Crestwood Advisors 13F-HR Quarterly holdings report by institutional manager

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:	Oct 31, 2018
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	46,025	428,621	SH		SOLE	0	428,621	0	0
INVESCO QQQ TRUST	ETF	46090E103	7,226	25,781	SH		SOLE	0	25,781	0	0
TECHNOLOGY SELECT SECTOR SPDR FUND	ETF	81369Y803	553	4,350	SH		SOLE	0	4,349	0	0
STARBUCKS CORP COM	Stock	855244109	4,895	64,075	SH		SOLE	0	64,075	0	0
SEMPRA COM	Stock	816851109	306	2,039	SH		SOLE	0	2,039	0	0
JOHNSON & JOHNSON COM	Stock	478160104	81,508	459,173	SH		SOLE	0	459,173	0	0
EDITAS MEDICINE INC COM	Stock	28106W103	210	17,710	SH		SOLE	0	17,710	0	0
VANGUARD TOTAL STOCK MARKET INDEX FUND	ETF	922908769	1,472	7,803	SH		SOLE	0	7,802	0	0
INVESCO WATER RESOURCES ETF	ETF	46137V142	287	6,210	SH		SOLE	0	6,210	0	0
COSTCO WHSL CORP NEW COM	Stock	22160K105	37,672	78,600	SH		SOLE	0	78,600	0	0
ISHARES MSCI EMERGING MARKETS ETF	ETF	464287234	1,177	29,352	SH		SOLE	0	29,351	0	0
GOLDMAN SACHS GROUP INC COM	Stock	38141G104	47	157	SH		SOLE	0	157	0	0
GOLDMAN SACHS GROUP INC COM	Stock	38141G104	267	900	SH	Call	SOLE	0	900	0	0
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF	ETF	78468R739	4,374	92,555	SH		SOLE	0	92,555	0	0
ISHARES MSCI KLD 400 SOCIAL ETF	ETF	464288570	346	4,819	SH		SOLE	0	4,818	0	0
YUM BRANDS INC COM	Stock	988498101	516	4,542	SH		SOLE	0	4,542	0	0
BOSTON SCIENTIFIC CORP COM	Stock	101137107	2,282	61,239	SH		SOLE	0	61,239	0	0
F5 INC COM	Stock	315616102	276	1,804	SH		SOLE	0	1,804	0	0
PROCTER AND GAMBLE CO COM	Stock	742718109	23,080	160,511	SH		SOLE	0	160,510	0	0
COCA COLA CO COM	Stock	191216100	10,469	166,407	SH		SOLE	0	166,406	0	0
GENERAL MLS INC COM	Stock	370334104	345	4,566	SH		SOLE	0	4,566	0	0
UNITED PARCEL SERVICE INC CL B	Stock	911312106	359	1,968	SH		SOLE	0	1,968	0	0
VANGUARD REAL ESTATE ETF	ETF	922908553	17,051	187,148	SH		SOLE	0	187,147	0	0
ISHARES MSCI USA ESG SELECT ETF	ETF	464288802	276	3,425	SH		SOLE	0	3,425	0	0
INTEL CORP COM	Stock	458140100	1,210	32,354	SH		SOLE	0	32,353	0	0
STATE STR CORP COM	Stock	857477103	42,264	685,550	SH		SOLE	0	685,549	0	0
MEDTRONIC PLC SHS	Stock	G5960L103	430	4,795	SH		SOLE	0	4,795	0	0
FORTIVE CORP COM	Stock	34959J108	25,312	465,464	SH		SOLE	0	465,463	0	0
SEI INVTS CO COM	Stock	784117103	12,066	223,353	SH		SOLE	0	223,353	0	0
MERCK & CO INC COM	Stock	58933Y105	18,772	205,904	SH		SOLE	0	205,903	0	0
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	ETF	464288158	24,732	236,289	SH		SOLE	0	236,288	0	0
SPDR S&P 500 ETF	ETF	78462F103	30,998	82,167	SH		SOLE	0	82,167	0	0
THE TRADE DESK INC COM CL A	Stock	88339J105	13,135	313,551	SH		SOLE	0	313,551	0	0
