{"url":"https://nivawealth.com/firms/forum-financial-management-145706","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/145706","regulatoryAum":8690717334,"crd":"145706","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2010380","suffix":null,"lastName":"ADAM","firstName":"JOHN","middleName":"JOSEPH"},{"crd":"7190821","suffix":null,"lastName":"Adam","firstName":"Luke","middleName":"Bernard"},{"crd":"4481267","suffix":null,"lastName":"ADLER","firstName":"JACQUELINE","middleName":"DANA"},{"crd":"6001039","suffix":null,"lastName":"ALTER","firstName":"ANDREW","middleName":"JASON"},{"crd":"4699593","suffix":null,"lastName":"BATAVIA","firstName":"NIRAV","middleName":"RAJEN"},{"crd":"7246725","suffix":null,"lastName":"Benson","firstName":"Kevin","middleName":"Michael"},{"crd":"3168177","suffix":null,"lastName":"BOGDANOVICH","firstName":"JEFFREY","middleName":"JAY"},{"crd":"3181733","suffix":null,"lastName":"BORENSTEIN","firstName":"JEFFREY","middleName":"ARNOLD"},{"crd":"8187381","suffix":null,"lastName":"Boyd","firstName":"Zachary","middleName":"Zane"},{"crd":"7429062","suffix":null,"lastName":"Bradley","firstName":"Christian","middleName":"Thomas"},{"crd":"8316885","suffix":null,"lastName":"BREIER","firstName":"DANIEL","middleName":null},{"crd":"7168180","suffix":null,"lastName":"Bulmer","firstName":"Mark","middleName":"David"},{"crd":"6576056","suffix":null,"lastName":"Campbell","firstName":"Nicole","middleName":"Ann"},{"crd":"3119960","suffix":null,"lastName":"CAMPBELL","firstName":"THOMAS","middleName":"JOHN"},{"crd":"7283027","suffix":null,"lastName":"Canonaco","firstName":"Valentina","middleName":"Maria"},{"crd":"4297411","suffix":null,"lastName":"CRAY","firstName":"JENNIFER","middleName":"HILARY"},{"crd":"7216409","suffix":null,"lastName":"D'Aprile","firstName":"Amanda","middleName":"Lynn"},{"crd":"7770342","suffix":null,"lastName":"D'Aprile","firstName":"Sage","middleName":"Vitale"},{"crd":"7076629","suffix":null,"lastName":"DAVIS","firstName":"WILLIAM","middleName":"MACKENZIE"},{"crd":"4998480","suffix":null,"lastName":"DEV","firstName":"HARSH","middleName":"ARSHAD"},{"crd":"4636531","suffix":null,"lastName":"DOBLIN","firstName":"JEFFREY","middleName":"BRIAN"},{"crd":"5272869","suffix":null,"lastName":"DONATELLI","firstName":"MARK","middleName":"R"},{"crd":"6440759","suffix":null,"lastName":"DRALLMEIER","firstName":"DANIEL","middleName":"JOSEPH"},{"crd":"5729453","suffix":null,"lastName":"DRANICZAREK","firstName":"PAUL","middleName":"RAYMOND"},{"crd":"2477042","suffix":null,"lastName":"FATES","firstName":"WILLIAM","middleName":"ADAM"},{"crd":"4586434","suffix":null,"lastName":"FEESE","firstName":"GREGORY","middleName":"LEE"},{"crd":"3227165","suffix":null,"lastName":"FEZZA","firstName":"ROBERT","middleName":"FRANCIS"},{"crd":"4214390","suffix":null,"lastName":"FORRESTAL","firstName":"KARMA","middleName":"ANN"},{"crd":"2196712","suffix":null,"lastName":"GARDI","firstName":"DEBRA","middleName":"ANN"},{"crd":"1328896","suffix":null,"lastName":"GENZLER","firstName":"CHRISTOPHER","middleName":"JOHN"},{"crd":"6516471","suffix":null,"lastName":"GRZENIA","firstName":"JACK","middleName":"STEPHEN"},{"crd":"6358901","suffix":null,"lastName":"HAAGES","firstName":"JESSICA","middleName":"JOAN"},{"crd":"3079765","suffix":null,"lastName":"HALAWA","firstName":"NEDAL","middleName":"ZIAD"},{"crd":"1846051","suffix":null,"lastName":"HAMBOURGER","firstName":"ALAN","middleName":"CHARLES"},{"crd":"871710","suffix":null,"lastName":"HARIG","firstName":"RICHARD","middleName":"DAVID JOHN"},{"crd":"1264506","suffix":null,"lastName":"HEINRICH","firstName":"MARCUS","middleName":"KURT"},{"crd":"5490093","suffix":null,"lastName":"HREBIC","firstName":"ERIC","middleName":"EDWARD"},{"crd":"2779194","suffix":"II","lastName":"HUSKIN","firstName":"JAMES","middleName":"DAVID"},{"crd":"8103827","suffix":null,"lastName":"Janssen","firstName":"Megan","middleName":"Wagner"},{"crd":"865316","suffix":null,"lastName":"KENNEDY","firstName":"MICHAEL","middleName":"SEVERIN"},{"crd":"5819600","suffix":null,"lastName":"KESWANI","firstName":"ARUN","middleName":"C"},{"crd":"1017428","suffix":null,"lastName":"KITE","firstName":"HOWARD","middleName":"SHANE"},{"crd":"5897225","suffix":null,"lastName":"KITE","firstName":"MICHAEL","middleName":"WILLIAM"},{"crd":"5956328","suffix":null,"lastName":"KLOECKNER","firstName":"JOSEPH","middleName":"MERCADO"},{"crd":"5166649","suffix":null,"lastName":"KOLODZIEJ","firstName":"LEON","middleName":"STEVEN"},{"crd":"2374768","suffix":null,"lastName":"LAMIA","firstName":"CHRISTOPHER","middleName":"ANTHONY"},{"crd":"2026236","suffix":null,"lastName":"LAPERA","firstName":"JAMES","middleName":"ARNOLD"},{"crd":"5865104","suffix":null,"lastName":"LEAL","firstName":"JASON","middleName":"BRIAN"},{"crd":"2505780","suffix":null,"lastName":"LENNON","firstName":"DAVID","middleName":"DANIEL"},{"crd":"6281404","suffix":null,"lastName":"LISACK","firstName":"LOU ANN","middleName":null},{"crd":"2032497","suffix":null,"lastName":"LONGO","firstName":"THOMAS","middleName":"ROBERT"},{"crd":"8338899","suffix":null,"lastName":"Martin","firstName":"John","middleName":null},{"crd":"5971855","suffix":null,"lastName":"MARTIN","firstName":"MEGAN","middleName":"ELIZABETH"},{"crd":"4624553","suffix":null,"lastName":"MARTIN","firstName":"STEVEN","middleName":"ROGER"},{"crd":"6037039","suffix":null,"lastName":"MARTINEK","firstName":"MICHAL","middleName":null},{"crd":"2230521","suffix":null,"lastName":"MARWEDE","firstName":"ALFRED","middleName":"ANDREW"},{"crd":"4352059","suffix":null,"lastName":"MCCLELLAN","firstName":"DAVID","middleName":"COTTEN"},{"crd":"6264467","suffix":null,"lastName":"MCGINNIS","firstName":"ERIC","middleName":"FOSTER"},{"crd":"8007297","suffix":null,"lastName":"Methven","firstName":"Liam","middleName":"Kelly"},{"crd":"3004179","suffix":null,"lastName":"METHVEN","firstName":"ROBERT","middleName":"THOMAS"},{"crd":"7797514","suffix":null,"lastName":"Meyer","firstName":"Brandon","middleName":"Lee"},{"crd":"1387045","suffix":null,"lastName":"MICHON","firstName":"DENNIS","middleName":"MICHAEL"},{"crd":"1254630","suffix":null,"lastName":"MINDEL","firstName":"NORBERT","middleName":"MAC"},{"crd":"7721700","suffix":null,"lastName":"Mindel","firstName":"Zachary","middleName":"Henry"},{"crd":"7451870","suffix":null,"lastName":"Minturn","firstName":"Steven","middleName":"John"},{"crd":"6733286","suffix":null,"lastName":"MOLES","firstName":"MICHAEL","middleName":"GEORGE"},{"crd":"1562574","suffix":"JR","lastName":"MORRISON","firstName":"WILLIAM","middleName":"ORRIN"},{"crd":"6952238","suffix":null,"lastName":"Nardi","firstName":"Vincenzo","middleName":null},{"crd":"7031228","suffix":null,"lastName":"NOLAN","firstName":"MEGHAN","middleName":"M"},{"crd":"7851963","suffix":null,"lastName":"Norek","firstName":"Laura","middleName":"Sandra"},{"crd":"6217549","suffix":null,"lastName":"PARKS","firstName":"LINDA","middleName":"SUE"},{"crd":"3181260","suffix":null,"lastName":"PEPLOW","firstName":"MARVIN","middleName":"LEE"},{"crd":"7790455","suffix":null,"lastName":"Perry","firstName":"Colin","middleName":"Dane"},{"crd":"4529490","suffix":null,"lastName":"PERRY","firstName":"DAVID","middleName":"MARK"},{"crd":"7797513","suffix":null,"lastName":"Pink","firstName":"Jason","middleName":"Gregory"},{"crd":"1907077","