{"url":"https://nivawealth.com/firms/hanson-and-doremus-investment-management-108045","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/108045","regulatoryAum":1060897838,"crd":"108045","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7708624","suffix":null,"lastName":"Andrews","firstName":"Mark","middleName":"Richard"},{"crd":"7718659","suffix":null,"lastName":"Cocina","firstName":"Sarah","middleName":"Vinci"},{"crd":"2266814","suffix":null,"lastName":"DOREMUS","firstName":"ANNE","middleName":"WILLIAMS"},{"crd":"4279878","suffix":"JR.","lastName":"EKLOF","firstName":"ERIC","middleName":"SVEN"},{"crd":"7142862","suffix":null,"lastName":"Ford","firstName":"Elisabeth","middleName":"Anna"},{"crd":"7650719","suffix":null,"lastName":"Lafayette","firstName":"Jordan","middleName":"Danielle"},{"crd":"5022863","suffix":null,"lastName":"MACKER","firstName":"NEIL","middleName":"KAMAL"},{"crd":"5617015","suffix":null,"lastName":"PEMBERTON","firstName":"EVAN","middleName":"ISAIAH"},{"crd":"6796716","suffix":null,"lastName":"Watson","firstName":"Alexander","middleName":"Alfred"},{"crd":"5192031","suffix":null,"lastName":"WRIGHT","firstName":"ARTHUR","middleName":"PIPIT"}],"total":10,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-11","regulatoryAum":536960041,"clients":443,"employees":10,"offices":1},{"filedOn":"2022-03-27","regulatoryAum":638927297,"clients":465,"employees":12,"offices":1},{"filedOn":"2023-07-07","regulatoryAum":606366116,"clients":503,"employees":13,"offices":1},{"filedOn":"2024-04-29","regulatoryAum":736675665,"clients":546,"employees":14,"offices":9},{"filedOn":"2025-06-26","regulatoryAum":849615572,"clients":594,"employees":14,"offices":9},{"filedOn":"2026-09-28","regulatoryAum":1060897838,"clients":622,"employees":14,"offices":9}],"secFileNumber":"801-55412","legalName":"Hanson & Doremus Investment Management","displayName":"Hanson & Doremus Investment Management","slug":"hanson-and-doremus-investment-management-108045","website":"https://hansondoremus.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"1995","organization":"Vermont corporation","fiscalYearEnd":"December","headquarters":{"street":"431 Pine Street, Suite 302","city":"Burlington","state":"VT","stateName":"Vermont","country":"United States","postalCode":"05401"},"tradeNames":[],"registration":{"secApproved":"3 April 1998","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1714952.5770547944,"staff":{"employees":14,"advisory":10,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1060897838,"discretionary":1060897838,"discretionaryAccounts":1557,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":334,"regulatoryAum":134472692},{"label":"High-net-worth individuals","clients":250,"regulatoryAum":867059613},{"label":"Pension and profit-sharing plans","clients":11,"regulatoryAum":7240063},{"label":"Charitable organizations","clients":27,"regulatoryAum":46721688},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":5403782}],"feePrograms":[{"role":"main","program":"Investment Advisory Services","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":0.85,"from":0},{"to":5000000,"pct":0.6,"from":1000000},{"to":20000000,"pct":0.4,"from":5000000},{"to":null,"pct":0.25,"from":20000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059096","versionId":1059096,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-09-25","documentName":"ADV PART II BROCHURE","fee_rate_low":0.25,"fee_rate_high":0.85,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Investment-Related Consulting Services (Stand-Alone)","summary":"Stand-alone planning and consulting is negotiable but generally $300 an hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059096","versionId":1059096,"submittedOn":"2026-09-25","documentName":"ADV PART II BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T04:08:18.974274+00:00","documents":[{"name":"ADV PART II BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059096","versionId":1059096,"submittedOn":"2026-09-25"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":1058158391}],"custodyNote":"Hanson & Doremus Investment Management has custody of $347M in client assets for 211 clients.","leadership":[{"name":"Eric Eklof","title":"Managing Partner/President","crd":"4279878"},{"name":"Arthur Wright","title":"Vice President","crd":"5192031"},{"name":"Elisabeth Ford","title":"Chief Compliance Officer","crd":"7142862"},{"name":"Alexander Watson","title":"Secretary/Treasurer","crd":"6796716"}],"ownership":[{"label":"Eric Eklof","detail":"Managing partner/president in the 25% to 50% ownership band and a control person, since August 2025."},{"label":"Arthur Wright","detail":"Vice president in the 25% to 50% ownership band and a control person, since August 2025."},{"label":"Alexander Watson","detail":"Secretary/treasurer in the 5% to 10% ownership band and a control person, since August 2025."