Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VEU	VANGUARD INTL EQUITY INDEX F	2,514,887	$147M	7.0%	$51.44	—	ALLWRLD EX US	922042775
MSFT	MICROSOFT CORP	313,481	$140M	6.7%	$27.83	+1399.3%	COM	594918104
GOOGL	ALPHABET INC	563,723	$103M	4.9%	$111.11	+50.6%	CAP STK CL A	02079K305
AAPL	APPLE INC	398,381	$83.91M	4.0%	$140.55	+31.7%	COM	037833100
BRK/B	BERKSHIRE HATHAWAY INC DEL	187,140	$76.13M	3.6%	$198.61	+105.7%	CL B NEW	084670702
WSO	WATSCO INC	125,060	$57.93M	2.8%	$102.69	+345.1%	COM	942622200
TJX	TJX COS INC NEW	488,571	$53.79M	2.6%	$40.04	+146.4%	COM	872540109
V	VISA INC	184,998	$48.56M	2.3%	$59.96	+351.7%	COM CL A	92826C839
SPGI	S&P GLOBAL INC	107,095	$47.76M	2.3%	$343.19	+23.5%	COM	78409V104
APH	AMPHENOL CORP NEW	705,862	$47.63M	2.3%	$45.14	+37.9%	CL A	032095101
META	META PLATFORMS INC	92,281	$46.53M	2.2%	$304.89	+58.5%	CL A	30303M102
DHR	DANAHER CORPORATION	181,377	$45.37M	2.2%	$47.71	+424.6%	COM	235851102
ECL	ECOLAB INC	185,783	$44.32M	2.1%	$111.95	+102.9%	COM	278865100
TMO	THERMO FISHER SCIENTIFIC INC	77,626	$42.96M	2.1%	$101.23	+462.8%	COM	883556102
AMT	AMERICAN TOWER CORP NEW	203,616	$39.9M	1.9%	$79.83	+120.8%	COM	03027X100
KNSL	KINSALE CAP GROUP INC	96,172	$37.05M	1.8%	$90.82	+345.9%	COM	49714P108
STZ	CONSTELLATION BRANDS INC	143,598	$36.94M	1.8%	$203.31	+22.1%	CL A	21036P108
NVDA	NVIDIA CORPORATION	297,862	$36.8M	1.8%	$97.73	+3.4%	COM	67066G104
—	TE CONNECTIVITY LTD	211,835	$31.87M	1.5%	$66.85	—	SHS	H84989104
CVX	CHEVRON CORP NEW	202,413	$31.66M	1.5%	$97.32	+52.5%	COM	166764100
SPY	SPDR S&P 500 ETF TR	54,903	$29.98M	1.4%	$212.74	—	TR UNIT	78462F103
ORLY	OREILLY AUTOMOTIVE INC	26,632	$28.12M	1.3%	$57.70	+19.8%	COM	67103H107
MELI	MERCADOLIBRE INC	16,484	$27.09M	1.3%	$482.58	+227.1%	COM	58733R102
CB	CHUBB LIMITED	100,883	$25.82M	1.2%	$105.59	+139.4%	COM	H1467J104
UNP	UNION PAC CORP	113,519	$25.68M	1.2%	$169.20	+33.3%	COM	907818108
AWK	AMERICAN WTR WKS CO INC NEW	192,527	$24.87M	1.2%	$90.61	+34.4%	COM	030420103
IDXX	IDEXX LABS INC	49,767	$24.25M	1.2%	$62.44	+704.0%	COM	45168D104
ADP	AUTOMATIC DATA PROCESSING IN	93,625	$22.48M	1.1%	$94.72	+149.8%	COM	053015103
ESGD	ISHARES TR	272,368	$21.46M	1.0%	$62.59	—	ESG AW MSCI EAFE	46435G516
WMT	WALMART INC	295,466	$20.01M	1.0%	$58.01	+6.8%	COM	931142103
JNJ	JOHNSON & JOHNSON	135,517	$19.81M	0.9%	$82.33	+71.8%	COM	478160104
MKC	MCCORMICK & CO INC	278,631	$19.77M	0.9%	$64.90	+7.4%	COM NON VTG	579780206
