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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   275,816 2,300 SH   SOLE   0 0 2,300
ABBOTT LABS COM 002824100   209,699 1,910 SH   SOLE   0 0 1,910
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   223,078 836 SH   SOLE   0 0 836
ADAMS DIVERSIFIED EQUITY FD COM 006212104   154,429 10,621 SH   SOLE   0 0 10,621
AGILENT TECHNOLOGIES INC COM 00846U101   383,553 2,563 SH   SOLE   0 0 2,563
AIR PRODS & CHEMS INC COM 009158106   1,030,513 3,343 SH   SOLE   0 0 3,343
AIRBNB INC COM CL A 009066101   1,274,634 14,908 SH   SOLE   0 0 14,908
ALPHABET INC CAP STK CL A 02079K305   872,859 9,893 SH   SOLE   0 0 9,893
ALPHABET INC CAP STK CL C 02079K107   758,642 8,550 SH   SOLE   0 0 8,550
AMAZON COM INC COM 023135106   1,132,740 13,485 SH   SOLE   0 0 13,485
AMERICAN INTL GROUP INC COM NEW 026874784   3,303,784 52,242 SH   SOLE   0 0 52,242
AMETEK INC COM 031100100   480,218 3,437 SH   SOLE   0 0 3,437
AMGEN INC COM 031162100   381,091 1,451 SH   SOLE   0 0 1,451
AMPHENOL CORP NEW CL A 032095101   349,863 4,595 SH   SOLE   0 0 4,595
ANALOG DEVICES INC COM 032654105   201,265 1,227 SH   SOLE   0 0 1,227
APPLE INC COM 037833100   6,649,591 51,178 SH   SOLE   0 0 51,178
ARCHER DANIELS MIDLAND CO COM 039483102   222,004 2,391 SH   SOLE   0 0 2,391
ASML HOLDING N V N Y REGISTRY SHS N07059210   249,705 457 SH   SOLE   0 0 457
AT&T INC COM 00206R102   256,094 13,911 SH   SOLE   0 0 13,911
AUTODESK INC COM 052769106   229,850 1,230 SH   SOLE   0 0 1,230
AUTOMATIC DATA PROCESSING IN COM 053015103   1,029,964 4,312 SH   SOLE   0 0 4,312
BANK AMERICA CORP COM 060505104   1,167,860 35,261 SH   SOLE   0 0 35,261
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,799,034 5,824 SH   SOLE   0 0 5,824
BOEING CO COM 097023105   643,475 3,378 SH   SOLE   0 0 3,378
BOOKING HOLDINGS INC COM 09857L108   268,032 133 SH   SOLE   0 0 133
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   288,648 2,152 SH   SOLE   0 0 2,152
CARLISLE COS INC COM 142339100   282,780 1,200 SH   SOLE   0 0 1,200
CARMAX INC COM 143130102   272,970 4,483 SH   SOLE   0 0 4,483
CARRIER GLOBAL CORPORATION COM 14448C104   4,446,716 107,799 SH   SOLE   0 0 107,799
CATHAY GEN BANCORP COM 149150104   497,242 12,190 SH   SOLE   0 0 12,190
CHAMPIONX CORPORATION COM 15872M104   239,805 8,272 SH   SOLE   0 0 8,272
CHEVRON CORP NEW COM 166764100   590,340 3,289 SH   SOLE   0 0 3,289
CIGNA CORP NEW COM 125523100   2,624,970 7,922 SH   SOLE   0 0 7,922
CINTAS CORP COM 172908105   428,587 949 SH   SOLE   0 0 949
CISCO SYS INC COM 17275R102   227,528 4,776 SH   SOLE   0 0 4,776
COCA COLA CO COM 191216100   512,697 8,060 SH   SOLE   0 0 8,060
CONSTELLATION ENERGY CORP COM 21037T109   202,766 2,352 SH   SOLE   0 0 2,352
COSTCO WHSL CORP NEW COM 22160K105   873,741 1,914 SH   SOLE   0 0 1,914
CSX CORP COM 126408103   752,659 24,295 SH   SOLE   0 0 24,295
CVS HEALTH CORP COM 126650100   545,526 5,854 SH   SOLE   0 0 5,854
DANAHER CORPORATION COM 235851102   360,971 1,360 SH   SOLE   0 0 1,360
DEERE & CO COM 244199105   822,790 1,919 SH   SOLE   0 0 1,919
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   996,694 41,050 SH   SOLE   0 0 41,050
