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   226,407 2,154 SH   SOLE   0 0 2,154
ABBOTT LABS COM 002824100   3,966,324 39,169 SH   SOLE   0 0 39,169
ABBVIE INC COM 00287Y109   7,037,288 44,156 SH   SOLE   0 0 44,156
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   355,280 3,477 SH   SOLE   0 0 3,477
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   300,480 1,500 SH   SOLE   0 0 1,500
ALPHABET INC CAP STK CL A 02079K305   1,244,348 11,996 SH   SOLE   0 0 11,996
ALPHABET INC CAP STK CL C 02079K107   1,103,440 10,610 SH   SOLE   0 0 10,610
ALTRIA GROUP INC COM 02209S103   207,438 4,649 SH   SOLE   0 0 4,649
AMAZON COM INC COM 023135106   2,341,482 22,669 SH   SOLE   0 0 22,669
AMERICAN ELEC PWR CO INC COM 025537101   470,054 5,166 SH   SOLE   0 0 5,166
AMERICAN WTR WKS CO INC NEW COM 030420103   202,225 1,380 SH   SOLE   0 0 1,380
AMGEN INC COM 031162100   3,803,272 15,731 SH   SOLE   0 0 15,731
APPLE INC COM 037833100   10,326,985 62,625 SH   SOLE   0 0 62,625
ARGENX SE SPONSORED ADR 04016X101   223,548 600 SH   SOLE   0 0 600
ARK ETF TR INNOVATION ETF 00214Q104   200,531 4,971 SH   SOLE   0 0 4,971
AT&T INC COM 00206R102   266,671 13,853 SH   SOLE   0 0 13,853
BANK AMERICA CORP COM 060505104   681,703 23,835 SH   SOLE   0 0 23,835
BCE INC COM NEW 05534B760   210,960 4,710 SH   SOLE   0 0 4,710
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   716,966 2,322 SH   SOLE   0 0 2,322
BIOMEA FUSION INC COM 09077A106   232,575 7,500 SH   SOLE   0 0 7,500
BLACKROCK TAX MUNICPAL BD TR SHS 09248X100   1,000,802 55,847 SH   SOLE   0 0 55,847
BOEING CO COM 097023105   657,684 3,096 SH   SOLE   0 0 3,096
BP PLC SPONSORED ADR 055622104   201,082 5,300 SH   SOLE   0 0 5,300
BRISTOL-MYERS SQUIBB CO COM 110122108   1,512,415 21,821 SH   SOLE   0 0 21,821
CARDINAL HEALTH INC COM 14149Y108   256,700 3,400 SH   SOLE   0 0 3,400
CATERPILLAR INC COM 149123101   930,236 4,065 SH   SOLE   0 0 4,065
CHEVRON CORP NEW COM 166764100   1,562,093 9,574 SH   SOLE   0 0 9,574
CHICOS FAS INC COM 168615102   55,000 10,000 SH   SOLE   0 0 10,000
CISCO SYS INC COM 17275R102   731,017 13,984 SH   SOLE   0 0 13,984
COCA COLA CO COM 191216100   1,516,326 24,445 SH   SOLE   0 0 24,445
COSTCO WHSL CORP NEW COM 22160K105   1,500,550 3,020 SH   SOLE   0 0 3,020
CSX CORP COM 126408103   520,956 17,400 SH   SOLE   0 0 17,400
CVS HEALTH CORP COM 126650100   351,487 4,730 SH   SOLE   0 0 4,730
DANAHER CORPORATION COM 235851102   254,560 1,010 SH   SOLE   0 0 1,010
DEERE & CO COM 244199105   317,918 770 SH   SOLE   0 0 770
DISNEY WALT CO COM 254687106   476,921 4,763 SH   SOLE   0 0 4,763
DOMINION ENERGY INC COM 25746U109   356,985 6,385 SH   SOLE   0 0 6,385
DOW INC COM 260557103   247,711 4,518 SH   SOLE   0 0 4,518
DUKE ENERGY CORP NEW COM NEW 26441C204   786,418 8,151 SH   SOLE   0 0 8,151
EATON CORP PLC SHS G29183103   358,443 2,092 SH   SOLE   0 0 2,092
EATON VANCE TAX-MANAGED GLOB COM 27829F108   1,030,061 131,889 SH   SOLE   0 0 131,889
