{"url":"https://nivawealth.com/firms/connors-investor-services-106993","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106993","regulatoryAum":1281082279,"crd":"106993","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2152567","suffix":null,"lastName":"CAGLIOLA","firstName":"ROBERT","middleName":"JOHN"},{"crd":"8001264","suffix":null,"lastName":"Connors","firstName":"Benjamin","middleName":"Robert"},{"crd":"4342038","suffix":null,"lastName":"CONNORS","firstName":"PETER","middleName":"JAMES"},{"crd":"4352781","suffix":null,"lastName":"COVELL","firstName":"DEBORA","middleName":"M"},{"crd":"4307771","suffix":null,"lastName":"HAHN","firstName":"ROBERT","middleName":"W"},{"crd":"5064217","suffix":null,"lastName":"MCCALLUM","firstName":"RYAN","middleName":"F"},{"crd":"2140182","suffix":null,"lastName":"MCCOY","firstName":"BRIAN","middleName":"GARY"},{"crd":"2075737","suffix":null,"lastName":"PLATT","firstName":"THOMAS","middleName":"RAYMOND"},{"crd":"1566879","suffix":null,"lastName":"POTTIEGER","firstName":"STEVEN","middleName":"EARL"},{"crd":"3070053","suffix":null,"lastName":"SILVERMAN","firstName":"STEVEN","middleName":null}],"total":10,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-10","regulatoryAum":980099675,"clients":548,"employees":10,"offices":1},{"filedOn":"2022-04-30","regulatoryAum":1204640195,"clients":583,"employees":10,"offices":1},{"filedOn":"2023-07-10","regulatoryAum":968328810,"clients":602,"employees":9,"offices":1},{"filedOn":"2024-01-12","regulatoryAum":1052513445,"clients":613,"employees":9,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":1203741788,"clients":626,"employees":9,"offices":1},{"filedOn":"2026-09-09","regulatoryAum":1281082279,"clients":662,"employees":10,"offices":1}],"secFileNumber":"801-6211","legalName":"Connors Investor Services Inc","displayName":"Connors Investor Services","slug":"connors-investor-services-106993","website":null,"logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/106993/95d1fb04414fe71b-r1.webp","tone":"light","width":1445,"height":200,"sourceUrl":"https://www.connorsinvestor.com/","sourceLabel":"Connors Investor Services INC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/connors-investor-services-inc./","founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"1210 Broadcasting Road, Suite 200","city":"Wyomissing","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19610-3213"},"tradeNames":[],"registration":{"secApproved":"25 December 1969","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1465823.0575296108,"staff":{"employees":10,"advisory":10,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1281082279,"discretionary":1281082279,"discretionaryAccounts":662,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":441159873,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":224,"regulatoryAum":89003881},{"label":"High-net-worth individuals","clients":367,"regulatoryAum":777297546},{"label":"Investment companies","clients":1,"regulatoryAum":57184540},{"label":"Pooled investment vehicles","clients":7,"regulatoryAum":116234584},{"label":"Pension and profit-sharing plans","clients":10,"regulatoryAum":21825247},{"label":"Charitable organizations","clients":28,"regulatoryAum":131554899},{"label":"State or municipal government entities","clients":11,"regulatoryAum":52153392},{"label":"Corporations and other businesses","clients":14,"regulatoryAum":35828190}],"feePrograms":[{"role":"main","program":"Investment management