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
Expires: July 31, 2015
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
ABBOTT LABORATORIES COM 002824100 1,985,022 19,334 SH SOLE 0 0 0 19,334
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,718,381 8,666 SH SOLE 0 0 0 8,666
ACUSHNET HLDGS CORP COM 005098108 306,054 3,274 SH SOLE 0 0 0 3,274
ADVANCED MICRO DEVICES INC COM 007903107 395,468 1,944 SH SOLE 0 0 0 1,944
ALPHABET INC CAP STK CL C 02079K107 1,104,698 3,851 SH SOLE 0 0 0 3,851
ALPHABET INC CAP STK CL A 02079K305 2,105,514 7,322 SH SOLE 0 0 0 7,322
AMAZON COM INC COM 023135106 1,505,167 7,227 SH SOLE 0 0 0 7,227
AMERICAN WTR WKS CO INC NEW COM 030420103 1,910,431 14,038 SH SOLE 0 0 0 14,038
AMGEN INC COM 031162100 1,206,846 3,430 SH SOLE 0 0 0 3,430
ANALOG DEVICES INC COM 032654105 1,481,578 4,657 SH SOLE 0 0 0 4,657
AON PLC SHS CL A G0403H108 929,284 2,879 SH SOLE 0 0 0 2,879
APPLE INC COM 037833100 5,957,720 23,475 SH SOLE 0 0 0 23,475
APPLOVIN CORP COM CL A 03831W108 300,490 755 SH SOLE 0 0 0 755
BANCO SANTANDER SA ADR 05964H105 365,404 32,394 SH SOLE 0 0 0 32,394
BANK AMERICA CORP COM 060505104 899,531 18,452 SH SOLE 0 0 0 18,452
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 676,630 1,412 SH SOLE 0 0 0 1,412
BLACKROCK INC COM 09290D101 2,132,111 2,217 SH SOLE 0 0 0 2,217
BROADCOM INC COM 11135F101 1,895,749 6,125 SH SOLE 0 0 0 6,125
CATERPILLAR INC COM 149123101 225,999 319 SH SOLE 0 0 0 319
CENCORA INC COM 03073E105 612,573 1,950 SH SOLE 0 0 0 1,950
CHEVRON CORPORATION COM 166764100 218,665 1,057 SH SOLE 0 0 0 1,057
CISCO SYS INC COM 17275R102 2,752,505 35,475 SH SOLE 0 0 0 35,475
COCA COLA CO COM 191216100 34,458,939 453,109 SH SOLE 0 0 0 453,109
COMMERCE BANCSHARES INC COM 200525103 1,057,652 21,497 SH SOLE 0 0 0 21,497
CONOCOPHILLIPS COM 20825C104 243,408 1,844 SH SOLE 0 0 0 1,844
COSTCO WHOLESALE CORPORATION COM 22160K105 2,031,721 2,039 SH SOLE 0 0 0 2,039
ECOLAB INC COM 278865100 1,267,319 4,764 SH SOLE 0 0 0 4,764
ELI LILLY & CO COM 532457108 1,712,612 1,862 SH SOLE 0 0 0 1,862
EMCOR GROUP INC COM 29084Q100 649,713 880 SH SOLE 0 0 0 880
EXXON MOBIL CORP COM 30231G102 328,732 1,938 SH SOLE 0 0 0 1,938
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101 1,163,849 10,958 SH SOLE 0 0 0 10,958
FTI CONSULTING INC COM 302941109 205,230 1,161 SH SOLE 0 0 0 1,161
GE AEROSPACE COM NEW 369604301 402,670 1,419 SH SOLE 0 0 0 1,419
GE VERNOVA INC COM 36828A101 302,896 347 SH SOLE 0 0 0 347
GENERAL DYNAMICS CORP COM 369550108 1,225,639 3,571 SH SOLE 0 0 0 3,571
GRACO INC COM 384109104 248,448 2,935 SH SOLE 0 0 0 2,935
HOME DEPOT INC COM 437076102 2,207,181 6,711 SH SOLE 0 0 0 6,711
ILLINOIS TOOL WKS INC COM 452308109 2,322,307 8,922 SH SOLE 0 0 0 8,922
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,349,134 14,936 SH SOLE 0 0 0 14,936
