| ABBOTT LABS | COM | $245K | 0.0% | 1,826 SH | New |
| ABBVIE INC | COM | $341K | 0.1%Prev: 0.0% | 1,474 SH | Increased+198 SH |
| ADVANCED MICRO DEVICES INC | COM | $464K | 0.1%Prev: 0.1% | 2,869 SH | Decreased+1,500 SH |
| ALPHABET INC | CAP STK CL C | $278K | 0.0%Prev: 0.0% | 1,140 SH | Decreased+334 SH |
| AMAZON COM INC | COM | $393K | 0.1%Prev: 0.0% | 1,791 SH | Increased+426 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $2.9M | 0.5%Prev: 0.9% | 38,517 SH | Decreased-38,509 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $2.8M | 0.4%Prev: 0.8% | 41,540 SH | Decreased-43,407 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $3.1M | 0.5%Prev: 0.9% | 34,939 SH | Decreased-37,312 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $24.2M | 3.9%Prev: 3.3% | 243,365 SH | Decreased+18,855 SH |
| AMERICAN EXPRESS CO | COM | $347K | 0.1%Prev: 0.0% | 1,044 SH | Increased+99 SH |
| ANALOG DEVICES INC | COM | $1.2M | 0.2%Prev: 0.2% | 4,849 SH | Decreased |
| APPLE INC | COM | $2.3M | 0.4%Prev: 0.2% | 9,166 SH | Increased+2,069 SH |
| AT&T INC | COM | $650K | 0.1% | 23,033 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 0.2%Prev: 0.1% | 2,221 SH | Increased+868 SH |
| BNY MELLON ETF TRUST | CONCENTRATED INT | $46.7M | 7.4% | 906,458 SH | New |
| CATERPILLAR INC | COM | $2.3M | 0.4%Prev: 0.6% | 4,857 SH | Decreased-12 SH |
| CGI INC | CL A SUB VTG | $657K | 0.1%Prev: 0.0% | 7,368 SH | Increased+1,093 SH |
| COCA COLA CO | COM | $212K | 0.0%Prev: 0.0% | 3,191 SH | Decreased+486 SH |
| COSTCO WHSL CORP NEW | COM | $336K | 0.1% | 363 SH | New |
| CSX CORP | COM | $519K | 0.1%Prev: 0.0% | 14,623 SH | Increased+5,711 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $533K | 0.1% | 13,821 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $202K | 0.0% | 3,470 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $3.6M | 0.6%Prev: 0.5% | 115,846 SH | Decreased+247 SH |
| ECOLAB INC | COM | $320K | 0.1% | 1,169 SH | New |
| ELEVANCE HEALTH INC FORMERLY | COM | $237K | 0.0% | 733 SH | New |
| EXXON MOBIL CORP | COM | $538K | 0.1%Prev: 0.1% | 4,769 SH | Decreased+723 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $297K | 0.0%Prev: 0.0% | 8,872 SH | Decreased+192 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $46.7M | 7.4%Prev: 6.0% | 1,009,465 SH | Decreased-106,616 SH |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | $41.0M | 6.5%Prev: 6.4% | 725,480 SH | Decreased-219,836 SH |
| GE AEROSPACE | COM NEW | $907K | 0.1%Prev: 0.1% | 3,015 SH | Decreased-47 SH |
| GE VERNOVA INC | COM | $447K | 0.1%Prev: 0.1% | 726 SH | Decreased-10 SH |
| HOME DEPOT INC | COM | $287K | 0.0%Prev: 0.0% | 708 SH | Decreased-172 SH |
| INDEPENDENT BK CORP MASS | COM | $213K | 0.0% | 3,083 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $216K | 0.0% | 765 SH | New |
| INTUIT | COM | $908K | 0.1%Prev: 0.0% | 1,329 SH | Increased-7 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MIDCAP 400 | $217K | 0.0%Prev: 0.0% | 1,799 SH | Decreased-10 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $214K | 0.0%Prev: 0.0% | 1,130 SH | Decreased-307 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.4M | 0.2%Prev: 0.2% | 2,356 SH | Decreased+311 SH |
