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
AMAZON COM INC COM Stock 023135106 481,607 1,933 SH SOLE 0 1,933 0 0
HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109 204,448 3,200 SH SOLE 0 3,200 0 0
ULTA BEAUTY INC COM Stock 90384S303 3,214,210 5,885 SH SOLE 0 5,885 0 0
SRH TOTAL RETURN FUND INC COM CEF 101507101 1 0 SH SOLE 0 0 0 0
INVESCO QQQ TRUST SERIES I ETF 46090E103 451,260 610 SH SOLE 0 610 0 0
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF ETF 81369Y803 372,708 1,904 SH SOLE 0 1,904 0 0
CAMDEN NATL CORP COM Stock 133034108 5,762,024 104,111 SH SOLE 0 104,111 0 0
STARBUCKS CORP COM Stock 855244109 7,517 80 SH SOLE 0 80 0 0
HINGHAM INSTN SVGS MASS COM Stock 433323102 351,825 1,245 SH SOLE 0 1,245 0 0
ARROW FINL CORP COM Stock 042744102 53,727 1,458 SH SOLE 0 1,458 0 0
EBAY INC. COM Stock 278642103 114,110 1,076 SH SOLE 0 1,076 0 0
BAR HBR BANKSHARES COM Stock 066849100 58,035 1,500 SH SOLE 0 1,500 0 0
HUBBELL INC COM Stock 443510607 4,902,509 10,808 SH SOLE 0 10,808 0 0
JOHNSON & JOHNSON COM Stock 478160104 5,342,033 20,178 SH SOLE 0 20,178 0 0
WILLIAMS SONOMA INC COM Stock 969904101 20,059 88 SH SOLE 0 88 0 0
WASTE MGMT INC DEL COM Stock 94106L109 343,605 1,685 SH SOLE 0 1,685 0 0
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF ETF 922908769 271,306 725 SH SOLE 0 724 0 0
COSTCO WHOLESALE CORPORATION COM Stock 22160K105 5,083,353 5,584 SH SOLE 0 5,584 0 0
HCA HEALTHCARE INC COM Stock 40412C101 4,267 10 SH SOLE 0 10 0 0
GOLDMAN SACHS GROUP INC COM Stock 38141G104 63,926 71 SH SOLE 0 71 0 0
ISHARES ESG MSCI KLD 400 ETF ETF 464288570 1,169,440 8,000 SH SOLE 0 8,000 0 0
SHELL PLC SPON ADS ADR 780259305 114,060 1,200 SH SOLE 0 1,200 0 0
YUM BRANDS INC COM Stock 988498101 100,619 738 SH SOLE 0 738 0 0
PROCTER & GAMBLE CO COM Stock 742718109 2,336,558 16,083 SH SOLE 0 16,083 0 0
COCA COLA CO COM Stock 191216100 458,077 5,322 SH SOLE 0 5,321 0 0
GENERAL MILLS INC COM Stock 370334104 480,470 14,940 SH SOLE 0 14,940 0 0
ENTERPRISE PRODS PARTNERS L P COM Stock 293792107 229,328 6,440 SH SOLE 0 6,440 0 0
IDEX CORP COM Stock 45167R104 68,394 300 SH SOLE 0 300 0 0
OCCIDENTAL PETE CORP COM Stock 674599105 11,064 200 SH SOLE 0 200 0 0
UNITED PARCEL SVCS INC CL B Stock 911312106 2,367,302 25,335 SH SOLE 0 25,335 0 0
MARRIOTT INTL INC NEW CL A Stock 571903202 144,046 405 SH SOLE 0 405 0 0
ISHARES ESG OPTIMIZED MSCI USA ETF ETF 464288802 83,944 539 SH SOLE 0 539 0 0
INTEL CORP COM Stock 458140100 253,084 2,105 SH SOLE 0 2,105 0 0
CME GROUP INC COM Stock 12572Q105 16,505 63 SH SOLE 0 63 0 0
STATE STR CORP COM Stock 857477103 5,436,034 31,136 SH SOLE 0 31,136 0 0
MEDTRONIC PLC SHS Stock G5960L103 28,131 326 SH SOLE 0 326 0 0
FORTIVE CORP COM Stock 34959J108 2,466 45 SH SOLE 0 45 0 0
NETFLIX INC. COM Stock 64110L106 3,143,833 45,183 SH SOLE 0 45,183 0 0
WORTHINGTON ENTERPRISES INC COM Stock 981811102 56,563 950 SH SOLE 0 950 0 0
PAYCHEX INC COM Stock 704326107 414,784 4,211 SH SOLE 0 4,211 0 0
ISHARES ESG AWARE MSCI EAFE ETF ETF 46435G516 132,103 1,282 SH SOLE 0 1,281 0 0
WATERS CORP COM Stock 941848103 337,452 768 SH SOLE 0 768 0 0
PROLOGIS INC. COM REIT 74340W103 6,372,028 49,076 SH SOLE 0 49,076 0 0
SUN LIFE FINANCIAL INC. COM Stock 866796105 19,415 249 SH SOLE 0 249 0 0
ISHARES AGENCY BOND ETF ETF 464288166 6,499 61 SH SOLE 0 61 0 0
MERCK & CO INC COM Stock 58933Y105 2,118,867 14,582 SH SOLE 0 14,581 0 0
STATE STREET SPDR S&P 500 ETF ETF 78462F103 1,824,974 2,393 SH SOLE 0 2,393 0 0
