{"url":"https://nivawealth.com/firms/guardian-wealth-management-154159","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/154159","regulatoryAum":289077000,"crd":"154159","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7350666","suffix":null,"lastName":"BOZZER","firstName":"BRIAN","middleName":"LAD"},{"crd":"7664349","suffix":null,"lastName":"GILMORE","firstName":"KYLE","middleName":"ROBERT"},{"crd":"6969741","suffix":null,"lastName":"KIRBY","firstName":"JOSHUA","middleName":"ROBERT"},{"crd":"2937311","suffix":null,"lastName":"KIRBY","firstName":"RONALD","middleName":"OWEN"},{"crd":"7814091","suffix":null,"lastName":"Phillips","firstName":"Darcie","middleName":"ANNE"}],"total":5,"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":"2021-04-01","regulatoryAum":156362160,"clients":127,"employees":4,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":194353502,"clients":153,"employees":4,"offices":1},{"filedOn":"2023-03-14","regulatoryAum":189083614,"clients":140,"employees":4,"offices":1},{"filedOn":"2024-03-25","regulatoryAum":201090865,"clients":150,"employees":5,"offices":1},{"filedOn":"2025-02-27","regulatoryAum":249600241,"clients":178,"employees":5,"offices":1},{"filedOn":"2026-05-19","regulatoryAum":289077000,"clients":190,"employees":5,"offices":1}],"secFileNumber":"801-113791","legalName":"Guardian Wealth Management Inc.","displayName":"Guardian Wealth Management","slug":"guardian-wealth-management-154159","website":"https://gwmanagers.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/guardian-wealth-managers/","founded":null,"organization":"Illinois corporation","fiscalYearEnd":"December","headquarters":{"street":"311 SW Water Street, Suite 210","city":"Peoria","state":"IL","stateName":"Illinois","country":"United States","postalCode":"61602"},"tradeNames":["Guardian Wealth Management, Inc."],"registration":{"secApproved":"6 August 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1170875.8620689656,"staff":{"employees":5,"advisory":4,"brokerDealerReps":2,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":289077000,"discretionary":213029000,"discretionaryAccounts":397,"nonDiscretionary":76048000,"nonDiscretionaryAccounts":32,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":87,"regulatoryAum":25357000},{"label":"High-net-worth individuals","clients":58,"regulatoryAum":144420000},{"label":"Pension and profit-sharing plans","clients":6,"regulatoryAum":71267000},{"label":"Charitable organizations","clients":24,"regulatoryAum":1663000},{"label":"Corporations and other businesses","clients":15,"regulatoryAum":46370000}],"feePrograms":[{"role":"other","program":"Hourly Fees","summary":"Hourly fees for services range from $150 to $250 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045577","versionId":1045577,"submittedOn":"2026-05-19","documentName":"FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:09:48.615976+00:00","documents":[{"name":"FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045577","versionId":1045577,"submittedOn":"2026-05-19"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":255524000},{"name":"Principal Financial Services","shortName":"Principal Financial Services","location":"Des Moines, IA","smaAssets":26768000}],"custodyNote":"Guardian Wealth Management has custody of $120M in client assets for 71 clients.","leadership":[{"name":"Joshua Kirby","title":"President, CEO and CCO","crd":"6969741"},{"name":"Kyle Gilmore","title":"Chief Investment Officer","crd":"7664349"}],"ownership":[{"label":"Joshua Kirby","detail":"President, ceo and cco in the 75% or more ownership band and a control person, since January 2021."},{"label":"Kyle Gilmore","detail":"Chief investment officer in the 25% to 50% ownership band and a control person, since January 2023."