ETF SER SOLUTIONS NATIONWIDE NASDQ 26922A172   292,290 14,874 SH   SOLE   0 0 14,874
EXELON CORP COM 30161N101   242,433 5,787 SH   SOLE   0 0 5,787
EXXON MOBIL CORP COM 30231G102   2,605,392 23,758 SH   SOLE   0 0 23,758
FASTENAL CO COM 311900104   237,120 4,396 SH   SOLE   0 0 4,396
FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840   492,153 12,924 SH   SOLE   0 0 12,924
FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108   939,226 18,438 SH   SOLE   0 0 18,438
FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301   834,407 17,795 SH   SOLE   0 0 17,795
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302   243,214 1,645 SH   SOLE   0 0 1,645
FORD MTR CO DEL COM 345370860   179,386 14,237 SH   SOLE   0 0 14,237
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 36465A109   71,279 19,475 SH   SOLE   0 0 19,475
GENERAL MLS INC COM 370334104   542,501 6,348 SH   SOLE   0 0 6,348
GERON CORP COM 374163103   55,378 25,520 SH   SOLE   0 0 25,520
GILEAD SCIENCES INC COM 375558103   351,047 4,231 SH   SOLE   0 0 4,231
GLOBAL X FDS RUSSELL 2000 37954Y459   1,183,973 65,920 SH   SOLE   0 0 65,920
GRAINGER W W INC COM 384802104   434,638 631 SH   SOLE   0 0 631
HOME DEPOT INC COM 437076102   2,421,755 8,206 SH   SOLE   0 0 8,206
HONEYWELL INTL INC COM 438516106   616,936 3,228 SH   SOLE   0 0 3,228
HUBSPOT INC COM 443573100   2,906,926 6,780 SH   SOLE   0 0 6,780
ILLINOIS TOOL WKS INC COM 452308109   273,529 1,123 SH   SOLE   0 0 1,123
INTERNATIONAL BUSINESS MACHS COM 459200101   528,555 4,032 SH   SOLE   0 0 4,032
INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 46138E297   348,450 15,000 SH   SOLE   0 0 15,000
INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198   457,766 8,736 SH   SOLE   0 0 8,736
INVESCO EXCH TRADED FD TR II S&P SMLCP LOW 46138G102   279,480 6,599 SH   SOLE   0 0 6,599
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   2,215,163 35,497 SH   SOLE   0 0 35,497
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241   1,964,752 41,518 SH   SOLE   0 0 41,518
INVESCO QQQ TR UNIT SER 1 46090E103   307,773 959 SH   SOLE   0 0 959
IQVIA HLDGS INC COM 46266C105   228,724 1,150 SH   SOLE   0 0 1,150
IRON MTN INC DEL COM 46284V101   248,254 4,692 SH   SOLE   0 0 4,692
ISHARES INC CORE MSCI EMKT 46434G103   1,541,101 31,586 SH   SOLE   0 0 31,586
ISHARES INC MSCI EMERG MRKT 464286533   373,859 6,851 SH   SOLE   0 0 6,851
ISHARES TR BROAD USD HIGH 46435U853   1,463,881 41,178 SH   SOLE   0 0 41,178
ISHARES TR COHEN STEER REIT 464287564   211,052 3,800 SH   SOLE   0 0 3,800
ISHARES TR CORE 1 5 YR USD 46432F859   1,069,289 22,676 SH   SOLE   0 0 22,676
ISHARES TR CORE DIV GRWTH 46434V621   760,490 15,212 SH   SOLE   0 0 15,212
ISHARES TR CORE HIGH DV ETF 46429B663   1,921,842 18,903 SH   SOLE   0 0 18,903
ISHARES TR CORE MSCI EAFE 46432F842   4,296,055 64,264 SH   SOLE   0 0 64,264
ISHARES TR CORE S&P MCP ETF 464287507   2,187,654 8,745 SH   SOLE   0 0 8,745