MCKESSON CORP COM Stock 58155Q103 180,154 211 SH SOLE 0 211 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104 605,514 1,098 SH SOLE 0 1,098 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109 2,137,482 8,308 SH SOLE 0 8,308 0 0
EMERSON ELEC CO COM Stock 291011104 182,087 1,174 SH SOLE 0 1,174 0 0
ALASKA AIR GROUP INC COM Stock 011659109 3,870 100 SH SOLE 0 100 0 0
ISHARES TIPS BOND ETF ETF 464287176 52,020 500 SH SOLE 0 500 0 0
VERTEX PHARMACEUTICALS INC COM Stock 92532F100 172,527 330 SH SOLE 0 330 0 0
INNOVATIVE INDL PPTYS INC COM REIT 45781V101 4,288 81 SH SOLE 0 81 0 0
SMUCKER J M CO COM NEW Stock 832696405 520,945 4,381 SH SOLE 0 4,381 0 0
CORNING INC COM Stock 219350105 378,711 2,463 SH SOLE 0 2,463 0 0
EDWARDS LIFESCIENCES CORP COM Stock 28176E108 88,392 1,024 SH SOLE 0 1,024 0 0
NUVEEN AMT-FREE MUN VALUE FD COM CEF 670695105 85,168 6,428 SH SOLE 0 6,427 0 0
BANK OF NY MELLON CORP COM Stock 064058100 132,481 916 SH SOLE 0 916 0 0
SUPER MICRO COMPUTER INC COM NEW Stock 86800U302 36,963 900 SH SOLE 0 900 0 0
HOWMET AEROSPACE INC COM Stock 443201108 3,619 16 SH SOLE 0 16 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104 107,015 2,333 SH SOLE 0 2,333 0 0
UNUM GROUP COM Stock 91529Y106 2,281 26 SH SOLE 0 26 0 0
CHUBB LIMITED COM Stock H1467J104 65,375 201 SH SOLE 0 201 0 0
MARVELL TECHNOLOGY INC COM Stock 573874104 170,151 644 SH SOLE 0 644 0 0
FEDEX CORP COM Stock 31428X106 186,734 655 SH SOLE 0 655 0 0
SHERWIN WILLIAMS CO COM Stock 824348106 119,610 370 SH SOLE 0 370 0 0
PEPSICO INC COM Stock 713448108 1,366,510 10,784 SH SOLE 0 10,783 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS ADR 874060205 4,242,727 233,245 SH SOLE 0 233,245 0 0
KIMBERLY-CLARK CORP COM Stock 494368103 34,101 350 SH SOLE 0 350 0 0
GROWGENERATION CORP COM Stock 39986L109 300 200 SH SOLE 0 200 0 0
HONEYWELL INTL INC COM Stock 438516205 4,430 21 SH SOLE 0 21 0 0
TRANE TECHNOLOGIES PLC SHS Stock G8994E103 41,582 92 SH SOLE 0 92 0 0
VANECK GREEN BOND ETF ETF 92189F171 557,048 23,990 SH SOLE 0 23,990 0 0
ISHARES ESG AWARE MSCI USA ETF ETF 46435G425 412,694 2,474 SH SOLE 0 2,474 0 0
US BANCORP COM NEW Stock 902973304 1,049,153 18,164 SH SOLE 0 18,164 0 0
XCEL ENERGY INC COM Stock 98389B100 35,240 500 SH SOLE 0 500 0 0
BP PLC SPONSORED ADR ADR 055622104 10,998 250 SH SOLE 0 250 0 0
HOME DEPOT INC Stock 437076102 4,161,235 14,627 SH SOLE 0 14,627 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103 5,687,900 22,041 SH SOLE 0 22,041 0 0
DUPONT DE NEMOURS INC COMMON STOCK Stock 26614N201 123,266 949 SH SOLE 0 949 0 0
ICICI BK LTD ADR ADR 45104G104 6,722 244 SH SOLE 0 244 0 0
INFOSYS LTD SPONSORED ADR ADR 456788108 2,733 254 SH SOLE 0 254 0 0
SPDR GOLD SHARES ETF 78463V107 279,917 735 SH SOLE 0 735 0 0
SOUTHERN CO COM Stock 842587107 91,179 1,100 SH SOLE 0 1,100 0 0
CENCORA INC COM Stock 03073E105 150,125 500 SH SOLE 0 500 0 0
BECTON DICKINSON & CO COM Stock 075887109 783,483 4,377 SH SOLE 0 4,377 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 196,909 1,572 SH SOLE 0 1,572 0 0
LABCORP HOLDINGS INC COM SHS Stock 504922105 264,666 859 SH SOLE 0 859 0 0
FORTINET INC COM Stock 34959E109 4,469 25 SH SOLE 0 25 0 0
GALLAGHER ARTHUR J & CO COM Stock 363576109 410,598 1,800 SH SOLE 0 1,800 0 0
HENRY JACK & ASSOC INC COM Stock 426281101 4,765,308 33,268 SH SOLE 0 33,268 0 0
COGNEX CORP COM Stock 192422103 64,289 1,060 SH SOLE 0 1,060 0 0
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF ETF 46435U853 21,547 603 SH SOLE 0 603 0 0
LINCOLN ELEC HLDGS INC COM Stock 533900106 10,848 41 SH SOLE 0 41 0 0