MASTERCARD INCORPORATED CL A	Stock	57636Q104	8,335	26,421	SH		SOLE	0	26,421	0	0
NUTANIX INC CL A	Stock	67059N108	146	10,000	SH		SOLE	0	10,000	0	0
FIRST REP BK SAN FRANCISCO CAL COM	Stock	33616C100	30,101	208,745	SH		SOLE	0	208,744	0	0
ILLINOIS TOOL WKS INC COM	Stock	452308109	680	3,733	SH		SOLE	0	3,733	0	0
UNITED RENTALS INC COM	Stock	911363109	10,777	44,367	SH		SOLE	0	44,367	0	0
PHUNWARE INC COM	Stock	71948P100	16	15,000	SH		SOLE	0	15,000	0	0
EMERSON ELEC CO COM	Stock	291011104	3,068	38,572	SH		SOLE	0	38,572	0	0
AVNET INC COM	Stock	053807103	844	19,694	SH		SOLE	0	19,694	0	0
VERIZON COMMUNICATIONS INC COM	Stock	92343V104	1,283	25,274	SH		SOLE	0	25,274	0	0
SHERWIN WILLIAMS CO COM	Stock	824348106	34,557	154,330	SH		SOLE	0	154,329	0	0
PEPSICO INC COM	Stock	713448108	4,467	26,805	SH		SOLE	0	26,804	0	0
ISHARES 1-3 YEAR TREASURY BOND ETF	ETF	464287457	3,804	45,948	SH		SOLE	0	45,948	0	0
COMPUGEN LTD ORD	Stock	M25722105	29	15,720	SH		SOLE	0	15,720	0	0
KIMBERLY-CLARK CORP COM	Stock	494368103	454	3,356	SH		SOLE	0	3,356	0	0
HONEYWELL INTL INC COM	Stock	438516106	58,922	339,006	SH		SOLE	0	339,006	0	0
FORD MTR CO DEL COM	Stock	345370860	258	23,190	SH		SOLE	0	23,190	0	0
FORD MTR CO DEL COM	Stock	345370860	22	2,000	SH	Call	SOLE	0	2,000	0	0
FORD MTR CO DEL COM	Stock	345370860	22	2,000	SH	Call	SOLE	0	2,000	0	0
US BANCORP DEL COM NEW	Stock	902973304	1,213	26,352	SH		SOLE	0	26,351	0	0
HOME DEPOT INC COM	Stock	437076102	67,682	246,772	SH		SOLE	0	246,772	0	0
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF	ETF	78464A375	661	20,292	SH		SOLE	0	20,292	0	0
AUTOMATIC DATA PROCESSING INC COM	Stock	053015103	395	1,880	SH		SOLE	0	1,880	0	0
SPDR GOLD SHARES	ETF	78463V107	1,197	7,106	SH		SOLE	0	7,106	0	0
ISORAY INC COM	Stock	46489V104	17	54,824	SH		SOLE	0	54,824	0	0
BLACK KNIGHT INC COM	Stock	09215C105	25,843	395,216	SH		SOLE	0	395,216	0	0
ISHARES RUSSELL 1000 GROWTH ETF	ETF	464287614	2,667	12,193	SH		SOLE	0	12,192	0	0
SCHWAB U.S. BROAD MARKET ETF	ETF	808524102	836	18,928	SH		SOLE	0	18,928	0	0
SCHWAB INTERNATIONAL EQUITY ETF	ETF	808524805	459	14,608	SH		SOLE	0	14,607	0	0
FORTINET INC COM	Stock	34959E109	221	3,910	SH		SOLE	0	3,910	0	0
ISHARES S&P SMALL-CAP FUND	ETF	464287804	17,270	186,888	SH		SOLE	0	186,887	0	0
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	084670702	61,601	225,628	SH		SOLE	0	225,627	0	0
SCHWAB EMERGING MARKETS EQUITY ETF	ETF	808524706	245	9,660	SH		SOLE	0	9,659	0	0
ADOBE SYSTEMS INCORPORATED COM	Stock	00724F101	42,314	115,592	SH		SOLE	0	115,592	0	0
WEYERHAEUSER CO MTN BE COM NEW	REIT	962166104	542	16,365	SH		SOLE	0	16,365	0	0
ALPHABET INC CAP STK CL A	Stock	02079K305	61,633	28,280	SH		SOLE	0	28,280	0	0
