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
3M CO COM 88579Y101 2,264 17,496 SH   SOLE   17,476 0 20
ABBOTT LABS COM 002824100 3,161 29,095 SH   SOLE   23,069 0 6,026
ABBVIE INC COM 00287Y109 3,423 22,348 SH   SOLE   16,638 0 5,710
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 244 880 SH   SOLE   880 0 0
ACTIVISION BLIZZARD INC COM 00507V109 231 2,962 SH   SOLE   2,962 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 656 1,793 SH   SOLE   826 0 967
AGNICO EAGLE MINES LTD COM 008474108 25,545 558,244 SH   SOLE   547,816 0 10,428
AIR PRODS & CHEMS INC COM 009158106 1,055 4,356 SH   SOLE   1,320 0 3,036
AKAMAI TECHNOLOGIES INC COM 00971T101 1,435 15,709 SH   SOLE   15,709 0 0
ALIGN TECHNOLOGY INC COM 016255101 333 1,406 SH   SOLE   1,406 0 0
ALPHABET INC CAP STK CL C 02079K107 3,097 1,416 SH   SOLE   1,299 0 117
ALPHABET INC CAP STK CL A 02079K305 44,788 20,552 SH   SOLE   19,717 0 835
ALTRIA GROUP INC COM 02209S103 210 4,915 SH   SOLE   4,153 0 762
AMAZON COM INC COM 023135106 6,604 62,180 SH   SOLE   36,180 0 26,000
AMERICAN ELEC PWR CO INC COM 025537101 229 2,391 SH   SOLE   2,391 0 0
AMERICAN EXPRESS CO COM 025816109 270 1,939 SH   SOLE   939 0 1,000
AMERICAN TOWER CORP NEW COM 03027X100 49,876 194,070 SH   SOLE   190,323 0 3,747
AMERICAN WTR WKS CO INC NEW COM 030420103 20,431 137,334 SH   SOLE   132,578 0 4,756
AMGEN INC COM 031162100 532 2,186 SH   SOLE   1,586 0 600
AMPHENOL CORP NEW CL A 032095101 16,806 260,268 SH   SOLE   247,595 0 12,673
AON PLC SHS CL A G0403H108 329 1,219 SH   SOLE   0 0 1,219
APPLE INC COM 037833100 22,228 162,584 SH   SOLE   141,261 0 21,323
APPLIED MATLS INC COM 038222105 276 3,034 SH   SOLE   3,034 0 0
ASPEN TECHNOLOGY INC COM 29109X106 15,488 84,319 SH   SOLE   82,764 0 1,555
ASTRAZENECA PLC SPONSORED ADR 046353108 964 14,593 SH   SOLE   14,593 0 0
AT&T INC COM 00206R102 565 26,938 SH   SOLE   19,026 0 7,912
AUTOMATIC DATA PROCESSING IN COM 053015103 22,004 104,243 SH   SOLE   100,252 0 3,991
AVERY DENNISON CORP COM 053611109 518 3,199 SH   SOLE   2,949 0 250
BANK NOVA SCOTIA B C COM 064149107 9,452 159,633 SH   SOLE   159,403 0 230
BECTON DICKINSON & CO COM 075887109 920 3,733 SH   SOLE   3,733 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 6,952 17 SH   SOLE   17 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 52,998 194,116 SH   SOLE   189,953 0 4,163
BK OF AMERICA CORP COM 060505104 1,845 59,281 SH   SOLE   17,007 0 42,274
BLACKSTONE INC COM 09260D107 266 2,917 SH   SOLE   2,300 0 617
BP PLC SPONSORED ADR 055622104 349 12,320 SH   SOLE   9,214 0 3,106
BRINKER INTL INC COM 109641100 221 10,036 SH   SOLE   621 0 9,415
BRISTOL-MYERS SQUIBB CO COM 110122108 1,655 21,345 SH   SOLE   10,885 0 10,460
BROADCOM INC COM 11135F101 254 522 SH   SOLE   466 0 56
BROWN & BROWN INC COM 115236101 292 5,005 SH   SOLE   0 0 5,005
BROWN FORMAN CORP CL B 115637209 879 12,500 SH   SOLE   12,500 0 0
BROWN FORMAN CORP CL A 115637100 1,017 15,000 SH   SOLE   15,000 0 0