—	ISHARES TR	784,327	$19.5M	0.9%	$24.59	—	IBONDS DEC25 ETF	46434VBD1
PG	PROCTER AND GAMBLE CO	109,066	$17.99M	0.9%	$73.93	+112.6%	COM	742718109
SNPS	SYNOPSYS INC	29,698	$17.67M	0.8%	$502.31	+12.6%	COM	871607107
IBDR	ISHARES TR	734,756	$17.5M	0.8%	$23.70	—	IBONDS DEC2026	46435GAA0
XOM	EXXON MOBIL CORP	142,241	$16.37M	0.8%	$65.81	+67.3%	COM	30231G102
YUM	YUM BRANDS INC	120,881	$16.01M	0.8%	$67.53	+97.4%	COM	988498101
UBER	UBER TECHNOLOGIES INC	217,907	$15.84M	0.8%	$71.21	-2.4%	COM	90353T100
NOW	SERVICENOW INC	20,093	$15.81M	0.8%	$146.74	0.0%	COM	81762P102
—	ANSYS INC	47,620	$15.31M	0.7%	$320.73	—	COM	03662Q105
MINT	PIMCO ETF TR	145,245	$14.62M	0.7%	$101.56	—	ENHAN SHRT MA AC	72201R833
VOO	VANGUARD INDEX FDS	29,049	$14.58M	0.7%	$395.39	—	S&P 500 ETF SHS	922908363
—	ISHARES TR	572,098	$14.38M	0.7%	$24.69	—	IBONDS DEC24 ETF	46434VBG4
AMZN	AMAZON COM INC	73,085	$14.12M	0.7%	$124.47	+47.6%	COM	023135106
IXUS	ISHARES TR	197,815	$13.36M	0.6%	$58.40	—	CORE MSCI TOTAL	46432F834
TPL	TEXAS PACIFIC LAND CORPORATI	18,000	$13.22M	0.6%	$167.28	+22.4%	COM	88262P102
BRK/A	BERKSHIRE HATHAWAY INC DEL	18	$11.02M	0.5%	$291067.84	+111.8%	CL A	084670108
IBDT	ISHARES TR	443,637	$10.99M	0.5%	$24.73	—	IBDS DEC28 ETF	46435U515
IBDS	ISHARES TR	462,820	$10.98M	0.5%	$23.61	—	IBONDS 27 ETF	46435UAA9
SYK	STRYKER CORPORATION	30,800	$10.5M	0.5%	$168.18	+98.2%	COM	863667101
GE	GE AEROSPACE	64,947	$10.32M	0.5%	$62.95	+150.9%	COM NEW	369604301
COST	COSTCO WHSL CORP NEW	9,398	$7.988M	0.4%	$427.85	+80.9%	COM	22160K105
LDUR	PIMCO ETF TR	84,037	$7.956M	0.4%	$100.92	—	ENHNCD LW DUR AC	72201R718
JPM	JPMORGAN CHASE & CO.	37,425	$7.57M	0.4%	$73.56	+157.2%	COM	46625H100
TRNO	TERRENO RLTY CORP	122,928	$7.33M	0.4%	$61.98	—	COM	88146M101
IBDU	ISHARES TR	313,628	$7.11M	0.3%	$22.55	—	IBONDS DEC 29	46436E205
KVUE	KENVUE INC	375,848	$6.833M	0.3%	$20.71	-12.2%	COM	49177J102
GOOG	ALPHABET INC	35,591	$6.528M	0.3%	$108.84	+55.2%	CAP STK CL C	02079K107
PEP	PEPSICO INC	38,238	$6.307M	0.3%	$66.55	+143.9%	COM	713448108
MRK	MERCK & CO INC	50,510	$6.292M	0.3%	$44.49	+173.6%	COM	58933Y105
PAYX	PAYCHEX INC	49,614	$5.882M	0.3%	$25.42	+357.7%	COM	704326107
VNLA	JANUS DETROIT STR TR	118,663	$5.76M	0.3%	$49.68	—	HENDRSN SHRT ETF	47103U886
ETN	EATON CORP PLC	17,336	$5.436M	0.3%	$135.38	+134.4%	SHS	G29183103
—	ASPEN TECHNOLOGY INC	25,874	$5.139M	0.2%	$183.68	—	COM	29109X106