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"311 SW Water Street, Suite 210","city":"Peoria","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"309-692-1460","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":58},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":37},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"19 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/154159/PDF/154159.pdf","brochureDate":"19 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045577","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 Guardian Wealth Management have?","answer":"Guardian Wealth Management has 190 clients and manages $289 million for them, as of May 2026. They include 87 individual clients, 58 high-net-worth individuals and 24 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 19 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Guardian Wealth Management offer?","answer":"Guardian Wealth Management provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Guardian Wealth Management use?","answer":"Guardian Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $256M and Principal Financial Services (Des Moines, IA), with $26.8M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Guardian Wealth Management have?","answer":"Guardian Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 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 Guardian Wealth Management invest in?","answer":"At the end of its last fiscal year, Guardian Wealth Management’s separately managed accounts held 58% exchange-traded equities, 37% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 2% investment grade corporate bonds.","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 Guardian Wealth Management?","answer":"Guardian Wealth Management’s direct owners are Joshua Kirby (75% or more) and Kyle Gilmore (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 19 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Guardian Wealth Management get paid?","answer":"Guardian Wealth Management is paid through a percentage of assets under management and hourly charges. 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 Guardian Wealth Management registered with the SEC?","answer":"Yes, Guardian Wealth Management has been registered with the SEC as an investment adviser since 6 August 2018. Its CRD number is 154159 and its SEC file number is 801-113791.","source":"Form ADV Part 1A, Item 1, filed 19 May 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Guardian Wealth Management?","answer":"Guardian Wealth Management’s main office is at 311 SW Water Street, Suite 210, Peoria, IL 61602. Its phone number is 309-692-1460. Its website is gwmanagers.com.","source":"Form ADV Part 1A, Item 1.F, filed 19 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/guardian-wealth-management-154159/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-13","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1910205/000191020526000003/0001910205-26-000003-index.html","totalValue":203521269,"positionCount":66,"top10Share":0.381322288237108,"top10":[{"issuer":"ARISTA NETWORKS INC COM SHS","titleOfClass":"Stock","cusip":"040413205","value":11577832,"shares":68153,"shareType":"SH","priorValue":8357021,"priorShares":68065},{"issuer":"ELI LILLY & CO COM","titleOfClass":"Stock","cusip":"532457108","value":9384139,"shares":7823,"shareType":"SH","priorValue":6919753,"priorShares":7523},{"issuer":"STERLING INFRASTRUCTURE INC COM","titleOfClass":"Stock","cusip":"859241101","value":8433889,"shares":10048,"shareType":"SH","priorValue":13567793,"priorShares":33314},{"issuer":"ASML HLDG NV N Y REGISTRY SHS","titleOfClass":"ADR","cusip":"N07059210","value":7804573,"shares":3923,"shareType":"SH","priorValue":5045571,"priorShares":3820},{"issuer":"ABBVIE INC COM","titleOfClass":"Stock","cusip":"00287Y109","value":7307856,"shares":29040,"shareType":"SH","priorValue":6177088,"priorShares":28401},{"issuer":"NELNET INC CL