FISERV INC COM	Stock	337738108	55,184	620,249	SH		SOLE	0	620,249	0	0
OREILLY AUTOMOTIVE INC COM	Stock	67103H107	306	484	SH		SOLE	0	484	0	0
INTUIT COM	Stock	461202103	520	1,348	SH		SOLE	0	1,348	0	0
CONSTELLATION BRANDS INC CL A	Stock	21036P108	37,738	161,910	SH		SOLE	0	161,910	0	0
CSX CORP COM	Stock	126408103	550	18,930	SH		SOLE	0	18,930	0	0
SENSATA TECHNOLOGIES HLDG PLC SHS	Stock	G8060N102	19,276	466,613	SH		SOLE	0	466,613	0	0
COMCAST CORP NEW CL A	Stock	20030N101	358	9,119	SH		SOLE	0	9,118	0	0
GENERAC HLDGS INC COM	Stock	368736104	10,793	51,253	SH		SOLE	0	51,253	0	0
MICROSOFT CORP COM	Stock	594918104	166,349	647,687	SH		SOLE	0	647,687	0	0
MICROSOFT CORP COM	Stock	594918104	130	500	SH	Call	SOLE	0	500	0	0
LENNAR CORP CL A	Stock	526057104	670	9,496	SH		SOLE	0	9,496	0	0
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF	ETF	46435U663	2,494	79,177	SH		SOLE	0	79,177	0	0
CVS HEALTH CORP COM	Stock	126650100	22,479	242,593	SH		SOLE	0	242,592	0	0
TENABLE HLDGS INC COM	Stock	88025T102	289	6,365	SH		SOLE	0	6,365	0	0
FOCUS FINL PARTNERS INC COM CL A	Stock	34417P100	5,220	153,248	SH		SOLE	0	153,248	0	0
MACQUARIE INFRASTR HOLD LLC COMMON UNITS	Stock	55608B105	183	46,788	SH		SOLE	0	46,788	0	0
BERKSHIRE HATHAWAY INC DEL CL A	Stock	084670108	16,358	40	SH		SOLE	0	40	0	0
BOEING CO COM	Stock	097023105	256	1,869	SH		SOLE	0	1,869	0	0
VANGUARD SMALL-CAP INDEX FUND	ETF	922908751	4,891	27,775	SH		SOLE	0	27,774	0	0
VANGUARD MID-CAP INDEX FUND	ETF	922908629	5,326	27,039	SH		SOLE	0	27,039	0	0
NEXTERA ENERGY INC COM	Stock	65339F101	756	9,760	SH		SOLE	0	9,760	0	0
NIKE INC CL B	Stock	654106103	4,592	44,935	SH		SOLE	0	44,935	0	0
VANGUARD SHORT-TERM GOVERNMENT BOND ETF	ETF	92206C102	382	6,484	SH		SOLE	0	6,484	0	0
TESLA INC COM	Stock	88160R101	2,776	4,122	SH		SOLE	0	4,122	0	0
ISHARES MSCI EMERGING MARKETS EX CHINA ETF	ETF	46434G764	15,786	330,531	SH		SOLE	0	330,531	0	0
HILTON WORLDWIDE HLDGS INC COM	Stock	43300A203	26,681	239,411	SH		SOLE	0	239,411	0	0
VANGUARD HEALTH CARE INDEX FUND	ETF	92204A504	300	1,272	SH		SOLE	0	1,272	0	0
FINANCIAL SELECT SECTOR SPDR FUND	ETF	81369Y605	207	6,580	SH		SOLE	0	6,580	0	0
NORFOLK SOUTHN CORP COM	Stock	655844108	903	3,974	SH		SOLE	0	3,974	0	0
BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT	Stock	G16258108	445	12,782	SH		SOLE	0	12,782	0	0
VANGUARD INFORMATION TECHNOLOGY INDEX FUND	ETF	92204A702	773	2,367	SH		SOLE	0	2,367	0	0
AMPHENOL CORP NEW CL A	Stock	032095101	22,933	356,210	SH		SOLE	0	356,210	0	0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH	Stock	112585104	294	6,618	SH		SOLE	0	6,618	0	0
CGI INC CL A SUB VTG	Stock	12532H104	305	3,825	SH		SOLE	0	3,825	0	0