KO	COCA COLA CO	78,714	$5.048M	0.2%	$41.75	+41.1%	COM	191216100
IUSV	ISHARES TR	54,651	$4.816M	0.2%	$67.45	—	CORE S&P US VLU	464287663
BX	BLACKSTONE INC	38,696	$4.791M	0.2%	$90.09	+30.8%	COM	09260D107
VTI	VANGUARD INDEX FDS	17,831	$4.787M	0.2%	$150.24	—	TOTAL STK MKT	922908769
ICSH	ISHARES TR	90,970	$4.597M	0.2%	$50.03	—	BLACKROCK ULTRA	46434V878
GLD	SPDR GOLD TR	20,870	$4.487M	0.2%	$127.24	—	GOLD SHS	78463V107
IBDV	ISHARES TR	193,794	$4.12M	0.2%	$21.09	—	IBONDS DEC 2030	46436E726
LLY	ELI LILLY & CO	4,532	$4.103M	0.2%	$152.95	+417.1%	COM	532457108
ABBV	ABBVIE INC	23,759	$4.075M	0.2%	$72.11	+117.9%	COM	00287Y109
NUE	NUCOR CORP	24,418	$3.873M	0.2%	$125.24	+34.9%	COM	670346105
INDB	INDEPENDENT BK CORP MASS	74,300	$3.768M	0.2%	$46.89	0.0%	COM	453836108
IWF	ISHARES TR	9,119	$3.324M	0.2%	$101.07	—	RUS 1000 GRW ETF	464287614
NBIS	YANDEX N V	222,850	$3.32M	0.2%	$35.64	—	SHS CLASS A	N97284108
ABT	ABBOTT LABS	31,676	$3.291M	0.2%	$59.36	+73.4%	COM	002824100
VWO	VANGUARD INTL EQUITY INDEX F	68,023	$2.977M	0.1%	$44.94	—	FTSE EMR MKT ETF	922042858
CL	COLGATE PALMOLIVE CO	28,575	$2.773M	0.1%	$51.05	+74.5%	COM	194162103
GEV	GE VERNOVA INC	16,045	$2.752M	0.1%	$158.10	0.0%	COM	36828A101
EW	EDWARDS LIFESCIENCES CORP	29,180	$2.695M	0.1%	$76.99	+15.0%	COM	28176E108
EMR	EMERSON ELEC CO	24,163	$2.662M	0.1%	$67.01	+60.4%	COM	291011104
EEM	ISHARES TR	61,492	$2.619M	0.1%	$39.03	—	MSCI EMG MKT ETF	464287234
HD	HOME DEPOT INC	7,594	$2.614M	0.1%	$116.12	+182.1%	COM	437076102
IBMO	ISHARES TR	102,665	$2.599M	0.1%	$25.33	—	IBONDS DEC 26	46435U259
DVY	ISHARES TR	20,827	$2.52M	0.1%	$71.28	—	SELECT DIVID ETF	464287168
MCD	MCDONALDS CORP	9,353	$2.384M	0.1%	$191.27	+33.3%	COM	580135101
SYY	SYSCO CORP	33,354	$2.381M	0.1%	$65.42	+8.8%	COM	871829107
MRSH	MARSH & MCLENNAN COS INC	11,062	$2.331M	0.1%	$69.19	+189.3%	COM	571748102
CAT	CATERPILLAR INC	6,921	$2.305M	0.1%	$132.29	+156.0%	COM	149123101
COP	CONOCOPHILLIPS	19,963	$2.283M	0.1%	$90.46	+27.5%	COM	20825C104
ILMN	ILLUMINA INC	21,398	$2.234M	0.1%	$178.81	-37.3%	COM	452327109
ADBE	ADOBE INC	3,922	$2.179M	0.1%	$378.37	+28.0%	COM	00724F101
ITW	ILLINOIS TOOL WKS INC	9,135	$2.177M	0.1%	$181.49	+30.5%	COM	452308109
MA	MASTERCARD INCORPORATED	4,905	$2.164M	0.1%	$158.10	+185.7%	CL A	57636Q104
BAC	BANK AMERICA CORP	52,218	$2.077M	0.1%	$30.48	+20.9%	COM	060505104
IVV	ISHARES TR	3,761	$2.058M	0.1%	$475.45	—	CORE S&P500 ETF	464287200
