{"url":"https://nivawealth.com/firms/crumly-and-associates-168998","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/168998","regulatoryAum":1179588527,"crd":"168998","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7015740","suffix":"JR.","lastName":"CANTRALL","firstName":"WARD","middleName":"DOUGLAS"},{"crd":"5573170","suffix":null,"lastName":"CRUMLY","firstName":"ERIN","middleName":"MICHELLE"},{"crd":"2447307","suffix":null,"lastName":"CRUMLY","firstName":"KEVIN","middleName":"WAYNE"},{"crd":"5442481","suffix":null,"lastName":"DAVLIN","firstName":"RYAN","middleName":"TIMOTHY"},{"crd":"4555054","suffix":null,"lastName":"NASH","firstName":"TIMOTHY","middleName":"STEVEN"},{"crd":"4153601","suffix":null,"lastName":"NORRIS","firstName":"SCOTT","middleName":"MICHAEL"}],"total":6,"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":"2021-05-07","regulatoryAum":263858688,"clients":348,"employees":8,"offices":1},{"filedOn":"2022-07-07","regulatoryAum":531905987,"clients":430,"employees":7,"offices":2},{"filedOn":"2023-03-29","regulatoryAum":665915443,"clients":493,"employees":7,"offices":2},{"filedOn":"2024-04-18","regulatoryAum":840908605,"clients":565,"employees":9,"offices":2},{"filedOn":"2025-07-08","regulatoryAum":969825114,"clients":613,"employees":11,"offices":2},{"filedOn":"2026-06-10","regulatoryAum":1179588527,"clients":679,"employees":12,"offices":2}],"secFileNumber":"801-81175","legalName":"Crumly and Associates, Incorporated","displayName":"Crumly and Associates","slug":"crumly-and-associates-168998","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Illinois corporation","fiscalYearEnd":"December","headquarters":{"street":"1200 Centre West Drive","city":"Springfield","state":"IL","stateName":"Illinois","country":"United States","postalCode":"62704"},"tradeNames":["Troxell Financial"],"registration":{"secApproved":"24 March 2015","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1053580.3228621292,"staff":{"employees":12,"advisory":6,"brokerDealerReps":0,"insuranceAgents":6,"promoters":0},"aum":{"regulatory":1179588527,"discretionary":779864376,"discretionaryAccounts":1533,"nonDiscretionary":399724151,"nonDiscretionaryAccounts":158,"wrapProgram":null,"nonUsClientsPct":2,"nonAumClients":198},"clientTypes":[{"label":"Individuals (other than HNW)","clients":434,"regulatoryAum":185577708},{"label":"High-net-worth individuals","clients":139,"regulatoryAum":418123817},{"label":"Pension and profit-sharing plans","clients":58,"regulatoryAum":387278586},{"label":"Charitable organizations","clients":6,"regulatoryAum":3769217},{"label":"Corporations and other businesses","clients":42,"regulatoryAum":184839199}],"feePrograms":[{"role":"main","program":"Portfolio management services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015172","versionId":1015172,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-05","documentName":"03 05 2026 TFA FORM ADV PART 2A AND 2B FINAL","fee_rate_low":0.4,"fee_rate_high":1.4,"fee_negotiable":true,"minimum_account":100000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning","summary":"Financial planning is billed hourly at $50 (clerical work) or $300 (adviser work), or as a fixed fee typically from $1,000 to $7,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015172","versionId":1015172,"submittedOn":"2026-03-05","documentName":"03 05 2026 TFA FORM ADV PART 2A AND 2B FINAL"},{"role":"other","program":"Retirement plan services","summary":"Retirement plan services are charged annually from 0.03% to 1.00%, quarterly in arrears, or as a flat fee of $2,500 to $100,000 a year.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015172","versionId":1015172,"submittedOn":"2026-03-05","documentName":"03 05 2026 TFA FORM ADV PART 2A AND 2B FINAL"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T07:07:45.897523+00:00","documents":[{"name":"03 05 2026 TFA FORM ADV PART 2A AND 2B FINAL","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015172","versionId":1015172,"submittedOn":"2026-03-05"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":891342852},{"name":"Matrix Trust Co.","shortName":"Matrix Trust","location":"Denver, CO","smaAssets":194725474}],"custodyNote":"Crumly and Associates has custody of $26.5M in client assets for 6 clients.","leadership":[{"name":"Scott Norris","title":"Chief Executive Officer and Wealth Advisor","crd":"4153601"},{"name":"Erin Crumly","title":"President and Wealth Advisor","crd":"5573170"},{"name":"Bridget Johnson","title":"Chief Compliance Officer","crd":"8050155"},{"name":"Kevin Crumly","title":"Chairman of the Board, Chief Investment Officer and Wealth Advisor","crd":"2447307"},{"name":"David Crumly","title":"Secretary and Treasurer","crd":"6979709"},{"name":"Todd Green","title":"Shareholder","crd":"7590544"},{"name":"Ward Cantrall","title":"Wealth Advisor","crd":"7015740"},{"name":"Colleen Gotsis","title":"Shareholder","crd":"8128154"}],"ownership":[{"label":"Kevin Crumly","detail":"Chairman of the board, chief investment officer and wealth advisor in the 50% to 75% ownership band and a control person, since January 2011."},{"label":"Scott Norris","detail":"Chief executive officer and wealth advisor in the 10% to 25% ownership band and a control person, since January 2018."