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 449,213 19,548 SH SOLE 0 0 0 19,548
ISHARES TR CORE S&P TTL STK 464287150 351,090 2,465 SH SOLE 0 0 0 2,465
ISHARES TR MSCI ACWI ETF 464288257 3,178,081 22,968 SH SOLE 0 0 0 22,968
ISHARES TR RUS 1000 VAL ETF 464287598 23,720,575 111,015 SH SOLE 0 0 0 111,015
ISHARES TR RUS 1000 GRW ETF 464287614 27,292,158 64,006 SH SOLE 0 0 0 64,006
ISHARES TR RUSSELL 2000 ETF 464287655 6,159,080 24,835 SH SOLE 0 0 0 24,835
ISHARES TR MSCI EAFE ETF 464287465 3,819,929 39,328 SH SOLE 0 0 0 39,328
ISHARES TR RUS MID CAP ETF 464287499 17,634,411 181,368 SH SOLE 0 0 0 181,368
ISHARES TR MSCI EMG MKT ETF 464287234 6,957,116 122,506 SH SOLE 0 0 0 122,506
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 813,370 15,955 SH SOLE 0 0 0 15,955
JOHNSON & JOHNSON COM 478160104 3,203,084 13,104 SH SOLE 0 0 0 13,104
JPMORGAN CHASE & CO COM 46625H100 1,386,801 4,714 SH SOLE 0 0 0 4,714
L3HARRIS TECHNOLOGIES INC COM 502431109 1,293,967 3,749 SH SOLE 0 0 0 3,749
LAM RESEARCH CORP COM NEW 512807306 244,641 1,145 SH SOLE 0 0 0 1,145
LINDE PLC SHS G54950103 1,563,627 3,154 SH SOLE 0 0 0 3,154
MANHATTAN ASSOCIATES INC COM 562750109 204,206 1,534 SH SOLE 0 0 0 1,534
MARRIOTT INTL INC NEW CL A 571903202 429,407 1,313 SH SOLE 0 0 0 1,313
MASTERCARD INCORPORATED CL A 57636Q104 1,486,988 2,976 SH SOLE 0 0 0 2,976
MCCORMICK & CO INC COM NON VTG 579780206 534,714 10,601 SH SOLE 0 0 0 10,601
MCDONALDS CORP COM 580135101 2,421,365 7,791 SH SOLE 0 0 0 7,791
MERCADOLIBRE INC COM 58733R102 255,895 148 SH SOLE 0 0 0 148
META PLATFORMS INC CL A 30303M102 1,042,993 1,823 SH SOLE 0 0 0 1,823
MICROSOFT CORP COM 594918104 3,196,788 8,636 SH SOLE 0 0 0 8,636
MONDELEZ INTL INC CL A 609207105 1,934,012 33,553 SH SOLE 0 0 0 33,553
NETFLIX INC. COM 64110L106 327,872 3,410 SH SOLE 0 0 0 3,410
NEWMONT CORP COM 651639106 208,706 1,928 SH SOLE 0 0 0 1,928
NEXTERA ENERGY INC COM 65339F101 2,916,339 31,399 SH SOLE 0 0 0 31,399
NIKE INC CL B 654106103 1,016,627 19,247 SH SOLE 0 0 0 19,247
NORTHERN LTS FD TR II WEITZ CORE PLUS 664925880 8,414,514 332,721 SH SOLE 0 0 0 332,721
NOVARTIS AG SPONSORED ADR 66987V109 222,557 1,457 SH SOLE 0 0 0 1,457
NVIDIA CORPORATION COM 67066G104 4,133,280 23,700 SH SOLE 0 0 0 23,700
OREILLY AUTOMOTIVE INC COM 67103H107 239,544 2,595 SH SOLE 0 0 0 2,595
PAYCHEX INC COM 704326107 1,575,160 17,099 SH SOLE 0 0 0 17,099
PGIM ETF TR ACTV HY BD ETF 69344A206 2,328,244 67,232 SH SOLE 0 0 0 67,232
PHILLIPS 66 COM 718546104 3,055,341 16,771 SH SOLE 0 0 0 16,771
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 6,142,514 61,077 SH SOLE 0 0 0 61,077
PINNACLE FINL PARTNERS INC COM 72348N109 470,152 5,458 SH SOLE 0 0 0 5,458
PPG INDS INC COM 693506107 821,052 7,682 SH SOLE 0 0 0 7,682
PRIMERICA INC COM 74164M108 380,980 1,521 SH SOLE 0 0 0 1,521
PRIMORIS SVCS CORP COM 74164F103 406,520 2,842 SH SOLE 0 0 0 2,842
PROCTER & GAMBLE CO COM 742718109 1,938,108 13,418 SH SOLE 0 0 0 13,418