suffix":null,"lastName":"POMREHN","firstName":"MARTIN","middleName":"GLENN"},{"crd":"4606425","suffix":null,"lastName":"ROBINSON","firstName":"JOSHUA","middleName":"MATTHEW"},{"crd":"6392993","suffix":null,"lastName":"ROBLES","firstName":"EMMANUEL","middleName":null},{"crd":"5307693","suffix":null,"lastName":"ROGERS","firstName":"JONATHAN","middleName":"MARICHAL"},{"crd":"6028956","suffix":null,"lastName":"ROS","firstName":"JUAN","middleName":"CARLOS"},{"crd":"8093512","suffix":null,"lastName":"Rossetti","firstName":"Judith","middleName":"Malter"},{"crd":"6654448","suffix":null,"lastName":"Sanders","firstName":"Logan","middleName":"Taylor"},{"crd":"1312439","suffix":null,"lastName":"SAVAGE","firstName":"BRIAN","middleName":"THOMAS"},{"crd":"4767682","suffix":null,"lastName":"SCHATZ","firstName":"JULIE","middleName":"ANN"},{"crd":"6776157","suffix":null,"lastName":"Schmulen","firstName":"Mark","middleName":"Jason"},{"crd":"6122090","suffix":null,"lastName":"SCHREIBER","firstName":"ANDREA","middleName":"JOY"},{"crd":"5713881","suffix":null,"lastName":"SCHROEDER","firstName":"KYLE","middleName":"STEPHEN"},{"crd":"7180054","suffix":"III","lastName":"Schultz","firstName":"John","middleName":"Joseph"},{"crd":"6609184","suffix":null,"lastName":"Seery","firstName":"David","middleName":"Ward"},{"crd":"1846064","suffix":null,"lastName":"SENESAC","firstName":"STEPHEN","middleName":"ALBERT"},{"crd":"6402728","suffix":null,"lastName":"SEVCIK","firstName":"BENJAMIN","middleName":"SCOTT"},{"crd":"4561250","suffix":null,"lastName":"SHAPIRO","firstName":"BRIAN","middleName":"JOSEPH"},{"crd":"6757116","suffix":null,"lastName":"SHARMA","firstName":"SANJAY","middleName":"Paul"},{"crd":"4208700","suffix":null,"lastName":"SIDERS","firstName":"STEPHEN","middleName":"ANDREW"},{"crd":"1964652","suffix":null,"lastName":"SKRYD","firstName":"BRUCE","middleName":"JOHN"},{"crd":"8051470","suffix":null,"lastName":"Smith","firstName":"Andrew","middleName":"Paul"},{"crd":"6881488","suffix":null,"lastName":"Smith","firstName":"Tyler","middleName":"Hurst"},{"crd":"7618265","suffix":null,"lastName":"Sou","firstName":"Ngoc","middleName":"The"},{"crd":"6069760","suffix":null,"lastName":"SPOKAS","firstName":"JEFFREY","middleName":"KENNETH"},{"crd":"1688775","suffix":null,"lastName":"SPOKAS","firstName":"JOSEPH","middleName":"ANTHONY"},{"crd":"7579903","suffix":null,"lastName":"Spokas","firstName":"Matthew","middleName":"Joseph"},{"crd":"5942326","suffix":null,"lastName":"STAMMLER","firstName":"SETH","middleName":"MATTHEW"},{"crd":"3277754","suffix":null,"lastName":"STARK","firstName":"MARIE","middleName":"ELIZABETH"},{"crd":"4867152","suffix":null,"lastName":"SUNIK","firstName":"TATIANA","middleName":"ALEKSANDRA"},{"crd":"7195056","suffix":null,"lastName":"Verbiscer","firstName":"Heidi","middleName":"Christa"},{"crd":"2878363","suffix":null,"lastName":"VIRES","firstName":"JOHN","middleName":"WILLIAM"},{"crd":"2186241","suffix":null,"lastName":"VOGENTHALER","firstName":"JOSEPH","middleName":"ANTHONY"},{"crd":"2111518","suffix":null,"lastName":"WEINDRUCH","firstName":"ARVIN","middleName":"THOMAS"},{"crd":"5970159","suffix":null,"lastName":"WEINDRUCH","firstName":"MICHELLE","middleName":"ERIN"},{"crd":"7306130","suffix":null,"lastName":"White","firstName":"Brooks","middleName":"Carl"},{"crd":"6070713","suffix":null,"lastName":"WILLIAMS","firstName":"SAMUEL","middleName":"R."},{"crd":"5834980","suffix":null,"lastName":"WILLIAMS","firstName":"SUSAN","middleName":"REEDY"},{"crd":"8312142","suffix":null,"lastName":"Wilson","firstName":"Abraham","middleName":null},{"crd":"8201688","suffix":null,"lastName":"Witham","firstName":"Asher","middleName":null},{"crd":"1582619","suffix":null,"lastName":"WOJCICKI","firstName":"DENNIS","middleName":"JOSEPH"},{"crd":"5522955","suffix":null,"lastName":"WURZBURG","firstName":"ROBERT","middleName":"IAN"},{"crd":"6032823","suffix":null,"lastName":"ZINK","firstName":"RYAN","middleName":"DOUGLAS"}],"total":117,"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":"2021-07-27","regulatoryAum":5365775482,"clients":4019,"employees":118,"offices":38},{"filedOn":"2022-07-25","regulatoryAum":7399287639,"clients":4554,"employees":135,"offices":40},{"filedOn":"2023-06-26","regulatoryAum":7005564651,"clients":4994,"employees":125,"offices":44},{"filedOn":"2024-07-16","regulatoryAum":8531276819,"clients":5285,"employees":145,"offices":49},{"filedOn":"2025-07-07","regulatoryAum":9030636924,"clients":5535,"employees":140,"offices":51},{"filedOn":"2026-09-14","regulatoryAum":8690717334,"clients":5841,"employees":143,"offices":60}],"acquisitions":[{"date":"2025-12-31","datePrecision":"day","name":"Odyssey Personal Financial Advisors","crd":"322496","source":"adv_w","dealType":"acquisition","sellerAum":295347000,"sellerAumDate":"2025-03-28","sourceUrl":"https://adviserinfo.sec.gov/firm/summary/322496"},{"date":"2019-03-22","datePrecision":"day","name":"Lamia Financial Group","crd":"146421","source":"adv_w","dealType":"acquisition","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://adviserinfo.sec.gov/firm/summary/146421"},{"date":"2017-03-15","datePrecision":"day","name":"Cedarwinds Investment Management","crd":"131501","source":"adv_w","dealType":"acquisition","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://adviserinfo.sec.gov/firm/summary/131501"}],"secFileNumber":"801-69970","legalName":"Forum Financial Management, LP","displayName":"Forum Financial Management","slug":"forum-financial-management-145706","website":"https://forumfinancial.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/145706/2828afe68d6a93e8-r1.webp","tone":"light","width":915,"height":200,"sourceUrl":"https://www.forumfinancial.com/","sourceLabel":"Forum Financial Management, LP, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"xUrl":"https://twitter.com/forumfinancial","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"1900 South Highland Avenue, Suite 100","city":"Lombard","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60148"},"tradeNames":["Forum","Forum Financial","Wealth Adviser Alliance"],"registration":{"secApproved":"9 March 2009","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1263820.7394165776,"staff":{"employees":143,"advisory":94,"brokerDealerReps":10,"insuranceAgents":19,"promoters":13},"aum":{"regulatory":8690717334,"discretionary":8690717334,"discretionaryAccounts":19838,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":155},"clientTypes":[{"label":"Individuals (other than HNW)","clients":3903,"regulatoryAum":1434974016},{"label":"High-net-worth individuals","clients":1719,"regulatoryAum":5670226181},{"label":"Banking or thrift institutions","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Pension and profit-sharing plans","clients":121,"regulatoryAum":28088184},{"label":"Charitable organizations","clients":9,"regulatoryAum":12598826},{"label":"State or municipal government entities","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Other investment advisers","clients":13,"regulatoryAum":1237880643},{"label":"Insurance companies","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Sovereign wealth funds and foreign official institutions","clients":null,"fewerThan5":true,"regulatoryAum":0},{"label":"Corporations and other