},{"label":"Erin Crumly","detail":"President and wealth advisor in the 5% to 10% ownership band and a control person, since January 2022."},{"label":"David Crumly","detail":"Secretary and treasurer in the 5% to 10% ownership band and a control person, since January 2022."},{"label":"Todd Green","detail":"Shareholder in the 10% to 25% ownership band and a control person, since June 2022."},{"label":"Ward Cantrall","detail":"Wealth advisor in the 5% to 10% ownership band and a control person, since January 2025."},{"label":"Colleen Gotsis","detail":"Shareholder in the 5% to 10% ownership band, since January 2025."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"2400 Tamiami Trail N","city":"Naples"}]},{"state":"Illinois","offices":1,"addresses":[{"street":"1200 Centre West Drive","city":"Springfield","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"217-321-3210","stateRegisteredReps":6,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"601","assetMix":[{"label":"Exchange-traded equity securities","percent":40},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":7},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":46},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"10 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/168998/PDF/168998.pdf","brochureDate":"5 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015172","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 Crumly and Associates have?","answer":"Crumly and Associates has 679 clients and manages $1.18 billion for them, as of June 2026. They include 434 individual clients, 139 high-net-worth individuals, and 58 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Crumly and Associates offer?","answer":"Crumly and Associates provides financial planning, portfolio management for individuals and small businesses, 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 Crumly and Associates charge?","answer":"Crumly and Associates charges 0.40%–1.40% a year for its Portfolio management services. The fee is billed in advance, is negotiable and requires an account of at least $100,000.","source":"03 05 2026 TFA FORM ADV PART 2A AND 2B FINAL, filed 5 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Crumly and Associates use?","answer":"Crumly and Associates’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $891M and Matrix Trust Co. (Denver, CO), with $195M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Crumly and Associates have?","answer":"Crumly and Associates has 6 investment adviser representatives registered with state securities authorities, out of 12 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are 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 Crumly and Associates invest in?","answer":"At the end of its last fiscal year, Crumly and Associates’ separately managed accounts held 46% registered funds (mutual funds, ETFs, BDCs), 40% exchange-traded equities, 7% state and local bonds, 5% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).","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":"Does Crumly and Associates have a minimum investment?","answer":"Yes, Crumly and Associates’ minimum account size for its Portfolio management services is $100K.","source":"03 05 2026 TFA FORM ADV PART 2A AND 2B FINAL, filed 5 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Crumly and Associates?","answer":"Crumly and Associates’ direct owners are Kevin Crumly (50% to 75%), Scott Norris (10% to 25%), Erin Crumly (5% to 10%), David Crumly (5% to 10%), Todd Green (10% to 25%), Ward Cantrall (5% to 10%) and Colleen Gotsis (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 10 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Crumly and Associates get paid?","answer":"Crumly and Associates is paid through a percentage of assets under management, hourly charges and fixed fees. 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":"Is Crumly and Associates registered with the SEC?","answer":"Yes, Crumly and Associates has been registered with the SEC as an investment adviser since 24 March 2015. Its CRD number is 168998 and its SEC file number is 801-81175.","source":"Form ADV Part 1A, Item 1, filed 10 June 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Crumly and Associates?","answer":"Crumly and Associates’ main office is at 1200 Centre West Drive, Springfield, IL 62704. Its phone number is 217-321-3210.","source":"Form ADV Part 1A, Item 1.F, filed 10 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/crumly-and-associates-168998/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-08","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1759578/000175957826000007/0001759578-26-000007-index.html","totalValue":522266571,"positionCount":196,"top10Share":0.38466258258754227,"top10":[{"issuer":"ISHARES TR","titleOfClass":"HDG MSCI EAFE","cusip":"46434V803","value":29045827,"shares":618984,"shareType":"SH","priorValue":26205211,"priorShares":616666},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"RISNG DIVD ACHIV","cusip":"33738R506","value":26164312,"shares":322777,"shareType":"SH","priorValue":20887528,"priorShares":305910},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ACTIVE