ISHARES TR CORE S&P SCP ETF 464287804   1,550,108 16,030 SH   SOLE   0 0 16,030
ISHARES TR CORE US AGGBD ET 464287226   9,875,125 99,108 SH   SOLE   0 0 99,108
ISHARES TR ISHARES BIOTECH 464287556   216,343 1,675 SH   SOLE   0 0 1,675
ISHARES TR MICRO-CAP ETF 464288869   395,419 3,783 SH   SOLE   0 0 3,783
ISHARES TR MRGSTR MD CP GRW 464288307   201,460 3,500 SH   SOLE   0 0 3,500
ISHARES TR MSCI EAFE ETF 464287465   879,481 12,297 SH   SOLE   0 0 12,297
ISHARES TR MSCI EAFE MIN VL 46429B689   316,026 4,671 SH   SOLE   0 0 4,671
ISHARES TR MSCI USA MIN VOL 46429B697   7,323,816 100,684 SH   SOLE   0 0 100,684
ISHARES TR MSCI USA SMCP MN 46435G433   1,809,848 52,187 SH   SOLE   0 0 52,187
ISHARES TR NATIONAL MUN ETF 464288414   764,954 7,100 SH   SOLE   0 0 7,100
ISHARES TR RUSSELL 2000 ETF 464287655   348,415 1,953 SH   SOLE   0 0 1,953
ISHARES TR S&P 500 GRWT ETF 464287309   255,560 4,000 SH   SOLE   0 0 4,000
ISHARES TR S&P 500 VAL ETF 464287408   379,400 2,500 SH   SOLE   0 0 2,500
ISHARES TR SELECT DIVID ETF 464287168   2,625,574 22,406 SH   SOLE   0 0 22,406
ISHARES TR SP SMCP600VL ETF 464287879   748,720 8,000 SH   SOLE   0 0 8,000
ISHARES TR U.S. UTILITS ETF 464287697   535,744 6,400 SH   SOLE   0 0 6,400
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   5,202,677 95,285 SH   SOLE   0 0 95,285
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203   2,277,169 50,502 SH   SOLE   0 0 50,502
JOHNSON & JOHNSON COM 478160104   1,967,387 12,691 SH   SOLE   0 0 12,691
JPMORGAN CHASE & CO COM 46625H100   1,926,988 14,787 SH   SOLE   0 0 14,787
KELLOGG CO COM 487836108   677,301 10,115 SH   SOLE   0 0 10,115
KIMBERLY-CLARK CORP COM 494368103   499,030 3,718 SH   SOLE   0 0 3,718
LILLY ELI & CO COM 532457108   1,805,612 5,257 SH   SOLE   0 0 5,257
LOCKHEED MARTIN CORP COM 539830109   296,775 627 SH   SOLE   0 0 627
LOWES COS INC COM 548661107   882,437 4,412 SH   SOLE   0 0 4,412
LUCID GROUP INC COM 549498103   85,224 10,600 SH   SOLE   0 0 10,600
MASTERCARD INCORPORATED CL A 57636Q104   550,930 1,516 SH   SOLE   0 0 1,516
MCCORMICK & CO INC COM NON VTG 579780206   449,334 5,400 SH   SOLE   0 0 5,400
MCDONALDS CORP COM 580135101   681,726 2,438 SH   SOLE   0 0 2,438
MEDTRONIC PLC SHS G5960L103   1,113,114 13,806 SH   SOLE   0 0 13,806
MERCK & CO INC COM 58933Y105   1,650,985 15,518 SH   SOLE   0 0 15,518
META PLATFORMS INC CL A 30303M102   973,017 4,591 SH   SOLE   0 0 4,591
MICROSOFT CORP COM 594918104   3,338,904 11,580 SH   SOLE   0 0 11,580
MOODYS CORP COM 615369105   533,699 1,744 SH   SOLE   0 0 1,744
NATIONAL GRID PLC SPONSORED ADR NE 636274409   218,180 3,209 SH   SOLE   0 0 3,209
NEXTERA ENERGY INC COM 65339F101   924,108 11,988 SH   SOLE   0 0 11,988
NOVARTIS AG SPONSORED ADR 66987V109   269,376 2,928 SH   SOLE   0 0 2,928
NOVO-NORDISK A S ADR 670100205   348,835 2,192 SH   SOLE   0 0 2,192
NUVEEN MUN HIGH INCOME OPPOR COM 670682103   2,014,696 186,545 SH   SOLE   0 0 186,545
