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 6,695 44,971 SH   SOLE   44,795 0 176
ABBOTT LABS COM 002824100 2,849 24,069 SH   SOLE   23,169 0 900
ABBVIE INC COM 00287Y109 2,872 17,713 SH   SOLE   16,813 0 900
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 297 880 SH   SOLE   880 0 0
ACTIVISION BLIZZARD INC COM 00507V109 237 2,962 SH   SOLE   2,962 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 376 826 SH   SOLE   826 0 0
AGNICO EAGLE MINES LTD COM 008474108 32,656 533,247 SH   SOLE   525,146 0 8,101
AIR PRODS & CHEMS INC COM 009158106 368 1,476 SH   SOLE   1,326 0 150
AKAMAI TECHNOLOGIES INC COM 00971T101 2,001 16,757 SH   SOLE   16,757 0 0
ALIGN TECHNOLOGY INC COM 016255101 613 1,406 SH   SOLE   1,406 0 0
ALPHABET INC CAP STK CL C 02079K107 3,656 1,309 SH   SOLE   1,309 0 0
ALPHABET INC CAP STK CL A 02079K305 55,391 19,915 SH   SOLE   19,460 0 455
ALTRIA GROUP INC COM 02209S103 248 4,753 SH   SOLE   4,153 0 600
AMAZON COM INC COM 023135106 6,034 1,851 SH   SOLE   1,801 0 50
AMERICAN ELEC PWR CO INC COM 025537101 239 2,391 SH   SOLE   2,391 0 0
AMERICAN TOWER CORP NEW COM 03027X100 48,771 194,140 SH   SOLE   190,780 0 3,360
AMERICAN WTR WKS CO INC NEW COM 030420103 22,766 137,536 SH   SOLE   133,136 0 4,400
AMGEN INC COM 031162100 397 1,643 SH   SOLE   1,643 0 0
AMPHENOL CORP NEW CL A 032095101 19,814 262,964 SH   SOLE   252,764 0 10,200
APPLE INC COM 037833100 24,893 142,562 SH   SOLE   141,042 0 1,520
APPLIED MATLS INC COM 038222105 400 3,034 SH   SOLE   3,034 0 0
ASPEN TECHNOLOGY INC COM 045327103 33,235 200,972 SH   SOLE   196,996 0 3,976
ASTRAZENECA PLC SPONSORED ADR 046353108 1,034 15,593 SH   SOLE   15,593 0 0
AT&T INC COM 00206R102 467 19,763 SH   SOLE   19,152 0 611
AUTOMATIC DATA PROCESSING IN COM 053015103 22,933 100,785 SH   SOLE   100,725 0 60
AVERY DENNISON CORP COM 053611109 556 3,199 SH   SOLE   2,949 0 250
BANK NOVA SCOTIA B C COM 064149107 11,730 163,545 SH   SOLE   163,249 0 296
BAXTER INTL INC COM 071813109 251 3,241 SH   SOLE   3,241 0 0
BECTON DICKINSON & CO COM 075887109 993 3,733 SH   SOLE   3,733 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 8,992 17 SH   SOLE   17 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 67,960 192,569 SH   SOLE   189,859 0 2,710
BK OF AMERICA CORP COM 060505104 767 18,607 SH   SOLE   17,007 0 1,600
BLACKSTONE INC COM 09260D107 330 2,600 SH   SOLE   2,600 0 0
BLOCK INC CL A 852234103 306 2,260 SH   SOLE   2,260 0 0
BP PLC SPONSORED ADR 055622104 286 9,714 SH   SOLE   9,214 0 500
BRISTOL-MYERS SQUIBB CO COM 110122108 850 11,635 SH   SOLE   11,035 0 600
BROADCOM INC COM 11135F101 234 371 SH   SOLE   371 0 0
BROOKLINE BANCORP INC DEL COM 11373M107 160 10,088 SH   SOLE   10,088 0 0
BROWN FORMAN CORP CL B 115637209 838 12,500 SH   SOLE   12,500 0 0
BROWN FORMAN CORP CL A 115637100 941 15,000 SH   SOLE   15,000 0 0