A","titleOfClass":"Stock","cusip":"64031N108","value":7124303,"shares":53433,"shareType":"SH","priorValue":6622993,"priorShares":51356},{"issuer":"CATERPILLAR INC COM","titleOfClass":"Stock","cusip":"149123101","value":7008678,"shares":6581,"shareType":"SH","priorValue":4614171,"priorShares":6512},{"issuer":"AUTOZONE INC COM","titleOfClass":"Stock","cusip":"053332102","value":6909622,"shares":2162,"shareType":"SH","priorValue":7116982,"priorShares":2107},{"issuer":"UNIVERSAL TECHNICAL INST INC COM","titleOfClass":"Stock","cusip":"913915104","value":6053837,"shares":141544,"shareType":"SH","priorValue":5166813,"priorShares":143125},{"issuer":"VIPER ENERGY INC CL A","titleOfClass":"Stock","cusip":"64361Q101","value":6002467,"shares":141567,"shareType":"SH","priorValue":6540202,"priorShares":139182}],"positionsListed":66,"positions":[{"issuer":"ARISTA NETWORKS INC COM SHS","titleOfClass":"Stock","cusip":"040413205","value":11577832,"shares":68153,"shareType":"SH","priorValue":8357021,"priorShares":68065},{"issuer":"ELI LILLY & CO COM","titleOfClass":"Stock","cusip":"532457108","value":9384139,"shares":7823,"shareType":"SH","priorValue":6919753,"priorShares":7523},{"issuer":"STERLING INFRASTRUCTURE INC COM","titleOfClass":"Stock","cusip":"859241101","value":8433889,"shares":10048,"shareType":"SH","priorValue":13567793,"priorShares":33314},{"issuer":"ASML HLDG NV N Y REGISTRY SHS","titleOfClass":"ADR","cusip":"N07059210","value":7804573,"shares":3923,"shareType":"SH","priorValue":5045571,"priorShares":3820},{"issuer":"ABBVIE INC COM","titleOfClass":"Stock","cusip":"00287Y109","value":7307856,"shares":29040,"shareType":"SH","priorValue":6177088,"priorShares":28401},{"issuer":"NELNET INC CL A","titleOfClass":"Stock","cusip":"64031N108","value":7124303,"shares":53433,"shareType":"SH","priorValue":6622993,"priorShares":51356},{"issuer":"CATERPILLAR INC COM","titleOfClass":"Stock","cusip":"149123101","value":7008678,"shares":6581,"shareType":"SH","priorValue":4614171,"priorShares":6512},{"issuer":"AUTOZONE INC COM","titleOfClass":"Stock","cusip":"053332102","value":6909622,"shares":2162,"shareType":"SH","priorValue":7116982,"priorShares":2107},{"issuer":"UNIVERSAL TECHNICAL INST INC COM","titleOfClass":"Stock","cusip":"913915104","value":6053837,"shares":141544,"shareType":"SH","priorValue":5166813,"priorShares":143125},{"issuer":"VIPER ENERGY INC CL A","titleOfClass":"Stock","cusip":"64361Q101","value":6002467,"shares":141567,"shareType":"SH","priorValue":6540202,"priorShares":139182},{"issuer":"APOLLO GLOBAL MGMT INC COM","titleOfClass":"Stock","cusip":"03769M106","value":5784780,"shares":48895,"shareType":"SH","priorValue":5302005,"priorShares":47585},{"issuer":"SPROUTS FMRS MKT INC COM","titleOfClass":"Stock","cusip":"85208M102","value":5472664,"shares":64704,"shareType":"SH","priorValue":2534646,"priorShares":32862},{"issuer":"OCCIDENTAL PETE CORP COM","titleOfClass":"Stock","cusip":"674599105","value":5230752,"shares":107695,"shareType":"SH","priorValue":6982450,"priorShares":107422},{"issuer":"POOL CORP COM","titleOfClass":"Stock","cusip":"73278L105","value":5214978,"shares":24267,"shareType":"SH"},{"issuer":"VANGUARD SHORT-TERM CORPORATE BOND ETF","titleOfClass":"ETF","cusip":"92206C409","value":5180501,"shares":65551,"shareType":"SH","priorValue":4389472,"priorShares":55373},{"issuer":"PATHWARD FINANCIAL INC COM","titleOfClass":"Stock","cusip":"59100U108","value":4989014,"shares":57305,"shareType":"SH","priorValue":4946559,"priorShares":55436},{"issuer":"SS&C TECH HLDGS COM","titleOfClass":"Stock","cusip":"78467J100","value":4895224,"shares":78891,"shareType":"SH","priorValue":5097748,"priorShares":75443},{"issuer":"VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF","titleOfClass":"ETF","cusip":"92206C870","value":4850148,"shares":58682,"shareType":"SH","priorValue":4170936,"priorShares":50404},{"issuer":"LKQ CORP