services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038852","versionId":1038852,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-31","documentName":"ADV PART 2A","fee_rate_low":0.25,"fee_rate_high":1.25,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T04:03:01.126937+00:00","documents":[{"name":"ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038852","versionId":1038852,"submittedOn":"2026-03-31"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038853","versionId":1038853,"submittedOn":null}]},"custodians":[{"name":"Morgan Stanley Smith Barney LLC","shortName":"Morgan Stanley","location":"Purchase, NY","smaAssets":312955956},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":780394486}],"custodyNote":"Connors Investor Services has custody of $126M in client assets for 44 clients.","otherCustodians":[],"leadership":[{"name":"Robert Cagliola","title":"Vice President","crd":"2152567"},{"name":"Peter Connors","title":"President, Director, Treasurer, Trustee","crd":"4342038"},{"name":"Debora Covell","title":"Vice President/Chief Compliance Officer","crd":"4352781"},{"name":"Robert Hahn","title":"Vice President","crd":"4307771"},{"name":"Ryan McCallum","title":"Vice President","crd":"5064217"},{"name":"Brian McCoy","title":"Vice President","crd":"2140182"},{"name":"Thomas Platt","title":"Vice President","crd":"2075737"},{"name":"Steven Pottieger","title":"Vice President","crd":"1566879"},{"name":"Steven Silverman","title":"Senior Vice President","crd":"3070053"},{"name":"Kevin Crawford","title":"Director","crd":"6626675"},{"name":"Jan Dagenhart","title":"Trustee","crd":"7357407"},{"name":"Russell Fuller","title":"Director","crd":"215673"},{"name":"Robert Leayman","title":"Shareholder","crd":"865666"},{"name":"Marlin Miller","title":"Director","crd":"4342005"},{"name":"Joni Naugle","title":"Director","crd":"4435575"},{"name":"Paul Oxholm","title":"Director","crd":"6459624"},{"name":"Ronald Seher","title":"Shareholder","crd":"418078"}],"ownership":[{"label":"Marlin Miller","detail":"Director in the 10% to 25% ownership band and a control person, since November 1969."},{"label":"Ronald Seher","detail":"Shareholder in the 5% to 10% ownership band, since April 2001."},{"label":"Peter Connors","detail":"President, director, treasurer, trustee in the 50% to 75% ownership band and a control person, since April 2001."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"1210 Broadcasting Road, Suite 200","city":"Wyomissing","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"610-376-7418","stateRegisteredReps":10,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":75},{"label":"U.S. state and local bonds","percent":2},{"label":"Investment grade corporate bonds","percent":9},{"label":"Derivatives","percent":8},{"label":"Securities issued by registered investment companies or business development companies","percent":1},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":9},"sources":{"adv1FilingDate":"9 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/106993/PDF/106993.