FISV	FISERV INC	13,158	$1.961M	0.1%	$63.47	+138.5%	COM	337738108
IAU	ISHARES GOLD TR	44,110	$1.938M	0.1%	$34.02	—	ISHARES NEW	464285204
—	ISHARES TR	72,450	$1.919M	0.1%	$26.42	—	IBONDS DEC 25	46435U432
XLE	SELECT SECTOR SPDR TR	20,832	$1.899M	0.1%	$91.49	—	ENERGY	81369Y506
SPG	SIMON PPTY GROUP INC NEW	11,811	$1.793M	0.1%	$91.46	+48.2%	COM	828806109
IBMQ	ISHARES TR	70,650	$1.768M	0.1%	$25.29	—	IBONDS DEC 28	46435U325
PFE	PFIZER INC	61,744	$1.728M	0.1%	$25.29	-2.0%	COM	717081103
MS	MORGAN STANLEY	17,743	$1.724M	0.1%	$70.03	+29.7%	COM NEW	617446448
ISRG	INTUITIVE SURGICAL INC	3,845	$1.71M	0.1%	$265.49	+50.0%	COM NEW	46120E602
QQQ	INVESCO QQQ TR	3,444	$1.653M	0.1%	$395.13	—	UNIT SER 1	46090E103
IBMP	ISHARES TR	65,875	$1.648M	0.1%	$25.13	—	IBONDS DEC 27	46435U283
GEHC	GE HEALTHCARE TECHNOLOGIES I	20,528	$1.6M	0.1%	$71.08	+14.5%	COMMON STOCK	36266G107
HSY	HERSHEY CO	8,523	$1.567M	0.1%	$85.20	+115.9%	COM	427866108
IBDW	ISHARES TR	75,080	$1.523M	0.1%	$20.29	—	IBONDS DEC 2031	46436E486
IBTE	ISHARES TR	63,341	$1.519M	0.1%	$23.92	—	IBONDS 24 TRM TS	46436E874
AVGO	BROADCOM INC	939	$1.508M	0.1%	$94.73	+45.3%	COM	11135F101
SCI	SERVICE CORP INTL	20,566	$1.463M	0.1%	$67.68	+4.8%	COM	817565104
VTV	VANGUARD INDEX FDS	9,047	$1.46M	0.1%	$80.19	—	VALUE ETF	922908744
IBM	INTERNATIONAL BUSINESS MACHS	8,324	$1.44M	0.1%	$111.02	+49.4%	COM	459200101
RTX	RTX CORPORATION	13,899	$1.395M	0.1%	$69.98	+43.1%	COM	75513E101
APD	AIR PRODS & CHEMS INC	5,372	$1.386M	0.1%	$196.72	+23.2%	COM	009158106
REGN	REGENERON PHARMACEUTICALS	1,315	$1.382M	0.1%	$466.11	+106.8%	COM	75886F107
VOE	VANGUARD INDEX FDS	9,052	$1.37M	0.1%	$84.92	—	MCAP VL IDXVIP	922908512
—	ISHARES TR	58,953	$1.369M	0.1%	$23.23	—	IBONDS 25 TRM TS	46436E866
SHEL	SHELL PLC	18,950	$1.368M	0.1%	$52.09	—	SPON ADS	780259305
IJR	ISHARES TR	12,767	$1.362M	0.1%	$99.83	—	CORE S&P SCP ETF	464287804
CI	THE CIGNA GROUP	4,075	$1.347M	0.1%	$294.01	+13.7%	COM	125523100
MAS	MASCO CORP	20,071	$1.338M	0.1%	$48.83	+40.3%	COM	574599106
NFLX	NETFLIX INC	1,912	$1.29M	0.1%	$44.10	+41.6%	COM	64110L106
XLK	SELECT SECTOR SPDR TR	5,665	$1.282M	0.1%	$167.93	—	TECHNOLOGY	81369Y803
CMCSA	COMCAST CORP NEW	30,636	$1.2M	0.1%	$30.74	+20.7%	CL A	20030N101
ORCL	ORACLE CORP	8,342	$1.178M	0.1%	$57.74	+111.8%	COM	68389X105
DIS	DISNEY WALT CO	11,608	$1.153M	0.1%	$123.15	-14.3%	COM	254687106
NVO	NOVO-NORDISK A S	8,030	$1.146M	0.1%	$92.33	—	ADR	670100205