CACI INTL INC CL A 127190304 422 1,400 SH   SOLE   1,400 0 0
CANADIAN NATL RY CO COM 136375102 228 1,700 SH   SOLE   1,700 0 0
CARMAX INC COM 143130102 31,876 330,396 SH   SOLE   324,940 0 5,456
CARRIER GLOBAL CORPORATION COM 14448C104 288 6,283 SH   SOLE   6,283 0 0
CATERPILLAR INC COM 149123101 1,191 5,345 SH   SOLE   5,345 0 0
CHEVRON CORP NEW COM 166764100 24,526 150,622 SH   SOLE   149,646 0 976
CHUBB LIMITED COM H1467J104 37,510 175,361 SH   SOLE   171,879 0 3,482
CHURCH & DWIGHT CO INC COM 171340102 483 4,856 SH   SOLE   4,856 0 0
CIGNA CORP NEW COM 125523100 408 1,704 SH   SOLE   1,704 0 0
CISCO SYS INC COM 17275R102 635 11,380 SH   SOLE   11,380 0 0
CME GROUP INC COM 12572Q105 803 3,375 SH   SOLE   3,375 0 0
COCA COLA CO COM 191216100 2,947 47,535 SH   SOLE   47,035 0 500
COLGATE PALMOLIVE CO COM 194162103 2,163 28,531 SH   SOLE   27,831 0 700
COMCAST CORP NEW CL A 20030N101 1,379 29,463 SH   SOLE   28,663 0 800
COMMSCOPE HLDG CO INC COM 20337X109 197 25,000 SH   SOLE   25,000 0 0
COMMUNITY BK SYS INC COM 203607106 326 4,650 SH   SOLE   4,650 0 0
CONOCOPHILLIPS COM 20825C104 298 2,977 SH   SOLE   2,377 0 600
CONSTELLATION BRANDS INC CL A 21036P108 15,876 68,931 SH   SOLE   66,621 0 2,310
CORTEVA INC COM 22052L104 219 3,815 SH   SOLE   3,815 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,419 2,464 SH   SOLE   2,344 0 120
COUPANG INC CL A 22266T109 325 18,370 SH   SOLE   18,370 0 0
CSX CORP COM 126408103 1,017 27,166 SH   SOLE   27,166 0 0
CULLEN FROST BANKERS INC COM 229899109 2,941 21,246 SH   SOLE   21,246 0 0
CVS HEALTH CORP COM 126650100 26,552 262,346 SH   SOLE   256,569 0 5,777
DANAHER CORPORATION COM 235851102 53,351 181,880 SH   SOLE   178,969 0 2,911
DARDEN RESTAURANTS INC COM 237194105 453 3,406 SH   SOLE   3,406 0 0
DEERE & CO COM 244199105 556 1,339 SH   SOLE   1,339 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 351 1,728 SH   SOLE   1,728 0 0
DISNEY WALT CO COM 254687106 38,590 281,347 SH   SOLE   276,174 0 5,173
DORCHESTER MINERALS LP COM UNIT 25820R105 140 10,257 SH   SOLE   10,257 0 0
DOVER CORP COM 260003108 265 1,688 SH   SOLE   1,688 0 0
DOW INC COM 260557103 297 4,667 SH   SOLE   4,518 0 149
DUPONT DE NEMOURS INC COM 26614N102 371 5,040 SH   SOLE   4,891 0 149
EASTERN BANKSHARES INC COM 27627N105 1,292 60,000 SH   SOLE   60,000 0 0
EATON CORP PLC SHS G29183103 211 1,392 SH   SOLE   322 0 1,070
EBAY INC. COM 278642103 200 3,500 SH   SOLE   3,500 0 0
ECOLAB INC COM 278865100 25,237 142,938 SH   SOLE   140,908 0 2,030
EDWARDS LIFESCIENCES CORP COM 28176E108 1,567 13,310 SH   SOLE   13,310 0 0
EMERSON ELEC CO COM 291011104 1,069 10,901 SH   SOLE   10,206 0 695
ENTERPRISE PRODS PARTNERS L COM 293792107 206 8,000 SH   SOLE   8,000 0 0
EQUIFAX INC COM 294429105 239 1,006 SH   SOLE   1,006 0 0
ESSENTIAL UTILS INC COM 29670G102 235 4,595 SH   SOLE   4,595 0 0