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038852","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Connors Investor Services have?","answer":"Connors Investor Services has 662 clients and manages $1.28 billion for them, as of September 2026. They include 367 high-net-worth individuals, 224 individual clients and 28 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Connors Investor Services offer?","answer":"Connors Investor Services provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Connors Investor Services charge?","answer":"Connors Investor Services charges 0.25%–1.25% a year for its Investment management services. The fee is billed in advance.","source":"ADV PART 2A, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Connors Investor Services use?","answer":"Connors Investor Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $780M and Morgan Stanley Smith Barney LLC (Purchase, NY), with $313M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Connors Investor Services have?","answer":"Connors Investor Services has 10 investment adviser representatives registered with state securities authorities, out of 10 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Connors Investor Services invest in?","answer":"At the end of its last fiscal year, Connors Investor Services’ separately managed accounts held 75% exchange-traded equities, 9% investment grade corporate bonds, 8% derivatives, 5% cash and equivalents, 2% state and local bonds and 1% registered funds (mutual funds, ETFs, BDCs). It advises 9 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Connors Investor Services?","answer":"Connors Investor Services’ direct owners are Marlin Miller (10% to 25%), Ronald Seher (5% to 10%) and Peter Connors (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 9 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Connors Investor Services get paid?","answer":"Connors Investor Services is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Connors Investor Services?","answer":"Connors Investor Services’ main office is at 1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610-3213. Its phone number is 610-376-7418.","source":"Form ADV Part 1A, Item 1.F, filed 9 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/connors-investor-services-106993/holdings","form":"13F-HR","periodOfReport":"2026-03-31","filedOn":"2026-05-15","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/884548/000088454826000002/0000884548-26-000002-index.html","totalValue":1082728570,"positionCount":149,"top10Share":0.331475576561169,"top10":[{"issuer":"PALANTIR TECHNOLOGIES","titleOfClass":"COM","cusip":"69608A108","value":80615201,"shares":551102,"shareType":"SH"},{"issuer":"APPLE","titleOfClass":"COM","cusip":"037833100","value":49669773,"shares":195712,"shareType":"SH"},{"issuer":"SPDR S & P 500 INDEX","titleOfClass":"COM","cusip":"78462F103","value":41134655,"shares":63251,"shareType":"SH"},{"issuer":"NVIDIA","titleOfClass":"COM","cusip":"67066G104","value":33415040,"shares":191600,"shareType":"SH"},{"issuer":"MICROSOFT","titleOfClass":"COM","cusip":"594918104","value":31128167,"shares":84092,"shareType":"SH"},{"issuer":"ALPHABET CLASS A","titleOfClass":"COM","cusip":"02079K305","value":30322919,"shares":105449,"shareType":"SH"},{"issuer":"AMAZONCOM","titleOfClass":"COM","cusip":"023135106","value":29106982,"shares":139756,"shareType":"SH"},{"issuer":"WILLIAMS COMPANIES","titleOfClass":"COM","cusip":"969457100","value":21228652,"shares":291683,"shareType":"SH"},{"issuer":"JPMORGAN CHASE","titleOfClass":"COM","cusip":"46625H100","value":21211289,"shares":72108,"shareType":"SH"},{"issuer":"PEPSICO","titleOfClass":"COM","cusip":"713448108","value":21065399,"shares":135652,"shareType":"SH"}],"positionsListed":149,"positions":[{"issuer":"PALANTIR TECHNOLOGIES","titleOfClass":"COM","cusip":"69608A108","value":80615201,"shares":551102,"shareType":"SH"},{"issuer":"APPLE","titleOfClass":"COM","cusip":"037833100","value":49669773,"shares":195712,"shareType":"SH"},{"issuer":"SPDR