GILD	GILEAD SCIENCES INC	16,410	$1.126M	0.1%	$38.22	+65.2%	COM	375558103
EAT	BRINKER INTL INC	15,396	$1.115M	0.1%	$30.33	+96.4%	COM	109641100
CPNG	COUPANG INC	53,140	$1.113M	0.1%	$16.50	+31.4%	CL A	22266T109
CRWD	CROWDSTRIKE HLDGS INC	2,897	$1.11M	0.1%	$161.52	+105.9%	CL A	22788C105
WY	WEYERHAEUSER CO MTN BE	34,831	$989K	0.0%	$32.25	-8.8%	COM NEW	962166104
IJH	ISHARES TR	16,665	$975K	0.0%	$84.28	—	CORE S&P MCP ETF	464287507
ALNY	ALNYLAM PHARMACEUTICALS INC	4,000	$972K	0.0%	$170.34	-7.3%	COM	02043Q107
CSX	CSX CORP	28,896	$967K	0.0%	$25.01	+32.4%	COM	126408103
UPS	UNITED PARCEL SERVICE INC	6,938	$949K	0.0%	$69.34	+87.5%	CL B	911312106
QCOM	QUALCOMM INC	4,764	$949K	0.0%	$124.84	+46.1%	COM	747525103
ESGE	ISHARES INC	28,230	$947K	0.0%	$33.92	—	ESG AWR MSCI EM	46434G863
VEA	VANGUARD TAX-MANAGED FDS	19,002	$939K	0.0%	$44.01	—	VAN FTSE DEV MKT	921943858
IBTG	ISHARES TR	40,575	$919K	0.0%	$22.77	—	IBONDS 26 TRM TS	46436E858
INTU	INTUIT	1,395	$917K	0.0%	$426.77	+43.9%	COM	461202103
BMY	BRISTOL-MYERS SQUIBB CO	21,918	$910K	0.0%	$54.84	-25.2%	COM	110122108
BDX	BECTON DICKINSON & CO	3,808	$890K	0.0%	$167.07	+36.4%	COM	075887109
IWN	ISHARES TR	5,697	$868K	0.0%	$93.61	—	RUS 2000 VAL ETF	464287630
MDY	SPDR S&P MIDCAP 400 ETF TR	1,597	$858K	0.0%	$469.70	—	UTSER1 S&PDCRP	78467Y107
WPM	WHEATON PRECIOUS METALS CORP	16,000	$839K	0.0%	$44.50	+18.9%	COM	962879102
FDX	FEDEX CORP	2,716	$818K	0.0%	$196.90	+27.9%	COM	31428X106
W	WAYFAIR INC	15,229	$803K	0.0%	$128.37	-53.7%	CL A	94419L101
CSCO	CISCO SYS INC	16,142	$767K	0.0%	$30.85	+46.8%	COM	17275R102
FNV	FRANCO NEV CORP	6,422	$761K	0.0%	$130.03	-7.8%	COM	351858105
KMB	KIMBERLY-CLARK CORP	5,428	$757K	0.0%	$104.10	+20.4%	COM	494368103
—	ISHARES TR	32,240	$750K	0.0%	$23.03	—	IBONDS 25 TRM HG	46435U168
AZN	ASTRAZENECA PLC	9,590	$748K	0.0%	$30.90	—	SPONSORED ADR	046353108
ACN	ACCENTURE PLC IRELAND	2,457	$745K	0.0%	$276.21	+8.4%	SHS CLASS A	G1151C101
LOW	LOWES COS INC	3,373	$744K	0.0%	$94.64	+133.9%	COM	548661107
MDLZ	MONDELEZ INTL INC	11,274	$743K	0.0%	$56.28	+15.8%	CL A	609207105
GIS	GENERAL MLS INC	11,682	$739K	0.0%	$40.70	+58.3%	COM	370334104
LIN	LINDE PLC	1,674	$735K	0.0%	$326.44	+31.9%	SHS	G54950103
MMM	3M CO	7,115	$727K	0.0%	$76.75	+22.8%	COM	88579Y101
INTC	INTEL CORP	22,741	$704K	0.0%	$26.76	+21.5%	COM	458140100
VRTX	VERTEX PHARMACEUTICALS INC	1,489	$698K	0.0%	$358.75	+21.0%	COM	92532F100
CME	CME GROUP INC	3,394	$667K	0.0%	$157.92	+23.5%	COM	12572Q105
