COM 189054109   324,124 2,038 SH   SOLE 0 0 0 2,038
COCA COLA CO COM 191216100   947,056 15,727 SH   SOLE 0 0 0 15,727
COLGATE PALMOLIVE CO COM 194162103   265,162 3,442 SH   SOLE 0 0 0 3,442
COMCAST CORP NEW CL A 20030N101   371,042 8,930 SH   SOLE 0 0 0 8,930
COSTCO WHSL CORP NEW COM 22160K105   950,248 1,765 SH   SOLE 0 0 0 1,765
CSX CORP COM 126408103   486,950 14,280 SH   SOLE 0 0 0 14,280
CVS HEALTH CORP COM 126650100   200,821 2,905 SH   SOLE 0 0 0 2,905
DANAHER CORPORATION COM 235851102   479,824 1,999 SH   SOLE 0 0 0 1,999
DEERE & CO COM 244199105   314,022 775 SH   SOLE 0 0 0 775
DISCOVER FINL SVCS COM 254709108   311,172 2,663 SH   SOLE 0 0 0 2,663
DISNEY WALT CO COM 254687106   343,346 3,846 SH   SOLE 0 0 0 3,846
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103   109,295 19,517 SH   SOLE 0 0 0 19,517
EAGLE BULK SHIPPING INC COM Y2187A150   5,268,251 109,664 SH   SOLE 0 0 0 109,664
EATON CORP PLC SHS G29183103   211,306 1,051 SH   SOLE 0 0 0 1,051
ECOLAB INC COM 278865100   247,036 1,323 SH   SOLE 0 0 0 1,323
ELEVANCE HEALTH INC COM 036752103   215,494 485 SH   SOLE 0 0 0 485
EMERSON ELEC CO COM 291011104   321,818 3,560 SH   SOLE 0 0 0 3,560
EXXON MOBIL CORP COM 30231G102   1,901,410 17,729 SH   SOLE 0 0 0 17,729
FASTLY INC CL A 31188V100   4,413,187 279,847 SH   SOLE 0 0 0 279,847
FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100   522,740 5,902 SH   SOLE 0 0 0 5,902
GENERAL ELECTRIC CO COM NEW 369604301   234,321 2,133 SH   SOLE 0 0 0 2,133
GILEAD SCIENCES INC COM 375558103   207,248 2,689 SH   SOLE 0 0 0 2,689
GLOBALSTAR INC COM 378973408   21,600 20,000 SH   SOLE 0 0 0 20,000
GOLDMAN SACHS GROUP INC COM 38141G104   627,340 1,945 SH   SOLE 0 0 0 1,945
HERSHEY CO COM 427866108   463,741 1,857 SH   SOLE 0 0 0 1,857
HOME DEPOT INC COM 437076102   1,125,195 3,622 SH   SOLE 0 0 0 3,622
HONEYWELL INTL INC COM 438516106   1,147,065 5,528 SH   SOLE 0 0 0 5,528
ILLINOIS TOOL WKS INC COM 452308109   593,825 2,374 SH   SOLE 0 0 0 2,374
INFORMATION SVCS GROUP INC COM 45675Y104   769,562 143,575 SH   SOLE 0 0 0 143,575
INTEL CORP COM 458140100   369,010 11,035 SH   SOLE 0 0 0 11,035
INTELLIA THERAPEUTICS INC COM 45826J105   542,904 13,313 SH   SOLE 0 0 0 13,313
INTERNATIONAL BUSINESS MACHS COM 459200101   297,335 2,222 SH   SOLE 0 0 0 2,222
INTUIT COM 461202103   253,837 554 SH   SOLE 0 0 0 554
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   447,225 2,989 SH   SOLE 0 0 0 2,989
INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142   510,611 9,055 SH   SOLE 0 0 0 9,055
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100   390,025 4,617 SH   SOLE 0 0 0 4,617
INVESCO QQQ TR UNIT SER 1 46090E103   1,924,623 5,210 SH   SOLE 0 0 0 5,210
ISHARES GOLD TR ISHARES NEW 464285204   1,436,641 39,479 SH   SOLE 0 0 0 39,479
ISHARES INC ESG AWR MSCI EM 46434G863   825,636 26,103 SH   SOLE 0 0 0 26,103
ISHARES INC MSCI EMRG CHN 46434G764   729,487 14,034 SH   SOLE 0 0 0 14,034
ISHARES INC CORE MSCI EMKT 46434G103   4,725,001 95,861 SH   SOLE 0 0 0 95,861