DISNEY WALT CO COM 254687106   236,574 2,723 SH   SOLE   0 0 2,723
DNP SELECT INCOME FD INC COM 23325P104   147,476 13,109 SH   SOLE   0 0 13,109
DROPBOX INC CL A 26210C104   254,573 11,375 SH   SOLE   0 0 11,375
EDWARDS LIFESCIENCES CORP COM 28176E108   310,900 4,167 SH   SOLE   0 0 4,167
ELEVATE CREDIT INC COM 28621V101   345,051 197,172 SH   SOLE   0 0 197,172
EMERSON ELEC CO COM 291011104   252,158 2,625 SH   SOLE   0 0 2,625
EOG RES INC COM 26875P101   355,921 2,748 SH   SOLE   0 0 2,748
EVERSOURCE ENERGY COM 30040W108   428,255 5,108 SH   SOLE   0 0 5,108
EXELON CORP COM 30161N101   260,901 6,035 SH   SOLE   0 0 6,035
EXXON MOBIL CORP COM 30231G102   951,009 8,622 SH   SOLE   0 0 8,622
FAIR ISAAC CORP COM 303250104   385,486 644 SH   SOLE   0 0 644
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118   1,316,817 27,560 SH   SOLE   0 0 27,560
FIRST TR MORNINGSTAR DIVID L SHS 336917109   621,520 17,000 SH   SOLE   0 0 17,000
FORTINET INC COM 34959E109   248,117 5,075 SH   SOLE   0 0 5,075
GENERAL ELECTRIC CO COM NEW 369604301   380,347 4,539 SH   SOLE   0 0 4,539
GOLDMAN SACHS GROUP INC COM 38141G104   325,524 948 SH   SOLE   0 0 948
HARTFORD FINL SVCS GROUP INC COM 416515104   745,764 9,835 SH   SOLE   0 0 9,835
HEICO CORP NEW COM 422806109   317,420 2,066 SH   SOLE   0 0 2,066
HERSHEY CO COM 427866108   322,114 1,391 SH   SOLE   0 0 1,391
HOME DEPOT INC COM 437076102   8,460,942 26,787 SH   SOLE   0 0 26,787
HUBBELL INC COM 443510607   651,237 2,775 SH   SOLE   0 0 2,775
IDEX CORP COM 45167R104   205,497 900 SH   SOLE   0 0 900
INTEL CORP COM 458140100   341,436 12,919 SH   SOLE   0 0 12,919
INTERNATIONAL BUSINESS MACHS COM 459200101   697,828 4,953 SH   SOLE   0 0 4,953
INVESCO ACTIVELY MANAGED ETF S&P500 DOWNSID 46090A705   1,288,345 39,912 SH   SOLE   0 0 39,912
INVESCO EXCH TRD SLF IDX FD DEFENSIVE EQTY 46138J775   8,856,578 133,168 SH   SOLE   0 0 133,168
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   2,789,970 19,752 SH   SOLE   0 0 19,752
INVESCO EXCHANGE TRADED FD T S&P MDCP400 PR 46137V217   3,212,943 17,940 SH   SOLE   0 0 17,940
INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258   1,166,347 14,957 SH   SOLE   0 0 14,957
INVESCO QQQ TR UNIT SER 1 46090E103   27,983,205 105,089 SH   SOLE   0 0 105,089
ISHARES INC ESG AWR MSCI EM 46434G863   3,544,584 117,878 SH   SOLE   0 0 117,878
ISHARES INC CORE MSCI EMKT 46434G103   19,347,319 414,289 SH   SOLE   0 0 414,289
ISHARES TR MSCI USA VALUE 46432F388   222,557 2,442 SH   SOLE   0 0 2,442
ISHARES TR CORE S&P SCP ETF 464287804   66,551,586 703,208 SH   SOLE   0 0 703,208
ISHARES TR RUS 2000 GRW ETF 464287648   1,106,923 5,160 SH   SOLE   0 0 5,160
ISHARES TR US HLTHCARE ETF 464287762   5,929,539 20,900 SH   SOLE   0 0 20,900
ISHARES TR RUS 2000 VAL ETF 464287630   289,543 2,088 SH   SOLE   0 0 2,088
ISHARES TR ESG AW MSCI EAFE 46435G516   1,312,959 19,972 SH   SOLE   0 0 19,972
ISHARES TR NATIONAL MUN ETF 464288414   7,584,567 71,878 SH   SOLE   0 0 71,878
ISHARES TR ISHARES BIOTECH 464287556   1,103,417 8,404 SH   SOLE   0 0 8,404
ISHARES TR SELECT DIVID ETF 464287168   4,239,572 35,154 SH   SOLE   0 0 35,154