STANLEY BLACK & DECKER INC COM	Stock	854502101	673	6,418	SH		SOLE	0	6,418	0	0
VANGUARD S&P 500 ETF	ETF	922908363	10,005	28,843	SH		SOLE	0	28,843	0	0
SPDR S&P MIDCAP 400 ETF	ETF	78467Y107	273	660	SH		SOLE	0	660	0	0
CONSOLIDATED EDISON INC COM	Stock	209115104	240	2,520	SH		SOLE	0	2,520	0	0
CROWDSTRIKE HLDGS INC CL A	Stock	22788C105	228	1,350	SH		SOLE	0	1,350	0	0
VANGUARD S&P SMALL-CAP 600 ETF	ETF	921932828	283	1,667	SH		SOLE	0	1,667	0	0
SPDR S&P 600 SMALL CAP ETF	ETF	78464A813	40,103	500,787	SH		SOLE	0	500,786	0	0
BOOKING HOLDINGS INC COM	Stock	09857L108	29,822	17,050	SH		SOLE	0	17,050	0	0
LILLY ELI & CO COM	Stock	532457108	9,479	29,236	SH		SOLE	0	29,236	0	0
PROFOUND MED CORP COM NEW	Stock	74319B502	129	17,700	SH		SOLE	0	17,700	0	0
CHROMADEX CORP COM NEW	Stock	171077407	61	36,284	SH		SOLE	0	36,284	0	0
ISHARES RUSSELL MID-CAP VALUE ETF	ETF	464287473	210	2,068	SH		SOLE	0	2,067	0	0
KALEYRA INC COM	Stock	483379103	68	33,250	SH		SOLE	0	33,250	0	0
AGENUS INC COM NEW	Stock	00847G705	64	32,928	SH		SOLE	0	32,928	0	0
ISHARES RUSSELL 2000 ETF	ETF	464287655	875	5,169	SH		SOLE	0	5,169	0	0
DUKE ENERGY CORP NEW COM NEW	Stock	26441C204	678	6,323	SH		SOLE	0	6,323	0	0
MIND MEDICINE MINDMED INC COMMON SHARES	Stock	60255C109	14	22,000	SH		SOLE	0	22,000	0	0
CARRIER GLOBAL CORPORATION COM	Stock	14448C104	517	14,486	SH		SOLE	0	14,486	0	0
INVESCO S&P 500 LOW VOLATILITY ETF	ETF	46138E354	1,471	23,728	SH		SOLE	0	23,728	0	0
AMERICAN ELEC PWR CO INC COM	Stock	025537101	808	8,420	SH		SOLE	0	8,420	0	0
EVERSOURCE ENERGY COM	Stock	30040W108	682	8,075	SH		SOLE	0	8,075	0	0
VANGUARD SMALL-CAP VALUE INDEX FUND	ETF	922908611	212	1,412	SH		SOLE	0	1,412	0	0
GOLDMAN SACHS INNOVATE EQUITY ETF	ETF	38149W820	1,204	28,617	SH		SOLE	0	28,617	0	0
VANGUARD MID-CAP GROWTH INDEX FUND	ETF	922908538	687	3,915	SH		SOLE	0	3,915	0	0
BURCON NUTRASCIENCE CORP COM	Stock	120831102	6	14,895	SH		SOLE	0	14,895	0	0
XYLEM INC COM	Stock	98419M100	34,151	436,828	SH		SOLE	0	436,827	0	0
GINKGO BIOWORKS HOLDINGS INC CL A SHS	Stock	37611X100	44	18,478	SH		SOLE	0	18,478	0	0
CAMBRIDGE BANCORP COM	Stock	132152109	488	5,898	SH		SOLE	0	5,898	0	0
VIMEO INC COMMON STOCK	Stock	92719V100	169	28,105	SH		SOLE	0	28,105	0	0
ORGANON & CO COMMON STOCK	Stock	68622V106	201	5,958	SH		SOLE	0	5,958	0	0
VISA INC COM CL A	Stock	92826C839	77,573	393,986	SH		SOLE	0	393,986	0	0
ISHARES MSCI USA MIN VOL FACTOR ETF	ETF	46429B697	30,171	429,721	SH		SOLE	0	429,721	0	0
VANGUARD SMALL-CAP GROWTH INDEX FUND	ETF	922908595	639	3,241	SH		SOLE	0	3,241	0	0
VANGUARD GROWTH INDEX FUND	ETF	922908736	687	3,081	SH		SOLE	0	3,081	0	0
L3HARRIS TECHNOLOGIES INC COM	Stock	502431109	282	1,167	SH		SOLE	0	1,167	0	0