businesses","clients":76,"regulatoryAum":306949484}],"feePrograms":[{"role":"main","program":"Portfolio Management Services","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1.2,"from":0},{"to":2000000,"pct":1,"from":1000000},{"to":5000000,"pct":0.8,"from":2000000},{"to":null,"pct":0.75,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030287","versionId":1030287,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-28","documentName":"FORUM FINANCIAL MANAGEMENT, LP ADV PART 2A","fee_rate_low":0.75,"fee_rate_high":1.2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T03:38:07.003761+00:00","documents":[{"name":"FORUM FINANCIAL MANAGEMENT, LP ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030287","versionId":1030287,"submittedOn":"2026-03-28"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":8458072411},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":109641312}],"custodyNote":"Forum Financial Management has custody of $605M in client assets for 562 clients.","leadership":[{"name":"Allison Tronnes","title":"Chief Compliance Officer","crd":"3240451"},{"name":"Nirav Batavia","title":"Co-Managing Partner & Co-Chief Investment Officer","crd":"4699593"},{"name":"William Davis","title":"Chief Operations Officer","crd":"7076629"},{"name":"Jonathan Rogers","title":"Co-Managing Partner & Co-Chief Investment Officer","crd":"5307693"}],"ownership":[{"label":"Norbert M. Mindel Declaration of Trust Dated April 15, 2000","detail":"Limited partner in the 10% to 25% ownership band and a control person, since July 2002."},{"label":"John J. Adam As Trustee of the John J. Adam Declaration of Trust Dated February 14, 2007","detail":"Limited partner in the 5% to 10% ownership band and a control person, since July 2002."},{"label":"Alfred Andrew Marwede Declaration of Trust Dated November 30, 2018","detail":"Limited partner in the 5% to 10% ownership band and a control person, since August 2012."},{"label":"Jonathan M. Rogers, Declaration of Trust Dated November 30, 2011","detail":"Limited partner in the 5% to 10% ownership band and a control person, since January 2012."},{"label":"Nirav Batavia Declaration of Trust Dated May 15, 2007","detail":"Limited partner in the 10% to 25% ownership band and a control person, since January 2015."},{"label":"Karma A. Forrestal Trust Dated February 14, 2015","detail":"Limited partner in the 5% to 10% ownership band and a control person, since July 2016."},{"label":"Lamia Family Trust Dated October 8, 1999","detail":"Limited partner in the 10% to 25% ownership band and a control person, since November 2018."},{"label":"David C. McLellan Trust Dated November 12, 2003","detail":"Limited partner in the 5% to 10% ownership band and a control person, since July 2022."},{"label":"Norbert Mindel","detail":"Indirect owner: trustee of Norbert M. Mindel Declaration of Trust Dated April 15, 2000 and a control person, since July 2002.","parent":"Norbert M. Mindel Declaration of Trust Dated April 15, 2000"},{"label":"John Adam","detail":"Indirect owner: trustee of John J. Adam As Trustee of the John J. Adam Declaration of Trust Dated February 14, 2007 and a control person, since July 2002.","parent":"John J. Adam As Trustee of the John J. Adam Declaration of Trust Dated February 14, 2007"},{"label":"Alfred Marwede","detail":"Indirect owner: trustee of Alfred Andrew Marwede Declaration of Trust Dated November 30, 2018 and a control person, since August 2012.","parent":"Alfred Andrew Marwede Declaration of Trust Dated November 30, 2018"},{"label":"Jonathan Rogers","detail":"Indirect owner: trustee of Jonathan M. Rogers, Declaration of Trust Dated November 30, 2011 and a control person, since January 2012.","parent":"Jonathan M. Rogers, Declaration of Trust Dated November 30, 2011"},{"label":"Nirav Batavia","detail":"Indirect owner: trustee of Nirav Batavia Declaration of Trust Dated May 15, 2007 and a control person, since January 2015.","parent":"Nirav Batavia Declaration of Trust Dated May 15, 2007"},{"label":"Karma Forrestal","detail":"Indirect owner: trustee of Karma A. Forrestal Trust Dated February 14, 2015 and a control person, since July 2016.","parent":"Karma A. Forrestal Trust Dated February 14, 2015"},{"label":"Christopher Lamia","detail":"Indirect owner: trustee of Lamia Family Trust Dated October 8, 1999 and a control person, since November 2018.","parent":"Lamia Family Trust Dated October 8, 1999"},{"label":"David McClellan","detail":"Indirect owner: trustee of David C. McLellan Trust Dated November 12, 2003 and a control person, since July 2022.","parent":"David C. McLellan Trust Dated November 12, 2003"}],"filedOffices":{"otherThanPrincipal":59,"privateResidences":27},"listedOfficeAddresses":33,"foreignOffices":[],"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"16220 N. Scottsdale Road","city":"Scottsdale"}]},{"state":"California","offices":4,"addresses":[{"street":"1008 12th Street","city":"Modesto"},{"street":"1100 Alma Street","city":"Menlo Park"},{"street":"945 Morning Star Drive","city":"Sonora"},{"street":"100 East Thousand Oaks Boulevard","city":"Thousand Oaks"}]},{"state":"Colorado","offices":2,"addresses":[{"street":"13701 W. Jewell Ave","city":"Lakewood"},{"street":"2000 South Colorado Boulevard","city":"Denver"}]},{"state":"Florida","offices":1,"addresses":[{"street":"7061 South Tamiami Trail","city":"Sarasota"}]},{"state":"Georgia","offices":1,"addresses":[{"street":"500 Sun Valley Drive","city":"Roswell"}]},{"state":"Illinois","offices":14,"addresses":[{"street":"1900 South Highland Avenue, Suite 100","city":"Lombard","headquarters":true},{"street":"440 South 3rd Street","city":"Saint Charles"},{"street":"2002 West Roscoe Street","city":"Chicago"},{"street":"15255 South 94th Avenue","city":"Orland Park"},{"street":"181 East Westminster Road","city":"Lake Forest"},{"street":"6508 West Archer Avenue","city":"Chicago"},{"street":"1 Northfield Plaza","city":"Northfield"},{"street":"333 North Hammes Avenue","city":"Joliet"},{"street":"990 Avenue of the Cities","city":"East Moline"},{"street":"2200 Cabot Drive","city":"Lisle"},{"street":"3400 Dundee Road","city":"Northbrook"},{"street":"1200 Harger Road","city":"Oak Brook"},{"street":"465 S. Oak Street","city":"Itasca"},{"street":"1230 East Diehl Road","city":"Naperville"}]},{"state":"Nevada","offices":2,"addresses":[{"street":"8235 S. Eastern Avenue","city":"Las Vegas"},{"street":"3631 Warren Way","city":"Reno"}]},{"state":"New Jersey","offices":2,"addresses":[{"street":"300 Craig Road","city":"Manalapan"},{"street":"229 Broad Street","city":"Red Bank"}]},{"state":"New York","offices":1,"addresses":[{"street":"132 Mohawk Street","city":"Cohoes"}]},{"state":"North Carolina","offices":1,"addresses":[{"street":"4035 Premier Drive","city":"High Point"}]},{"state":"Oregon","offices":1,"addresses":[{"street":"340 A Street","city":"Ashland"}]},{"state":"Virginia","offices":1,"addresses":[{"street":"14321 Winter Breeze Drive","city":"Midlothian"}]},{"state":"Washington","offices":1,"addresses":[{"street":"100 2nd Avenue South","city":"Edmonds"}]},{"state":"Wisconsin","offices":1,"addresses":[{"street":"10556 North Port Washington Road","city":"Mequon"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"630-873-8520","stateRegisteredReps":94,"otherAdviserReps":0,"compensation":["A percentage of assets under