ISHARES TR COHEN STEER REIT 464287564   17,380,707 316,935 SH   SOLE   0 0 316,935
ISHARES TR MSCI USA QLT FCT 46432F339   159,009,394 1,395,309 SH   SOLE   0 0 1,395,309
ISHARES TR 1 3 YR TREAS BD 464287457   2,721,062 33,523 SH   SOLE   0 0 33,523
ISHARES TR CORE DIV GRWTH 46434V621   7,222,126 144,443 SH   SOLE   0 0 144,443
ISHARES TR RUS MDCP VAL ETF 464287473   9,978,840 94,730 SH   SOLE   0 0 94,730
ISHARES TR RUS 1000 VAL ETF 464287598   771,747 5,089 SH   SOLE   0 0 5,089
ISHARES TR BLACKROCK ULTRA 46434V878   1,309,120 26,161 SH   SOLE   0 0 26,161
ISHARES TR CORE US AGGBD ET 464287226   1,285,699 13,256 SH   SOLE   0 0 13,256
ISHARES TR S&P 500 GRWT ETF 464287309   28,590,481 488,726 SH   SOLE   0 0 488,726
ISHARES TR S&P MC 400GR ETF 464287606   204,900 3,000 SH   SOLE   0 0 3,000
ISHARES TR S&P SML 600 GWT 464287887   4,658,791 43,109 SH   SOLE   0 0 43,109
ISHARES TR GLOBAL 100 ETF 464287572   7,621,599 118,995 SH   SOLE   0 0 118,995
ISHARES TR CORE S&P500 ETF 464287200   2,963,270 7,713 SH   SOLE   0 0 7,713
ISHARES TR S&P MC 400VL ETF 464287705   664,070 6,588 SH   SOLE   0 0 6,588
ISHARES TR RUSSELL 2000 ETF 464287655   462,577 2,653 SH   SOLE   0 0 2,653
ISHARES TR CORE MSCI EAFE 46432F842   68,896,664 1,117,727 SH   SOLE   0 0 1,117,727
ISHARES TR S&P 500 VAL ETF 464287408   1,017,956 7,017 SH   SOLE   0 0 7,017
ISHARES TR U.S. UTILITS ETF 464287697   2,457,736 28,400 SH   SOLE   0 0 28,400
ISHARES TR RUS 1000 ETF 464287622   267,872 1,272 SH   SOLE   0 0 1,272
ISHARES TR CORE S&P MCP ETF 464287507   69,925,118 289,078 SH   SOLE   0 0 289,078
ISHARES TR RUS 1000 GRW ETF 464287614   6,564,099 30,639 SH   SOLE   0 0 30,639
ISHARES TR MSCI EAFE ETF 464287465   725,125 11,047 SH   SOLE   0 0 11,047
ISHARES TR 20 YR TR BD ETF 464287432   2,267,577 22,776 SH   SOLE   0 0 22,776
ISHARES TR RUS MD CP GR ETF 464287481   8,487,271 101,522 SH   SOLE   0 0 101,522
ISHARES TR CORE HIGH DV ETF 46429B663   9,833,550 94,336 SH   SOLE   0 0 94,336
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   568,900 11,258 SH   SOLE   0 0 11,258
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837   352,418 7,030 SH   SOLE   0 0 7,030
JOHNSON & JOHNSON COM 478160104   2,602,641 14,733 SH   SOLE   0 0 14,733
JPMORGAN CHASE & CO COM 46625H100   1,730,292 12,903 SH   SOLE   0 0 12,903
LAUDER ESTEE COS INC CL A 518439104   279,124 1,125 SH   SOLE   0 0 1,125
LILLY ELI & CO COM 532457108   386,693 1,057 SH   SOLE   0 0 1,057
LOCKHEED MARTIN CORP COM 539830109   231,083 475 SH   SOLE   0 0 475
LOWES COS INC COM 548661107   275,947 1,385 SH   SOLE   0 0 1,385
LULULEMON ATHLETICA INC COM 550021109   368,757 1,151 SH   SOLE   0 0 1,151
M & T BK CORP COM 55261F104   323,194 2,228 SH   SOLE   0 0 2,228
MARTIN MARIETTA MATLS INC COM 573284106   399,143 1,181 SH   SOLE   0 0 1,181
MASTERCARD INCORPORATED CL A 57636Q104   361,987 1,041 SH   SOLE   0 0 1,041
MCCORMICK & CO INC COM NON VTG 579780206   378,061 4,561 SH   SOLE   0 0 4,561
MCDONALDS CORP COM 580135101   434,297 1,648 SH   SOLE   0 0 1,648
MCKESSON CORP COM 58155Q103   202,190 539 SH   SOLE   0 0 539