AMERICAN TOWER CORP NEW COM	REIT	03027X100	5,537	21,664	SH		SOLE	0	21,663	0	0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	464287150	19,993	238,635	SH		SOLE	0	238,634	0	0
META PLATFORMS INC CL A	Stock	30303M102	18,989	117,761	SH		SOLE	0	117,761	0	0
SERVICENOW INC COM	Stock	81762P102	5,361	11,274	SH		SOLE	0	11,274	0	0
PALO ALTO NETWORKS INC COM	Stock	697435105	1,445	2,926	SH		SOLE	0	2,926	0	0
NATURAL GROCERS BY VITAMIN COT COM	Stock	63888U108	800	50,143	SH		SOLE	0	50,143	0	0
MONDELEZ INTL INC CL A	Stock	609207105	593	9,544	SH		SOLE	0	9,544	0	0
WP CAREY INC COM	REIT	92936U109	702	8,475	SH		SOLE	0	8,475	0	0
BROADCOM INC COM	Stock	11135F101	816	1,680	SH		SOLE	0	1,680	0	0
PROSHARES ULTRASHORT S&P 500	ETF	74347G416	2,894	57,500	SH		SOLE	0	57,500	0	0
PROSHARES ULTRASHORT 20 YEAR TREASURY	ETF	74347B201	1,874	71,650	SH		SOLE	0	71,650	0	0
WORKDAY INC CL A	Stock	98138H101	511	3,662	SH		SOLE	0	3,662	0	0
PIONEER NAT RES CO COM	Stock	723787107	6,051	27,126	SH		SOLE	0	27,126	0	0
ISHARES CORE MSCI EAFE ETF	ETF	46432F842	37,858	643,272	SH		SOLE	0	643,272	0	0
HEXCEL CORP NEW COM	Stock	428291108	1,569	30,000	SH		SOLE	0	30,000	0	0
ACCENTURE PLC IRELAND SHS CLASS A	Stock	G1151C101	84,010	302,572	SH		SOLE	0	302,571	0	0
NVIDIA CORPORATION COM	Stock	67066G104	977	6,442	SH		SOLE	0	6,442	0	0
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	ETF	464288646	1,844	36,491	SH		SOLE	0	36,491	0	0
BALL CORP COM	Stock	058498106	481	7,000	SH		SOLE	0	7,000	0	0
EOG RES INC COM	Stock	26875P101	1,341	12,142	SH		SOLE	0	12,141	0	0
ABBVIE INC COM	Stock	00287Y109	2,171	14,172	SH		SOLE	0	14,172	0	0
CANADIAN IMP BK COMM COM	Stock	136069101	633	13,046	SH		SOLE	0	13,046	0	0
S&P GLOBAL INC COM	Stock	78409V104	25,270	74,974	SH		SOLE	0	74,974	0	0
SPDR S&P BIOTECH ETF	ETF	78464A870	211	2,847	SH		SOLE	0	2,847	0	0
ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	46434G103	9,324	190,060	SH		SOLE	0	190,059	0	0
ARCBEST CORP COM	Stock	03937C105	1,056	15,000	SH		SOLE	0	15,000	0	0
ISHARES CORE 1-5 YEAR USD BOND ETF	ETF	46432F859	6,130	129,335	SH		SOLE	0	129,334	0	0
ZOETIS INC CL A	Stock	98978V103	41,053	238,826	SH		SOLE	0	238,826	0	0
ISHARES RUSSELL 2000 GROWTH ETF	ETF	464287648	831	4,027	SH		SOLE	0	4,027	0	0
INVESCO S&P 500 QUALITY ETF	ETF	46137V241	1,386	32,990	SH		SOLE	0	32,990	0	0
BLACKSTONE INC COM	Stock	09260D107	68,996	756,291	SH		SOLE	0	756,291	0	0
ANSYS INC COM	Stock	03662Q105	218	910	SH		SOLE	0	910	0	0
INFORMATION SVCS GROUP INC COM	Stock	45675Y104	5,586	826,390	SH		SOLE	0	826,390	0	0
STRYKER CORPORATION COM	Stock	863667101	35,179	176,839	SH		SOLE	0	176,839	0	0
SPDR BLACKSTONE SENIOR LOAN ETF	ETF	78467V608	12,863	308,886	SH		SOLE	0	308,886	0	0