GROWTH","cusip":"46654Q609","value":24506023,"shares":248565,"shareType":"SH","priorValue":21449401,"priorShares":253779},{"issuer":"ETF SER SOLUTIONS","titleOfClass":"DISTILLATE US","cusip":"26922A321","value":22440912,"shares":374640,"shareType":"SH","priorValue":20788511,"priorShares":359166},{"issuer":"ETF SER SOLUTIONS","titleOfClass":"DISTILLATE INTNL","cusip":"26922B501","value":20955465,"shares":641780,"shareType":"SH","priorValue":19755282,"priorShares":609624},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"SMID RISNG ETF","cusip":"33741X102","value":20225280,"shares":468829,"shareType":"SH","priorValue":17093175,"priorShares":433507},{"issuer":"FIRST TR EXCH TRD ALPHDX FD","titleOfClass":"INDIA NFTY50 EQW","cusip":"33737J802","value":15774935,"shares":293242,"shareType":"SH","priorValue":14522485,"priorShares":282009},{"issuer":"TIDAL TRUST II","titleOfClass":"HILT SMAL MI ETF","cusip":"88636J675","value":14306531,"shares":461501,"shareType":"SH","priorValue":12225147,"priorShares":449785},{"issuer":"JANUS DETROIT STR TR","titleOfClass":"HENDRSON AAA CL","cusip":"47103U845","value":13940339,"shares":276101,"shareType":"SH","priorValue":13640599,"priorShares":270808},{"issuer":"PGIM ETF TR","titleOfClass":"SHRT DUR HGH YLD","cusip":"69344A784","value":13536784,"shares":271387,"shareType":"SH","priorValue":13174764,"priorShares":265647}],"positionsListed":196,"positions":[{"issuer":"ISHARES TR","titleOfClass":"HDG MSCI EAFE","cusip":"46434V803","value":29045827,"shares":618984,"shareType":"SH","priorValue":26205211,"priorShares":616666},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"RISNG DIVD ACHIV","cusip":"33738R506","value":26164312,"shares":322777,"shareType":"SH","priorValue":20887528,"priorShares":305910},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ACTIVE GROWTH","cusip":"46654Q609","value":24506023,"shares":248565,"shareType":"SH","priorValue":21449401,"priorShares":253779},{"issuer":"ETF SER SOLUTIONS","titleOfClass":"DISTILLATE US","cusip":"26922A321","value":22440912,"shares":374640,"shareType":"SH","priorValue":20788511,"priorShares":359166},{"issuer":"ETF SER SOLUTIONS","titleOfClass":"DISTILLATE INTNL","cusip":"26922B501","value":20955465,"shares":641780,"shareType":"SH","priorValue":19755282,"priorShares":609624},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"SMID RISNG ETF","cusip":"33741X102","value":20225280,"shares":468829,"shareType":"SH","priorValue":17093175,"priorShares":433507},{"issuer":"FIRST TR EXCH TRD ALPHDX FD","titleOfClass":"INDIA NFTY50 EQW","cusip":"33737J802","value":15774935,"shares":293242,"shareType":"SH","priorValue":14522485,"priorShares":282009},{"issuer":"TIDAL TRUST II","titleOfClass":"HILT SMAL MI ETF","cusip":"88636J675","value":14306531,"shares":461501,"shareType":"SH","priorValue":12225147,"priorShares":449785},{"issuer":"JANUS DETROIT STR TR","titleOfClass":"HENDRSON AAA CL","cusip":"47103U845","value":13940339,"shares":276101,"shareType":"SH","priorValue":13640599,"priorShares":270808},{"issuer":"PGIM ETF TR","titleOfClass":"SHRT DUR HGH YLD","cusip":"69344A784","value":13536784,"shares":271387,"shareType":"SH","priorValue":13174764,"priorShares":265647},{"issuer":"ISHARES TR","titleOfClass":"MSCI INDIA SM CP","cusip":"46429B614","value":13522091,"shares":191179,"shareType":"SH","priorValue":11258269,"priorShares":187763},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"RBA INDL ETF","cusip":"33738R704","value":13316206,"shares":99934,"shareType":"SH","priorValue":10768380,"priorShares":97205},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MEGA CAP VAL ETF","cusip":"921910840","value":12544297,"shares":76747,"shareType":"SH","priorValue":10344357,"priorShares":71365},{"issuer":"ISHARES TR","titleOfClass":"RUS TP200 GR ETF","cusip":"464289438","value":11690426,"shares":40226,"shareType":"SH","priorValue":10204385,"priorShares":41008},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"NASD TECH DIV","cusip":"33738R118","value":11476742,"shares":99902,"shareType":"SH","priorValue":9780494,"priorShares":104426},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"NASDQ CLN EDGE","cusip":"33737A108","value":11139716,"shares":58095,"shareType":"SH","priorValue":7684171,"priorShares":46975},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"MSCI COMMNTN SVC","cusip":"316092873","value":9786282,"shares":140850,"shareType":"SH","priorValue":9230577,"priorShares":135505},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"MSCI INFO TECH I","cusip":"316092808","value":9553193,"shares":33452,"shareType":"SH","priorValue":7130269,"priorShares":34272},{"issuer":"ISHARES TR","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":8682726,"shares":114563,"shareType":"SH","priorValue":8098342,"priorShares":115394},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":8569520,"shares":12477,"shareType":"SH","priorValue":7246656,"priorShares":12127},{"issuer":"BITWISE BITCOIN ETF TR","titleOfClass":"SHS BEN