BF/A	BROWN FORMAN CORP	15,000	$665K	0.0%	$42.16	+8.3%	CL A	115637100
AMAT	APPLIED MATLS INC	2,794	$659K	0.0%	$70.69	+199.1%	COM	038222105
AMGN	AMGEN INC	2,103	$657K	0.0%	$170.73	+63.6%	COM	031162100
VZ	VERIZON COMMUNICATIONS INC	15,202	$627K	0.0%	$36.69	-0.6%	COM	92343V104
DE	DEERE & CO	1,671	$627K	0.0%	$159.46	+138.6%	COM	244199105
GBTC	GRAYSCALE BITCOIN TR BTC	11,640	$620K	0.0%	$53.24	—	SHS REP COM UT	389637109
EFA	ISHARES TR	7,894	$618K	0.0%	$70.78	—	MSCI EAFE ETF	464287465
—	ISHARES TR	23,360	$608K	0.0%	$25.78	—	IBONDS DEC	46435U697
CACI	CACI INTL INC	1,400	$602K	0.0%	$355.33	+14.9%	CL A	127190304
SCHD	SCHWAB STRATEGIC TR	7,616	$598K	0.0%	$79.45	—	US DIVIDEND EQ	808524797
PM	PHILIP MORRIS INTL INC	5,815	$597K	0.0%	$79.85	+14.3%	COM	718172109
VIG	VANGUARD SPECIALIZED FUNDS	3,221	$591K	0.0%	$144.28	—	DIV APP ETF	921908844
NKE	NIKE INC	7,651	$579K	0.0%	$90.02	-0.4%	CL B	654106103
SLB	SCHLUMBERGER LTD	12,135	$576K	0.0%	$55.56	-17.3%	COM STK	806857108
SBUX	STARBUCKS CORP	7,286	$567K	0.0%	$62.99	+23.9%	COM	855244109
HON	HONEYWELL INTL INC	2,595	$554K	0.0%	$144.79	+26.9%	COM	438516106
AXP	AMERICAN EXPRESS CO	2,387	$553K	0.0%	$158.07	+43.8%	COM	025816109
TXN	TEXAS INSTRS INC	2,817	$548K	0.0%	$57.38	+207.0%	COM	882508104
UNH	UNITEDHEALTH GROUP INC	1,053	$536K	0.0%	$266.87	+77.3%	COM	91324P102
LHX	L3HARRIS TECHNOLOGIES INC	2,357	$529K	0.0%	$184.23	+13.6%	COM	502431109
DRI	DARDEN RESTAURANTS INC	3,406	$515K	0.0%	$60.40	+139.8%	COM	237194105
UDR	UDR INC	12,185	$501K	0.0%	$41.75	-13.5%	COM	902653104
IBTH	ISHARES TR	22,525	$497K	0.0%	$22.28	—	IBONDS 27 TRM TS	46436E841
AVY	AVERY DENNISON CORP	2,236	$489K	0.0%	$86.49	+148.5%	COM	053611109
ZTS	ZOETIS INC	2,778	$482K	0.0%	$127.10	+28.5%	CL A	98978V103
BP	BP PLC	13,134	$474K	0.0%	$34.89	—	SPONSORED ADR	055622104
AKAM	AKAMAI TECHNOLOGIES INC	5,250	$473K	0.0%	$46.84	+106.4%	COM	00971T101
NSC	NORFOLK SOUTHN CORP	2,170	$466K	0.0%	$181.07	+23.8%	COM	655844108
TRV	TRAVELERS COMPANIES INC	2,223	$452K	0.0%	$160.90	+29.8%	COM	89417E109
IWM	ISHARES TR	2,206	$448K	0.0%	$165.94	—	RUSSELL 2000 ETF	464287655
MCO	MOODYS CORP	1,053	$443K	0.0%	$293.92	+33.7%	COM	615369105
KLAC	KLA CORP	534	$440K	0.0%	$163.05	+346.8%	COM NEW	482480100
TSLA	TESLA INC	2,170	$429K	0.0%	$219.50	-20.4%	COM	88160R101
CRM	SALESFORCE INC	1,665	$428K	0.0%	$264.72	0.0%	COM	79466L302
NEO	NEOGENOMICS INC	29,454	$409K	0.0%	$24.23	-41.5%	COM NEW	64049M209