EVERSOURCE ENERGY COM 30040W108 14,049 159,304 SH   SOLE   158,682 0 622
EXXON MOBIL CORP COM 30231G102 8,601 104,137 SH   SOLE   102,987 0 1,150
FIRST REP BK SAN FRANCISCO C COM 33616C100 27,108 167,233 SH   SOLE   163,497 0 3,736
FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 520 8,050 SH   SOLE   8,050 0 0
FISERV INC COM 337738108 1,388 13,685 SH   SOLE   13,685 0 0
FORTIVE CORP COM 34959J108 518 8,499 SH   SOLE   8,349 0 150
FRANCO NEV CORP COM 351858105 925 5,800 SH   SOLE   5,800 0 0
GENERAL ELECTRIC CO COM NEW 369604301 6,023 65,827 SH   SOLE   65,702 0 125
GENERAL MLS INC COM 370334104 724 10,687 SH   SOLE   10,687 0 0
GILEAD SCIENCES INC COM 375558103 2,029 34,122 SH   SOLE   33,622 0 500
GOLD TR ISHARES NEW 464285204 10,363 281,378 SH   SOLE   281,028 0 350
HALLIBURTON CO COM 406216101 305 8,060 SH   SOLE   8,060 0 0
HCA HEALTHCARE INC COM 40412C101 276 1,103 SH   SOLE   1,103 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 17,265 502,900 SH   SOLE   501,268 0 1,632
HERSHEY CO COM 427866108 2,035 9,396 SH   SOLE   9,396 0 0
HOME DEPOT INC COM 437076102 2,374 7,931 SH   SOLE   7,931 0 0
HONEYWELL INTL INC COM 438516106 386 1,984 SH   SOLE   1,814 0 170
IDEXX LABS INC COM 45168D104 37,555 68,650 SH   SOLE   67,582 0 1,068
ILLINOIS TOOL WKS INC COM 452308109 258 1,230 SH   SOLE   1,030 0 200
ILLUMINA INC COM 452327109 931 2,665 SH   SOLE   2,665 0 0
INTEL CORP COM 458140100 809 16,316 SH   SOLE   15,416 0 900
INTERNATIONAL BUSINESS MACHS COM 459200101 951 7,318 SH   SOLE   7,238 0 80
INTUITIVE SURGICAL INC COM NEW 46120E602 1,376 4,560 SH   SOLE   4,560 0 0
INVESCO EXCH TRADED FD TR II GBL CLEAN ENRG 46138G847 348 14,050 SH   SOLE   14,050 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 259 715 SH   SOLE   555 0 160
ISHARES INC ESG AWR MSCI EM 46434G863 3,115 84,797 SH   SOLE   84,797 0 0
ISHARES TR CORE S&P500 ETF 464287200 336 740 SH   SOLE   740 0 0
ISHARES TR RUS 1000 ETF 464287622 226 905 SH   SOLE   905 0 0
ISHARES TR S&P 500 VAL ETF 464287408 275 1,764 SH   SOLE   936 0 828
ISHARES TR RUSSELL 2000 ETF 464287655 411 2,002 SH   SOLE   2,002 0 0
ISHARES TR CORE S&P MCP ETF 464287507 713 2,657 SH   SOLE   2,493 0 164
ISHARES TR S&P 500 GRWT ETF 464287309 277 3,631 SH   SOLE   1,520 0 2,111
ISHARES TR RUS MID CAP ETF 464287499 418 5,350 SH   SOLE   5,350 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 918 5,685 SH   SOLE   5,685 0 0
ISHARES TR MSCI EAFE ETF 464287465 537 7,301 SH   SOLE   7,301 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 2,537 9,139 SH   SOLE   9,139 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 446 9,876 SH   SOLE   9,876 0 0
ISHARES TR CORE S&P SCP ETF 464287804 1,308 12,127 SH   SOLE   11,925 0 202
ISHARES TR INTRM GOV CR ETF 464288612 1,539 14,179 SH   SOLE   14,179 0 0