INT","cusip":"09174C104","value":7934542,"shares":249044,"shareType":"SH","priorValue":9430759,"priorShares":256201},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"SHS","cusip":"33734H106","value":7571245,"shares":157145,"shareType":"SH","priorValue":7473077,"priorShares":158900},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":7362526,"shares":25444,"shareType":"SH","priorValue":5609610,"priorShares":22103},{"issuer":"PIMCO ETF TR","titleOfClass":"SHTRM MUN BD ACT","cusip":"72201R874","value":6276158,"shares":124280,"shareType":"SH","priorValue":5301845,"priorShares":105091},{"issuer":"DBX ETF TR","titleOfClass":"XTRA RU 1000 ETF","cusip":"233051481","value":6001965,"shares":91913,"shareType":"SH","priorValue":5696497,"priorShares":95116},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":5642873,"shares":26521,"shareType":"SH","priorValue":5834560,"priorShares":30401},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS1000GRW","cusip":"92206C680","value":5445089,"shares":42603,"shareType":"SH","priorValue":5315358,"priorShares":48458},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"MUNICIPAL ETF","cusip":"46641Q647","value":5346065,"shares":105539,"shareType":"SH","priorValue":3165183,"priorShares":63316},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR ENERG ETF","cusip":"81369Y506","value":4823762,"shares":90826,"shareType":"SH","priorValue":7072475,"priorShares":115450},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"NASDAQ-100 SEL","cusip":"337344105","value":4667183,"shares":29243,"shareType":"SH","priorValue":3964113,"priorShares":31220},{"issuer":"ISHARES TR","titleOfClass":"MSCI INTL QUALTY","cusip":"46434V456","value":4488145,"shares":90578,"shareType":"SH","priorValue":5078381,"priorShares":109850},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":4221150,"shares":5653,"shareType":"SH","priorValue":4640242,"priorShares":7135},{"issuer":"MORGAN STANLEY ETF TRUST","titleOfClass":"EATO VAN MU ETF","cusip":"61774R882","value":4076690,"shares":76536,"shareType":"SH","priorValue":892109,"priorShares":16978},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":3908538,"shares":10347,"shareType":"SH","priorValue":3221656,"priorShares":10409},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":3793295,"shares":49193,"shareType":"SH","priorValue":3355760,"priorShares":49693},{"issuer":"COREWEAVE INC","titleOfClass":"COM CL A","cusip":"21873S108","value":3429352,"shares":34452,"shareType":"SH","priorValue":2653502,"priorShares":34252},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"NO AMER ENERGY","cusip":"33738D101","value":3168366,"shares":72836,"shareType":"SH","priorValue":3180020,"priorShares":72836},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"INDLS PROD DUR","cusip":"33734X150","value":3086627,"shares":33874,"shareType":"SH","priorValue":2765160,"priorShares":33874},{"issuer":"STATE STR SPDR DOW JONES IND","titleOfClass":"UT SER 1","cusip":"78467X109","value":3005832,"shares":5754,"shareType":"SH","priorValue":2706882,"priorShares":5844},{"issuer":"PGIM ETF TR","titleOfClass":"AAA CLO ETF","cusip":"69344A834","value":2864711,"shares":55875,"shareType":"SH","priorValue":594456,"priorShares":11615},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"ENERGY ALPHADX","cusip":"33734X127","value":2849378,"shares":140849,"shareType":"SH","priorValue":4339728,"priorShares":193220},{"issuer":"KLA CORP","titleOfClass":"COM NEW","cusip":"482480100","value":2636342,"shares":8738,"shareType":"SH","priorValue":1360507,"priorShares":924},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":2598856,"shares":12988,"shareType":"SH","priorValue":2125449,"priorShares":12187},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":2482242,"shares":5198,"shareType":"SH","priorValue":1934984,"priorShares":5726},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ACTIVE VALUE ETF","cusip":"46641Q167","value":2448846,"shares":30838,"shareType":"SH","priorValue":2399320,"priorShares":33440},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":2351462,"shares":9866,"shareType":"SH","priorValue":2094988,"priorShares":10059},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":2213296,"shares":5933,"shareType":"SH","priorValue":2192966,"priorShares":5924},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":2201626,"shares":2990,"shareType":"SH","priorValue":1719832,"priorShares":2980},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":2164761,"shares":6613,"shareType":"SH","priorValue":1901992,"priorShares":6466},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":2102408,"shares":5883,"shareType":"SH","priorValue":1880880,"priorShares":6541},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR FINL ETF","cusip":"81369Y605","value":2063503,"shares":38491,"shareType":"SH","priorValue":1924393,"priorShares":38979},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":1975979,"shares":4698,"shareType":"SH","priorValue":1736816,"priorShares":4672},{"issuer":"ISHARES TR","titleOfClass":"RUS MID CAP ETF","cusip":"464287499","value":1852493,"shares":16792,"shareType":"SH","priorValue":1707748,"priorShares":17564},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":1836115,"shares":2406,"shareType":"SH","priorValue":998669,"priorShares":2558},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR R1K