UNITED THERAPEUTICS CORP DEL COM Stock 91307C102 162,567 300 SH SOLE 0 300 0 0
FRANKLIN FTSE JAPAN ETF ETF 35473P744 72,450 1,750 SH SOLE 0 1,750 0 0
ADOBE INC COM Stock 00724F101 7,198 30 SH SOLE 0 30 0 0
UNION BANKSHARES INC COM Stock 905400107 10,350 450 SH SOLE 0 450 0 0
ALPHABET CLASS A Stock 02079K305 2,999,689 8,718 SH SOLE 0 8,718 0 0
PROGRESSIVE CORP COM Stock 743315103 9,951 48 SH SOLE 0 48 0 0
OREILLY AUTOMOTIVE INC COM Stock 67103H107 766,128 8,970 SH SOLE 0 8,970 0 0
PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 54,189 484 SH SOLE 0 484 0 0
INTUIT COM Stock 461202103 716,570 2,599 SH SOLE 0 2,599 0 0
UNILEVER PLC SPON ADR NEW ADR 904767803 6,266,789 103,191 SH SOLE 0 103,191 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A Stock 46333X108 337 85 SH SOLE 0 85 0 0
AEGON LTD AMER REG 1 CERT ADR 0076CA104 10,865 1,259 SH SOLE 0 1,259 0 0
SPOTIFY TECHNOLOGY S A SHS Stock L8681T102 53,612 110 SH SOLE 0 110 0 0
CSX CORP COM Stock 126408103 40,882 879 SH SOLE 0 879 0 0
COMCAST CORP NEW CL A Stock 20030N101 147,968 6,800 SH SOLE 0 6,800 0 0
MICROSOFT CORP COM Stock 594918104 7,269,282 14,173 SH SOLE 0 14,172 0 0
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF ETF 46435U663 167,598 3,223 SH SOLE 0 3,223 0 0
HEALTHPEAK PROPERTIES INC COM REIT 42250P103 2,746,217 137,517 SH SOLE 0 137,517 0 0
CVS HEALTH CORP COM Stock 126650100 181,491 2,118 SH SOLE 0 2,118 0 0
AMALGAMATED FINANCIAL CORP COM Stock 022671101 3,229,337 67,886 SH SOLE 0 67,886 0 0
MASCO CORP COM Stock 574599106 101,100 1,500 SH SOLE 0 1,500 0 0
TILRAY BRANDS INC COM Stock 88688T209 113 30 SH SOLE 0 30 0 0
AMERIPRISE FINL INC COM Stock 03076C106 24,618 50 SH SOLE 0 50 0 0
AVERY DENNISON CORP COM Stock 053611109 86,018 504 SH SOLE 0 504 0 0
TENNANT CO COM Stock 880345103 95,116 1,415 SH SOLE 0 1,415 0 0
NEXTERA ENERGY INC COM Stock 65339F101 792,089 10,458 SH SOLE 0 10,458 0 0
VANGUARD ESG INTERNATIONAL STOCK ETF ETF 921910725 10,458 129 SH SOLE 0 129 0 0
VANGUARD ESG U.S. STOCK ETF ETF 921910733 36,593 270 SH SOLE 0 270 0 0
VANGUARD MORNINGSTAR MID-CAP ETF ETF 922908629 178,170 2,272 SH SOLE 0 2,272 0 0
TESLA INC COM Stock 88160R101 34,417 97 SH SOLE 0 97 0 0
MSCI INC COM Stock 55354G100 131,972 245 SH SOLE 0 245 0 0
STONECO LTD COM CL A Stock G85158106 3,829 410 SH SOLE 0 410 0 0
VANGUARD HEALTH CARE ETF ETF 92204A504 94,824 300 SH SOLE 0 300 0 0
NORFOLK SOUTHN CORP COM Stock 655844108 146,466 474 SH SOLE 0 474 0 0
DELL TECHNOLOGIES INC CL C Stock 24703L202 69,396 129 SH SOLE 0 129 0 0
SCHWAB SHORT-TERM US TREASURY ETF ETF 808524862 160,435 6,724 SH SOLE 0 6,724 0 0
VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 3,016 24 SH SOLE 0 24 0 0
AMPHENOL CORP CL A Stock 032095101 605,611 7,184 SH SOLE 0 7,184 0 0
ACUITY INC COM Stock 00508Y102 2,245,813 7,249 SH SOLE 0 7,249 0 0
DOLLAR TREE INC COM Stock 256746108 34,206 300 SH SOLE 0 300 0 0
WATTS WATER TECHNOLOGIES INC CL A Stock 942749102 565,271 1,596 SH SOLE 0 1,596 0 0
WELLTOWER INC COM REIT 95040Q104 2,533 11 SH SOLE 0 11 0 0
DOW HLDGS INC COM Stock 260557103 78,544 2,852 SH SOLE 0 2,852 0 0
ALCON AG ORD SHS Stock H01301128 42,088 650 SH SOLE 0 650 0 0
ASTRAZENECA PLC ORD ADR G0593M107 476,337 2,950 SH SOLE 0 2,950 0 0
SUMITOMO MITSUI FIN GRP INC SPONSORED ADS ADR 86562M209 6,478 250 SH SOLE 0 250 0 0
AMERESCO INC CL A Stock 02361E108 1,436,528 69,364 SH SOLE 0 69,364 0 0
FIFTH THIRD BANCORP COM Stock 316773100 174,804 3,456 SH SOLE 0 3,456 0 0
UBER TECHNOLOGIES INC COM Stock 90353T100 71,456 1,043 SH SOLE 0 1,043 0 0