ISHARES TR SELECT DIVID ETF 464287168 3,032 23,667 SH   SOLE   23,667 0 0
ISHARES TR MSCI ACWI EX US 464288240 1,348 25,795 SH   SOLE   25,795 0 0
ISHARES TR CORE S&P US VLU 464287663 4,097 54,000 SH   SOLE   54,000 0 0
ISHARES TR ESG AW MSCI EAFE 46435G516 18,570 251,869 SH   SOLE   251,869 0 0
JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 10,196 207,750 SH   SOLE   207,750 0 0
JOHNSON & JOHNSON COM 478160104 24,539 138,459 SH   SOLE   134,864 0 3,595
JPMORGAN CHASE & CO COM 46625H100 5,235 38,403 SH   SOLE   38,403 0 0
KIMBERLY-CLARK CORP COM 494368103 242 1,960 SH   SOLE   1,710 0 250
KINSALE CAP GROUP INC COM 49714P108 35,114 153,998 SH   SOLE   149,773 0 4,225
KLA CORP COM NEW 482480100 391 1,068 SH   SOLE   1,068 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 648 2,608 SH   SOLE   2,608 0 0
LAUDER ESTEE COS INC CL A 518439104 256 940 SH   SOLE   940 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 210 3,000 SH   SOLE   3,000 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 285 6,244 SH   SOLE   6,244 0 0
LILLY ELI & CO COM 532457108 1,286 4,488 SH   SOLE   4,088 0 400
LINDE PLC SHS G5494J103 586 1,836 SH   SOLE   1,836 0 0
LOWES COS INC COM 548661107 680 3,364 SH   SOLE   3,364 0 0
MARKEL CORP COM 570535104 279 189 SH   SOLE   189 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,454 8,530 SH   SOLE   8,380 0 150
MASTERCARD INCORPORATED CL A 57636Q104 1,831 5,122 SH   SOLE   5,122 0 0
MCCORMICK & CO INC COM NON VTG 579780206 27,046 271,000 SH   SOLE   270,251 0 749
MCDONALDS CORP COM 580135101 694 2,804 SH   SOLE   2,704 0 100
MEDTRONIC PLC SHS G5960L103 28,565 257,458 SH   SOLE   252,451 0 5,007
MERCADOLIBRE INC COM 58733R102 21,213 17,834 SH   SOLE   17,569 0 265
MERCK & CO INC COM 58933Y105 3,473 42,320 SH   SOLE   41,920 0 400
META PLATFORMS INC CL A 30303M102 9,158 41,186 SH   SOLE   40,086 0 1,100
MICROSOFT CORP COM 594918104 117,378 380,714 SH   SOLE   375,799 0 4,915
MONDELEZ INTL INC CL A 609207105 427 6,793 SH   SOLE   6,447 0 346
MORGAN STANLEY COM NEW 617446448 1,141 13,058 SH   SOLE   13,058 0 0
NEOGENOMICS INC COM NEW 64049M209 429 35,282 SH   SOLE   35,282 0 0
NETFLIX INC COM 64110L106 387 1,034 SH   SOLE   1,034 0 0
NEXTERA ENERGY INC COM 65339F101 244 2,877 SH   SOLE   2,877 0 0
NIKE INC CL B 654106103 1,165 8,661 SH   SOLE   8,661 0 0
NORFOLK SOUTHN CORP COM 655844108 306 1,072 SH   SOLE   1,072 0 0
NOVO-NORDISK A S ADR 670100205 267 2,402 SH   SOLE   2,402 0 0
NUCOR CORP COM 670346105 204 1,366 SH   SOLE   266 0 1,100
NUTRIEN LTD COM 67077M108 453 4,360 SH   SOLE   4,360 0 0
NVIDIA CORPORATION COM 67066G104 2,567 9,409 SH   SOLE   9,409 0 0
ORACLE CORP COM 68389X105 716 8,654 SH   SOLE   8,654 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 307 448 SH   SOLE   448 0 0
OTIS WORLDWIDE CORP COM 68902V107 223 2,892 SH   SOLE   2,892 0 0