PROLOGIS INC. COM 74340W103 1,049,774 7,942 SH SOLE 0 0 0 7,942
RBC BEARINGS INC COM 75524B104 615,898 1,134 SH SOLE 0 0 0 1,134
REALTY INCOME CORP COM 756109104 822,633 13,446 SH SOLE 0 0 0 13,446
S&P GLOBAL INC COM 78409V104 241,593 568 SH SOLE 0 0 0 568
SHELL PLC SPON ADS 780259305 254,541 2,737 SH SOLE 0 0 0 2,737
SIMPSON MFG INC COM 829073105 442,780 2,580 SH SOLE 0 0 0 2,580
SOUTHERN CO COM 842587107 582,335 6,033 SH SOLE 0 0 0 6,033
SPDR SERIES TRUST STATE STREET SPD 78468R739 576,973 12,063 SH SOLE 0 0 0 12,063
SPDR SERIES TRUST STATE STREET SPD 78468R721 420,211 9,268 SH SOLE 0 0 0 9,268
SPDR SERIES TRUST STATE STREET SPD 78468R663 953,789 10,408 SH SOLE 0 0 0 10,408
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 502,817 773 SH SOLE 0 0 0 773
STRYKER CORPORATION COM 863667101 1,059,046 3,223 SH SOLE 0 0 0 3,223
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 269,008 796 SH SOLE 0 0 0 796
TESLA INC COM 88160R101 756,883 2,036 SH SOLE 0 0 0 2,036
TJX COS INC NEW COM 872540109 227,573 1,425 SH SOLE 0 0 0 1,425
TRACTOR SUPPLY CO COM 892356106 807,971 17,836 SH SOLE 0 0 0 17,836
TRUIST FINL CORP COM 89832Q109 227,597 4,951 SH SOLE 0 0 0 4,951
UBER TECHNOLOGIES INC COM 90353T100 237,585 3,303 SH SOLE 0 0 0 3,303
UNITEDHEALTH GROUP INC COM 91324P102 694,605 2,567 SH SOLE 0 0 0 2,567
VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 603,535 12,037 SH SOLE 0 0 0 12,037
VANGUARD BD INDEX FDS LONG TERM BOND 921937793 6,688,374 97,243 SH SOLE 0 0 0 97,243
VANGUARD INDEX FDS SMALL CP ETF 922908751 448,931 1,714 SH SOLE 0 0 0 1,714
VANGUARD INDEX FDS MID CAP ETF 922908629 2,287,102 7,964 SH SOLE 0 0 0 7,964
VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL 922040845 6,919,192 91,463 SH SOLE 0 0 0 91,463
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9,081,913 168,028 SH SOLE 0 0 0 168,028
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 605,665 12,140 SH SOLE 0 0 0 12,140
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1,284,067 4,351 SH SOLE 0 0 0 4,351
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1,927,972 19,247 SH SOLE 0 0 0 19,247
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 12,170,237 189,923 SH SOLE 0 0 0 189,923
VANGUARD WORLD FD INF TECH ETF 92204A702 325,445 466 SH SOLE 0 0 0 466
VERTEX PHARMACEUTICALS INC COM 92532F100 200,943 450 SH SOLE 0 0 0 450
VISA INC COM CL A 92826C839 2,602,589 8,611 SH SOLE 0 0 0 8,611
VULCAN MATLS CO COM 929160109 29,187,837 107,190 SH SOLE 0 0 0 107,190
WALMART INC COM 931142103 1,570,278 12,635 SH SOLE 0 0 0 12,635
WATTS WATER TECHNOLOGIES INC CL A 942749102 332,092 1,144 SH SOLE 0 0 0 1,144
WEC ENERGY GROUP INC COM 92939U106 1,256,799 10,856 SH SOLE 0 0 0 10,856
WELLS FARGO & CO COM 949746101 852,623 10,710 SH SOLE 0 0 0 10,710
ZOETIS INC CL A 98978V103 1,808,968 15,303 SH SOLE 0 0 0 15,303