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107 32,179 49 SH SOLE 0 49 0 0
FASTLY INC CL A Stock 31188V100 6,418 250 SH SOLE 0 250 0 0
CORTEVA INC COM Stock 22052L104 215,867 2,780 SH SOLE 0 2,780 0 0
GENERAL MTRS CO COM Stock 37045V100 1,386 18 SH SOLE 0 18 0 0
VANECK GOLD MINERS ETF ETF 92189F106 319,329 3,637 SH SOLE 0 3,637 0 0
STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF ETF 78464A201 14,976 140 SH SOLE 0 140 0 0
SNDL INC COM Stock 83307B101 286 222 SH SOLE 0 222 0 0
WABTEC COM Stock 929740108 4,081,115 14,211 SH SOLE 0 14,211 0 0
ELI LILLY & CO COM Stock 532457108 2,928,569 2,531 SH SOLE 0 2,531 0 0
AIR PRODUCTS AND CHEMICALS INC COM Stock 009158106 218,967 787 SH SOLE 0 787 0 0
VANGUARD MORTGAGE-BACKED SECURITIES ETF ETF 92206C771 199,046 4,482 SH SOLE 0 4,482 0 0
VANGUARD S&P 500 GROWTH ETF ETF 921932505 394,085 4,610 SH SOLE 0 4,610 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 69,473 250 SH SOLE 0 250 0 0
TWILIO INC CL A Stock 90138F102 116,984 400 SH SOLE 0 400 0 0
DIGITAL RLTY TR INC COM REIT 253868103 14,042 80 SH SOLE 0 80 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104 107,635 1,962 SH SOLE 0 1,962 0 0
AFLAC INC COM Stock 001055102 635,581 5,686 SH SOLE 0 5,686 0 0
SYSCO CORP COM Stock 871829107 344,193 4,415 SH SOLE 0 4,415 0 0
CHIPOTLE MEXICAN GRILL INC COM Stock 169656105 2,776,615 86,905 SH SOLE 0 86,905 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 1,169,187 2,348 SH SOLE 0 2,348 0 0
AMERICAN ELEC PWR CO INC COM Stock 025537101 84,946 716 SH SOLE 0 716 0 0
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG Stock 11285B108 39,056 1,384 SH SOLE 0 1,384 0 0
VITAL FARMS INC COM Stock 92847W103 674,016 72,631 SH SOLE 0 72,631 0 0
SNOWFLAKE INC COM SHS Stock 833445109 6,791 20 SH SOLE 0 20 0 0
LUCID GROUP INC COM NEW Stock 549498202 4,721 1,160 SH SOLE 0 1,160 0 0
EASTERN BANKSHARES INC COM Stock 27627N105 18,837 900 SH SOLE 0 900 0 0
MIDDLESEX WTR CO COM Stock 596680108 230,420 4,350 SH SOLE 0 4,350 0 0
ATLASSIAN CORPORATION CL A Stock 049468101 4,482 25 SH SOLE 0 25 0 0
VIATRIS INC COM Stock 92556V106 1,223 69 SH SOLE 0 69 0 0
FIRST SOLAR INC COM Stock 336433107 3,655,414 20,869 SH SOLE 0 20,869 0 0
SOFI TECHNOLOGIES INC COM Stock 83406F102 2,575,785 163,854 SH SOLE 0 163,854 0 0
WORKHORSE GROUP INC COM NEW Stock 98138J503 3 1 SH SOLE 0 1 0 0
WOORI FINL GROUP INC SPONSORED ADS ADR 981064108 7,554 100 SH SOLE 0 100 0 0
AIRBNB INC COM CL A Stock 009066101 5,623 35 SH SOLE 0 35 0 0
ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF ETF 886364876 7,537 336 SH SOLE 0 335 0 0
STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF ETF 78464A284 84,317 3,593 SH SOLE 0 3,592 0 0
STAG INDUSTRIAL INC COM REIT 85254J102 65,281 1,823 SH SOLE 0 1,822 0 0
VANGUARD MORNINGSTAR MID-CAP GROWTH ETF ETF 922908538 74,193 254 SH SOLE 0 254 0 0
XYLEM INC COM Stock 98419M100 42,736 422 SH SOLE 0 422 0 0
COINBASE GLOBAL INC COM CL A Stock 19260Q107 7,456 40 SH SOLE 0 40 0 0
ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF ETF 09290C509 33,975 416 SH SOLE 0 416 0 0
TRACTOR SUPPLY CO COM Stock 892356106 232,328 7,425 SH SOLE 0 7,425 0 0
VISA INC COM CL A Stock 92826C839 214,879 598 SH SOLE 0 598 0 0
H2O AMERICA COM Stock 784305104 2,795,475 45,359 SH SOLE 0 45,359 0 0
DT MIDSTREAM INC COMMON STOCK Stock 23345M107 5,018 42 SH SOLE 0 42 0 0
HERSHEY CO COM Stock 427866108 149,730 950 SH SOLE 0 950 0 0
VANGUARD MORNINGSTAR VALUE ETF ETF 922908744 71,090 329 SH SOLE 0 329 0 0