GENERAL DYNAMICS CORP COM	Stock	369550108	604	2,729	SH		SOLE	0	2,729	0	0
RESMED INC COM	Stock	761152107	37,700	179,832	SH		SOLE	0	179,831	0	0
INTUITIVE SURGICAL INC COM NEW	Stock	46120E602	264	1,316	SH		SOLE	0	1,316	0	0
MCDONALDS CORP COM	Stock	580135101	6,683	27,068	SH		SOLE	0	27,068	0	0
AMETEK INC COM	Stock	031100100	851	7,745	SH		SOLE	0	7,745	0	0
CISCO SYS INC COM	Stock	17275R102	2,496	58,534	SH		SOLE	0	58,534	0	0
CAPITAL ONE FINL CORP COM	Stock	14040H105	1,264	12,128	SH		SOLE	0	12,128	0	0
ADVANCED MICRO DEVICES INC COM	Stock	007903107	571	7,473	SH		SOLE	0	7,473	0	0
AT&T INC COM	Stock	00206R102	795	37,932	SH		SOLE	0	37,932	0	0
VANGUARD FINANCIALS INDEX FUND	ETF	92204A405	307	3,981	SH		SOLE	0	3,981	0	0
ISHARES BIOTECHNOLOGY FUND	ETF	464287556	4,624	39,309	SH		SOLE	0	39,308	0	0
GENERAL ELECTRIC CO COM NEW	Stock	369604301	402	6,312	SH		SOLE	0	6,312	0	0
ISHARES S&P SMALL-CAP 600 GROWTH ETF	ETF	464287887	1,305	12,392	SH		SOLE	0	12,391	0	0
MOTOROLA SOLUTIONS INC COM NEW	Stock	620076307	418	1,993	SH		SOLE	0	1,993	0	0
ISHARES MSCI USA MOMENTUM FACTOR ETF	ETF	46432F396	1,852	13,581	SH		SOLE	0	13,581	0	0
SPDR PORTFOLIO S&P 600 SMALL CAP ETF	ETF	78468R853	50,158	1,394,060	SH		SOLE	0	1,394,060	0	0
LULULEMON ATHLETICA INC COM	Stock	550021109	3,616	13,266	SH		SOLE	0	13,265	0	0
ISHARES S&P 500 GROWTH ETF	ETF	464287309	967	16,018	SH		SOLE	0	16,018	0	0
ISHARES CORE S&P 500 ETF	ETF	464287200	12,822	33,818	SH		SOLE	0	33,817	0	0
EVOGENE LTD SHS	Stock	M4119S104	11	14,000	SH		SOLE	0	14,000	0	0
WELLS FARGO CO NEW COM	Stock	949746101	2,354	60,091	SH		SOLE	0	60,091	0	0
WELLS FARGO CO NEW COM	Stock	949746101	40	1,000	SH	Call	SOLE	0	1,000	0	0
WELLS FARGO CO NEW COM	Stock	949746101	40	1,000	SH	Call	SOLE	0	1,000	0	0
UNION PAC CORP COM	Stock	907818108	1,120	5,250	SH		SOLE	0	5,250	0	0
SALESFORCE INC COM	Stock	79466L302	35,687	216,227	SH		SOLE	0	216,227	0	0
MCCORMICK & CO INC COM NON VTG	Stock	579780206	34,528	414,725	SH		SOLE	0	414,724	0	0
NORTHROP GRUMMAN CORP COM	Stock	666807102	616	1,288	SH		SOLE	0	1,288	0	0
THERMO FISHER SCIENTIFIC INC COM	Stock	883556102	2,005	3,691	SH		SOLE	0	3,691	0	0
LOCKHEED MARTIN CORP COM	Stock	539830109	1,942	4,516	SH		SOLE	0	4,515	0	0
UMH PPTYS INC COM	REIT	903002103	266	15,038	SH		SOLE	0	15,038	0	0
JPMORGAN CHASE & CO COM	Stock	46625H100	26,804	238,027	SH		SOLE	0	238,026	0	0
CHEVRON CORP NEW COM	Stock	166764100	14,340	99,049	SH		SOLE	0	99,049	0	0
ISHARES NATIONAL MUNI BOND ETF	ETF	464288414	36,048	338,922	SH		SOLE	0	338,922	0	0
CONOCOPHILLIPS COM	Stock	20825C104	280	3,113	SH		SOLE	0	3,113	0	0
MARKEL CORP COM	Stock	570535104	323	250	SH		SOLE	0	250	0	0