MERCK & CO INC COM 58933Y105   374,345 3,374 SH   SOLE   0 0 3,374
META PLATFORMS INC CL A 30303M102   208,910 1,736 SH   SOLE   0 0 1,736
MICROSOFT CORP COM 594918104   4,827,052 20,128 SH   SOLE   0 0 20,128
NEXTERA ENERGY INC COM 65339F101   1,143,282 13,676 SH   SOLE   0 0 13,676
NIKE INC CL B 654106103   392,920 3,358 SH   SOLE   0 0 3,358
NVIDIA CORPORATION COM 67066G104   719,155 4,921 SH   SOLE   0 0 4,921
ONTO INNOVATION INC COM 683344105   307,631 4,518 SH   SOLE   0 0 4,518
ORACLE CORP COM 68389X105   229,140 2,803 SH   SOLE   0 0 2,803
ORCHARD THERAPEUTICS PLC SPON ADS 68570P101   3,710 10,000 SH   SOLE   0 0 10,000
OTIS WORLDWIDE CORP COM 68902V107   24,521,236 313,130 SH   SOLE   0 0 313,130
PAYPAL HLDGS INC COM 70450Y103   234,884 3,298 SH   SOLE   0 0 3,298
PEPSICO INC COM 713448108   636,465 3,523 SH   SOLE   0 0 3,523
PFIZER INC COM 717081103   405,232 7,909 SH   SOLE   0 0 7,909
PHILLIPS 66 COM 718546104   948,273 9,111 SH   SOLE   0 0 9,111
POOL CORP COM 73278L105   233,096 771 SH   SOLE   0 0 771
PROCTER AND GAMBLE CO COM 742718109   1,482,105 9,779 SH   SOLE   0 0 9,779
PRUDENTIAL FINL INC COM 744320102   523,086 5,259 SH   SOLE   0 0 5,259
QUALCOMM INC COM 747525103   240,453 2,187 SH   SOLE   0 0 2,187
RAYTHEON TECHNOLOGIES CORP COM 75513E101   61,526,284 609,654 SH   SOLE   0 0 609,654
REGENERON PHARMACEUTICALS COM 75886F107   853,523 1,183 SH   SOLE   0 0 1,183
RIGEL PHARMACEUTICALS INC COM NEW 766559603   120,000 80,000 SH   SOLE   0 0 80,000
ROCKWELL AUTOMATION INC COM 773903109   274,054 1,064 SH   SOLE   0 0 1,064
S&P GLOBAL INC COM 78409V104   218,716 653 SH   SOLE   0 0 653
SAREPTA THERAPEUTICS INC COM 803607100   462,822 3,572 SH   SOLE   0 0 3,572
SCOTTS MIRACLE-GRO CO CL A 810186106   344,989 7,100 SH   SOLE   0 0 7,100
SEAGEN INC COM 81181C104   203,431 1,583 SH   SOLE   0 0 1,583
SHERWIN WILLIAMS CO COM 824348106   687,308 2,896 SH   SOLE   0 0 2,896
SKYWORKS SOLUTIONS INC COM 83088M102   250,881 2,753 SH   SOLE   0 0 2,753
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   1,284,898 3,878 SH   SOLE   0 0 3,878
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,519,066 6,587 SH   SOLE   0 0 6,587
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   2,145,760 4,846 SH   SOLE   0 0 4,846
SPDR SER TR S&P 600 SMCP VAL 78464A300   1,784,546 24,044 SH   SOLE   0 0 24,044
SPDR SER TR S&P 600 SMCP GRW 78464A201   5,931,430 82,107 SH   SOLE   0 0 82,107
SPDR SER TR BBG CONV SEC ETF 78464A359   560,401 8,710 SH   SOLE   0 0 8,710
SPDR SER TR PRTFLO S&P500 VL 78464A508   63,705,177 1,638,086 SH   SOLE   0 0 1,638,086
SPDR SER TR S&P DIVID ETF 78464A763   3,063,569 24,487 SH   SOLE   0 0 24,487
SPDR SER TR S&P 400 MDCP GRW 78464A821   737,689 11,290 SH   SOLE   0 0 11,290
SPDR SER TR PRTFLO S&P500 GW 78464A409   62,831,989 1,240,023 SH   SOLE   0 0 1,240,023
SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848   1,030,384 25,734 SH   SOLE   0 0 25,734
TARGET CORP COM 87612E106   385,865 2,589 SH   SOLE   0 0 2,589
TELEFLEX INCORPORATED COM 879369106   752,634 3,015 SH   SOLE   0 0 3,015
TESLA INC COM 88160R101   235,767 1,914 SH   SOLE   0 0 1,914