S & P 500 INDEX","titleOfClass":"COM","cusip":"78462F103","value":41134655,"shares":63251,"shareType":"SH"},{"issuer":"NVIDIA","titleOfClass":"COM","cusip":"67066G104","value":33415040,"shares":191600,"shareType":"SH"},{"issuer":"MICROSOFT","titleOfClass":"COM","cusip":"594918104","value":31128167,"shares":84092,"shareType":"SH"},{"issuer":"ALPHABET CLASS A","titleOfClass":"COM","cusip":"02079K305","value":30322919,"shares":105449,"shareType":"SH"},{"issuer":"AMAZONCOM","titleOfClass":"COM","cusip":"023135106","value":29106982,"shares":139756,"shareType":"SH"},{"issuer":"WILLIAMS COMPANIES","titleOfClass":"COM","cusip":"969457100","value":21228652,"shares":291683,"shareType":"SH"},{"issuer":"JPMORGAN CHASE","titleOfClass":"COM","cusip":"46625H100","value":21211289,"shares":72108,"shareType":"SH"},{"issuer":"PEPSICO","titleOfClass":"COM","cusip":"713448108","value":21065399,"shares":135652,"shareType":"SH"},{"issuer":"CISCO SYSTEMS","titleOfClass":"COM","cusip":"17275R102","value":20544435,"shares":264782,"shareType":"SH"},{"issuer":"LINDE PLC","titleOfClass":"COM","cusip":"G5494J103","value":20249581,"shares":40846,"shareType":"SH"},{"issuer":"CHUBB","titleOfClass":"COM","cusip":"H1467J104","value":20207986,"shares":62001,"shareType":"SH"},{"issuer":"TJX COMPANIES","titleOfClass":"COM","cusip":"872540109","value":19526849,"shares":122272,"shareType":"SH"},{"issuer":"EATON","titleOfClass":"COM","cusip":"G29183103","value":18263128,"shares":51061,"shareType":"SH"},{"issuer":"RTX CORP","titleOfClass":"COM","cusip":"75513E101","value":18094422,"shares":93802,"shareType":"SH"},{"issuer":"META PLATFORMS","titleOfClass":"COM","cusip":"30303M102","value":18061576,"shares":31569,"shareType":"SH"},{"issuer":"QUANTA SERVICES","titleOfClass":"COM","cusip":"74762E102","value":17755856,"shares":32341,"shareType":"SH"},{"issuer":"ABBVIE","titleOfClass":"COM","cusip":"00287Y109","value":17400747,"shares":80007,"shareType":"SH"},{"issuer":"WELLTOWER","titleOfClass":"COM","cusip":"95040Q104","value":17222529,"shares":87110,"shareType":"SH"},{"issuer":"LOWE'S","titleOfClass":"COM","cusip":"548661107","value":16948683,"shares":71731,"shareType":"SH"},{"issuer":"LILLY ELI","titleOfClass":"COM","cusip":"532457108","value":16850193,"shares":18320,"shareType":"SH"},{"issuer":"VERIZON COMMUNICATIONS","titleOfClass":"COM","cusip":"92343V104","value":16292475,"shares":324551,"shareType":"SH"},{"issuer":"BROADCOM","titleOfClass":"COM","cusip":"11135F101","value":16263832,"shares":52547,"shareType":"SH"},{"issuer":"DUKE ENERGY","titleOfClass":"COM","cusip":"264399106","value":15817845,"shares":120802,"shareType":"SH"},{"issuer":"PALO ALTO NETWORKS","titleOfClass":"COM","cusip":"697435105","value":15679456,"shares":97801,"shareType":"SH"},{"issuer":"MORGAN STANLEY","titleOfClass":"COM","cusip":"617446448","value":15362644,"shares":93350,"shareType":"SH"},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":15358522,"shares":149591,"shareType":"SH"},{"issuer":"ISHARES RUSSELL 2000 INDEX","titleOfClass":"COM","cusip":"464287655","value":15130976,"shares":61012,"shareType":"SH"},{"issuer":"WELLS FARGO","titleOfClass":"COM","cusip":"949746101","value":14355222,"shares":180319,"shareType":"SH"},{"issuer":"WAL-MART STORES","titleOfClass":"COM","cusip":"931142103","value":14315068,"shares":115184,"shareType":"SH"},{"issuer":"COCA-COLA","titleOfClass":"COM","cusip":"191216100","value":14195873,"shares":186665,"shareType":"SH"},{"issuer":"VISA","titleOfClass":"COM","cusip":"92826C839","value":14192370,"shares":46957,"shareType":"SH"},{"issuer":"WASTE