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	921943858	801	19,635	SH		SOLE	0	19,635	0	0
DANAHER CORPORATION COM	Stock	235851102	41,128	162,226	SH		SOLE	0	162,226	0	0
M & T BK CORP COM	Stock	55261F104	535	3,356	SH		SOLE	0	3,356	0	0
TJX COS INC NEW COM	Stock	872540109	47,643	853,022	SH		SOLE	0	853,021	0	0
BK OF AMERICA CORP COM	Stock	060505104	57,630	1,851,222	SH		SOLE	0	1,851,221	0	0
BK OF AMERICA CORP COM	Stock	060505104	48	1,500	SH	Call	SOLE	0	1,500	0	0
BK OF AMERICA CORP COM	Stock	060505104	32	1,000	SH	Call	SOLE	0	1,000	0	0
BK OF AMERICA CORP COM	Stock	060505104	96	3,000	SH	Call	SOLE	0	3,000	0	0
WALMART INC COM	Stock	931142103	555	4,567	SH		SOLE	0	4,566	0	0
INTERNATIONAL BUSINESS MACHS COM	Stock	459200101	2,801	19,839	SH		SOLE	0	19,839	0	0
ORACLE CORP COM	Stock	68389X105	2,582	36,953	SH		SOLE	0	36,953	0	0
RAYTHEON TECHNOLOGIES CORP COM	Stock	75513E101	3,103	32,286	SH		SOLE	0	32,285	0	0
VANGUARD FTSE EMERGING MARKETS ETF	ETF	922042858	1,574	37,780	SH		SOLE	0	37,780	0	0
TEXAS INSTRS INC COM	Stock	882508104	5,728	37,279	SH		SOLE	0	37,279	0	0
VANGUARD HIGH DIVIDEND YIELD ETF	ETF	921946406	394	3,876	SH		SOLE	0	3,876	0	0
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF	ETF	78468R721	5,269	114,903	SH		SOLE	0	114,903	0	0
PFIZER INC COM	Stock	717081103	1,666	31,770	SH		SOLE	0	31,770	0	0
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	ETF	464287242	335	3,055	SH		SOLE	0	3,055	0	0
MORGAN STANLEY COM NEW	Stock	617446448	9,905	130,227	SH		SOLE	0	130,227	0	0
3M Company	Stock	88579Y101	355	2,742	SH		SOLE	0	2,742	0	0
CATERPILLAR INC COM	Stock	149123101	3,470	19,409	SH		SOLE	0	19,409	0	0
ALPHABET INC CAP STK CL C	Stock	02079K107	51,418	23,505	SH		SOLE	0	23,505	0	0
AMERICAN EXPRESS CO COM	Stock	025816109	1,039	7,493	SH		SOLE	0	7,492	0	0
AMGEN INC COM	Stock	031162100	1,036	4,257	SH		SOLE	0	4,256	0	0
OTIS WORLDWIDE CORP COM	Stock	68902V107	349	4,936	SH		SOLE	0	4,935	0	0
ANALOG DEVICES INC COM	Stock	032654105	4,476	30,637	SH		SOLE	0	30,637	0	0
PAYCOM SOFTWARE INC COM	Stock	70432V102	682	2,433	SH		SOLE	0	2,433	0	0
WILLIAMS COS INC COM	Stock	969457100	15,680	502,411	SH		SOLE	0	502,411	0	0
VANGUARD DIVIDEND APPRECIATION INDEX FUND	ETF	921908844	5,368	37,419	SH		SOLE	0	37,418	0	0
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	464287226	13,750	135,226	SH		SOLE	0	135,225	0	0
SPDR PORTFOLIO S&P 500 ETF	ETF	78464A854	234	5,284	SH		SOLE	0	5,284	0	0
ISHARES S&P MID-CAP 400 GROWTH ETF	ETF	464287606	1,185	18,593	SH		SOLE	0	18,593	0	0
SYNEOS HEALTH INC CL A	Stock	87166B102	29,282	408,503	SH		SOLE	0	408,503	0	0
Daktari	Stock	234264109	41	40,989	SH		SOLE	0	40,988	0	0
VANGUARD SHORT-TERM BOND INDEX FUND	ETF	921937827	20,508	267,071	SH		SOLE	0	267,070	0	0