| ISHARES TR | CORE 60/40 BALAN | $1.8M | 0.3% | 27,728 SH | New |
| ISHARES TR | CORE MSCI EAFE | $836K | 0.1%Prev: 0.1% | 9,574 SH | Decreased-1,047 SH |
| ISHARES TR | CORE S&P MCP ETF | $23.0M | 3.7%Prev: 3.1% | 352,783 SH | Decreased+9,374 SH |
| ISHARES TR | CORE S&P SCP ETF | $21.0M | 3.3%Prev: 2.8% | 176,854 SH | Decreased+15,545 SH |
| ISHARES TR | CORE S&P TTL STK | $549K | 0.1%Prev: 0.1% | 3,773 SH | Decreased+123 SH |
| ISHARES TR | CORE S&P500 ETF | $20.9M | 3.3%Prev: 2.8% | 31,193 SH | Decreased-625 SH |
| ISHARES TR | EAFE GRWTH ETF | $4.4M | 0.7%Prev: 0.6% | 39,049 SH | Decreased-300 SH |
| ISHARES TR | EAFE SML CP ETF | $858K | 0.1%Prev: 0.1% | 11,184 SH | Increased+1,972 SH |
| ISHARES TR | EAFE VALUE ETF | $4.6M | 0.7%Prev: 0.6% | 68,308 SH | Decreased+4,182 SH |
| ISHARES TR | ESG AW MSCI EAFE | $387K | 0.1%Prev: 0.0% | 4,163 SH | Decreased+340 SH |
| ISHARES TR | ESG AWARE MSCI | $288K | 0.0%Prev: 0.0% | 6,393 SH | Decreased+331 SH |
| ISHARES TR | ESG OPTIMIZED | $500K | 0.1%Prev: 0.1% | 3,689 SH | Decreased-253 SH |
| ISHARES TR | GLOBAL REIT ETF | $696K | 0.1%Prev: 0.1% | 27,242 SH | Increased+3,222 SH |
| ISHARES TR | MSCI INTL QUALTY | $36.0M | 5.7%Prev: 5.1% | 814,299 SH | Decreased-66,447 SH |
| ISHARES TR | NATIONAL MUN ETF | $9.3M | 1.5%Prev: 0.9% | 87,186 SH | Increased+12,056 SH |
| ISHARES TR | RUS 1000 ETF | $816K | 0.1%Prev: 0.1% | 2,232 SH | Decreased+6 SH |
| ISHARES TR | RUS 1000 GRW ETF | $674K | 0.1%Prev: 0.1% | 1,438 SH | Decreased-5,955 SH |
| ISHARES TR | RUS 1000 VAL ETF | $228K | 0.0%Prev: 0.1% | 1,121 SH | Decreased-999 SH |
| ISHARES TR | S&P 500 GRWT ETF | $312K | 0.0%Prev: 0.0% | 2,584 SH | Decreased+9 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $47.0M | 7.5%Prev: 6.0% | 988,844 SH | Decreased-105,516 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $1.7M | 0.3%Prev: 1.9% | 32,976 SH | Decreased-280,253 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $273K | 0.0% | 5,377 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $252K | 0.0%Prev: 0.0% | 4,933 SH | Increased+162 SH |
| JOHNSON & JOHNSON | COM | $248K | 0.0% | 1,340 SH | New |
| JPMORGAN CHASE & CO. | COM | $1.2M | 0.2% | 3,765 SH | New |
| LOCKHEED MARTIN CORP | COM | $418K | 0.1%Prev: 0.0% | 837 SH | Increased+391 SH |
| MACQUARIE ETF TRUST | NATIONAL HIGH YL | $16.0M | 2.5% | 655,736 SH | New |
| MASTERCARD INCORPORATED | CL A | $445K | 0.1%Prev: 0.0% | 781 SH | Increased+340 SH |
| MICROSOFT CORP | COM | $1.0M | 0.2%Prev: 0.1% | 2,001 SH | Increased-50 SH |
| NVIDIA CORPORATION | COM | $448K | 0.1%Prev: 0.0% | 2,399 SH | Increased+1,257 SH |
| ORACLE CORP | COM | $262K | 0.0%Prev: 0.0% | 930 SH | Increased-658 SH |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $35.3M | 5.6%Prev: 5.2% | 826,482 SH | Decreased-49,856 SH |