IVW	ISHARES TR	4,404	$408K	0.0%	$92.54	—	S&P 500 GRWT ETF	464287309
VXF	VANGUARD INDEX FDS	2,395	$406K	0.0%	$90.35	—	EXTEND MKT ETF	922908652
CHD	CHURCH & DWIGHT CO INC	3,891	$403K	0.0%	$46.91	+121.2%	COM	171340102
EQR	EQUITY RESIDENTIAL	5,779	$401K	0.0%	$66.63	-8.9%	SH BEN INT	29476L107
RSP	INVESCO EXCHANGE TRADED FD T	2,427	$399K	0.0%	$169.37	—	S&P500 EQL WGT	46137V357
DEO	DIAGEO PLC	3,109	$392K	0.0%	$148.67	—	SPON ADR NEW	25243Q205
EBC	EASTERN BANKSHARES INC	28,000	$391K	0.0%	$12.50	+1.2%	COM	27627N105
CNI	CANADIAN NATL RY CO	3,244	$383K	0.0%	$110.54	+9.5%	COM	136375102
ASML	ASML HOLDING N V	373	$381K	0.0%	$970.47	—	N Y REGISTRY SHS	N07059210
—	CAMBRIDGE BANCORP	5,519	$381K	0.0%	$68.22	—	COM	132152109
BF/B	BROWN FORMAN CORP	8,750	$380K	0.0%	$37.27	+20.7%	CL B	115637209
IRM	IRON MTN INC DEL	4,206	$380K	0.0%	$45.97	+66.7%	COM	46284V101
SMOG	VANECK ETF TRUST	3,820	$368K	0.0%	$77.71	—	LOW CARBN ENERGY	92189F502
NOBL	PROSHARES TR	3,768	$364K	0.0%	$95.06	—	S&P 500 DV ARIST	74348A467
DD	DUPONT DE NEMOURS INC	4,507	$363K	0.0%	$27.27	+15.7%	COM	26614N102
XLV	SELECT SECTOR SPDR TR	2,441	$356K	0.0%	$147.59	—	SBI HEALTHCARE	81369Y209
CARR	CARRIER GLOBAL CORPORATION	5,582	$353K	0.0%	$54.96	+9.5%	COM	14448C104
NEE	NEXTERA ENERGY INC	4,895	$347K	0.0%	$70.03	-3.5%	COM	65339F101
ALGN	ALIGN TECHNOLOGY INC	1,397	$337K	0.0%	$225.21	+23.6%	COM	016255101
VO	VANGUARD INDEX FDS	1,375	$334K	0.0%	$232.64	—	MID CAP ETF	922908629
XYL	XYLEM INC	2,450	$332K	0.0%	$46.41	+187.6%	COM	98419M100
MO	ALTRIA GROUP INC	7,109	$331K	0.0%	$35.72	+9.5%	COM	02209S103
XLY	SELECT SECTOR SPDR TR	1,802	$329K	0.0%	$183.89	—	SBI CONS DISCR	81369Y407
IWR	ISHARES TR	4,049	$328K	0.0%	$63.86	—	RUS MID CAP ETF	464287499
VB	VANGUARD INDEX FDS	1,472	$322K	0.0%	$213.33	—	SMALL CP ETF	922908751
SHOP	SHOPIFY INC	4,850	$320K	0.0%	$66.33	0.0%	CL A	82509L107
DMLP	DORCHESTER MINERALS LP	10,257	$316K	0.0%	$33.72	—	COM UNIT	25820R105
IBHF	ISHARES TR	13,740	$315K	0.0%	$22.91	—	IBONDS 2026 TERM	46436E528
GLW	CORNING INC	8,027	$312K	0.0%	$33.68	0.0%	COM	219350105
CPRT	COPART INC	5,750	$311K	0.0%	$39.23	+39.2%	COM	217204106
IVE	ISHARES TR	1,690	$308K	0.0%	$182.01	—	S&P 500 VAL ETF	464287408
PSNL	PERSONALIS INC	262,608	$307K	0.0%	$1.70	-19.3%	COM	71535D106
VOT	VANGUARD INDEX FDS	1,325	$305K	0.0%	$198.79	—	MCAP GR IDXVIP	922908538
MKL	MARKEL GROUP INC	189	$298K	0.0%	$1466.28	+5.9%	COM	570535104