MANAGEMENT","titleOfClass":"COM","cusip":"94106L109","value":13072064,"shares":56887,"shareType":"SH"},{"issuer":"SCHWAB CHARLES","titleOfClass":"COM","cusip":"808513105","value":12849522,"shares":136726,"shareType":"SH"},{"issuer":"DOORDASH","titleOfClass":"COM","cusip":"25809K105","value":12312300,"shares":82000,"shareType":"SH"},{"issuer":"MEDTRONIC","titleOfClass":"COM","cusip":"G5960L103","value":12157082,"shares":140301,"shareType":"SH"},{"issuer":"GOLDMAN SACHS GQG PARTNERS INTERNATIONAL","titleOfClass":"COM","cusip":"38147N293","value":12044156,"shares":511646,"shareType":"SH"},{"issuer":"QNITY ELECTRONICS INC","titleOfClass":"COM","cusip":"74743L100","value":11584962,"shares":100407,"shareType":"SH"},{"issuer":"CATERPILLAR","titleOfClass":"COM","cusip":"149123101","value":11442349,"shares":16151,"shareType":"SH"},{"issuer":"STRYKER","titleOfClass":"COM","cusip":"863667101","value":11363299,"shares":34582,"shareType":"SH"},{"issuer":"TAPESTRY","titleOfClass":"COM","cusip":"876030107","value":10765860,"shares":76294,"shareType":"SH"},{"issuer":"SALESFORCE.COM","titleOfClass":"COM","cusip":"79466L302","value":10038179,"shares":53775,"shareType":"SH"},{"issuer":"BOEING","titleOfClass":"COM","cusip":"097023105","value":9950107,"shares":49993,"shareType":"SH"},{"issuer":"CHEVRON","titleOfClass":"COM","cusip":"166764100","value":9176763,"shares":44354,"shareType":"SH"},{"issuer":"ACCENTURE","titleOfClass":"COM","cusip":"G1151C101","value":8901635,"shares":44892,"shareType":"SH"},{"issuer":"DUPONT DE NEMOURS","titleOfClass":"COM","cusip":"26614N102","value":8695371,"shares":189855,"shareType":"SH"},{"issuer":"PROCTER & GAMBLE","titleOfClass":"COM","cusip":"742718109","value":8542470,"shares":59142,"shareType":"SH"},{"issuer":"PROLOGIS","titleOfClass":"COM","cusip":"74340W103","value":8500496,"shares":64310,"shareType":"SH"},{"issuer":"ISHARES MSCI EAFE INDEX","titleOfClass":"COM","cusip":"464287465","value":8201172,"shares":84435,"shareType":"SH"},{"issuer":"VANGUARD FTSE EMERGING MARKETS ETF","titleOfClass":"COM","cusip":"922042858","value":6389142,"shares":118208,"shareType":"SH"},{"issuer":"INTERNATIONAL BUSINESS MACHINES","titleOfClass":"COM","cusip":"459200101","value":5272225,"shares":21751,"shareType":"SH"},{"issuer":"GQG PARTNERS EMERGING MARKETS EQUITY","titleOfClass":"COM","cusip":"00771X427","value":4494079,"shares":248704,"shareType":"SH"},{"issuer":"ISHARES CORE S&P MID-CAP ETF","titleOfClass":"COM","cusip":"464287507","value":4338397,"shares":64244,"shareType":"SH"},{"issuer":"EURONET WORLDWIDE INC","titleOfClass":"COM","cusip":"298736109","value":4168368,"shares":62805,"shareType":"SH"},{"issuer":"COSTCO WHOLESALE","titleOfClass":"COM","cusip":"22160K105","value":4041523,"shares":4056,"shareType":"SH"},{"issuer":"IMAX CORP","titleOfClass":"COM","cusip":"45245E109","value":4014654,"shares":105621,"shareType":"SH"},{"issuer":"ROBLOX","titleOfClass":"COM","cusip":"771049103","value":3846080,"shares":68000,"shareType":"SH"},{"issuer":"SIMMONS FIRST NATIONAL CORP","titleOfClass":"COM","cusip":"828730200","value":3710924,"shares":190793,"shareType":"SH"},{"issuer":"SIMPLY GOOD FOOD CO","titleOfClass":"COM","cusip":"82900L102","value":3684664,"shares":256771,"shareType":"SH"},{"issuer":"ISHARES MSCI EMERGING MARKETS INDEX","titleOfClass":"COM","cusip":"464287234","value":3615365,"shares":63662,"shareType":"SH"},{"issuer":"CELLEBRITE