YLD","cusip":"78468R770","value":1757916,"shares":13723,"shareType":"SH","priorValue":1647443,"priorShares":13723},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":1721506,"shares":15200,"shareType":"SH","priorValue":1874962,"priorShares":15087},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"FINLS ALPHADEX","cusip":"33734X135","value":1613814,"shares":25838,"shareType":"SH","priorValue":1494977,"priorShares":26606},{"issuer":"DBX ETF TR","titleOfClass":"XTRACKERS FTSE","cusip":"233051515","value":1593320,"shares":41235,"shareType":"SH","priorValue":1558609,"priorShares":41235},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":1498186,"shares":20983,"shareType":"SH","priorValue":1972133,"priorShares":20511},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR CARE ETF","cusip":"81369Y209","value":1386832,"shares":8741,"shareType":"SH","priorValue":1281504,"priorShares":8741},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":1385577,"shares":1370,"shareType":"SH","priorValue":1176772,"priorShares":1391},{"issuer":"PROLOGIS INC.","titleOfClass":"COM","cusip":"74340W103","value":1372024,"shares":10128,"shareType":"SH","priorValue":1334210,"priorShares":10094},{"issuer":"SIMPLIFY EXCHANGE TRADED FUN","titleOfClass":"MBS ETF","cusip":"82889N525","value":1263259,"shares":25744,"shareType":"SH","priorValue":2972943,"priorShares":60108},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":1255636,"shares":3682,"shareType":"SH","priorValue":778033,"priorShares":4853},{"issuer":"ENTERPRISE PRODS PARTNERS L","titleOfClass":"COM","cusip":"293792107","value":1236496,"shares":33637,"shareType":"SH","priorValue":1293939,"priorShares":34195},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":1190604,"shares":3232,"shareType":"SH","priorValue":2043878,"priorShares":4750},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":1185250,"shares":9224,"shareType":"SH","priorValue":869785,"priorShares":7231},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":1127464,"shares":9080,"shareType":"SH","priorValue":1033167,"priorShares":2423},{"issuer":"CONSTELLATION ENERGY CORP","titleOfClass":"COM","cusip":"21037T109","value":1029990,"shares":4147,"shareType":"SH","priorValue":1104155,"priorShares":3954},{"issuer":"ASTRAZENECA PLC","titleOfClass":"ORD","cusip":"G0593M107","value":1007451,"shares":5313,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":999893,"shares":9291,"shareType":"SH","priorValue":1898490,"priorShares":17885},{"issuer":"PNC FINL SVCS GROUP INC","titleOfClass":"COM","cusip":"693475105","value":998422,"shares":4055,"shareType":"SH","priorValue":829031,"priorShares":3984},{"issuer":"FIRST TR EXCH TRADED FD III","titleOfClass":"MUNI HI INCM ETF","cusip":"33739P301","value":995792,"shares":20536,"shareType":"SH","priorValue":3274126,"priorShares":68871},{"issuer":"NISOURCE INC","titleOfClass":"COM","cusip":"65473P105","value":988612,"shares":20791,"shareType":"SH","priorValue":982893,"priorShares":21065},{"issuer":"SCHWAB CHARLES CORP","titleOfClass":"COM","cusip":"808513105","value":966881,"shares":10479,"shareType":"SH","priorValue":973992,"priorShares":10364},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":964528,"shares":2811,"shareType":"SH","priorValue":848955,"priorShares":2809},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":958502,"shares":1650,"shareType":"SH","priorValue":444495,"priorShares":2185},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"SHS","cusip":"336917109","value":956023,"shares":19647,"shareType":"SH","priorValue":940968,"priorShares":18523},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":951148,"shares":793,"shareType":"SH","priorValue":722019,"priorShares":785},{"issuer":"FIRST TR EXCH TRADED FD III","titleOfClass":"MANAGD MUN ETF","cusip":"33739N108","value":944386,"shares":18385,"shareType":"SH","priorValue":931384,"priorShares":18385},{"issuer":"FIDELITY MERRIMACK STR TR","titleOfClass":"AAA CLO ETF","cusip":"316188838","value":897925,"shares":17903,"shareType":"SH"},{"issuer":"FORTINET INC","titleOfClass":"COM","cusip":"34959E109","value":887616,"shares":5778,"shareType":"SH","priorValue":557249,"priorShares":6819},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"MSCI HLTH CARE I","cusip":"316092600","value":885829,"shares":11467,"shareType":"SH","priorValue":703955,"priorShares":10005},{"issuer":"BLACKROCK INC","titleOfClass":"COM","cusip":"09290D101","value":874713,"shares":910,"shareType":"SH","priorValue":879658,"priorShares":915},{"issuer":"EAST WEST BANCORP INC","titleOfClass":"COM","cusip":"27579R104","value":872003,"shares":6755,"shareType":"SH","priorValue":754793,"priorShares":7070},{"issuer":"NEWMONT CORP","titleOfClass":"COM","cusip":"651639106","value":869834,"shares":9313,"shareType":"SH","priorValue":1208764,"priorShares":11166},{"issuer":"DBX ETF TR","titleOfClass":"XTRACK MUN INFRA","cusip":"233051705","value":832010,"shares":32873,"shareType":"SH","priorValue":1508328,"priorShares":61227},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":821325,"shares":1458,"shareType":"SH","priorValue":738086,"priorShares":1290},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":809157,"shares":701,"shareType":"SH","priorValue":282111,"priorShares":835},{"issuer":"APPLIED DIGITAL CORP","titleOfClass":"COM