CACI INTL INC CL A 127190304 394 1,400 SH   SOLE   1,400 0 0
CARMAX INC COM 143130102 29,826 329,639 SH   SOLE   323,887 0 5,752
CARRIER GLOBAL CORPORATION COM 14448C104 225 6,283 SH   SOLE   6,283 0 0
CATERPILLAR INC COM 149123101 948 5,305 SH   SOLE   5,305 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 1,161 26,450 SH   SOLE   0 0 26,450
CHEVRON CORP NEW COM 166764100 22,830 157,689 SH   SOLE   150,058 0 7,631
CHUBB LIMITED COM H1467J104 34,084 172,667 SH   SOLE   169,201 0 3,466
CHURCH & DWIGHT CO INC COM 171340102 455 4,914 SH   SOLE   4,856 0 58
CIGNA CORP NEW COM 125523100 483 1,831 SH   SOLE   1,704 0 127
CISCO SYS INC COM 17275R102 574 13,464 SH   SOLE   11,380 0 2,084
CME GROUP INC COM 12572Q105 791 3,862 SH   SOLE   3,362 0 500
COCA COLA CO COM 191216100 4,921 77,685 SH   SOLE   47,035 0 30,650
COHEN & STEERS TOTAL RETURN COM 19247R103 276 20,811 SH   SOLE   0 0 20,811
COLGATE PALMOLIVE CO COM 194162103 2,555 31,881 SH   SOLE   27,681 0 4,200
COMCAST CORP NEW CL A 20030N101 1,658 42,254 SH   SOLE   28,622 0 13,632
COMMSCOPE HLDG CO INC COM 20337X109 153 25,000 SH   SOLE   25,000 0 0
COMMUNITY BK SYS INC COM 203607106 296 4,650 SH   SOLE   4,650 0 0
CONOCOPHILLIPS COM 20825C104 1,383 15,277 SH   SOLE   2,327 0 12,950
CONSTELLATION BRANDS INC CL A 21036P108 16,246 69,707 SH   SOLE   67,306 0 2,401
CORTEVA INC COM 22052L104 207 3,815 SH   SOLE   3,815 0 0
COSTCO WHSL CORP NEW COM 22160K105 3,442 7,181 SH   SOLE   2,334 0 4,847
COUPANG INC CL A 22266T109 554 43,485 SH   SOLE   43,485 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 328 1,947 SH   SOLE   447 0 1,500
CSX CORP COM 126408103 789 27,166 SH   SOLE   27,166 0 0
CULLEN FROST BANKERS INC COM 229899109 2,497 21,446 SH   SOLE   21,446 0 0
CVS HEALTH CORP COM 126650100 22,504 242,865 SH   SOLE   236,954 0 5,911
DANAHER CORPORATION COM 235851102 45,551 179,497 SH   SOLE   174,839 0 4,658
DARDEN RESTAURANTS INC COM 237194105 385 3,406 SH   SOLE   3,406 0 0
DEERE & CO COM 244199105 403 1,339 SH   SOLE   1,339 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 480 2,758 SH   SOLE   1,728 0 1,030
DISNEY WALT CO COM 254687106 26,241 277,979 SH   SOLE   272,750 0 5,229
DOVER CORP COM 260003108 205 1,688 SH   SOLE   1,688 0 0
DOW INC COM 260557103 240 4,659 SH   SOLE   4,510 0 149
DUPONT DE NEMOURS INC COM 26614N102 278 4,996 SH   SOLE   4,847 0 149
EASTERN BANKSHARES INC COM 27627N105 1,108 60,000 SH   SOLE   60,000 0 0
EATON CORP PLC SHS G29183103 1,639 13,010 SH   SOLE   322 0 12,688
ECOLAB INC COM 278865100 22,223 144,062 SH   SOLE   141,872 0 2,190
EDWARDS LIFESCIENCES CORP COM 28176E108 1,266 13,310 SH   SOLE   13,310 0 0
EMERSON ELEC CO COM 291011104 1,763 22,166 SH   SOLE   10,206 0 11,960
EQUINIX INC COM 29444U700 296 450 SH   SOLE   200 0 250
EQUITY RESIDENTIAL SH BEN INT 29476L107 330 4,529 SH   SOLE   266 0 4,263
ESSENTIAL UTILS INC COM 29670G102 211 4,595 SH   SOLE   4,595 0 0