NVIDIA CORPORATION COM 67066G104   3,061,581 11,022 SH   SOLE   0 0 11,022
OCCIDENTAL PETE CORP COM 674599105   305,657 4,896 SH   SOLE   0 0 4,896
ONEOK INC NEW COM 682680103   222,708 3,505 SH   SOLE   0 0 3,505
PACER FDS TR US CASH COWS 100 69374H881   1,397,140 29,758 SH   SOLE   0 0 29,758
PARKER-HANNIFIN CORP COM 701094104   939,428 2,795 SH   SOLE   0 0 2,795
PEPSICO INC COM 713448108   5,609,382 30,770 SH   SOLE   0 0 30,770
PFIZER INC COM 717081103   1,537,783 37,690 SH   SOLE   0 0 37,690
PHILIP MORRIS INTL INC COM 718172109   722,181 7,426 SH   SOLE   0 0 7,426
PNC FINL SVCS GROUP INC COM 693475105   232,339 1,828 SH   SOLE   0 0 1,828
PROCTER AND GAMBLE CO COM 742718109   1,854,850 12,474 SH   SOLE   0 0 12,474
QUALCOMM INC COM 747525103   492,077 3,857 SH   SOLE   0 0 3,857
RAYMOND JAMES FINL INC COM 754730109   1,364,634 14,631 SH   SOLE   0 0 14,631
RAYTHEON TECHNOLOGIES CORP COM 75513E101   766,598 7,828 SH   SOLE   0 0 7,828
REGENERON PHARMACEUTICALS COM 75886F107   226,781 276 SH   SOLE   0 0 276
ROPER TECHNOLOGIES INC COM 776696106   211,090 479 SH   SOLE   0 0 479
SALESFORCE INC COM 79466L302   773,149 3,870 SH   SOLE   0 0 3,870
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   4,377,032 59,824 SH   SOLE   0 0 59,824
SEAGEN INC COM 81181C104   303,705 1,500 SH   SOLE   0 0 1,500
SELECT SECTOR SPDR TR ENERGY 81369Y506   919,830 11,105 SH   SOLE   0 0 11,105
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   419,279 2,776 SH   SOLE   0 0 2,776
SOUTHERN CO COM 842587107   1,279,201 18,384 SH   SOLE   0 0 18,384
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   479,468 1,441 SH   SOLE   0 0 1,441
SPDR GOLD TR GOLD SHS 78463V107   1,283,274 7,004 SH   SOLE   0 0 7,004
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,313,054 5,650 SH   SOLE   0 0 5,650
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   257,625 562 SH   SOLE   0 0 562
SPDR SER TR BLOOMBERG SHT TE 78468R408   894,240 36,000 SH   SOLE   0 0 36,000
SPDR SER TR NUVEEN BLOOMBERG 78464A284   4,810,878 192,127 SH   SOLE   0 0 192,127
SPDR SER TR PRTFLO S&P500 HI 78468R788   942,982 24,815 SH   SOLE   0 0 24,815
SPDR SER TR S&P DIVID ETF 78464A763   1,084,202 8,764 SH   SOLE   0 0 8,764
SPDR SER TR SSGA US LRG ETF 78468R804   328,320 2,400 SH   SOLE   0 0 2,400
SPDR SER TR SSGA US SMAL ETF 78468R887   225,292 2,143 SH   SOLE   0 0 2,143
STARBUCKS CORP COM 855244109   283,964 2,727 SH   SOLE   0 0 2,727
TARGET CORP COM 87612E106   468,641 2,829 SH   SOLE   0 0 2,829
TESLA INC COM 88160R101   1,553,255 7,487 SH   SOLE   0 0 7,487
TEXAS INSTRS INC COM 882508104   380,576 2,046 SH   SOLE   0 0 2,046
TJX COS INC NEW COM 872540109   257,491 3,285 SH   SOLE   0 0 3,285
TRANE TECHNOLOGIES PLC SHS G8994E103   472,829 2,570 SH   SOLE   0 0 2,570
TRUIST FINL CORP COM 89832Q109   222,196 6,516 SH   SOLE   0 0 6,516
UNILEVER PLC SPON ADR NEW 904767704   217,276 4,184 SH   SOLE   0 0 4,184