ISHARES TR CORE MSCI EAFE 46432F842   3,735,905 55,347 SH   SOLE 0 0 0 55,347
ISHARES TR CORE MSCI INTL 46435G326   7,287,087 119,226 SH   SOLE 0 0 0 119,226
ISHARES TR ESG AWR MSCI USA 46435G425   3,731,117 38,284 SH   SOLE 0 0 0 38,284
ISHARES TR ESG AW MSCI EAFE 46435G516   2,523,240 34,598 SH   SOLE 0 0 0 34,598
ISHARES TR NEW YORK MUN ETF 464288323   1,007,748 18,921 SH   SOLE 0 0 0 18,921
ISHARES TR 0-3 MNTH TREASRY 46436E718   274,079 2,724 SH   SOLE 0 0 0 2,724
ISHARES TR ESG AWARE MSCI 46435U663   751,965 21,170 SH   SOLE 0 0 0 21,170
ISHARES TR ISHS 1-5YR INVS 464288646   411,734 8,207 SH   SOLE 0 0 0 8,207
ISHARES TR MSCI USA ESG SLC 464288802   3,279,967 35,027 SH   SOLE 0 0 0 35,027
ISHARES TR MSCI EMG MKT ETF 464287234   1,024,361 25,894 SH   SOLE 0 0 0 25,894
ISHARES TR S&P 100 ETF 464287101   216,495 1,046 SH   SOLE 0 0 0 1,046
ISHARES TR CORE S&P MCP ETF 464287507   620,815 2,374 SH   SOLE 0 0 0 2,374
ISHARES TR CORE S&P SCP ETF 464287804   626,778 6,290 SH   SOLE 0 0 0 6,290
ISHARES TR CORE S&P500 ETF 464287200   238,455 535 SH   SOLE 0 0 0 535
ISHARES TR RUS 1000 VAL ETF 464287598   33,799,065 214,149 SH   SOLE 0 0 0 214,149
ISHARES TR RUS 1000 GRW ETF 464287614   29,415,200 106,894 SH   SOLE 0 0 0 106,894
ISHARES TR RUSSELL 2000 ETF 464287655   1,268,539 6,774 SH   SOLE 0 0 0 6,774
ISHARES TR RUS 2000 VAL ETF 464287630   2,302,696 16,354 SH   SOLE 0 0 0 16,354
ISHARES TR RUS 2000 GRW ETF 464287648   2,822,526 11,632 SH   SOLE 0 0 0 11,632
ISHARES TR MSCI EAFE ETF 464287465   488,143 6,733 SH   SOLE 0 0 0 6,733
JOHNSON & JOHNSON COM 478160104   2,639,652 15,948 SH   SOLE 0 0 0 15,948
JPMORGAN CHASE & CO COM 46625H100   2,303,933 15,841 SH   SOLE 0 0 0 15,841
LIGHTPATH TECHNOLOGIES INC COM CL A 532257805   1,389,038 1,028,917 SH   SOLE 0 0 0 1,028,917
LILLY ELI & CO COM 532457108   863,435 1,841 SH   SOLE 0 0 0 1,841
LINDE PLC SHS G54950103   570,549 1,497 SH   SOLE 0 0 0 1,497
LIVEONE INC COM 53814X102   278,321 158,137 SH   SOLE 0 0 0 158,137
LOCKHEED MARTIN CORP COM 539830109   257,988 560 SH   SOLE 0 0 0 560
LOWES COS INC COM 548661107   424,931 1,883 SH   SOLE 0 0 0 1,883
MARSH & MCLENNAN COS INC COM 571748102   1,587,292 8,439 SH   SOLE 0 0 0 8,439
MASTERCARD INCORPORATED CL A 57636Q104   1,307,382 3,324 SH   SOLE 0 0 0 3,324
MCDONALDS CORP COM 580135101   1,197,625 4,013 SH   SOLE 0 0 0 4,013
MCKESSON CORP COM 58155Q103   743,092 1,739 SH   SOLE 0 0 0 1,739
MEDTRONIC PLC SHS G5960L103   263,243 2,988 SH   SOLE 0 0 0 2,988
MERCK & CO INC COM 58933Y105   936,135 8,113 SH   SOLE 0 0 0 8,113
META PLATFORMS INC CL A 30303M102   1,098,559 3,828 SH   SOLE 0 0 0 3,828
MICROSOFT CORP COM 594918104   9,801,662 28,783 SH   SOLE 0 0 0 28,783
MONDELEZ INTL INC CL A 609207105   318,517 4,367 SH   SOLE 0 0 0 4,367
MOODYS CORP COM 615369105   257,662 741 SH   SOLE 0 0 0 741
MORGAN STANLEY COM NEW 617446448   1,000,948 11,721 SH   SOLE 0 0 0 11,721
NETFLIX INC COM 64110L106   372,214 845 SH   SOLE 0 0 0 845
NEXTERA ENERGY INC COM 65339F101   571,124 7,697 SH   SOLE 0 0 0 7,697