EVERSOURCE ENERGY COM 30040W108 13,167 155,873 SH   SOLE   155,415 0 458
EXXON MOBIL CORP COM 30231G102 10,839 126,566 SH   SOLE   102,766 0 23,800
FEDEX CORP COM 31428X106 519 2,276 SH   SOLE   683 0 1,593
FIRST REP BK SAN FRANCISCO C COM 33616C100 23,989 166,359 SH   SOLE   162,270 0 4,089
FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 420 8,050 SH   SOLE   8,050 0 0
FISERV INC COM 337738108 1,218 13,685 SH   SOLE   13,685 0 0
FORTIVE CORP COM 34959J108 381 6,999 SH   SOLE   6,829 0 170
FRANCO NEV CORP COM 351858105 763 5,800 SH   SOLE   5,800 0 0
GENERAL ELECTRIC CO COM NEW 369604301 4,221 66,212 SH   SOLE   64,575 0 1,637
GENERAL MLS INC COM 370334104 859 11,387 SH   SOLE   10,387 0 1,000
GILEAD SCIENCES INC COM 375558103 2,170 35,108 SH   SOLE   34,608 0 500
HALLIBURTON CO COM 406216101 253 8,060 SH   SOLE   8,060 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 13,049 503,618 SH   SOLE   502,315 0 1,303
HERSHEY CO COM 427866108 2,022 9,396 SH   SOLE   9,396 0 0
HOME DEPOT INC COM 437076102 2,559 9,331 SH   SOLE   6,981 0 2,350
HONEYWELL INTL INC COM 438516106 391 2,248 SH   SOLE   1,814 0 434
IDEXX LABS INC COM 45168D104 22,080 62,955 SH   SOLE   62,026 0 929
ILLINOIS TOOL WKS INC COM 452308109 1,137 6,198 SH   SOLE   1,028 0 5,170
ILLUMINA INC COM 452327109 536 2,905 SH   SOLE   2,905 0 0
INTEL CORP COM 458140100 821 21,936 SH   SOLE   15,166 0 6,770
INTERNATIONAL BUSINESS MACHS COM 459200101 1,140 8,077 SH   SOLE   7,126 0 951
INTUITIVE SURGICAL INC COM NEW 46120E602 948 4,725 SH   SOLE   4,725 0 0
INVESCO EXCH TRADED FD TR II GBL CLEAN ENRG 46138G847 275 14,050 SH   SOLE   14,050 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 327 1,166 SH   SOLE   490 0 676
IROBOT CORP COM 462726100 1,826 49,700 SH   SOLE   0 0 49,700
ISHARES GOLD TR ISHARES NEW 464285204 10,093 294,173 SH   SOLE   292,914 0 1,259
ISHARES INC ESG AWR MSCI EM 46434G863 2,871 88,867 SH   SOLE   88,867 0 0
ISHARES TR CORE S&P500 ETF 464287200 336 885 SH   SOLE   740 0 145
ISHARES TR S&P 500 VAL ETF 464287408 242 1,764 SH   SOLE   936 0 828
ISHARES TR RUSSELL 2000 ETF 464287655 339 2,002 SH   SOLE   2,002 0 0
ISHARES TR CORE S&P MCP ETF 464287507 669 2,955 SH   SOLE   2,493 0 462
ISHARES TR S&P 500 GRWT ETF 464287309 219 3,631 SH   SOLE   1,520 0 2,111
ISHARES TR RUS MID CAP ETF 464287499 314 4,850 SH   SOLE   4,850 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 774 5,685 SH   SOLE   5,685 0 0
ISHARES TR MSCI EAFE ETF 464287465 456 7,301 SH   SOLE   7,301 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 1,999 9,139 SH   SOLE   9,139 0 0
ISHARES TR CORE S&P SCP ETF 464287804 1,146 12,404 SH   SOLE   11,925 0 479
ISHARES TR MSCI EMG MKT ETF 464287234 576 14,376 SH   SOLE   14,376 0 0
ISHARES TR INTRM GOV CR ETF 464288612 1,751 16,594 SH   SOLE   16,285 0 309
ISHARES TR CORE MSCI TOTAL 46432F834 1,101 19,300 SH   SOLE   19,300 0 0
ISHARES TR SELECT DIVID ETF 464287168 2,803 23,817 SH   SOLE   23,567 0 250