TG THERAPEUTICS INC COM 88322Q108   328,661 27,782 SH   SOLE   0 0 27,782
THERMO FISHER SCIENTIFIC INC COM 883556102   328,211 596 SH   SOLE   0 0 596
TJX COS INC NEW COM 872540109   815,104 10,240 SH   SOLE   0 0 10,240
TRACTOR SUPPLY CO COM 892356106   346,904 1,542 SH   SOLE   0 0 1,542
TRAVELERS COMPANIES INC COM 89417E109   1,357,249 7,239 SH   SOLE   0 0 7,239
TRIMBLE INC COM 896239100   205,172 4,058 SH   SOLE   0 0 4,058
UNION PAC CORP COM 907818108   1,671,055 8,070 SH   SOLE   0 0 8,070
UNITEDHEALTH GROUP INC COM 91324P102   4,053,756 7,646 SH   SOLE   0 0 7,646
UNIVERSAL DISPLAY CORP COM 91347P105   291,168 2,695 SH   SOLE   0 0 2,695
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505   15,521,253 73,581 SH   SOLE   0 0 73,581
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703   7,113,438 50,789 SH   SOLE   0 0 50,789
VANGUARD INDEX FDS LARGE CAP ETF 922908637   401,879 2,307 SH   SOLE   0 0 2,307
VANGUARD INDEX FDS GROWTH ETF 922908736   25,641,759 120,322 SH   SOLE   0 0 120,322
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   6,770,303 19,270 SH   SOLE   0 0 19,270
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512   529,465 3,915 SH   SOLE   0 0 3,915
VANGUARD INDEX FDS TOTAL STK MKT 922908769   8,651,910 45,253 SH   SOLE   0 0 45,253
VANGUARD INDEX FDS SML CP GRW ETF 922908595   4,713,562 23,504 SH   SOLE   0 0 23,504
VANGUARD INDEX FDS SMALL CP ETF 922908751   21,838,807 118,987 SH   SOLE   0 0 118,987
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   841,461 10,202 SH   SOLE   0 0 10,202
VANGUARD INDEX FDS MID CAP ETF 922908629   34,097,508 167,300 SH   SOLE   0 0 167,300
VANGUARD INDEX FDS VALUE ETF 922908744   6,375,414 45,419 SH   SOLE   0 0 45,419
VANGUARD INDEX FDS SM CP VAL ETF 922908611   6,737,394 42,427 SH   SOLE   0 0 42,427
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538   11,177,483 62,180 SH   SOLE   0 0 62,180
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   424,084 8,458 SH   SOLE   0 0 8,458
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   891,239 22,864 SH   SOLE   0 0 22,864
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771   9,764,611 214,513 SH   SOLE   0 0 214,513
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   36,594,144 240,989 SH   SOLE   0 0 240,989
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   41,001,295 976,919 SH   SOLE   0 0 976,919
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   1,391,256 12,857 SH   SOLE   0 0 12,857
VEEVA SYS INC CL A COM 922475108   405,871 2,515 SH   SOLE   0 0 2,515
VERIZON COMMUNICATIONS INC COM 92343V104   231,160 5,867 SH   SOLE   0 0 5,867
VISA INC COM CL A 92826C839   784,917 3,778 SH   SOLE   0 0 3,778
WASHINGTON TR BANCORP INC COM 940610108   379,988 8,054 SH   SOLE   0 0 8,054
WAYFAIR INC CL A 94419L101   245,195 7,455 SH   SOLE   0 0 7,455
WISDOMTREE TR US TOTAL DIVIDND 97717W109   32,198,626 530,892 SH   SOLE   0 0 530,892
WISDOMTREE TR US MIDCAP DIVID 97717W505   6,774,445 164,668 SH   SOLE   0 0 164,668
WISDOMTREE TR US SMALLCAP DIVD 97717W604   1,168,457 41,085 SH   SOLE   0 0 41,085
ZOETIS INC CL A 98978V103   256,609 1,751 SH   SOLE   0 0 1,751