DI LTD","titleOfClass":"COM","cusip":"M2197Q107","value":3466841,"shares":251585,"shareType":"SH"},{"issuer":"UMH PROPERTIES INC","titleOfClass":"COM","cusip":"903002103","value":3443532,"shares":238637,"shareType":"SH"},{"issuer":"AMERESCO INC","titleOfClass":"COM","cusip":"02361E108","value":3202953,"shares":125606,"shareType":"SH"},{"issuer":"ARTIVION INC","titleOfClass":"COM","cusip":"228903100","value":3099956,"shares":84652,"shareType":"SH"},{"issuer":"POWER INTEGRATIONS INC","titleOfClass":"COM","cusip":"739276103","value":3022848,"shares":59040,"shareType":"SH"},{"issuer":"TECNOGLASS INC","titleOfClass":"COM","cusip":"G87264100","value":2881940,"shares":64690,"shareType":"SH"},{"issuer":"ITRON INC","titleOfClass":"COM","cusip":"465741106","value":2869953,"shares":32020,"shareType":"SH"},{"issuer":"CALIX INC","titleOfClass":"COM","cusip":"13100M509","value":2859448,"shares":58368,"shareType":"SH"},{"issuer":"ZETA GLOBAL HOLDINGS CORP","titleOfClass":"COM","cusip":"98956A105","value":2853501,"shares":179240,"shareType":"SH"},{"issuer":"AXOS FINANCIAL INC","titleOfClass":"COM","cusip":"05465C100","value":2813331,"shares":33063,"shareType":"SH"},{"issuer":"TYLER TECHNOLOGIES","titleOfClass":"COM","cusip":"902252105","value":2792794,"shares":8157,"shareType":"SH"},{"issuer":"ALBANY INTERNATIONAL","titleOfClass":"COM","cusip":"012348108","value":2754025,"shares":52749,"shareType":"SH"},{"issuer":"PORTLAND GENERAL ELECTRIC","titleOfClass":"COM","cusip":"736508847","value":2711270,"shares":51379,"shareType":"SH"},{"issuer":"OMNICELL INC","titleOfClass":"COM","cusip":"68213N109","value":2602405,"shares":77963,"shareType":"SH"},{"issuer":"INNOSPEC INC","titleOfClass":"COM","cusip":"45768S105","value":2416597,"shares":33095,"shareType":"SH"},{"issuer":"MATADOR RESOURCES CO","titleOfClass":"COM","cusip":"576485205","value":2315231,"shares":36645,"shareType":"SH"},{"issuer":"CONOCOPHILLIPS","titleOfClass":"COM","cusip":"20825C104","value":2305380,"shares":17465,"shareType":"SH"},{"issuer":"HEALTHCARE SERVICES GROUP INC","titleOfClass":"COM","cusip":"421906108","value":2276122,"shares":122702,"shareType":"SH"},{"issuer":"SEMTECH CORP","titleOfClass":"COM","cusip":"816850101","value":2273560,"shares":29569,"shareType":"SH"},{"issuer":"HILLMAN SOLUTIONS","titleOfClass":"COM","cusip":"431636109","value":2233754,"shares":268480,"shareType":"SH"},{"issuer":"BRIGHTVIEW HOLDINGS INC","titleOfClass":"COM","cusip":"10948C107","value":2216709,"shares":188016,"shareType":"SH"},{"issuer":"CRANE NXT CO","titleOfClass":"COM","cusip":"224441105","value":2214550,"shares":54559,"shareType":"SH"},{"issuer":"STERLING INFRASTRUCTURE INC","titleOfClass":"COM","cusip":"859241101","value":2176044,"shares":5343,"shareType":"SH"},{"issuer":"ALPS MEDICAL BREAKTHROUGHS ETF","titleOfClass":"COM","cusip":"00162Q593","value":2156617,"shares":41204,"shareType":"SH"},{"issuer":"GENTHERM INC","titleOfClass":"COM","cusip":"37253A103","value":2132004,"shares":76746,"shareType":"SH"},{"issuer":"ONE GAS INC","titleOfClass":"COM","cusip":"68235P108","value":2105965,"shares":24451,"shareType":"SH"},{"issuer":"HEALTHSTREAM INC","titleOfClass":"COM","cusip":"42222N103","value":2032044,"shares":98119,"shareType":"SH"},{"issuer":"TESLA","titleOfClass":"COM","cusip":"88160R101","value":2011539,"shares":5411,"shareType":"SH"},{"issuer":"PALOMAR HOLDINGS INC","titleOfClass":"COM","cusip":"69753M105","value":1989317,"shares":16647,"shareType":"SH"},{"issuer":"AT&T