management","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","Pension consulting services"],"financialPlanningClients":"5000","assetMix":[{"label":"Exchange-traded equity securities","percent":65},{"label":"Securities issued by registered investment companies or business development companies","percent":33},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"14 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/145706/PDF/145706.pdf","brochureDate":"28 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030287","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 Forum Financial Management have?","answer":"Forum Financial Management has 5,841 clients and manages $8.69 billion for them, as of September 2026. They include 3,903 individual clients, 1,719 high-net-worth individuals, and 121 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Forum Financial Management offer?","answer":"Forum Financial Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.","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 Forum Financial Management charge?","answer":"Forum Financial Management charges 0.75%–1.20% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"FORUM FINANCIAL MANAGEMENT, LP ADV PART 2A, filed 28 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Forum Financial Management use?","answer":"Forum Financial Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $8.46B and Fidelity Brokerage Services LLC (Smithfield, RI), with $110M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Forum Financial Management have?","answer":"Forum Financial Management has 94 investment adviser representatives registered with state securities authorities, out of 143 employees, and 94 perform investment advisory functions. 10 employees are registered representatives of a broker-dealer and 19 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 Forum Financial Management invest in?","answer":"At the end of its last fiscal year, Forum Financial Management’s separately managed accounts held 65% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.","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 Forum Financial Management?","answer":"Forum Financial Management’s direct owners are Norbert M. Mindel Declaration of Trust Dated April 15, 2000, John J. Adam As Trustee of the John J. Adam Declaration of Trust Dated February 14, 2007, Alfred Andrew Marwede Declaration of Trust Dated November 30, 2018, Jonathan M. Rogers, Declaration of Trust Dated November 30, 2011, Nirav Batavia Declaration of Trust Dated May 15, 2007, Karma A. Forrestal Trust Dated February 14, 2015, Lamia Family Trust Dated October 8, 1999 and David C. McLellan Trust Dated November 12, 2003, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Forum Financial Management get paid?","answer":"Forum Financial Management is paid through a percentage of assets under management 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 Forum Financial Management registered with the SEC?","answer":"Yes, Forum Financial Management has been registered with the SEC as an investment adviser since 9 March 2009. Its CRD number is 145706 and its SEC file number is 801-69970.","source":"Form ADV Part 1A, Item 1, filed 14 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Forum Financial Management?","answer":"Forum Financial Management’s main office is at 1900 South Highland Avenue, Suite 100, Lombard, IL 60148. Its phone number is 630-873-8520. Its website is forumfinancial.com.","source":"Form ADV Part 1A, Item 1.F, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/forum-financial-management-145706/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-23","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1911832/000191183226000005/0001911832-26-000005-index.html","totalValue":7786592069,"positionCount":352,"top10Share":0.8397320309139723,"top10":[{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":1889493844,"shares":42594541,"shareType":"SH","priorValue":1644891054,"priorShares":42328643},{"issuer":"ISHARES TR","titleOfClass":"10-20 YR TRS ETF","cusip":"464288653","value":971485047,"shares":9680967,"shareType":"SH","priorValue":899970916,"priorShares":8935374},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US TARGETED VLU","cusip":"25434V609","value":725812346,"shares":10383581,"shareType":"SH","priorValue":646331117,"priorShares":10349578},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMERGING MKTS CO","cusip":"25434V732","value":640796835,"shares":15767639,"shareType":"SH","priorValue":566768221,"priorShares":16404290},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQUITY","cusip":"25434V799","value":613574556,"shares":16467379,"shareType":"SH","priorValue":576373846,"priorShares":16222174},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"GLOBAL REAL EST","cusip":"25434V658","value":521451867,"shares":17999719,"shareType":"SH","priorValue":465731089,"priorShares":17521862},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"GLOB CO PLUS ETF","cusip":"25434V583","value":370746285,"shares":6807681,"shareType":"SH","priorValue":353114193,"priorShares":6540363},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US HIGH PROF ETF","cusip":"25434V831","value":361777748,"shares":8669488,"shareType":"SH","priorValue":310977599,"priorShares":8459674},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL SMALL CAP V","cusip":"25434V781","value":226452220,"shares":5642966,"shareType":"SH","priorValue":221075390,"priorShares":5605360},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL HIGH PROFIT","cusip":"25434V765","value":217060024,"shares":6360733,"shareType":"SH","priorValue":201618847,"priorShares":6257568}],"positionsListed":200,"positions":[{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":1889493844,"shares":42594541,"shareType":"SH","priorValue":1644891054,"priorShares":42328643},{"issuer":"ISHARES TR","titleOfClass":"10-20 YR TRS ETF","cusip":"464288653","value":971485047,"shares":9680967,"shareType":"SH","priorValue":899970916,"priorShares":8935374},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US TARGETED VLU","cusip":"25434V609","value":725812346,"shares":10383581,"shareType":"SH","priorValue":646331117,"priorShares":10349578},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMERGING MKTS CO","cusip":"25434V732","value":640796835,"shares":15767639,"shareType":"SH","priorValue":566768221,"priorShares":16404290},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQUITY","cusip":"25434V799","value":613574556,"shares":16467379,"shareType":"SH","priorValue":576373846,"priorShares":16222174},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"GLOBAL REAL EST","cusip":"25434V658","value":521451867,"shares":17999719,"shareType":"SH","priorValue":465731089,"priorShares":17521862},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"GLOB CO PLUS ETF","cusip":"25434V583","value":370746285,"shares":6807681,"shareType":"SH","priorValue":353114193,"priorShares":6540363},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US HIGH PROF ETF","cusip":"25434V831","value":361777748,"shares":8669488,"shareType":"SH","priorValue":310977599,"priorShares":8459674},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL SMALL CAP