UNION PAC CORP COM 907818108   643,364 3,195 SH   SOLE   0 0 3,195
UNITED PARCEL SERVICE INC CL B 911312106   1,842,712 9,499 SH   SOLE   0 0 9,499
UNITEDHEALTH GROUP INC COM 91324P102   448,134 948 SH   SOLE   0 0 948
US BANCORP DEL COM NEW 902973304   385,979 10,706 SH   SOLE   0 0 10,706
VANECK ETF TRUST FALLEN ANGEL HG 92189F437   412,342 14,716 SH   SOLE   0 0 14,716
VANECK ETF TRUST SHRT HGH YLD MUN 92189F387   2,274,164 102,026 SH   SOLE   0 0 102,026
VANGUARD INDEX FDS GROWTH ETF 922908736   1,962,273 7,865 SH   SOLE   0 0 7,865
VANGUARD INDEX FDS LARGE CAP ETF 922908637   857,185 4,588 SH   SOLE   0 0 4,588
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538   214,379 1,100 SH   SOLE   0 0 1,100
VANGUARD INDEX FDS MID CAP ETF 922908629   1,726,168 8,184 SH   SOLE   0 0 8,184
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   16,198,927 43,073 SH   SOLE   0 0 43,073
VANGUARD INDEX FDS TOTAL STK MKT 922908769   470,520 2,304 SH   SOLE   0 0 2,304
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   283,391 5,300 SH   SOLE   0 0 5,300
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   434,848 10,763 SH   SOLE   0 0 10,763
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   794,810 15,689 SH   SOLE   0 0 15,689
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813   348,350 4,369 SH   SOLE   0 0 4,369
VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623   214,565 1,300 SH   SOLE   0 0 1,300
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   9,943,184 64,557 SH   SOLE   0 0 64,557
VANGUARD STAR FDS VG TL INTL STK F 921909768   276,581 5,009 SH   SOLE   0 0 5,009
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   7,944,217 75,295 SH   SOLE   0 0 75,295
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810   2,768,567 37,571 SH   SOLE   0 0 37,571
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   1,836,196 29,638 SH   SOLE   0 0 29,638
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840   616,492 6,102 SH   SOLE   0 0 6,102
VANGUARD WORLD FD MEGA GRWTH IND 921910816   613,530 3,000 SH   SOLE   0 0 3,000
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504   1,413,451 5,925 SH   SOLE   0 0 5,925
VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603   419,749 2,201 SH   SOLE   0 0 2,201
VANGUARD WORLD FDS INF TECH ETF 92204A702   573,824 1,488 SH   SOLE   0 0 1,488
VERIZON COMMUNICATIONS INC COM 92343V104   1,008,490 25,931 SH   SOLE   0 0 25,931
VISA INC COM CL A 92826C839   305,724 1,356 SH   SOLE   0 0 1,356
WALMART INC COM 931142103   944,968 6,408 SH   SOLE   0 0 6,408
WASTE MGMT INC DEL COM 94106L109   767,227 4,702 SH   SOLE   0 0 4,702
WEYERHAEUSER CO MTN BE COM NEW 962166104   336,311 11,162 SH   SOLE   0 0 11,162
WILLIAMS COS INC COM 969457100   377,133 12,630 SH   SOLE   0 0 12,630
WISDOMTREE TR US LARGECAP DIVD 97717W307   901,919 14,580 SH   SOLE   0 0 14,580
ZOETIS INC CL A 98978V103   386,399 2,321 SH   SOLE   0 0 2,321