NEW","cusip":"038169207","value":793371,"shares":21270,"shareType":"SH","priorValue":504950,"priorShares":21270},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":778652,"shares":2302,"shareType":"SH","priorValue":1129592,"priorShares":3734},{"issuer":"CUMMINS INC","titleOfClass":"COM","cusip":"231021106","value":768840,"shares":1078,"shareType":"SH","priorValue":577295,"priorShares":1073},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":710959,"shares":2825,"shareType":"SH","priorValue":579049,"priorShares":2662},{"issuer":"TOTALENERGIES SE","titleOfClass":"ACT","cusip":"F92124100","value":704326,"shares":9058,"shareType":"SH","priorValue":818519,"priorShares":8997},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"EQUITY PREMIUM","cusip":"46641Q332","value":686514,"shares":12155,"shareType":"SH","priorValue":575415,"priorShares":10152},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":678111,"shares":7726,"shareType":"SH","priorValue":713226,"priorShares":7679},{"issuer":"HSBC HLDGS PLC","titleOfClass":"SPON ADR NEW","cusip":"404280406","value":674854,"shares":7097,"shareType":"SH","priorValue":585432,"priorShares":7097},{"issuer":"ISHARES SILVER TR","titleOfClass":"ISHARES","cusip":"46428Q109","value":674684,"shares":12618,"shareType":"SH","priorValue":784155,"priorShares":11508},{"issuer":"EATON CORP PLC","titleOfClass":"SHS","cusip":"G29183103","value":670287,"shares":1573,"shareType":"SH","priorValue":584790,"priorShares":1635},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":654586,"shares":3949,"shareType":"SH","priorValue":812289,"priorShares":3926},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":653048,"shares":3534,"shareType":"SH","priorValue":543065,"priorShares":4217},{"issuer":"T-MOBILE US INC","titleOfClass":"COM","cusip":"872590104","value":641567,"shares":3825,"shareType":"SH","priorValue":778791,"priorShares":3708},{"issuer":"EMERSON ELEC CO","titleOfClass":"COM","cusip":"291011104","value":634122,"shares":4430,"shareType":"SH","priorValue":545894,"priorShares":4166},{"issuer":"SLB LIMITED","titleOfClass":"COM STK","cusip":"806857108","value":627569,"shares":13499,"shareType":"SH","priorValue":691915,"priorShares":13464},{"issuer":"EVERPURE INC","titleOfClass":"CL A","cusip":"74624M102","value":620077,"shares":7870,"shareType":"SH","priorValue":490386,"priorShares":8306},{"issuer":"TELEDYNE TECHNOLOGIES INC","titleOfClass":"COM","cusip":"879360105","value":612881,"shares":919,"shareType":"SH","priorValue":570524,"priorShares":943},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INTER TERM TREAS","cusip":"92206C706","value":608979,"shares":10325,"shareType":"SH","priorValue":489988,"priorShares":8228},{"issuer":"SPACE EXPLORATION TECHN CORP","titleOfClass":"CLASS A COM STK","cusip":"84615Q103","value":605048,"shares":3541,"shareType":"SH"},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":599567,"shares":5139,"shareType":"SH","priorValue":677423,"priorShares":4631},{"issuer":"CHART INDS INC","titleOfClass":"COM","cusip":"16115Q308","value":595897,"shares":2852,"shareType":"SH","priorValue":577866,"priorShares":2795},{"issuer":"ETF SER SOLUTIONS","titleOfClass":"DISTILLATE SMLMD","cusip":"26922B667","value":582354,"shares":14429,"shareType":"SH","priorValue":563891,"priorShares":15068},{"issuer":"PIMCO ACCESS INCOME FUND","titleOfClass":"SHS BENFIN INT","cusip":"72203T100","value":578363,"shares":39750,"shareType":"SH","priorValue":572798,"priorShares":39750},{"issuer":"NXP SEMICONDUCTORS N V","titleOfClass":"COM","cusip":"N6596X109","value":564308,"shares":2008,"shareType":"SH","priorValue":463999,"priorShares":2357},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR PR SP1500","cusip":"78464A805","value":561609,"shares":6186,"shareType":"SH","priorValue":489049,"priorShares":6186},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":546530,"shares":4653,"shareType":"SH","priorValue":375066,"priorShares":4834},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":542734,"shares":2137,"shareType":"SH"},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":537125,"shares":12686,"shareType":"SH","priorValue":618665,"priorShares":12324},{"issuer":"SALESFORCE INC","titleOfClass":"COM","cusip":"79466L302","value":524184,"shares":3346,"shareType":"SH","priorValue":619558,"priorShares":3319},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":501481,"shares":8801,"shareType":"SH","priorValue":421444,"priorShares":8645},{"issuer":"MARVELL TECHNOLOGY INC","titleOfClass":"COM","cusip":"573874104","value":496881,"shares":1668,"shareType":"SH"},{"issuer":"ARISTA NETWORKS INC","titleOfClass":"COM SHS","cusip":"040413205","value":483139,"shares":2844,"shareType":"SH","priorValue":477491,"priorShares":3889},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":480392,"shares":3278,"shareType":"SH","priorValue":451187,"priorShares":3067},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":464715,"shares":3432,"shareType":"SH","priorValue":443224,"priorShares":2854},{"issuer":"ADOBE INC","titleOfClass":"COM","cusip":"00724F101","value":454939,"shares":2219,"shareType":"SH","priorValue":463554,"priorShares":1907},{"issuer":"AUTONATION