V","cusip":"25434V781","value":226452220,"shares":5642966,"shareType":"SH","priorValue":221075390,"priorShares":5605360},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL HIGH PROFIT","cusip":"25434V765","value":217060024,"shares":6360733,"shareType":"SH","priorValue":201618847,"priorShares":6257568},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":126021002,"shares":348009,"shareType":"SH","priorValue":122433192,"priorShares":347970},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US EQUI MARK ETF","cusip":"25434V401","value":93855390,"shares":1145416,"shareType":"SH","priorValue":83059391,"priorShares":1171335},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":73891117,"shares":255361,"shareType":"SH","priorValue":65242619,"priorShares":257073},{"issuer":"VANGUARD MUN BD FDS","titleOfClass":"TAX EXEMPT BD","cusip":"922907746","value":66097648,"shares":1306794,"shareType":"SH","priorValue":65847686,"priorShares":1319857},{"issuer":"VANECK ETF TRUST","titleOfClass":"HIGH YLD MUNIETF","cusip":"92189H409","value":65104826,"shares":1263926,"shareType":"SH","priorValue":63855399,"priorShares":1273542},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US MKTWIDE VALUE","cusip":"25434V724","value":63768246,"shares":1159212,"shareType":"SH","priorValue":56872289,"priorShares":1173592},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"WORLD EX US CORE","cusip":"25434V880","value":38649634,"shares":1049121,"shareType":"SH","priorValue":35855220,"priorShares":1055497},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"LONG TERM TREAS","cusip":"92206C847","value":38544177,"shares":698517,"shareType":"SH","priorValue":49609733,"priorShares":896211},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":37751610,"shares":106845,"shareType":"SH","priorValue":31533365,"priorShares":109926},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":34365306,"shares":96162,"shareType":"SH","priorValue":27443503,"priorShares":95436},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SUSTAINABILTY","cusip":"25434V716","value":21980569,"shares":471383,"shareType":"SH","priorValue":18473348,"priorShares":449583},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":20125448,"shares":372555,"shareType":"SH","priorValue":19883905,"priorShares":376732},{"issuer":"EA SERIES TRUST","titleOfClass":"BRID OMN SMA ETF","cusip":"02072L532","value":18516752,"shares":634359,"shareType":"SH","priorValue":16385446,"priorShares":645859},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMER MARK SU ETF","cusip":"25434V682","value":17874328,"shares":365681,"shareType":"SH","priorValue":15869966,"priorShares":374559},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":17436044,"shares":46743,"shareType":"SH","priorValue":17712720,"priorShares":47850},{"issuer":"MANAGER DIRECTED PORTFOLIOS","titleOfClass":"VERT GLB SUST RE","cusip":"56170L695","value":15430210,"shares":1355310,"shareType":"SH","priorValue":13686826,"priorShares":1324959},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":13813624,"shares":69037,"shareType":"SH","priorValue":9562650,"priorShares":54832},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":13761921,"shares":54689,"shareType":"SH","priorValue":11697472,"priorShares":53784},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":13098616,"shares":23254,"shareType":"SH","priorValue":12946487,"priorShares":22629},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":13027022,"shares":54657,"shareType":"SH","priorValue":11271844,"priorShares":54121},{"issuer":"ONEOK INC NEW","titleOfClass":"COM","cusip":"682680103","value":12782579,"shares":147028,"shareType":"SH","priorValue":13260529,"priorShares":146703},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATIONAL","cusip":"25434V690","value":12140969,"shares":269201,"shareType":"SH","priorValue":11184364,"priorShares":263782},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP ETF","cusip":"25434V500","value":11647439,"shares":141455,"shareType":"SH","priorValue":10376826,"priorShares":145885},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":11486811,"shares":15382,"shareType":"SH","priorValue":10238102,"priorShares":15743},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":11460744,"shares":35013,"shareType":"SH","priorValue":12065404,"priorShares":41016},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US REAL ESTA ETF","cusip":"25434V823","value":10356366,"shares":395886,"shareType":"SH","priorValue":9486196,"priorShares":401108},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":9849998,"shares":14342,"shareType":"SH","priorValue":7389627,"priorShares":12367},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":8831113,"shares":23866,"shareType":"SH","priorValue":18483995,"priorShares":57617},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":7633455,"shares":12034,"shareType":"SH","priorValue":6822266,"priorShares":12111},{"issuer":"ENERGY TRANSFER L P","titleOfClass":"COM UT LTD PTN","cusip":"29273V100","value":7503123,"shares":392423,"shareType":"SH","priorValue":7756781,"priorShares":401906},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":7060465,"shares":56861,"shareType":"SH","priorValue":5826021,"priorShares":13663},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":6366287,"shares":8501,"shareType":"SH","priorValue":5582646,"priorShares":8546},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":6301814,"shares":5254,"shareType":"SH","priorValue":4712298,"priorShares":5123},{"issuer":"VANECK MERK GOLD ETF","titleOfClass":"GOLD SHS","cusip":"921078101","value":6179147,"shares":160123,"shareType":"SH","priorValue":7213542,"priorShares":160123},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INFLATION PROTE","cusip":"25434V856","value":6044208,"shares":146508,"shareType":"SH","priorValue":6815358,"priorShares":163359},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":5494362,"shares":5159,"shareType":"SH","priorValue":3448783,"priorShares":4868},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"CORE FIXE IN ETF","cusip":"25434V872","value":5313044,"shares":125872,"shareType":"SH","priorValue":5295044,"priorShares":125416},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP ETF","cusip":"25434V815","value":5212414,"shares":134376,"shareType":"SH","priorValue":5031792,"priorShares":143601},{"issuer":"OLD SECOND BANCORP INC DEL","titleOfClass":"COM","cusip":"680277100","value":4796302,"shares":205673,"shareType":"SH","priorValue":4146131,"priorShares":205661},{"issuer":"RBB FD INC","titleOfClass":"F/M US TREASURY","cusip":"74933W452","value":4766110,"shares":95590,"shareType":"SH","priorValue":4786039,"priorShares":95990},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":4713538,"shares":41617,"shareType":"SH","priorValue":5161473,"priorShares":41531},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":4567971,"shares":12093,"shareType":"SH","priorValue":3478417,"priorShares":11238},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":4513304,"shares":6129,"shareType":"SH","priorValue":3635098,"priorShares":6298},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":4482471,"shares":62912,"shareType":"SH","priorValue":4041132,"priorShares":63064},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":4418934,"shares":12530,"shareType":"SH","priorValue":4096611,"priorShares":12456},{"issuer":"MARRIOTT