NIKE INC CL B 654106103   379,712 3,440 SH   SOLE 0 0 0 3,440
NORFOLK SOUTHN CORP COM 655844108   348,077 1,535 SH   SOLE 0 0 0 1,535
NORTHROP GRUMMAN CORP COM 666807102   340,061 746 SH   SOLE 0 0 0 746
NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300   214,657 6,195 SH   SOLE 0 0 0 6,195
NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888   401,340 14,696 SH   SOLE 0 0 0 14,696
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607   1,461,410 39,508 SH   SOLE 0 0 0 39,508
NVIDIA CORPORATION COM 67066G104   2,059,882 4,869 SH   SOLE 0 0 0 4,869
ORACLE CORP COM 68389X105   416,458 3,497 SH   SOLE 0 0 0 3,497
PARKER-HANNIFIN CORP COM 701094104   270,529 694 SH   SOLE 0 0 0 694
PAYCHEX INC COM 704326107   465,155 4,158 SH   SOLE 0 0 0 4,158
PEPSICO INC COM 713448108   2,440,856 13,178 SH   SOLE 0 0 0 13,178
PETCO HEALTH & WELLNESS CO I COM 71601V105   180,163 20,243 SH   SOLE 0 0 0 20,243
PFIZER INC COM 717081103   603,305 16,448 SH   SOLE 0 0 0 16,448
PHILIP MORRIS INTL INC COM 718172109   245,832 2,518 SH   SOLE 0 0 0 2,518
PHILLIPS 66 COM 718546104   204,886 2,148 SH   SOLE 0 0 0 2,148
PPG INDS INC COM 693506107   721,302 4,864 SH   SOLE 0 0 0 4,864
PROCTER AND GAMBLE CO COM 742718109   1,462,470 9,638 SH   SOLE 0 0 0 9,638
PROLOGIS INC. COM 74340W103   303,883 2,478 SH   SOLE 0 0 0 2,478
QUALCOMM INC COM 747525103   268,385 2,255 SH   SOLE 0 0 0 2,255
RAYTHEON TECHNOLOGIES CORP COM 75513E101   257,323 2,627 SH   SOLE 0 0 0 2,627
S&P GLOBAL INC COM 78409V104   609,405 1,520 SH   SOLE 0 0 0 1,520
SALESFORCE INC COM 79466L302   372,029 1,761 SH   SOLE 0 0 0 1,761
SCHWAB CHARLES CORP COM 808513105   260,678 4,599 SH   SOLE 0 0 0 4,599
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   732,312 10,310 SH   SOLE 0 0 0 10,310
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   320,925 4,419 SH   SOLE 0 0 0 4,419
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   1,509,806 28,830 SH   SOLE 0 0 0 28,830
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   206,113 2,750 SH   SOLE 0 0 0 2,750
SEACOAST BKG CORP FLA COM NEW 811707801   603,750 27,319 SH   SOLE 0 0 0 27,319
SELECT SECTOR SPDR TR ENERGY 81369Y506   260,718 3,212 SH   SOLE 0 0 0 3,212
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   722,586 6,733 SH   SOLE 0 0 0 6,733
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,532,750 8,816 SH   SOLE 0 0 0 8,816
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   798,238 6,014 SH   SOLE 0 0 0 6,014
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   309,903 1,825 SH   SOLE 0 0 0 1,825
SOUTHERN CO COM 842587107   267,767 3,812 SH   SOLE 0 0 0 3,812
SPDR GOLD TR GOLD SHS 78463V107   2,257,968 12,666 SH   SOLE 0 0 0 12,666
SPDR S&P 500 ETF TR TR UNIT 78462F103   9,171,592 20,690 SH   SOLE 0 0 0 20,690
SPDR SER TR PRTFLO S&P500 GW 78464A409   5,831,031 95,575 SH   SOLE 0 0 0 95,575
SPDR SER TR PORTFOLIO S&P500 78464A854   328,493 6,304 SH   SOLE 0 0 0 6,304
STARBUCKS CORP COM 855244109   324,670 3,278 SH   SOLE 0 0 0 3,278