INC","titleOfClass":"COM","cusip":"05329W102","value":453142,"shares":2439,"shareType":"SH","priorValue":476239,"priorShares":2439},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":447211,"shares":3271,"shareType":"SH","priorValue":705046,"priorShares":4156},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"MSCI CONSM DIS","cusip":"316092204","value":433571,"shares":4216,"shareType":"SH","priorValue":393182,"priorShares":4216},{"issuer":"EOG RES INC","titleOfClass":"COM","cusip":"26875P101","value":432779,"shares":3336,"shareType":"SH","priorValue":480406,"priorShares":3323},{"issuer":"MP MATERIALS CORP","titleOfClass":"COM CL A","cusip":"553368101","value":428140,"shares":7644,"shareType":"SH","priorValue":310457,"priorShares":6433},{"issuer":"CITIZENS FINL GROUP INC","titleOfClass":"COM","cusip":"174610105","value":425535,"shares":6073,"shareType":"SH","priorValue":362159,"priorShares":6039},{"issuer":"ISHARES TR","titleOfClass":"MSCI EMG MKT ETF","cusip":"464287234","value":423376,"shares":6189,"shareType":"SH","priorValue":349721,"priorShares":6158},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":422777,"shares":20424,"shareType":"SH","priorValue":578293,"priorShares":19948},{"issuer":"GROUP 1 AUTOMOTIVE INC","titleOfClass":"COM","cusip":"398905109","value":421856,"shares":1449,"shareType":"SH","priorValue":479027,"priorShares":1449},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"MSCI INDL INDX","cusip":"316092709","value":415845,"shares":4175,"shareType":"SH","priorValue":361198,"priorShares":4175},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":413601,"shares":4838,"shareType":"SH","priorValue":373058,"priorShares":4838},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":409954,"shares":2936,"shareType":"SH"},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":408471,"shares":1128,"shareType":"SH","priorValue":680126,"priorShares":1933},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":402977,"shares":343,"shareType":"SH","priorValue":286311,"priorShares":328},{"issuer":"BUNGE GLOBAL SA","titleOfClass":"COM SHS","cusip":"H11356104","value":401838,"shares":3765,"shareType":"SH"},{"issuer":"ISHARES INC","titleOfClass":"EM MKTS DIV ETF","cusip":"464286319","value":394334,"shares":12235,"shareType":"SH","priorValue":310451,"priorShares":9030},{"issuer":"OMNICOM GROUP INC","titleOfClass":"COM","cusip":"681919106","value":388156,"shares":5330,"shareType":"SH","priorValue":349636,"priorShares":4643},{"issuer":"METLIFE INC","titleOfClass":"COM","cusip":"59156R108","value":370402,"shares":4378,"shareType":"SH","priorValue":317870,"priorShares":4495},{"issuer":"ALLEGION PLC","titleOfClass":"ORD SHS","cusip":"G0176J109","value":362464,"shares":2580,"shareType":"SH","priorValue":310339,"priorShares":2136},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":362221,"shares":4797,"shareType":"SH","priorValue":422904,"priorShares":4797},{"issuer":"LITHIA MTRS INC","titleOfClass":"COM","cusip":"536797103","value":361951,"shares":1246,"shareType":"SH","priorValue":300413,"priorShares":1203},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"INDXX NAT RE ETF","cusip":"33734X838","value":359979,"shares":22683,"shareType":"SH","priorValue":283137,"priorShares":15862},{"issuer":"PIMCO DYNAMIC INCOME OPRNTS","titleOfClass":"COM BEN SHS","cusip":"69355M107","value":356940,"shares":27000,"shareType":"SH","priorValue":323250,"priorShares":25000},{"issuer":"APTARGROUP INC","titleOfClass":"COM","cusip":"038336103","value":348807,"shares":2786,"shareType":"SH","priorValue":311017,"priorShares":2468},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":346130,"shares":2896,"shareType":"SH","priorValue":373280,"priorShares":535},{"issuer":"FIRST TR EXCHANGE-TRADED ALP","titleOfClass":"COM SHS","cusip":"33735K108","value":342585,"shares":1768,"shareType":"SH","priorValue":272524,"priorShares":1768},{"issuer":"ACCENTURE PLC IRELAND","titleOfClass":"SHS CLASS A","cusip":"G1151C101","value":339846,"shares":2731,"shareType":"SH","priorValue":412443,"priorShares":2080},{"issuer":"GENTEX CORP","titleOfClass":"COM","cusip":"371901109","value":335864,"shares":13291,"shareType":"SH","priorValue":279964,"priorShares":12813},{"issuer":"AMERICAN TOWER CORP","titleOfClass":"COM","cusip":"03027X100","value":324686,"shares":1985,"shareType":"SH","priorValue":310299,"priorShares":1798},{"issuer":"ENERGY TRANSFER L P","titleOfClass":"COM UT LTD PTN","cusip":"29273V100","value":324046,"shares":16948,"shareType":"SH","priorValue":327096,"priorShares":16948},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P TTL STK","cusip":"464287150","value":322791,"shares":1965,"shareType":"SH","priorValue":279875,"priorShares":1965},{"issuer":"TJX COS INC NEW","titleOfClass":"COM","cusip":"872540109","value":321786,"shares":2124,"shareType":"SH","priorValue":334731,"priorShares":2096},{"issuer":"SUNOCO LP/SUNOCO FIN CORP","titleOfClass":"COM UT REP LP","cusip":"86765K109","value":317993,"shares":4711,"shareType":"SH","priorValue":306074,"priorShares":4711},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":310458,"shares":839,"shareType":"SH","priorValue":268582,"priorShares":837},{"issuer":"ROCKET LAB