EPD	ENTERPRISE PRODS PARTNERS L	10,250	$297K	0.0%	$24.21	—	COM	293792107
NTR	NUTRIEN LTD	5,720	$294K	0.0%	$51.87	0.0%	COM	67077M108
AEM	AGNICO EAGLE MINES LTD	4,476	$293K	0.0%	$42.79	+48.5%	COM	008474108
IEFA	ISHARES TR	4,014	$292K	0.0%	$72.64	—	CORE MSCI EAFE	46432F842
ROST	ROSS STORES INC	1,931	$281K	0.0%	$102.02	+33.2%	COM	778296103
DELL	DELL TECHNOLOGIES INC	1,969	$272K	0.0%	$130.64	0.0%	CL C	24703L202
VLTO	VERALTO CORP	2,837	$271K	0.0%	$94.93	0.0%	COM SHS	92338C103
HCA	HCA HEALTHCARE INC	838	$269K	0.0%	$320.76	0.0%	COM	40412C101
RPM	RPM INTL INC	2,500	$269K	0.0%	$69.51	+59.3%	COM	749685103
VHI	VALHI INC NEW	15,095	$269K	0.0%	$22.59	-24.3%	COM	918905209
CMI	CUMMINS INC	955	$264K	0.0%	$225.44	+22.5%	COM	231021106
VGT	VANGUARD WORLD FD	450	$260K	0.0%	$484.00	—	INF TECH ETF	92204A702
UGI	UGI CORP NEW	11,000	$256K	0.0%	$32.73	-26.0%	COM	902681105
SRPT	SAREPTA THERAPEUTICS INC	1,616	$255K	0.0%	$122.50	+4.9%	COM	803607100
DOV	DOVER CORP	1,404	$253K	0.0%	$136.69	+28.6%	COM	260003108
SHW	SHERWIN WILLIAMS CO	834	$249K	0.0%	$248.17	+22.9%	COM	824348106
EFX	EQUIFAX INC	1,000	$242K	0.0%	$251.16	-6.1%	COM	294429105
OTIS	OTIS WORLDWIDE CORP	2,469	$238K	0.0%	$70.16	+33.6%	COM	68902V107
MPC	MARATHON PETE CORP	1,342	$233K	0.0%	$164.35	+9.3%	COM	56585A102
ADI	ANALOG DEVICES INC	992	$226K	0.0%	$207.63	0.0%	COM	032654105
CBOE	CBOE GLOBAL MKTS INC	1,298	$221K	0.0%	$181.47	-3.5%	COM	12503M108
IWB	ISHARES TR	741	$220K	0.0%	$262.26	—	RUS 1000 ETF	464287622
BSX	BOSTON SCIENTIFIC CORP	2,840	$219K	0.0%	$73.20	0.0%	COM	101137107
CBU	COMMUNITY FINANCIAL SYSTEM I	4,550	$217K	0.0%	$41.72	+2.6%	COM	203607106
FWONK	LIBERTY MEDIA CORP DEL	3,010	$216K	0.0%	$71.84	—	COM LBTY ONE S C	531229755
AMD	ADVANCED MICRO DEVICES INC	1,324	$215K	0.0%	$160.87	0.0%	COM	007903107
DOC	HEALTHPEAK PROPERTIES INC	10,745	$211K	0.0%	$24.79	-30.4%	COM	42250P103
ICLN	ISHARES TR	15,765	$210K	0.0%	$19.09	—	GL CLEAN ENE ETF	464288224
SRE	SEMPRA	2,726	$209K	0.0%	$70.00	0.0%	COM	816851109
VOOV	VANGUARD ADMIRAL FDS INC	1,171	$207K	0.0%	$176.77	—	500 VAL IDX FD	921932703
CLX	CLOROX CO DEL	1,500	$205K	0.0%	$147.59	-11.0%	COM	189054109
AES	AES CORP	11,400	$200K	0.0%	$15.22	+15.0%	COM	00130H105
SO	SOUTHERN CO	2,579	$200K	0.0%	$71.79	0.0%	COM	842587107
VISN	COMMSCOPE HLDG CO INC	82,700	$102K	0.0%	$6.41	-81.4%	COM	20337X109
CASIF	CASI PHARMACEUTICALS INC	15,072	$82,896	0.0%	$5.39	-42.3%	ORD SHS	G1933S101