VANGUARD MORNINGSTAR GROWTH ETF ETF 922908736 158,413 1,758 SH SOLE 0 1,758 0 0
STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF ETF 78468R408 41,172 1,698 SH SOLE 0 1,697 0 0
RIVIAN AUTOMOTIVE INC COM CL A Stock 76954A103 7,470 500 SH SOLE 0 500 0 0
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF ETF 25434V864 9,434 203 SH SOLE 0 203 0 0
MID-AMER APT CMNTYS INC COM REIT 59522J103 30,612 260 SH SOLE 0 260 0 0
L3HARRIS TECHNOLOGIES INC COM Stock 502431109 13,023 55 SH SOLE 0 55 0 0
VANECK SEMICONDUCTOR ETF ETF 92189F676 2,436 4 SH SOLE 0 4 0 0
IRON MTN INC DEL COM REIT 46284V101 332,850 3,000 SH SOLE 0 3,000 0 0
ROYCE SMALL CAP TRUST INC COM CEF 780910105 198,253 11,573 SH SOLE 0 11,573 0 0
DOORDASH INC CL A Stock 25809K105 41,299 225 SH SOLE 0 225 0 0
SPROUTS FMRS MKT INC COM Stock 85208M102 3,969,322 59,824 SH SOLE 0 59,824 0 0
CONSTELLATION ENERGY CORP COM Stock 21037T109 14,733 58 SH SOLE 0 58 0 0
META PLATFORMS INC CL A Stock 30303M102 55,839 77 SH SOLE 0 77 0 0
ASML HLDG NV N Y REGISTRY SHS ADR N07059210 13,940,801 7,695 SH SOLE 0 7,695 0 0
HEALTHCARE RLTY TR CL A COM REIT 42226K105 14,192 800 SH SOLE 0 800 0 0
SERVICENOW INC COM Stock 81762P102 5,578,702 41,629 SH SOLE 0 41,629 0 0
PALO ALTO NETWORKS INC COM Stock 697435105 6,733,213 16,947 SH SOLE 0 16,947 0 0
SYMBOTIC INC CLASS A COM Stock 87151X101 841 20 SH SOLE 0 20 0 0
HALEON PLC SPON ADS ADR 405552100 9,000 1,000 SH SOLE 0 1,000 0 0
MIDDLEBY CORP COM Stock 596278101 20,716 200 SH SOLE 0 200 0 0
BROADCOM INC COM Stock 11135F101 12,705,001 36,177 SH SOLE 0 36,177 0 0
LIVEWIRE GROUP INC WT EXP 092627 Stock 53838J113 2 50 SH SOLE 0 50 0 0
LIVEWIRE GROUP INC COM Stock 53838J105 3,213 2,100 SH SOLE 0 2,100 0 0
WORKDAY INC CL A Stock 98138H101 3,428 18 SH SOLE 0 18 0 0
TENET HEALTHCARE CORP COM NEW Stock 88033G407 5,367 21 SH SOLE 0 21 0 0
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF ETF 25434V716 142,831 3,028 SH SOLE 0 3,028 0 0
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 32,781 666 SH SOLE 0 666 0 0
JOHNSON CTLS INTL PLC SHS Stock G51502105 7,581 51 SH SOLE 0 51 0 0
METLIFE INC COM Stock 59156R108 2,072 22 SH SOLE 0 22 0 0
MOODYS CORP COM Stock 615369105 4,259,285 9,379 SH SOLE 0 9,379 0 0
HSBC HLDGS PLC SPON ADR NEW ADR 404280406 4,767 48 SH SOLE 0 48 0 0
MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS ADR 606822104 7,821 339 SH SOLE 0 339 0 0
NOMURA HLDGS INC SPONSORED ADR ADR 65535H208 15,247 1,559 SH SOLE 0 1,559 0 0
NOVARTIS AG SPONSORED ADR ADR 66987V109 128,313 900 SH SOLE 0 900 0 0
ROYAL BK CDA COM Stock 780087102 7,667 39 SH SOLE 0 39 0 0
EXPEDITORS INTL WASH INC COM Stock 302130109 2,304,861 12,483 SH SOLE 0 12,483 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 8,435 46 SH SOLE 0 46 0 0
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Stock 36266G107 45,890 702 SH SOLE 0 702 0 0
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF ETF 78468R606 104,944 4,646 SH SOLE 0 4,645 0 0
STATE STREET SPDR MSCI ACWI EX-US ETF ETF 78463X848 18,669 462 SH SOLE 0 462 0 0
CALIFORNIA WTR SVC GROUP COM Stock 130788102 455,065 9,835 SH SOLE 0 9,835 0 0
ISHARES U.S. MEDICAL DEVICES ETF ETF 464288810 42,966 840 SH SOLE 0 840 0 0
NVIDIA CORPORATION COM Stock 67066G104 21,687,747 94,963 SH SOLE 0 94,963 0 0
GENUINE PARTS CO COM Stock 372460105 150,888 1,200 SH SOLE 0 1,200 0 0
UNITED STATES COPPER INDEX FUND ETF 911718104 47,736 1,200 SH SOLE 0 1,200 0 0
WW GRAINGER INC COM Stock 384802104 119,593 96 SH SOLE 0 96 0 0