OUSTER INC *W EXP 03/11/202 68989M111 43 50,000 SH   SOLE   50,000 0 0
PAYCHEX INC COM 704326107 11,704 85,764 SH   SOLE   80,769 0 4,995
PAYPAL HLDGS INC COM 70450Y103 8,302 71,792 SH   SOLE   70,687 0 1,105
PEPSICO INC COM 713448108 6,637 39,650 SH   SOLE   39,200 0 450
PFIZER INC COM 717081103 3,204 61,873 SH   SOLE   60,991 0 882
PHILIP MORRIS INTL INC COM 718172109 266 2,827 SH   SOLE   2,327 0 500
PIMCO DYNAMIC INCOME FD SHS 72201Y101 25,783 1,058,012 SH   SOLE   1,057,587 0 425
PIMCO ETF TR ACTIVE BD ETF 72201R775 373 3,662 SH   SOLE   3,662 0 0
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 27,444 274,001 SH   SOLE   270,281 0 3,720
PIMCO ETF TR ENHNCD LW DUR AC 72201R718 32,480 333,019 SH   SOLE   330,969 0 2,050
PROCTER AND GAMBLE CO COM 742718109 15,076 98,665 SH   SOLE   97,915 0 750
PROSHARES TR S&P 500 DV ARIST 74348A467 536 5,648 SH   SOLE   5,648 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 1,359 13,715 SH   SOLE   13,715 0 0
REGENERON PHARMACEUTICALS COM 75886F107 670 959 SH   SOLE   959 0 0
ROCKWELL AUTOMATION INC COM 773903109 238 850 SH   SOLE   850 0 0
RPM INTL INC COM 749685103 252 3,100 SH   SOLE   3,100 0 0
S&P GLOBAL INC COM 78409V104 29,073 70,879 SH   SOLE   69,554 0 1,325
SCHLUMBERGER LTD COM STK 806857108 564 13,643 SH   SOLE   12,343 0 1,300
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 260 1,636 SH   SOLE   1,636 0 0
SEMPRA COM 816851109 242 1,440 SH   SOLE   1,440 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 327 2,457 SH   SOLE   2,457 0 0
SNAP INC CL A 83304A106 274 7,603 SH   SOLE   7,603 0 0
SNAP ON INC COM 833034101 411 2,000 SH   SOLE   2,000 0 0
SONOCO PRODS CO COM 835495102 213 3,408 SH   SOLE   3,408 0 0
SPDR GOLD TR GOLD SHS 78463V107 5,147 28,491 SH   SOLE   28,480 0 11
SPDR S&P 500 ETF TR TR UNIT 78462F103 22,284 49,339 SH   SOLE   48,899 0 440
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 734 1,497 SH   SOLE   1,497 0 0
SPDR SER TR S&P DIVID ETF 78464A763 206 1,607 SH   SOLE   1,607 0 0
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 15,087 778,472 SH   SOLE   741,728 0 36,744
SPROTT PHYSICAL GOLD TR UNIT 85207H104 16,834 1,095,224 SH   SOLE   1,079,004 0 16,220
STARBUCKS CORP COM 855244109 662 7,280 SH   SOLE   7,280 0 0
STRYKER CORPORATION COM 863667101 2,235 8,358 SH   SOLE   8,358 0 0
SYSCO CORP COM 871829107 880 10,786 SH   SOLE   9,886 0 900
TE CONNECTIVITY LTD SHS H84989104 30,636 233,897 SH   SOLE   228,765 0 5,132
TESLA INC COM 88160R101 1,601 1,486 SH   SOLE   1,486 0 0
TEXAS INSTRS INC COM 882508104 699 3,807 SH   SOLE   3,807 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 4,827 3,570 SH   SOLE   3,570 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 55,171 93,407 SH   SOLE   91,970 0 1,437
TJX COS INC NEW COM 872540109 31,458 519,273 SH   SOLE   508,321 0 10,952