INTL INC NEW","titleOfClass":"CL A","cusip":"571903202","value":4353461,"shares":11747,"shareType":"SH","priorValue":4169285,"priorShares":12747},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":4229411,"shares":3664,"shareType":"SH","priorValue":1083093,"priorShares":3206},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":4224250,"shares":49040,"shareType":"SH","priorValue":3661435,"priorShares":8383},{"issuer":"BLACK STONE MINERALS L P","titleOfClass":"COM UNIT","cusip":"09225M101","value":4191000,"shares":300000,"shareType":"SH","priorValue":4536000,"priorShares":300000},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":4147813,"shares":21771,"shareType":"SH","priorValue":2902399,"priorShares":21839},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":4108352,"shares":45276,"shareType":"SH","priorValue":4807038,"priorShares":46820},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":4075577,"shares":29810,"shareType":"SH","priorValue":4833831,"priorShares":28491},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US EQT ETF","cusip":"025072885","value":3873395,"shares":30242,"shareType":"SH","priorValue":3418229,"priorShares":30745},{"issuer":"ISHARES TR","titleOfClass":"TRUST ISHARE 0-1","cusip":"464288679","value":3648410,"shares":33062,"shareType":"SH","priorValue":4533315,"priorShares":41066},{"issuer":"CBOE GLOBAL MKTS INC","titleOfClass":"COM","cusip":"12503M108","value":3520657,"shares":14508,"shareType":"SH","priorValue":4078887,"priorShares":14512},{"issuer":"MPLX LP","titleOfClass":"COM UNIT REP LTD","cusip":"55336V100","value":3508918,"shares":62292,"shareType":"SH","priorValue":3554526,"priorShares":62284},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":3299386,"shares":3527,"shareType":"SH","priorValue":3484359,"priorShares":3497},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"STRM INFPROIDX","cusip":"922020805","value":3241091,"shares":64525,"shareType":"SH","priorValue":1424433,"priorShares":28517},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":3206320,"shares":12625,"shareType":"SH","priorValue":2898296,"priorShares":11857},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":3121497,"shares":22355,"shareType":"SH","priorValue":992862,"priorShares":22499},{"issuer":"CENTERPOINT ENERGY INC","titleOfClass":"COM","cusip":"15189T107","value":3082800,"shares":70000,"shareType":"SH","priorValue":3021200,"priorShares":70000},{"issuer":"SYSCO CORP","titleOfClass":"COM","cusip":"871829107","value":3081022,"shares":36863,"shareType":"SH","priorValue":2629109,"priorShares":36858},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":3053366,"shares":22201,"shareType":"SH","priorValue":2566970,"priorShares":22694},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL SMCP VLU","cusip":"025072802","value":2764649,"shares":26828,"shareType":"SH","priorValue":2674136,"priorShares":26779},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":2697013,"shares":25061,"shareType":"SH","priorValue":2701776,"priorShares":25452},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":2647426,"shares":7084,"shareType":"SH","priorValue":1786228,"priorShares":6294},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":2639265,"shares":6275,"shareType":"SH","priorValue":2262099,"priorShares":6085},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":2607959,"shares":10758,"shareType":"SH","priorValue":2375493,"priorShares":11118},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":2593798,"shares":17688,"shareType":"SH","priorValue":1923158,"priorShares":13315},{"issuer":"ALLSTATE CORP","titleOfClass":"COM","cusip":"020002101","value":2568763,"shares":10796,"shareType":"SH","priorValue":2355627,"priorShares":11361},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":2530089,"shares":9360,"shareType":"SH","priorValue":2902383,"priorShares":9339},{"issuer":"APOLLO GLOBAL MGMT INC","titleOfClass":"COM","cusip":"03769M106","value":2475408,"shares":20923,"shareType":"SH","priorValue":2440433,"priorShares":21903},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US LARGE CAP VLU","cusip":"025072349","value":2345971,"shares":25721,"shareType":"SH","priorValue":2065434,"priorShares":25623},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 ETF","cusip":"464287622","value":2334969,"shares":5702,"shareType":"SH","priorValue":2419260,"priorShares":6785},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":2300404,"shares":3960,"shareType":"SH","priorValue":778527,"priorShares":3827},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":2265870,"shares":13669,"shareType":"SH","priorValue":2989868,"priorShares":14451},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US CORE EQT MKT","cusip":"25434V104","value":2137599,"shares":41354,"shareType":"SH","priorValue":1867097,"priorShares":41381},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":2101644,"shares":4125,"shareType":"SH","priorValue":2475027,"priorShares":4095},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":2077516,"shares":1769,"shareType":"SH","priorValue":1496271,"priorShares":1715},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":2016315,"shares":2789,"shareType":"SH","priorValue":1003309,"priorShares":2936},{"issuer":"GRAHAM HLDGS CO","titleOfClass":"COM CL B","cusip":"384637104","value":1986071,"shares":1740,"shareType":"SH","priorValue":1839633,"priorShares":1740},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"LARGE CAP ETF","cusip":"922908637","value":1863065,"shares":5417,"shareType":"SH","priorValue":1618960,"priorShares":5417},{"issuer":"OIL DRI CORP AMER","titleOfClass":"COM","cusip":"677864100","value":1844891,"shares":18050,"shareType":"SH","priorValue":825342,"priorShares":12680},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":1774708,"shares":21837,"shareType":"SH","priorValue":1637534,"priorShares":21532},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":1745184,"shares":7686,"shareType":"SH","priorValue":1818002,"priorShares":8610},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":1717500,"shares":14721,"shareType":"SH","priorValue":20352815,"priorShares":139136},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":1677579,"shares":19623,"shareType":"SH","priorValue":1473758,"priorShares":19112},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":1636103,"shares":13114,"shareType":"SH","priorValue":1492561,"priorShares":13511},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":1561418,"shares":7469,"shareType":"SH","priorValue":2133304,"priorShares":12963},{"issuer":"ENTERPRISE PRODS PARTNERS L","titleOfClass":"COM","cusip":"293792107","value":1559940,"shares":42436,"shareType":"SH","priorValue":1598214,"priorShares":42236},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQT MK","cusip":"25434V203","value":1518084,"shares":36802,"shareType":"SH","priorValue":1433766,"priorShares":36801},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL SMALL CAP E","cusip":"25434V773","value":1517045,"shares":43307,"shareType":"SH","priorValue":1477372,"priorShares":43878},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":1497700,"shares":2,"shareType":"SH","priorValue":1436280,"priorShares":2},{"issuer":"STARBUCKS