WHEATON PRECIOUS METALS CORP COM Stock 962879102 26,075 195 SH SOLE 0 195 0 0
ABBVIE INC COM Stock 00287Y109 1,017,847 3,891 SH SOLE 0 3,891 0 0
S&P GLOBAL INC COM Stock 78409V104 52,465 133 SH SOLE 0 133 0 0
CURTISS WRIGHT CORP COM Stock 231561101 190,337 350 SH SOLE 0 350 0 0
KENVUE INC COM Stock 49177J102 26,490 1,500 SH SOLE 0 1,500 0 0
NATIONAL FUEL GAS CO COM Stock 636180101 68,274 900 SH SOLE 0 900 0 0
VALMONT INDS INC COM Stock 920253101 3,857,086 8,331 SH SOLE 0 8,331 0 0
ZOETIS INC CL A Stock 98978V103 45,390 650 SH SOLE 0 650 0 0
TELUS CORPORATION COM Stock 87971M103 122,351 14,583 SH SOLE 0 14,583 0 0
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS ADR 874039100 108,117 237 SH SOLE 0 237 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR ADR 647581206 1,998 36 SH SOLE 0 36 0 0
ORMAT TECHNOLOGIES INC COM Stock 686688102 1,372 15 SH SOLE 0 15 0 0
ISHARES ESG AWARE MSCI EM ETF ETF 46434G863 92,488 1,708 SH SOLE 0 1,707 0 0
CHURCH & DWIGHT CO INC COM Stock 171340102 148,773 1,579 SH SOLE 0 1,579 0 0
FACTSET RESH SYS INC COM Stock 303075105 7,289 27 SH SOLE 0 27 0 0
ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 6,929 78 SH SOLE 0 78 0 0
NUVEEN QUALITY MUNCP INCOME FD COM CEF 67066V101 155,737 15,389 SH SOLE 0 15,389 0 0
HA SUSTAINABLE INFRA CAP INC COM REIT 41068X100 5,173,733 144,437 SH SOLE 0 144,436 0 0
STRYKER CORPORATION COM Stock 863667101 5,279,226 19,170 SH SOLE 0 19,170 0 0
QUALCOMM INC COM Stock 747525103 57,973 315 SH SOLE 0 315 0 0
FASTENAL CO COM Stock 311900104 34,473 696 SH SOLE 0 696 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602 21,958 54 SH SOLE 0 54 0 0
VESTIS CORPORATION COM SHS Stock 29430C102 1,504 113 SH SOLE 0 112 0 0
MCDONALDS CORP COM Stock 580135101 384,977 1,667 SH SOLE 0 1,667 0 0
QUEST DIAGNOSTICS INC COM Stock 74834L100 6,355,120 27,267 SH SOLE 0 27,267 0 0
DOVER CORP COM Stock 260003108 118,403 633 SH SOLE 0 633 0 0
CISCO SYS INC COM Stock 17275R102 12,126,711 112,670 SH SOLE 0 112,670 0 0
WORTHINGTON STL INC COM SHS Stock 982104101 42,276 1,200 SH SOLE 0 1,200 0 0
TAPESTRY INC COM Stock 876030107 3,336 29 SH SOLE 0 29 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107 23,247 38 SH SOLE 0 38 0 0
VANECK JUNIOR GOLD MINERS ETF ETF 92189F791 27,348 240 SH SOLE 0 240 0 0
AT&T INC COM Stock 00206R102 119,340 4,891 SH SOLE 0 4,891 0 0
NUVEEN SELECT TAX-FREE INCOME SH BEN INT CEF 67062F100 238,760 17,778 SH SOLE 0 17,778 0 0
STATE STREET ENERGY SELECT SECTOR SPDR ETF ETF 81369Y506 21,502 350 SH SOLE 0 349 0 0
SOLVENTUM CORP COM SHS Stock 83444M101 8,815 100 SH SOLE 0 100 0 0
GE VERNOVA INC COM Stock 36828A101 651,086 685 SH SOLE 0 685 0 0
GE AEROSPACE COM NEW Stock 369604301 386,303 1,237 SH SOLE 0 1,237 0 0
NOKIA CORP SPONSORED ADR ADR 654902204 4,462,797 440,118 SH SOLE 0 440,118 0 0
VEEVA SYS INC CL A COM Stock 922475108 6,835,386 23,946 SH SOLE 0 23,946 0 0
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LULULEMON ATHLETICA INC COM Stock 550021109 1,318,476 13,707 SH SOLE 0 13,707 0 0
UBS GROUP AG SHS Stock H42097107 28,445 591 SH SOLE 0 591 0 0
THE CIGNA GROUP COM Stock 125523100 191,640 705 SH SOLE 0 705 0 0
METTLER TOLEDO INTERNATIONAL COM Stock 592688105 317,300 210 SH SOLE 0 210 0 0
ROSS STORES INC COM Stock 778296103 5,518,743 23,645 SH SOLE 0 23,645 0 0
TRULIEVE CANNABIS CORP SUB VTG SHS Stock 89790E106 1,090 100 SH SOLE 0 100 0 0
ARAMARK COM Stock 03852U106 12,395 231 SH SOLE 0 231 0 0
RENAISSANCERE HLDGS LTD COM Stock G7496G103 289,589 910 SH SOLE 0 910 0 0