NEW","titleOfClass":"COM","cusip":"00206R102","value":1977321,"shares":68207,"shareType":"SH"},{"issuer":"FRONTDOOR INC","titleOfClass":"COM","cusip":"35905A109","value":1873570,"shares":35444,"shareType":"SH"},{"issuer":"TRUPANION INC","titleOfClass":"COM","cusip":"898202106","value":1835955,"shares":71689,"shareType":"SH"},{"issuer":"PRESTIGE CONSUMER HEALTHCARE INC","titleOfClass":"COM","cusip":"74112D101","value":1822908,"shares":30756,"shareType":"SH"},{"issuer":"HAEMONETICS COPR","titleOfClass":"COM","cusip":"405024100","value":1763054,"shares":31282,"shareType":"SH"},{"issuer":"AEROVIRONMENT INC","titleOfClass":"COM","cusip":"008073108","value":1670697,"shares":9127,"shareType":"SH"},{"issuer":"SENTINELONE INC","titleOfClass":"COM","cusip":"81730H109","value":1649426,"shares":128061,"shareType":"SH"},{"issuer":"CHAMPION HOMES INC","titleOfClass":"COM","cusip":"830830105","value":1487251,"shares":19998,"shareType":"SH"},{"issuer":"ISHARES MICRO CAP ETF","titleOfClass":"COM","cusip":"464288869","value":1272890,"shares":7975,"shareType":"SH"},{"issuer":"MCDONALD'S","titleOfClass":"COM","cusip":"580135101","value":1258700,"shares":4050,"shareType":"SH"},{"issuer":"CBOE GLOBAL MARKETS","titleOfClass":"COM","cusip":"12503M108","value":989366,"shares":3520,"shareType":"SH"},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":921066,"shares":3768,"shareType":"SH"},{"issuer":"YUM! BRANDS","titleOfClass":"COM","cusip":"988498101","value":901784,"shares":5800,"shareType":"SH"},{"issuer":"ISHARES CORE S&P SMALL-CAP ETF","titleOfClass":"COM","cusip":"464287804","value":814106,"shares":6549,"shareType":"SH"},{"issuer":"VANGUARD TOTAL BOND MARKET ETF","titleOfClass":"COM","cusip":"921937835","value":637812,"shares":8661,"shareType":"SH"},{"issuer":"YUM CHINA HOLDINGS","titleOfClass":"COM","cusip":"98850P109","value":634140,"shares":13000,"shareType":"SH"},{"issuer":"SPDR S&P MIDCAP 400 ETF","titleOfClass":"COM","cusip":"78467Y107","value":621077,"shares":1007,"shareType":"SH"},{"issuer":"SPDR S & P 600 SMALL CAP GROWTH","titleOfClass":"COM","cusip":"78464A201","value":615469,"shares":6370,"shareType":"SH"},{"issuer":"ISHARES CORE MSCI INTERNATIONAL DEV MARKETS","titleOfClass":"COM","cusip":"46435G326","value":579976,"shares":6940,"shareType":"SH"},{"issuer":"PNC FINANCIAL SERVICES GROUP","titleOfClass":"COM","cusip":"693475105","value":576825,"shares":2772,"shareType":"SH"},{"issuer":"MERCK","titleOfClass":"COM","cusip":"58933Y105","value":555138,"shares":4615,"shareType":"SH"},{"issuer":"PIMCO INC","titleOfClass":"COM","cusip":"72201F490","value":553936,"shares":51386,"shareType":"SH"},{"issuer":"DANAHER","titleOfClass":"COM","cusip":"235851102","value":492960,"shares":2600,"shareType":"SH"},{"issuer":"EXXONMOBIL","titleOfClass":"COM","cusip":"30231G102","value":481325,"shares":2837,"shareType":"SH"},{"issuer":"HOME DEPOT","titleOfClass":"COM","cusip":"437076102","value":429530,"shares":1306,"shareType":"SH"},{"issuer":"CARPENTER TECHNOLOGY","titleOfClass":"COM","cusip":"144285103","value":385085,"shares":977,"shareType":"SH"},{"issuer":"COLGATE-PALMOLIVE","titleOfClass":"COM","cusip":"194162103","value":376297,"shares":4415,"shareType":"SH"},{"issuer":"BERKSHIRE HATHAWAY CL B","titleOfClass":"COM","cusip":"084670702","value":368984,"shares":770,"shareType":"SH"},{"issuer":"CSX","titleOfClass":"COM","cusip":"126408103","value":364729,"shares":8885,"shareType":"SH"},{"issuer":"INVESCO S&P 500 QUALITY ETF","titleOfClass":"COM","cusip":"46137V241","value":345047,"shares":4589,"shareType":"SH"},{"issuer":"VANGUARD