COM","titleOfClass":"Stock","cusip":"501889208","value":4654410,"shares":176772,"shareType":"SH","priorValue":4996094,"priorShares":170108},{"issuer":"ZOETIS INC CL A","titleOfClass":"Stock","cusip":"98978V103","value":4607951,"shares":64124,"shareType":"SH"},{"issuer":"ACUITY INC COM","titleOfClass":"Stock","cusip":"00508Y102","value":4262593,"shares":11316,"shareType":"SH","priorValue":3038687,"priorShares":10843},{"issuer":"VANGUARD 0-3 MONTH TREASURY BILL ETF","titleOfClass":"ETF","cusip":"922040845","value":4125202,"shares":54508,"shareType":"SH","priorValue":5806547,"priorShares":76755},{"issuer":"BROOKFIELD CORP CL A LTD VT SH","titleOfClass":"Stock","cusip":"11271J107","value":4061979,"shares":95374,"shareType":"SH","priorValue":3748938,"priorShares":92635},{"issuer":"JOHNSON & JOHNSON COM","titleOfClass":"Stock","cusip":"478160104","value":3711503,"shares":14613,"shareType":"SH","priorValue":3469006,"priorShares":14191},{"issuer":"CONOCOPHILLIPS COM","titleOfClass":"Stock","cusip":"20825C104","value":3534058,"shares":33994,"shareType":"SH","priorValue":4317326,"priorShares":32707},{"issuer":"WASTE MGMT INC DEL COM","titleOfClass":"Stock","cusip":"94106L109","value":3483074,"shares":15627,"shareType":"SH","priorValue":3503628,"priorShares":15247},{"issuer":"RIDGEPOST CAP INC CL A COM","titleOfClass":"Stock","cusip":"69376K106","value":2995993,"shares":380685,"shareType":"SH","priorValue":2678664,"priorShares":368961},{"issuer":"NATIONAL PRESTO INDS INC COM","titleOfClass":"Stock","cusip":"637215104","value":2870887,"shares":22968,"shareType":"SH","priorValue":3388268,"priorShares":24721},{"issuer":"KKR & CO INC COM","titleOfClass":"Stock","cusip":"48251W104","value":2631070,"shares":28667,"shareType":"SH","priorValue":2735319,"priorShares":29571},{"issuer":"PROCTER & GAMBLE CO COM","titleOfClass":"Stock","cusip":"742718109","value":2525875,"shares":17225,"shareType":"SH","priorValue":2408151,"priorShares":16672},{"issuer":"ABBOTT LABORATORIES COM","titleOfClass":"Stock","cusip":"002824100","value":2367966,"shares":26096,"shareType":"SH","priorValue":2612080,"priorShares":25441},{"issuer":"MASTERCARD INCORPORATED CL A","titleOfClass":"Stock","cusip":"57636Q104","value":2356342,"shares":4587,"shareType":"SH","priorValue":2221667,"priorShares":4446},{"issuer":"PEPSICO INC COM","titleOfClass":"Stock","cusip":"713448108","value":2327820,"shares":17192,"shareType":"SH","priorValue":2576885,"priorShares":16594},{"issuer":"AMCOR PLC COM NEW","titleOfClass":"Stock","cusip":"G0250X149","value":2248113,"shares":51859,"shareType":"SH","priorValue":1986862,"priorShares":49983},{"issuer":"NICE LTD SPONSORED ADR","titleOfClass":"ADR","cusip":"653656108","value":2185306,"shares":24054,"shareType":"SH","priorValue":2825854,"priorShares":25629},{"issuer":"STAG INDUSTRIAL INC COM","titleOfClass":"REIT","cusip":"85254J102","value":2144378,"shares":56342,"shareType":"SH","priorValue":1940498,"priorShares":53813},{"issuer":"KIMBERLY-CLARK CORP COM","titleOfClass":"Stock","cusip":"494368103","value":1950286,"shares":17767,"shareType":"SH","priorValue":1643137,"priorShares":17032},{"issuer":"FRP HLDGS INC COM","titleOfClass":"Stock","cusip":"30292L107","value":1948045,"shares":77953,"shareType":"SH","priorValue":2037684,"priorShares":93130},{"issuer":"GLOBAL PMTS INC COM","titleOfClass":"Stock","cusip":"37940X102","value":1871086,"shares":25786,"shareType":"SH","priorValue":1675105,"priorShares":24890},{"issuer":"UNILEVER PLC SPON ADR NEW","titleOfClass":"ADR","cusip":"904767803","value":1813989,"shares":30172,"shareType":"SH","priorValue":1613299,"priorShares":28318},{"issuer":"LABCORP HOLDINGS INC COM SHS","titleOfClass":"Stock","cusip":"504922105","value":1806353,"shares":6451,"shareType":"SH","priorValue":1688355,"priorShares":6327},{"issuer":"3M CO COM","titleOfClass":"Stock","cusip":"88579Y101","value":1792275,"shares":11069,"shareType":"SH","priorValue":1547222,"priorShares":10653},{"issuer":"ALPINE