CORP","titleOfClass":"COM","cusip":"855244109","value":1482145,"shares":14504,"shareType":"SH","priorValue":1297625,"priorShares":14484},{"issuer":"UNION PAC CORP","titleOfClass":"COM","cusip":"907818108","value":1481678,"shares":5447,"shareType":"SH","priorValue":1296150,"priorShares":5342},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":1478726,"shares":12590,"shareType":"SH","priorValue":903732,"priorShares":11647},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"REAL ESTATE ETF","cusip":"025072356","value":1469194,"shares":31009,"shareType":"SH","priorValue":1448214,"priorShares":32899},{"issuer":"SEAGATE TECHNOLOGY HLDNGS PL","titleOfClass":"ORD SHS","cusip":"G7997R103","value":1458115,"shares":1511,"shareType":"SH","priorValue":588031,"priorShares":1501},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":1400556,"shares":10899,"shareType":"SH","priorValue":1262261,"priorShares":10493},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":1396482,"shares":18494,"shareType":"SH","priorValue":1634046,"priorShares":18535},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":1379944,"shares":11546,"shareType":"SH","priorValue":1073097,"priorShares":1538},{"issuer":"BANK OF NY MELLON CORP","titleOfClass":"COM","cusip":"064058100","value":1354661,"shares":9368,"shareType":"SH","priorValue":1095786,"priorShares":9237},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":1345178,"shares":5685,"shareType":"SH","priorValue":1406567,"priorShares":6540},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":1344833,"shares":4782,"shareType":"SH","priorValue":1185118,"priorShares":4889},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":1342184,"shares":16241,"shareType":"SH","priorValue":1199946,"priorShares":15073},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":1298305,"shares":7177,"shareType":"SH","priorValue":1127654,"priorShares":6820},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":1287796,"shares":5909,"shareType":"SH","priorValue":1529491,"priorShares":7796},{"issuer":"CAPITAL ONE FINL CORP","titleOfClass":"COM","cusip":"14040H105","value":1282974,"shares":6395,"shareType":"SH","priorValue":1187518,"priorShares":6509},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS EMGMKT","cusip":"025072604","value":1268492,"shares":13146,"shareType":"SH","priorValue":1101477,"priorShares":13669},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":1254954,"shares":15576,"shareType":"SH","priorValue":691801,"priorShares":2409},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMERGING MKTS VA","cusip":"25434V740","value":1229331,"shares":28812,"shareType":"SH","priorValue":1030879,"priorShares":28812},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":1216828,"shares":3547,"shareType":"SH","priorValue":1040376,"priorShares":3442},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP BANK","cusip":"78464A797","value":1163556,"shares":17056,"shareType":"SH","priorValue":1017935,"priorShares":17094},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":1151480,"shares":41570,"shareType":"SH","priorValue":1032698,"priorShares":41725},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":1082937,"shares":7390,"shareType":"SH","priorValue":1390599,"priorShares":9453},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":1080108,"shares":5076,"shareType":"SH","priorValue":1215798,"priorShares":6335},{"issuer":"FERMI INC","titleOfClass":"COM","cusip":"314911108","value":1072004,"shares":117031,"shareType":"SH"},{"issuer":"CME GROUP INC","titleOfClass":"COM","cusip":"12572Q105","value":1059322,"shares":4797,"shareType":"SH","priorValue":1401436,"priorShares":4745},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":1038656,"shares":14547,"shareType":"SH","priorValue":1128224,"priorShares":11734},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":1037110,"shares":14414,"shareType":"SH","priorValue":888932,"priorShares":13471},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP DIV","cusip":"78464A763","value":1025077,"shares":6736,"shareType":"SH","priorValue":981316,"priorShares":6724},{"issuer":"AIR PRODUCTS AND CHEMICALS I","titleOfClass":"COM","cusip":"009158106","value":997985,"shares":3404,"shareType":"SH","priorValue":976337,"priorShares":3361},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":972710,"shares":46991,"shareType":"SH","priorValue":1553906,"priorShares":53601},{"issuer":"NORFOLK SOUTHN CORP","titleOfClass":"COM","cusip":"655844108","value":963732,"shares":3063,"shareType":"SH","priorValue":869903,"priorShares":3031},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"EMERGING MKT VAL","cusip":"025072372","value":957498,"shares":14596,"shareType":"SH","priorValue":875469,"priorShares":14596},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":945664,"shares":29822,"shareType":"SH","priorValue":957294,"priorShares":31203},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":938325,"shares":3148,"shareType":"SH","priorValue":611153,"priorShares":3148},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":936981,"shares":2770,"shareType":"SH","priorValue":811251,"priorShares":2682},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":931109,"shares":38668,"shareType":"SH","priorValue":1013048,"priorShares":36078},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":926723,"shares":3084,"shareType":"SH","priorValue":807220,"priorShares":3255},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":909355,"shares":3560,"shareType":"SH","priorValue":473447,"priorShares":3482},{"issuer":"GILEAD SCIENCES INC","titleOfClass":"COM","cusip":"375558103","value":890543,"shares":7049,"shareType":"SH","priorValue":978554,"priorShares":7021},{"issuer":"KINDER MORGAN INC DEL","titleOfClass":"COM","cusip":"49456B101","value":888254,"shares":27784,"shareType":"SH","priorValue":927842,"priorShares":27672},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR CARE ETF","cusip":"81369Y209","value":888077,"shares":5597,"shareType":"SH","priorValue":850326,"priorShares":5800},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"REAL ESTATE ETF","cusip":"922908553","value":881094,"shares":9137,"shareType":"SH","priorValue":912496,"priorShares":10287},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":874173,"shares":30186,"shareType":"SH","priorValue":765608,"priorShares":30502},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":856699,"shares":1794,"shareType":"SH","priorValue":413651,"priorShares":1224},{"issuer":"KIMBERLY-CLARK CORP","titleOfClass":"COM","cusip":"494368103","value":853156,"shares":7772,"shareType":"SH","priorValue":721809,"priorShares":7482},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":849403,"shares":20061,"shareType":"SH","priorValue":974565,"priorShares":19414},{"issuer":"UNITED PARCEL SVCS INC","titleOfClass":"CL B","cusip":"911312106","value":839339,"shares":7808,"shareType":"SH","priorValue":758187,"priorShares":7707},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":833366,"shares":8659,"shareType":"SH","priorValue":892885,"priorShares":9265},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":832401,"shares":13945,"shareType":"SH","priorValue":744946,"priorShares":13783},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P TTL