ISHARES TR MSCI ACWI EX US 464288240 1,129 25,085 SH   SOLE   25,085 0 0
ISHARES TR BLACKROCK ULTRA 46434V878 2,123 42,423 SH   SOLE   39,820 0 2,603
ISHARES TR CORE S&P US VLU 464287663 3,612 54,000 SH   SOLE   54,000 0 0
ISHARES TR ESG AW MSCI EAFE 46435G516 16,250 258,924 SH   SOLE   258,924 0 0
JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 9,759 200,674 SH   SOLE   200,674 0 0
JOHNSON & JOHNSON COM 478160104 26,548 149,556 SH   SOLE   135,062 0 14,494
JPMORGAN CHASE & CO COM 46625H100 4,450 39,513 SH   SOLE   38,345 0 1,168
KELLOGG CO COM 487836108 203 2,843 SH   SOLE   1,743 0 1,100
KIMBERLY-CLARK CORP COM 494368103 637 4,678 SH   SOLE   1,710 0 2,968
KINSALE CAP GROUP INC COM 49714P108 32,697 142,385 SH   SOLE   138,879 0 3,506
KLA CORP COM NEW 482480100 341 1,068 SH   SOLE   1,068 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 647 2,678 SH   SOLE   2,608 0 70
LAUDER ESTEE COS INC CL A 518439104 271 1,064 SH   SOLE   932 0 132
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 225 6,244 SH   SOLE   6,244 0 0
LILLY ELI & CO COM 532457108 1,910 5,891 SH   SOLE   3,988 0 1,903
LINDE PLC SHS G5494J103 580 2,016 SH   SOLE   1,836 0 180
LOWES COS INC COM 548661107 626 3,582 SH   SOLE   3,564 0 18
MARKEL CORP COM 570535104 244 189 SH   SOLE   189 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,448 9,330 SH   SOLE   8,380 0 950
MASCO CORP COM 574599106 714 14,104 SH   SOLE   604 0 13,500
MASTERCARD INCORPORATED CL A 57636Q104 1,665 5,278 SH   SOLE   5,102 0 176
MCCORMICK & CO INC COM NON VTG 579780206 22,632 271,850 SH   SOLE   270,937 0 913
MCDONALDS CORP COM 580135101 1,791 7,254 SH   SOLE   2,704 0 4,550
MEDTRONIC PLC SHS G5960L103 22,931 253,621 SH   SOLE   241,989 0 11,632
MERCADOLIBRE INC COM 58733R102 11,365 17,845 SH   SOLE   17,555 0 290
MERCK & CO INC COM 58933Y105 4,739 51,585 SH   SOLE   41,235 0 10,350
META PLATFORMS INC CL A 30303M102 6,497 40,290 SH   SOLE   39,798 0 492
MICROSOFT CORP COM 594918104 92,239 359,143 SH   SOLE   346,691 0 12,452
MONDELEZ INTL INC CL A 609207105 487 7,793 SH   SOLE   6,447 0 1,346
MOODYS CORP COM 615369105 282 1,038 SH   SOLE   8 0 1,030
MORGAN STANLEY COM NEW 617446448 1,029 13,527 SH   SOLE   13,058 0 469
NEOGENOMICS INC COM NEW 64049M209 315 38,616 SH   SOLE   38,616 0 0
NEXTERA ENERGY INC COM 65339F101 233 3,002 SH   SOLE   2,709 0 293
NIKE INC CL B 654106103 888 8,661 SH   SOLE   8,661 0 0
NORFOLK SOUTHN CORP COM 655844108 244 1,072 SH   SOLE   1,072 0 0
NOVO-NORDISK A S ADR 670100205 268 2,402 SH   SOLE   2,402 0 0
NUCOR CORP COM 670346105 1,923 18,331 SH   SOLE   266 0 18,065
NUTRIEN LTD COM 67077M108 350 4,360 SH   SOLE   4,360 0 0
NVIDIA CORPORATION COM 67066G104 1,316 8,682 SH   SOLE   8,309 0 373
ORACLE CORP COM 68389X105 602 8,621 SH   SOLE   8,621 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 258 409 SH   SOLE   398 0 11
OTIS WORLDWIDE CORP COM 68902V107 231 3,267 SH   SOLE   2,852 0 415