INCOME PPTY TR INC COM","titleOfClass":"REIT","cusip":"02083X103","value":1648607,"shares":79412,"shareType":"SH","priorValue":1329602,"priorShares":73866},{"issuer":"WARNER BROS DISCOVERY INC COM SER A","titleOfClass":"Stock","cusip":"934423104","value":1530337,"shares":57402,"shareType":"SH","priorValue":1706584,"priorShares":62148},{"issuer":"APPLE INC COM","titleOfClass":"Stock","cusip":"037833100","value":1404417,"shares":4853,"shareType":"SH","priorValue":1252823,"priorShares":4936},{"issuer":"DISNEY WALT CO COM","titleOfClass":"Stock","cusip":"254687106","value":1301869,"shares":13525,"shareType":"SH","priorValue":1261991,"priorShares":13093},{"issuer":"LOCKHEED MARTIN CORP COM","titleOfClass":"Stock","cusip":"539830109","value":1273252,"shares":2499,"shareType":"SH","priorValue":1552066,"priorShares":2567},{"issuer":"SCHWAB US DIVIDEND EQUITY ETF","titleOfClass":"ETF","cusip":"808524797","value":1217054,"shares":38380,"shareType":"SH","priorValue":1170297,"priorShares":38145},{"issuer":"SIRIUSXM HOLDINGS INC COMMON STOCK","titleOfClass":"Stock","cusip":"829933100","value":1133669,"shares":38377,"shareType":"SH","priorValue":845503,"priorShares":36633},{"issuer":"SCHWAB U.S. BROAD MARKET ETF","titleOfClass":"ETF","cusip":"808524102","value":1070180,"shares":36953,"shareType":"SH","priorValue":1108761,"priorShares":44173},{"issuer":"PHILLIPS 66 COM","titleOfClass":"Stock","cusip":"718546104","value":647162,"shares":3828,"shareType":"SH","priorValue":694357,"priorShares":3811},{"issuer":"VANGUARD SMALL CAP VALUE ETF","titleOfClass":"ETF","cusip":"922908611","value":619095,"shares":2547,"shareType":"SH","priorValue":543667,"priorShares":2502},{"issuer":"EAGLE MATLS INC COM","titleOfClass":"Stock","cusip":"26969P108","value":570594,"shares":2535,"shareType":"SH","priorValue":666032,"priorShares":3515},{"issuer":"NVIDIA CORPORATION COM","titleOfClass":"Stock","cusip":"67066G104","value":551076,"shares":2754,"shareType":"SH","priorValue":489544,"priorShares":2807},{"issuer":"VANGUARD VALUE ETF","titleOfClass":"ETF","cusip":"922908744","value":375711,"shares":1724,"shareType":"SH","priorValue":337540,"priorShares":1720},{"issuer":"ALPHABET INC CAP STK CL C","titleOfClass":"Stock","cusip":"02079K107","value":317158,"shares":897,"shareType":"SH","priorValue":253756,"priorShares":884},{"issuer":"GARMIN LTD SHS","titleOfClass":"Stock","cusip":"H2906T109","value":292174,"shares":1230,"shareType":"SH","priorValue":285372,"priorShares":1230},{"issuer":"VANGUARD S&P 500 VALUE ETF","titleOfClass":"ETF","cusip":"921932703","value":286661,"shares":1307,"shareType":"SH","priorValue":257259,"priorShares":1262},{"issuer":"ASTRAZENECA PLC ORD","titleOfClass":"ADR","cusip":"G0593M107","value":263951,"shares":1392,"shareType":"SH","priorValue":315946,"priorShares":1602},{"issuer":"BROADRIDGE FINL SOLUTIONS INC COM","titleOfClass":"Stock","cusip":"11133T103","value":254025,"shares":1854,"shareType":"SH","priorValue":346910,"priorShares":2135},{"issuer":"KLA CORP COM NEW","titleOfClass":"Stock","cusip":"482480100","value":232403,"shares":770,"shareType":"SH"},{"issuer":"TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS","titleOfClass":"ADR","cusip":"874039100","value":232099,"shares":486,"shareType":"SH"},{"issuer":"JPMORGAN CHASE & CO COM","titleOfClass":"Stock","cusip":"46625H100","value":220217,"shares":672,"shareType":"SH"},{"issuer":"MICROSOFT CORP COM","titleOfClass":"Stock","cusip":"594918104","value":211408,"shares":566,"shareType":"SH","priorValue":256544,"priorShares":693},{"issuer":"DEERE & CO COM","titleOfClass":"Stock","cusip":"244199105","value":201798,"shares":318,"shareType":"SH"},{"issuer":"BLACK STONE MINERALS L P COM UNIT","titleOfClass":"Stock","cusip":"09225M101","value":164541,"shares":11778,"shareType":"SH","priorValue":187601,"priorShares":12407}]},"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."}