| RTX CORPORATION | COM | $626K | 0.1%Prev: 0.1% | 3,744 SH | Decreased+10 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $1.7M | 0.3%Prev: 0.2% | 64,427 SH | Decreased-518 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $230K | 0.0%Prev: 0.0% | 8,410 SH | Increased+1,327 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $25.0M | 4.0%Prev: 2.9% | 783,217 SH | Increased+57,450 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $9.7M | 1.5%Prev: 1.3% | 332,611 SH | Decreased+8,920 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $7.5M | 1.2%Prev: 1.0% | 286,248 SH | Decreased+10,459 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $14.2M | 2.3%Prev: 2.1% | 478,779 SH | Decreased+665 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $2.9M | 0.5%Prev: 0.4% | 103,412 SH | Decreased+10,383 SH |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $285K | 0.0% | 1,012 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $277K | 0.0% | 596 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $738K | 0.1% | 1,107 SH | New |
| SPDR SERIES TRUST | NUVEEN ICE HIGH | $2.9M | 0.5% | 118,256 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $756K | 0.1% | 9,649 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $20.1M | 3.2% | 192,279 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $26.4M | 4.2% | 477,340 SH | New |
| SPRINKLR INC | CL A | $84K | 0.0%Prev: 0.0% | 10,875 SH | Increased |
| SSGA ACTIVE ETF TR | MULT ASS RLRTN | $9.1M | 1.5% | 295,556 SH | New |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $3.0M | 0.5% | 80,844 SH | New |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | $23.1M | 3.7% | 472,590 SH | New |
| TESLA INC | COM | $268K | 0.0%Prev: 0.0% | 603 SH | Increased+27 SH |
| TEXAS INSTRS INC | COM | $280K | 0.0%Prev: 0.0% | 1,525 SH | Decreased+204 SH |
| UNDER ARMOUR INC | CL A | $494K | 0.1% | 18,286 SH | New |
| UNITEDHEALTH GROUP INC | COM | $786K | 0.1%Prev: 0.1% | 2,276 SH | Decreased+26 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $44.4M | 7.1%Prev: 6.1% | 447,960 SH | Decreased-52,968 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.8M | 0.3%Prev: 0.3% | 3,755 SH | Decreased-25,134 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.9M | 0.3%Prev: 0.2% | 6,511 SH | Decreased-17,238 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $658K | 0.1%Prev: 0.1% | 1,075 SH | Decreased-13 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.4M | 0.2%Prev: 0.2% | 5,536 SH | Increased+1,299 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.0M | 0.2%Prev: 0.2% | 3,140 SH | Decreased-1,991 SH |
| VANGUARD INDEX FDS | VALUE ETF | $496K | 0.1%Prev: 0.1% | 2,660 SH | Decreased-1,274 SH |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | $3.0M | 0.5%Prev: 0.9% | 38,454 SH | Decreased-65,205 SH |
| VANGUARD MUN BD FDS | SHORT TAX EXEMPT | $771K | 0.1%Prev: 0.2% | 10,057 SH | Decreased-15,842 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $451K | 0.1%Prev: 0.1% | 7,523 SH | Decreased-719 SH |
| VERIZON COMMUNICATIONS INC | COM | $353K | 0.1% | 8,043 SH | New |
| VISA INC | COM CL A | $1.2M | 0.2%Prev: 0.1% | 3,543 SH | Increased+350 SH |