OUSTER INC *W EXP 03/11/202 68989M111 9 25,000 SH   SOLE   25,000 0 0
PAYCHEX INC COM 704326107 9,580 84,130 SH   SOLE   79,330 0 4,800
PAYPAL HLDGS INC COM 70450Y103 6,112 87,520 SH   SOLE   84,488 0 3,032
PEPSICO INC COM 713448108 7,051 42,306 SH   SOLE   39,190 0 3,116
PFIZER INC COM 717081103 3,864 73,694 SH   SOLE   59,951 0 13,743
PHILIP MORRIS INTL INC COM 718172109 278 2,777 SH   SOLE   2,277 0 500
PIMCO DYNAMIC INCOME FD SHS 72201Y101 22,383 1,061,184 SH   SOLE   1,057,575 0 3,609
PIMCO ETF TR ACTIVE BD ETF 72201R775 349 3,662 SH   SOLE   3,662 0 0
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 24,848 250,708 SH   SOLE   247,203 0 3,505
PIMCO ETF TR ENHNCD LW DUR AC 72201R718 24,139 251,399 SH   SOLE   250,323 0 1,076
PROCTER AND GAMBLE CO COM 742718109 15,290 106,335 SH   SOLE   97,144 0 9,191
PROSHARES TR S&P 500 DV ARIST 74348A467 486 5,698 SH   SOLE   5,698 0 0
QUALCOMM INC COM 747525103 11,653 91,228 SH   SOLE   84,048 0 7,180
RAYTHEON TECHNOLOGIES CORP COM 75513E101 1,333 13,866 SH   SOLE   13,715 0 151
REGENERON PHARMACEUTICALS COM 75886F107 558 944 SH   SOLE   944 0 0
RPM INTL INC COM 749685103 244 3,100 SH   SOLE   3,100 0 0
S&P GLOBAL INC COM 78409V104 25,245 74,899 SH   SOLE   72,142 0 2,757
SCHLUMBERGER LTD COM STK 806857108 476 13,243 SH   SOLE   11,943 0 1,300
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 210 1,652 SH   SOLE   1,636 0 16
SEMPRA COM 816851109 216 1,440 SH   SOLE   1,440 0 0
SERVICE CORP INTL COM 817565104 1,041 15,066 SH   SOLE   266 0 14,800
SHELL PLC SPON ADS 780259305 933 17,845 SH   SOLE   1,045 0 16,800
SHERWIN WILLIAMS CO COM 824348106 258 1,153 SH   SOLE   546 0 607
SIMON PPTY GROUP INC NEW COM 828806109 835 8,796 SH   SOLE   136 0 8,660
SKYWORKS SOLUTIONS INC COM 83088M102 228 2,457 SH   SOLE   2,457 0 0
SNAP ON INC COM 833034101 394 2,000 SH   SOLE   2,000 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 333 1,080 SH   SOLE   0 0 1,080
SPDR GOLD TR GOLD SHS 78463V107 4,151 24,640 SH   SOLE   24,475 0 165
SPDR S&P 500 ETF TR TR UNIT 78462F103 21,285 56,187 SH   SOLE   48,776 0 7,411
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 636 1,533 SH   SOLE   1,497 0 36
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 13,624 809,990 SH   SOLE   772,234 0 37,756
SPROTT PHYSICAL GOLD TR UNIT 85207H104 16,325 1,151,256 SH   SOLE   1,132,890 0 18,366
STARBUCKS CORP COM 855244109 554 7,252 SH   SOLE   7,252 0 0
STRYKER CORPORATION COM 863667101 1,695 8,489 SH   SOLE   8,358 0 131
SYSCO CORP COM 871829107 2,586 30,351 SH   SOLE   9,886 0 20,465
TE CONNECTIVITY LTD SHS H84989104 26,270 232,170 SH   SOLE   226,982 0 5,188
TESLA INC COM 88160R101 1,001 1,486 SH   SOLE   1,486 0 0
TEXAS INSTRS INC COM 882508104 618 4,021 SH   SOLE   3,807 0 214
TEXAS PACIFIC LAND CORPORATI COM 88262P102 5,312 3,570 SH   SOLE   3,570 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 49,375 90,833 SH   SOLE   89,115 0 1,718