ULTRAGENYX PHARMACEUTICAL INC COM	Stock	90400D108	1,784	29,908	SH		SOLE	0	29,908	0	0
LAM RESEARCH CORP COM	Stock	512807108	539	1,265	SH		SOLE	0	1,265	0	0
PHILIP MORRIS INTL INC COM	Stock	718172109	1,230	12,460	SH		SOLE	0	12,460	0	0
BRISTOL-MYERS SQUIBB CO COM	Stock	110122108	847	11,001	SH		SOLE	0	11,000	0	0
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF	ETF	46641Q209	1,770	36,269	SH		SOLE	0	36,269	0	0
ALTRIA GROUP INC COM	Stock	02209S103	629	15,049	SH		SOLE	0	15,049	0	0
AMERICAN WTR WKS CO INC NEW COM	Stock	030420103	355	2,388	SH		SOLE	0	2,388	0	0
EXXON MOBIL CORP COM	Stock	30231G102	5,250	61,302	SH		SOLE	0	61,301	0	0
UNITEDHEALTH GROUP INC COM	Stock	91324P102	394	768	SH		SOLE	0	768	0	0
TRAVELERS COMPANIES INC COM	Stock	89417E109	433	2,560	SH		SOLE	0	2,560	0	0
LOWES COS INC COM	Stock	548661107	958	5,486	SH		SOLE	0	5,486	0	0
COLGATE PALMOLIVE CO COM	Stock	194162103	222	2,776	SH		SOLE	0	2,775	0	0
SHOPIFY INC CL A	Stock	82509L107	1,822	58,310	SH		SOLE	0	58,310	0	0
BANK HAWAII CORP COM	Stock	062540109	232	3,124	SH		SOLE	0	3,123	0	0
PAYPAL HLDGS INC COM	Stock	70450Y103	3,609	51,680	SH		SOLE	0	51,680	0	0
SCHWAB CHARLES CORP COM	Stock	808513105	35,401	560,311	SH		SOLE	0	560,311	0	0
CROWN CASTLE INTL CORP NEW COM	REIT	22822V101	43,302	257,170	SH		SOLE	0	257,170	0	0
CBRE GROUP INC CL A	Stock	12504L109	3,712	50,428	SH		SOLE	0	50,428	0	0
ISHARES S&P MIDCAP FUND	ETF	464287507	2,388	10,556	SH		SOLE	0	10,556	0	0
VANGUARD TAX-EXEMPT BOND ETF	ETF	922907746	20,127	403,178	SH		SOLE	0	403,178	0	0
ISHARES MSCI EAFE ETF	ETF	464287465	22,482	359,777	SH		SOLE	0	359,776	0	0
APPLE INC COM	Stock	037833100	206,704	1,511,846	SH		SOLE	0	1,511,845	0	0
APPLE INC COM	Stock	037833100	109	800	SH	Call	SOLE	0	800	0	0
APPLE INC COM	Stock	037833100	137	1,000	SH	Call	SOLE	0	1,000	0	0
APPLE INC COM	Stock	037833100	1,176	8,600	SH	Call	SOLE	0	8,600	0	0
APPLE INC COM	Stock	037833100	68	500	SH	Call	SOLE	0	500	0	0
APPLE INC COM	Stock	037833100	137	1,000	SH	Call	SOLE	0	1,000	0	0
APPLE INC COM	Stock	037833100	27	200	SH	Call	SOLE	0	200	0	0
PJT PARTNERS INC COM CL A	Stock	69343T107	986	14,036	SH		SOLE	0	14,036	0	0
ABBOTT LABS COM	Stock	002824100	12,965	119,327	SH		SOLE	0	119,326	0	0
DISNEY WALT CO COM	Stock	254687106	25,943	274,813	SH		SOLE	0	274,813	0	0
DISNEY WALT CO COM	Stock	254687106	47	500	SH	Call	SOLE	0	500	0	0
ISHARES RUSSELL 1000 ETF	ETF	464287622	661	3,184	SH		SOLE	0	3,183	0	0
MARSH & MCLENNAN COS INC COM	Stock	571748102	29,213	188,165	SH		SOLE	0	188,164	0	0
ISHARES RUSSELL 1000 VALUE ETF	ETF	464287598	838	5,779	SH		SOLE	0	5,778	0	0
ISHARES MORNINGSTAR US EQUITY ETF	ETF	464287127	2,848	54,818	SH		SOLE	0	54,818	0	0