SHORT TERM BOND ETF","titleOfClass":"COM","cusip":"921937827","value":342573,"shares":4369,"shareType":"SH"},{"issuer":"VANGUARD S&P 500 ETF","titleOfClass":"COM","cusip":"922908363","value":341799,"shares":572,"shareType":"SH"},{"issuer":"UNION PACIFIC","titleOfClass":"COM","cusip":"907818108","value":312980,"shares":1290,"shareType":"SH"},{"issuer":"AUTOMATIC DATA PROCESSING","titleOfClass":"COM","cusip":"053015103","value":308630,"shares":1519,"shareType":"SH"},{"issuer":"TAIWAN SEMICONDUCTOR MANUFACTURING","titleOfClass":"COM","cusip":"874039100","value":304155,"shares":900,"shareType":"SH"},{"issuer":"INVESCO S&P MIDCAP QUALITIY ETF","titleOfClass":"COM","cusip":"46137V472","value":283441,"shares":2742,"shareType":"SH"},{"issuer":"HERSHEY","titleOfClass":"COM","cusip":"427866108","value":282730,"shares":1360,"shareType":"SH"},{"issuer":"KIMBERLY-CLARK","titleOfClass":"COM","cusip":"494368103","value":273010,"shares":2830,"shareType":"SH"},{"issuer":"AON","titleOfClass":"COM","cusip":"G0403H108","value":258224,"shares":800,"shareType":"SH"},{"issuer":"INVESCO SP SMALLCAP QUALITY ETF","titleOfClass":"COM","cusip":"46138G300","value":231880,"shares":5500,"shareType":"SH"},{"issuer":"M&T BANK CORP","titleOfClass":"COM","cusip":"55261F104","value":228219,"shares":1104,"shareType":"SH"},{"issuer":"REALTY INCOME","titleOfClass":"COM","cusip":"756109104","value":219942,"shares":3595,"shareType":"SH"},{"issuer":"KURA SUSHI USA INC","titleOfClass":"COM","cusip":"501270102","value":213069,"shares":3053,"shareType":"SH"},{"issuer":"QUALCOMM","titleOfClass":"COM","cusip":"747525103","value":207980,"shares":1615,"shareType":"SH"},{"issuer":"HARMONIC INC","titleOfClass":"COM","cusip":"413160102","value":204636,"shares":22788,"shareType":"SH"},{"issuer":"SPDR GOLD SHARES ETF","titleOfClass":"COM","cusip":"78463V107","value":201376,"shares":468,"shareType":"SH"},{"issuer":"VERSABANK","titleOfClass":"COM","cusip":"92512J106","value":177904,"shares":12555,"shareType":"SH"},{"issuer":"BIT DIGITAL INC","titleOfClass":"COM","cusip":"G1144A105","value":171814,"shares":131156,"shareType":"SH"},{"issuer":"CLEAN ENERGY FUELS CORP","titleOfClass":"COM","cusip":"184499101","value":167665,"shares":67607,"shareType":"SH"},{"issuer":"POWERFLEET INC","titleOfClass":"COM","cusip":"73931J109","value":166579,"shares":54084,"shareType":"SH"},{"issuer":"SIMULATIONS PLUS INC","titleOfClass":"COM","cusip":"829214105","value":166201,"shares":14061,"shareType":"SH"},{"issuer":"BYRNA TECHNOLOGIES","titleOfClass":"COM","cusip":"12448X201","value":159585,"shares":17384,"shareType":"SH"},{"issuer":"INDE SEMICONDUCTOR INC","titleOfClass":"COM","cusip":"45569U101","value":158962,"shares":49367,"shareType":"SH"},{"issuer":"ONESPAN INC","titleOfClass":"COM","cusip":"68287N100","value":152548,"shares":14487,"shareType":"SH"},{"issuer":"PHREESIA INC","titleOfClass":"COM","cusip":"71944F106","value":142829,"shares":17044,"shareType":"SH"},{"issuer":"PAYSIGN INC","titleOfClass":"COM","cusip":"70451A104","value":123900,"shares":21000,"shareType":"SH"},{"issuer":"MIMEDX GROUP","titleOfClass":"COM","cusip":"602496101","value":115747,"shares":29303,"shareType":"SH"},{"issuer":"SPROUT SOCIAL INC CL A","titleOfClass":"COM","cusip":"85209W109","value":99095,"shares":17385,"shareType":"SH"},{"issuer":"MAUCH CHUNK TRUST FINANCIAL CORP","titleOfClass":"COM","cusip":"577237100","value":62890,"shares":10395,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}