TJX COS INC NEW COM 872540109 28,852 516,596 SH   SOLE   504,948 0 11,648
UDR INC COM 902653104 413 8,974 SH   SOLE   360 0 8,614
UGI CORP NEW COM 902681105 14,620 375,151 SH   SOLE   374,547 0 604
UNION PAC CORP COM 907818108 21,513 100,869 SH   SOLE   99,962 0 907
UNITED PARCEL SERVICE INC CL B 911312106 2,140 11,725 SH   SOLE   11,125 0 600
UNITEDHEALTH GROUP INC COM 91324P102 642 1,250 SH   SOLE   1,250 0 0
US BANCORP DEL COM NEW 902973304 4,492 96,650 SH   SOLE   96,390 0 260
VALHI INC NEW COM 918905209 408 9,000 SH   SOLE   9,000 0 0
VANECK ETF TRUST LOW CARBN ENERGY 92189F502 602 4,820 SH   SOLE   4,820 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 305 4,052 SH   SOLE   2,805 0 1,247
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 949 12,360 SH   SOLE   8,160 0 4,200
VANGUARD INDEX FDS LARGE CAP ETF 922908637 201 1,169 SH   SOLE   1,169 0 0
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 492 3,756 SH   SOLE   3,541 0 215
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,168 9,020 SH   SOLE   9,020 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 1,218 9,232 SH   SOLE   9,232 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4,388 12,599 SH   SOLE   12,283 0 316
VANGUARD INDEX FDS TOTAL STK MKT 922908769 3,965 21,022 SH   SOLE   21,022 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 18,738 449,883 SH   SOLE   431,420 0 18,463
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 127,369 2,549,410 SH   SOLE   2,489,069 0 60,341
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 325 4,064 SH   SOLE   4,064 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 519 3,620 SH   SOLE   3,620 0 0
VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 784 19,220 SH   SOLE   15,365 0 3,855
VERASTEM INC COM 92337C104 43 37,040 SH   SOLE   37,040 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 948 18,686 SH   SOLE   5,323 0 13,363
VIATRIS INC COM 92556V106 508 48,538 SH   SOLE   752 0 47,786
VISA INC COM CL A 92826C839 43,713 222,019 SH   SOLE   213,527 0 8,492
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,054 54,200 SH   SOLE   49,435 0 4,765
WALMART INC COM 931142103 308 2,537 SH   SOLE   2,077 0 460
WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 296 13,782 SH   SOLE   0 0 13,782
WATSCO INC COM 942622200 37,639 157,602 SH   SOLE   154,222 0 3,380
WAYFAIR INC CL A 94419L101 2,843 65,256 SH   SOLE   62,696 0 2,560
WEYERHAEUSER CO MTN BE COM NEW 962166104 1,079 32,583 SH   SOLE   4,960 0 27,623
WHEATON PRECIOUS METALS CORP COM 962879102 576 16,000 SH   SOLE   16,000 0 0
WISDOMTREE TR US QTLY DIV GRT 97717X669 437 7,622 SH   SOLE   257 0 7,365
WISDOMTREE TR INTL MIDCAP DV 97717W778 1,200 21,691 SH   SOLE   21,691 0 0
XYLEM INC COM 98419M100 244 3,119 SH   SOLE   3,119 0 0
YANDEX N V SHS CLASS A N97284108 3,320 222,850 SH   SOLE   222,850 0 0
YUM BRANDS INC COM 988498101 14,430 127,127 SH   SOLE   125,036 0 2,091
ZOETIS INC CL A 98978V103 533 3,101 SH   SOLE   3,075 0 26