STRYKER CORPORATION COM 863667101   413,397 1,355 SH   SOLE 0 0 0 1,355
SYSCO CORP COM 871829107   208,650 2,812 SH   SOLE 0 0 0 2,812
TESLA INC COM 88160R101   1,190,268 4,547 SH   SOLE 0 0 0 4,547
TEXAS INSTRS INC COM 882508104   352,817 1,960 SH   SOLE 0 0 0 1,960
THE CIGNA GROUP COM 125523100   292,105 1,041 SH   SOLE 0 0 0 1,041
THERMO FISHER SCIENTIFIC INC COM 883556102   558,795 1,071 SH   SOLE 0 0 0 1,071
TRIMBLE INC COM 896239100   207,313 3,916 SH   SOLE 0 0 0 3,916
UNION PAC CORP COM 907818108   844,883 4,129 SH   SOLE 0 0 0 4,129
UNITEDHEALTH GROUP INC COM 91324P102   2,881,095 5,994 SH   SOLE 0 0 0 5,994
VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794   311,977 3,147 SH   SOLE 0 0 0 3,147
VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778   1,069,051 13,020 SH   SOLE 0 0 0 13,020
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505   7,773,413 30,593 SH   SOLE 0 0 0 30,593
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703   9,278,286 59,591 SH   SOLE 0 0 0 59,591
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   3,592,064 8,820 SH   SOLE 0 0 0 8,820
VANGUARD INDEX FDS TOTAL STK MKT 922908769   6,176,548 28,040 SH   SOLE 0 0 0 28,040
VANGUARD INDEX FDS VALUE ETF 922908744   56,136,900 395,052 SH   SOLE 0 0 0 395,052
VANGUARD INDEX FDS SM CP VAL ETF 922908611   9,412,363 56,907 SH   SOLE 0 0 0 56,907
VANGUARD INDEX FDS SMALL CP ETF 922908751   287,078 1,443 SH   SOLE 0 0 0 1,443
VANGUARD INDEX FDS GROWTH ETF 922908736   52,568,817 185,782 SH   SOLE 0 0 0 185,782
VANGUARD INDEX FDS SML CP GRW ETF 922908595   8,842,760 38,490 SH   SOLE 0 0 0 38,490
VANGUARD INDEX FDS LARGE CAP ETF 922908637   485,287 2,394 SH   SOLE 0 0 0 2,394
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   8,614,713 211,768 SH   SOLE 0 0 0 211,768
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   2,271,633 45,234 SH   SOLE 0 0 0 45,234
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680   284,937 4,027 SH   SOLE 0 0 0 4,027
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714   947,605 13,692 SH   SOLE 0 0 0 13,692
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   986,261 6,072 SH   SOLE 0 0 0 6,072
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   15,806,515 342,281 SH   SOLE 0 0 0 342,281
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   1,287,184 12,135 SH   SOLE 0 0 0 12,135
VANGUARD WORLD FD ESG US STK ETF 921910733   1,525,789 19,474 SH   SOLE 0 0 0 19,474
VANGUARD WORLD FDS INF TECH ETF 92204A702   957,432 2,165 SH   SOLE 0 0 0 2,165
VERISK ANALYTICS INC COM 92345Y106   206,598 914 SH   SOLE 0 0 0 914
VERIZON COMMUNICATIONS INC COM 92343V104   256,537 6,898 SH   SOLE 0 0 0 6,898
VISA INC COM CL A 92826C839   1,254,896 5,284 SH   SOLE 0 0 0 5,284
WALMART INC COM 931142103   544,114 3,462 SH   SOLE 0 0 0 3,462
WISDOMTREE TR US HIGH DIVIDEND 97717W208   418,697 5,262 SH   SOLE 0 0 0 5,262
YUM BRANDS INC COM 988498101   752,604 5,432 SH   SOLE 0 0 0 5,432
YUM CHINA HLDGS INC COM 98850P109   280,240 4,960 SH   SOLE 0 0 0 4,960