CORP","titleOfClass":"COM","cusip":"773121108","value":304340,"shares":2994,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":301794,"shares":1242,"shareType":"SH","priorValue":269825,"priorShares":1242},{"issuer":"HONEYWELL INTL INC","titleOfClass":"COM","cusip":"438516205","value":297838,"shares":1330,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":294026,"shares":970,"shareType":"SH","priorValue":268468,"priorShares":1025},{"issuer":"AMEREN CORP","titleOfClass":"COM","cusip":"023608102","value":293000,"shares":2592,"shareType":"SH","priorValue":284913,"priorShares":2592},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":289024,"shares":818,"shareType":"SH","priorValue":234651,"priorShares":818},{"issuer":"HONEYWELL AEROSPACE INC","titleOfClass":"COM","cusip":"43849R105","value":288730,"shares":1306,"shareType":"SH"},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"500 GRTH IDX F","cusip":"921932505","value":286526,"shares":3468,"shareType":"SH","priorValue":235645,"priorShares":578},{"issuer":"BLACKSTONE MORTGAGE TRUST IN","titleOfClass":"COM CL A","cusip":"09257W100","value":276132,"shares":16291,"shareType":"SH","priorValue":311973,"priorShares":16291},{"issuer":"FREEPORT MCMORAN INC","titleOfClass":"CL B","cusip":"35671D857","value":276024,"shares":4389,"shareType":"SH","priorValue":359322,"priorShares":6113},{"issuer":"NEBIUS GROUP N.V.","titleOfClass":"SHS CLASS A","cusip":"N97284108","value":272304,"shares":986,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":264880,"shares":882,"shareType":"SH","priorValue":218122,"priorShares":880},{"issuer":"ISHARES TR","titleOfClass":"US HOME CONS ETF","cusip":"464288752","value":263837,"shares":2525,"shareType":"SH","priorValue":228660,"priorShares":2525},{"issuer":"ISHARES TR","titleOfClass":"SELECT DIVID ETF","cusip":"464287168","value":255606,"shares":1635,"shareType":"SH","priorValue":246316,"priorShares":1627},{"issuer":"ISHARES TR","titleOfClass":"ISHS 5-10YR INVT","cusip":"464288638","value":245911,"shares":4625,"shareType":"SH","priorValue":246143,"priorShares":4625},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":245493,"shares":3412,"shareType":"SH","priorValue":239016,"priorShares":3622},{"issuer":"ALLIANT ENERGY CORP","titleOfClass":"COM","cusip":"018802108","value":241305,"shares":3163,"shareType":"SH","priorValue":226977,"priorShares":3163},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":241059,"shares":1271,"shareType":"SH","priorValue":239107,"priorShares":1240},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":240491,"shares":992,"shareType":"SH","priorValue":295506,"priorShares":1383},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":237520,"shares":2948,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":236170,"shares":8526,"shareType":"SH","priorValue":211019,"priorShares":8526},{"issuer":"BITWISE 10 CRYPTO INDEX ETF","titleOfClass":"UNIT BENEFICIAL","cusip":"091749101","value":233522,"shares":6214,"shareType":"SH","priorValue":277277,"priorShares":6216},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHRT ETF","cusip":"46641Q837","value":230700,"shares":4562,"shareType":"SH","priorValue":2376140,"priorShares":46950},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":229104,"shares":1009,"shareType":"SH","priorValue":213050,"priorShares":1009},{"issuer":"ISHARES BITCOIN TRUST ETF","titleOfClass":"SHS BEN INT","cusip":"46438F101","value":228902,"shares":6876,"shareType":"SH","priorValue":264176,"priorShares":6876},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EUROPE ETF","cusip":"922042874","value":217643,"shares":2458,"shareType":"SH"},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":216849,"shares":109,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SML CP GRW ETF","cusip":"922908595","value":214666,"shares":587,"shareType":"SH"},{"issuer":"BOSTON SCIENTIFIC CORP","titleOfClass":"COM","cusip":"101137107","value":213016,"shares":4991,"shareType":"SH","priorValue":332763,"priorShares":5303},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":211915,"shares":199,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":209837,"shares":2436,"shareType":"SH"},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"VAR RATE PFD","cusip":"46138G870","value":208483,"shares":8576,"shareType":"SH","priorValue":205652,"priorShares":8576},{"issuer":"PITNEY BOWES INC","titleOfClass":"COM","cusip":"724479100","value":204283,"shares":11660,"shareType":"SH","priorValue":223088,"priorShares":20189},{"issuer":"COMCAST CORP NEW","titleOfClass":"CL A","cusip":"20030N101","value":161658,"shares":6585,"shareType":"SH"},{"issuer":"LLOYDS BANKING GROUP PLC","titleOfClass":"SPONSORED ADR","cusip":"539439109","value":144316,"shares":24754,"shareType":"SH","priorValue":127782,"priorShares":25404},{"issuer":"PURPLE INNOVATION INC","titleOfClass":"COM","cusip":"74640Y106","value":118975,"shares":333263,"shareType":"SH","priorValue":193112,"priorShares":292063},{"issuer":"COMCAST CORP NEW","titleOfClass":"CL A","cusip":"20030N101","value":98200,"shares":4000,"shareType":"SH","putCall":"Call"},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":58335,"shares":500,"shareType":"SH","putCall":"Call"}]},"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."}