STK","cusip":"464287150","value":820970,"shares":4998,"shareType":"SH","priorValue":449464,"priorShares":3156},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS3000IDX","cusip":"92206C599","value":820626,"shares":2476,"shareType":"SH","priorValue":710224,"priorShares":2470},{"issuer":"SKYWORKS SOLUTIONS INC","titleOfClass":"COM","cusip":"83088M102","value":817457,"shares":12057,"shareType":"SH","priorValue":645642,"priorShares":12057},{"issuer":"STATE STR SPDR S&P MIDCAP 40","titleOfClass":"UTSER1 S&PDCRP","cusip":"78467Y107","value":797930,"shares":1134,"shareType":"SH","priorValue":538099,"priorShares":872},{"issuer":"DIODES INC","titleOfClass":"COM","cusip":"254543101","value":797271,"shares":7285,"shareType":"SH","priorValue":715297,"priorShares":10479},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 3000 ETF","cusip":"464287689","value":794828,"shares":1864,"shareType":"SH","priorValue":689560,"priorShares":1860},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL EQT ETF","cusip":"025072703","value":787814,"shares":8832,"shareType":"SH","priorValue":734460,"priorShares":8657},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LRG CAP ETF","cusip":"808524201","value":770748,"shares":26189,"shareType":"SH","priorValue":639348,"priorShares":24936},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":767169,"shares":22670,"shareType":"SH","priorValue":660048,"priorShares":22659},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":765385,"shares":5653,"shareType":"SH","priorValue":768829,"priorShares":4951},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":764515,"shares":13417,"shareType":"SH","priorValue":687589,"priorShares":14104},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":749237,"shares":8536,"shareType":"SH","priorValue":784234,"priorShares":8444},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":727550,"shares":1975,"shareType":"SH","priorValue":869186,"priorShares":2020},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":726510,"shares":952,"shareType":"SH","priorValue":229952,"priorShares":589},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"EXTEND MKT ETF","cusip":"922908652","value":719706,"shares":2923,"shareType":"SH","priorValue":705894,"priorShares":3430},{"issuer":"ISHARES TR","titleOfClass":"EAFE SML CP ETF","cusip":"464288273","value":717971,"shares":8727,"shareType":"SH","priorValue":714080,"priorShares":9107},{"issuer":"CHUBB LIMITED","titleOfClass":"COM","cusip":"H1467J104","value":717258,"shares":2105,"shareType":"SH","priorValue":697490,"priorShares":2140},{"issuer":"TRINITY CAP INC","titleOfClass":"COM","cusip":"896442308","value":715600,"shares":40000,"shareType":"SH","priorValue":588400,"priorShares":40000},{"issuer":"ISHARES TR","titleOfClass":"RUS 2000 VAL ETF","cusip":"464287630","value":710762,"shares":3213,"shareType":"SH","priorValue":598771,"priorShares":3158},{"issuer":"METLIFE INC","titleOfClass":"COM","cusip":"59156R108","value":704822,"shares":8330,"shareType":"SH","priorValue":512922,"priorShares":7253},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":689395,"shares":3633,"shareType":"SH","priorValue":729830,"priorShares":3784},{"issuer":"ISHARES TR","titleOfClass":"RUS MID CAP ETF","cusip":"464287499","value":672511,"shares":6096,"shareType":"SH","priorValue":592715,"priorShares":6096},{"issuer":"CITIGROUP INC","titleOfClass":"COM NEW","cusip":"172967424","value":669813,"shares":4785,"shareType":"SH","priorValue":527504,"priorShares":4651},{"issuer":"TJX COS INC NEW","titleOfClass":"COM","cusip":"872540109","value":644123,"shares":4252,"shareType":"SH","priorValue":697412,"priorShares":4367},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":630696,"shares":1228,"shareType":"SH","priorValue":606469,"priorShares":1214},{"issuer":"SOUTHERN CO","titleOfClass":"COM","cusip":"842587107","value":625760,"shares":6538,"shareType":"SH","priorValue":603400,"priorShares":6252},{"issuer":"WILLIAMS COS INC","titleOfClass":"COM","cusip":"969457100","value":625130,"shares":8409,"shareType":"SH","priorValue":840354,"priorShares":11546},{"issuer":"ISHARES TR","titleOfClass":"RUS 2000 GRW ETF","cusip":"464287648","value":624032,"shares":1584,"shareType":"SH","priorValue":491113,"priorShares":1565},{"issuer":"SPROTT ASSET MANAGEMENT LP","titleOfClass":"PHYSICAL GOLD AN","cusip":"85208R101","value":615519,"shares":15300,"shareType":"SH","priorValue":730116,"priorShares":15300},{"issuer":"WINTRUST FINL CORP","titleOfClass":"COM","cusip":"97650W108","value":614754,"shares":3825,"shareType":"SH","priorValue":531446,"priorShares":3825},{"issuer":"QUANTA SVCS INC","titleOfClass":"COM","cusip":"74762E102","value":614731,"shares":854,"shareType":"SH","priorValue":461563,"priorShares":841},{"issuer":"CONOCOPHILLIPS","titleOfClass":"COM","cusip":"20825C104","value":611035,"shares":5878,"shareType":"SH","priorValue":775248,"priorShares":5873},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":609315,"shares":2815,"shareType":"SH","priorValue":595852,"priorShares":2994},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":598475,"shares":4728,"shareType":"SH","priorValue":601739,"priorShares":4596},{"issuer":"AUTOMATIC DATA PROCESSING IN","titleOfClass":"COM","cusip":"053015103","value":597373,"shares":2667,"shareType":"SH","priorValue":675299,"priorShares":3324},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":592905,"shares":6139,"shareType":"SH","priorValue":589713,"priorShares":6514},{"issuer":"STATE STR SPDR DOW JONES IND","titleOfClass":"UT SER 1","cusip":"78467X109","value":589802,"shares":1129,"shareType":"SH","priorValue":522325,"priorShares":1128},{"issuer":"HERSHEY CO","titleOfClass":"COM","cusip":"427866108","value":581008,"shares":3311,"shareType":"SH","priorValue":704441,"priorShares":3389},{"issuer":"PRUDENTIAL FINL INC","titleOfClass":"COM","cusip":"744320102","value":577712,"shares":5353,"shareType":"SH","priorValue":508908,"priorShares":5209},{"issuer":"FIDELITY WISE ORIGIN BITCOIN","titleOfClass":"SHS","cusip":"315948109","value":576865,"shares":11300,"shareType":"SH","priorValue":667039,"priorShares":11300},{"issuer":"ARISTA NETWORKS INC","titleOfClass":"COM SHS","cusip":"040413205","value":559245,"shares":3292,"shareType":"SH"},{"issuer":"ANALOG DEVICES INC","titleOfClass":"COM","cusip":"032654105","value":558835,"shares":1407,"shareType":"SH","priorValue":471815,"priorShares":1483},{"issuer":"FIFTH THIRD BANCORP","titleOfClass":"COM","cusip":"316773100","value":558434,"shares":9907,"shareType":"SH","priorValue":574460,"priorShares":12365},{"issuer":"BLACKSTONE INC","titleOfClass":"COM","cusip":"09260D107","value":554927,"shares":4716,"shareType":"SH","priorValue":577878,"priorShares":5025},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":549746,"shares":1323,"shareType":"SH","priorValue":352675,"priorShares":1303},{"issuer":"FORTINET INC","titleOfClass":"COM","cusip":"34959E109","value":535827,"shares":3488,"shareType":"SH","priorValue":285040,"priorShares":3488},{"issuer":"DANAHER CORP DEL","titleOfClass":"COM","cusip":"235851102","value":535440,"shares":2811,"shareType":"SH","priorValue":509265,"priorShares":2686},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"TT WRLD ST ETF","cusip":"922042742","value":535216,"shares":3410,"shareType":"SH","priorValue":479075,"priorShares":3464}]},"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."}