UGI CORP NEW COM 902681105 14,328 395,599 SH   SOLE   386,988 0 8,611
UNION PAC CORP COM 907818108 27,118 99,255 SH   SOLE   99,165 0 90
UNITED PARCEL SERVICE INC CL B 911312106 2,386 11,125 SH   SOLE   11,125 0 0
UNITEDHEALTH GROUP INC COM 91324P102 637 1,250 SH   SOLE   1,250 0 0
US BANCORP DEL COM NEW 902973304 5,580 104,980 SH   SOLE   104,720 0 260
VALHI INC NEW COM 918905209 264 9,000 SH   SOLE   9,000 0 0
VANECK ETF TRUST LOW CARBN ENERGY 92189F502 700 4,820 SH   SOLE   4,820 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 212 5,520 SH   SOLE   5,520 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 322 4,052 SH   SOLE   2,805 0 1,247
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 740 9,500 SH   SOLE   9,500 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 206 867 SH   SOLE   867 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637 244 1,169 SH   SOLE   1,169 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 231 2,131 SH   SOLE   2,131 0 0
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 591 3,566 SH   SOLE   3,551 0 15
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,350 9,020 SH   SOLE   9,020 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 1,371 9,274 SH   SOLE   9,274 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,055 12,175 SH   SOLE   11,960 0 215
VANGUARD INDEX FDS TOTAL STK MKT 922908769 4,801 21,089 SH   SOLE   21,089 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 20,751 449,840 SH   SOLE   437,175 0 12,665
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 144,427 2,507,844 SH   SOLE   2,460,559 0 47,285
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 376 4,370 SH   SOLE   4,370 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 587 3,620 SH   SOLE   3,620 0 0
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 849 17,663 SH   SOLE   16,230 0 1,433
VANGUARD WORLD FDS INF TECH ETF 92204A702 234 561 SH   SOLE   451 0 110
VERASTEM INC COM 92337C104 53 37,400 SH   SOLE   37,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 317 6,210 SH   SOLE   5,610 0 600
VISA INC COM CL A 92826C839 48,270 217,658 SH   SOLE   213,355 0 4,303
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,357 52,636 SH   SOLE   51,936 0 700
WALMART INC COM 931142103 443 2,977 SH   SOLE   2,977 0 0
WATSCO INC COM 942622200 47,812 156,944 SH   SOLE   154,828 0 2,116
WAYFAIR INC CL A 94419L101 6,427 58,023 SH   SOLE   55,823 0 2,200
WEYERHAEUSER CO MTN BE COM NEW 962166104 231 6,100 SH   SOLE   4,960 0 1,140
WHEATON PRECIOUS METALS CORP COM 962879102 761 16,000 SH   SOLE   16,000 0 0
WISDOMTREE TR INTL MIDCAP DV 97717W778 1,399 21,781 SH   SOLE   21,781 0 0
XYLEM INC COM 98419M100 266 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 15,084 127,254 SH   SOLE   125,172 0 2,082
ZOETIS INC CL A 98978V103 776 4,115 SH   SOLE   4,115 0 0