WELLS FARGO & CO COM Stock 949746101 125,518 1,568 SH SOLE 0 1,568 0 0
UNION PAC CORP COM Stock 907818108 231,311 850 SH SOLE 0 850 0 0
CINTAS CORP COM Stock 172908105 62,419 320 SH SOLE 0 320 0 0
ECOLAB INC COM Stock 278865100 5,378,198 19,587 SH SOLE 0 19,587 0 0
CARMAX INC COM Stock 143130102 101,347 1,839 SH SOLE 0 1,839 0 0
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SALESFORCE INC COM Stock 79466L302 8,623,596 37,564 SH SOLE 0 37,564 0 0
MICROCHIP TECHNOLOGY INC. COM Stock 595017104 146,985 1,890 SH SOLE 0 1,890 0 0
MCCORMICK & CO INC COM NON VTG Stock 579780206 3,524,342 75,956 SH SOLE 0 75,955 0 0
COLUMBIA BKG SYS INC COM Stock 197236102 3,647,244 127,526 SH SOLE 0 127,526 0 0
IDEXX LABS INC COM Stock 45168D104 6,788 13 SH SOLE 0 13 0 0
REPUBLIC SVCS INC COM Stock 760759100 18,888 90 SH SOLE 0 90 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 1,668,792 2,472 SH SOLE 0 2,472 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 776,458 2,347 SH SOLE 0 2,347 0 0
HARTFORD INSURANCE GROUP INC COM Stock 416515104 18,109 148 SH SOLE 0 148 0 0
CHEVRON CORPORATION COM Stock 166764100 110,886 543 SH SOLE 0 543 0 0
DANAHER CORP DEL COM Stock 235851102 263,201 1,188 SH SOLE 0 1,188 0 0
TJX COS INC NEW COM Stock 872540109 153,215 1,158 SH SOLE 0 1,158 0 0
WALMART INC COM Stock 931142103 426,275 4,102 SH SOLE 0 4,101 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 4,703,643 21,387 SH SOLE 0 21,387 0 0
ORACLE CORP COM Stock 68389X105 219,268 1,597 SH SOLE 0 1,597 0 0
RTX CORPORATION COM Stock 75513E101 281,260 1,515 SH SOLE 0 1,515 0 0
TEXAS INSTRS INC COM Stock 882508104 860,717 3,073 SH SOLE 0 3,073 0 0
TARGET CORP COM Stock 87612E106 346,285 2,210 SH SOLE 0 2,210 0 0
INVESCO GLOBAL CLEAN ENERGY ETF ETF 46138G847 1,847 110 SH SOLE 0 110 0 0
PFIZER INC COM Stock 717081103 190,314 6,673 SH SOLE 0 6,673 0 0
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3M CO COM Stock 88579Y101 485,392 2,957 SH SOLE 0 2,957 0 0
HP INC COM Stock 40434L105 100,096 3,200 SH SOLE 0 3,200 0 0
GILEAD SCIENCES INC COM Stock 375558103 12,520 84 SH SOLE 0 84 0 0
CATERPILLAR INC COM Stock 149123101 218,913 270 SH SOLE 0 270 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 3,743,219 10,986 SH SOLE 0 10,985 0 0
AMERICAN EXPRESS CO COM Stock 025816109 936,324 3,079 SH SOLE 0 3,079 0 0
AMGEN INC COM Stock 031162100 2,358,770 5,596 SH SOLE 0 5,596 0 0
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ALLY FINL INC COM Stock 02005N100 7,524 200 SH SOLE 0 200 0 0
ANALOG DEVICES INC COM Stock 032654105 77,755 196 SH SOLE 0 196 0 0
COCRYSTAL PHARMA INC COM NEW Stock 19188J409 481 418 SH SOLE 0 418 0 0
KB FINL GROUP INC SPONSORED ADR ADR 48241A105 32,375 263 SH SOLE 0 263 0 0
INVESCO RAFI EMERGING MARKETS ETF ETF 46138E727 10,959 377 SH SOLE 0 377 0 0
NUVEEN AMT FREE QLTY MUN INCME COM CEF 670657105 109,164 10,971 SH SOLE 0 10,971 0 0
ARISTA NETWORKS INC COM SHS Stock 040413205 11,068,374 54,366 SH SOLE 0 54,366 0 0
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CHECK POINT SOFTWARE TECH LTD ORD Stock M22465104 3,233,522 25,193 SH SOLE 0 25,193 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW ADR 910873405 5,339 218 SH SOLE 0 218 0 0
VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844 78,343 336 SH SOLE 0 335 0 0
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QNITY ELECTRONICS INC COMMON STOCK Stock 74743L100 179,180 1,425 SH SOLE 0 1,425 0 0
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MAGNUM ICE CREAM CO NV ORD SHS Stock N5505D105 14,135 795 SH SOLE 0 795 0 0
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BNY MELLON MUNICIPAL INTERMEDIATE ETF ETF 05613H704 261,540 10,529 SH SOLE 0 10,529 0 0
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KEYSIGHT TECHNOLOGIES INC COM Stock 49338L103 714,246 1,962 SH SOLE 0 1,962 0 0
ESSENTIAL UTILS INC COM Stock 29670G102 504,728 12,879 SH SOLE 0 12,879 0 0
ASSOCIATED BANC-CORP COM Stock 045487105 3,839 134 SH SOLE 0 134 0 0
BORGWARNER INC COM Stock 099724106 4,439,965 73,864 SH SOLE 0 73,864 0 0
VANGUARD SHORT-TERM BOND ETF ETF 921937827 81,290 1,064 SH SOLE 0 1,064 0 0
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NRG ENERGY INC COM NEW Stock 629377508 13,104 137 SH SOLE 0 137 0 0
PARKER-HANNIFIN CORP COM Stock 701094104 47,771 50 SH SOLE 0 50 0 0
FEDEX FGHT HLDG CO INC COMMON STOCK Stock 314352105 28,658 262 SH SOLE 0 262 0 0
FIDELITY TOTAL BOND ETF ETF 316188309 25,244 583 SH SOLE 0 583 0 0
ROPER TECHNOLOGIES INC COM Stock 776696106 53,460 153 SH SOLE 0 153 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK Stock 84615Q103 67,133 445 SH SOLE 0 445 0 0
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MIDERA FOOD PROCESSING INC COM Stock 59739R104 8,164 200 SH SOLE 0 200 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108 301,080 4,825 SH SOLE 0 4,825 0 0
CRITEO S A ORD SHS Stock L20675101 1,520 100 SH SOLE 0 100 0 0
LOEWS CORP COM Stock 540424108 27,465 263 SH SOLE 0 263 0 0
AMERICAN WTR WKS CO INC NEW COM Stock 030420103 6,532,668 50,457 SH SOLE 0 50,457 0 0
AGILENT TECHNOLOGIES INC COM Stock 00846U101 755,924 4,387 SH SOLE 0 4,387 0 0
EXXONMOBIL HOLDINGS CORP COM SHS Stock 30233Q108 695,105 4,271 SH SOLE 0 4,271 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102 302,474 824 SH SOLE 0 824 0 0
PRICE T ROWE GROUP INC COM Stock 74144T108 36,522 351 SH SOLE 0 351 0 0
TRAVELERS COMPANIES INC COM Stock 89417E109 456,333 1,280 SH SOLE 0 1,280 0 0
LOWES COS INC COM Stock 548661107 240,683 1,306 SH SOLE 0 1,306 0 0
HELIOS TECHNOLOGIES INC COM Stock 42328H109 394,411 5,807 SH SOLE 0 5,807 0 0
DEERE & CO COM Stock 244199105 22,161 33 SH SOLE 0 33 0 0
ETSY INC COM Stock 29786A106 9,866 138 SH SOLE 0 138 0 0
COLGATE PALMOLIVE CO COM Stock 194162103 3,723,365 43,640 SH SOLE 0 43,640 0 0
SHOPIFY INC CL A SUB VTG SHS Stock 82509L107 3,718,178 25,072 SH SOLE 0 25,072 0 0
VODAFONE GROUP PLC SPONSORED ADR ADR 92857W308 2,646,517 163,871 SH SOLE 0 163,871 0 0
STATE STREET UTILITIES SELECT SECTOR SPDR ETF ETF 81369Y886 94,656 2,400 SH SOLE 0 2,400 0 0
CHEMOURS CO COM Stock 163851108 17,655 1,301 SH SOLE 0 1,301 0 0
NOVO-NORDISK A S ADR ADR 670100205 921,895 24,318 SH SOLE 0 24,318 0 0
PAYPAL HLDGS INC COM Stock 70450Y103 33,735 642 SH SOLE 0 642 0 0
CHARLES SCHWAB CORP (THE) COM Stock 808513105 5,034,783 51,512 SH SOLE 0 51,512 0 0
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CBRE GROUP INC CL A Stock 12504L109 15,545 121 SH SOLE 0 121 0 0
ISHARES GLOBAL CLEAN ENERGY ETF ETF 464288224 19,346 1,138 SH SOLE 0 1,138 0 0
VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 93,489 1,974 SH SOLE 0 1,974 0 0
KADANT INC COM Stock 48282T104 3,334,380 12,750 SH SOLE 0 12,750 0 0
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GSK PLC SPONSORED ADR ADR 37733W204 7,713,269 160,126 SH SOLE 0 160,126 0 0
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STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663 269,697 2,943 SH SOLE 0 2,943 0 0
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