}],"filedOffices":{"otherThanPrincipal":8,"privateResidences":8},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Vermont","offices":1,"addresses":[{"street":"431 Pine Street, Suite 302","city":"Burlington","headquarters":true}]}],"brochureServices":["estate planning","insurance","retirement plan services","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"802-658-2668","stateRegisteredReps":10,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Publication of periodicals or newsletters"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":34},{"label":"U.S. state and local bonds","percent":4},{"label":"Investment grade corporate bonds","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":51},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":1,"detail":"Fdic Insured CDS,  De Minimis Amount of   U.S. Government/Agency Bonds"}],"privateFunds":0},"sources":{"adv1FilingDate":"28 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/108045/PDF/108045.pdf","brochureDate":"25 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059096","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 Hanson & Doremus Investment Management have?","answer":"Hanson & Doremus Investment Management has 622 clients and manages $1.06 billion for them, as of September 2026. They include 334 individual clients, 250 high-net-worth individuals and 27 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hanson & Doremus Investment Management offer?","answer":"Hanson & Doremus Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, publishing newsletters, estate planning, insurance, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Hanson & Doremus Investment Management charge?","answer":"Hanson & Doremus Investment Management charges 0.25%–0.85% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"ADV PART II BROCHURE, filed 25 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hanson & Doremus Investment Management use?","answer":"Hanson & Doremus Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.06B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hanson & Doremus Investment Management have?","answer":"Hanson & Doremus Investment Management has 10 investment adviser representatives registered with state securities authorities, out of 14 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hanson & Doremus Investment Management invest in?","answer":"At the end of its last fiscal year, Hanson & Doremus Investment Management’s separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 34% exchange-traded equities, 5% investment grade corporate bonds, 5% cash and equivalents, 4% state and local bonds and 1% other. The 1% other category is described as: Fdic Insured CDS,  De Minimis Amount of   U.S. Government/Agency 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 Hanson & Doremus Investment Management?","answer":"Hanson & Doremus Investment Management’s direct owners are Eric Eklof, Arthur Wright and Alexander Watson, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 28 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hanson & Doremus Investment Management get paid?","answer":"Hanson & Doremus Investment 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 Hanson & Doremus Investment Management registered with the SEC?","answer":"Yes, Hanson & Doremus Investment Management has been registered with the SEC as an investment adviser since 3 April 1998. Its CRD number is 108045 and its SEC file number is 801-55412.","source":"Form ADV Part 1A, Item 1, filed 28 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Hanson & Doremus Investment Management?","answer":"Hanson & Doremus Investment Management’s main office is at 431 Pine Street, Suite 302, Burlington, VT 05401. Its phone number is 802-658-2668. Its website is hansondoremus.com.","source":"Form ADV Part 1A, Item 1.F, filed 28 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/hanson-and-doremus-investment-management-108045/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-29","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1393944/000139394426000003/0001393944-26-000003-index.html","totalValue":982693,"positionCount":484,"top10Share":0.5768363059470252,"top10":[{"issuer":"Schwab U.S. Broad Market ETF","titleOfClass":"ETF","cusip":"808524102","value":203744,"shares":7035343,"shareType":"SH","priorValue":176733,"priorShares":7041153},{"issuer":"Vanguard Intermediate Treasury ETF","titleOfClass":"ETF","cusip":"92206C706","value":76008,"shares":1288716,"shareType":"SH","priorValue":70494,"priorShares":1183781},{"issuer":"Vanguard Intermediate Corporate ETF","titleOfClass":"ETF","cusip":"92206C870","value":54632,"shares":661001,"shareType":"SH","priorValue":51197,"priorShares":618693},{"issuer":"Vanguard Developed Market ETF","titleOfClass":"ETF","cusip":"921943858","value":54326,"shares":762468,"shareType":"SH","priorValue":52022,"priorShares":811831},{"issuer":"Taiwan Semiconductor ADR","titleOfClass":"ADR","cusip":"874039100","value":35086,"shares":73468,"shareType":"SH","priorValue":26620,"priorShares":78769},{"issuer":"Corning","titleOfClass":"COMMON","cusip":"219350105","value":32717,"shares":128087,"shareType":"SH","priorValue":18721,"priorShares":137683},{"issuer":"Seagate Technology PLC","titleOfClass":"ETF","cusip":"G7997R103","value":30386,"shares":31488,"shareType":"SH","priorValue":13031,"priorShares":33263},{"issuer":"Vanguard Emerging Market ETF","titleOfClass":"ETF","cusip":"922042858","value":30192,"shares":505810,"shareType":"SH","priorValue":26950,"priorShares":498618},{"issuer":"Vanguard ESG US Stock ETF","titleOfClass":"ETF","cusip":"921910733","value":30103,"shares":227643,"shareType":"SH","priorValue":25581,"priorShares":227855},{"issuer":"Vanguard ESG International Stock ETF","titleOfClass":"ETF","cusip":"921910725","value":19659,"shares":238759,"shareType":"SH","priorValue":17615,"priorShares":245569}],"positionsListed":200,"positions":[{"issuer":"Schwab U.S. Broad Market ETF","titleOfClass":"ETF","cusip":"808524102","value":203744,"shares":7035343,"shareType":"SH","priorValue":176733,"priorShares":7041153},{"issuer":"Vanguard Intermediate Treasury ETF","titleOfClass":"ETF","cusip":"92206C706","value":76008,"shares":1288716,"shareType":"SH","priorValue":70494,"priorShares":1183781},{"issuer":"Vanguard Intermediate Corporate ETF","titleOfClass":"ETF","cusip":"92206C870","value":54632,"shares":661001,"shareType":"SH","priorValue":51197,"priorShares":618693},{"issuer":"Vanguard Developed Market ETF","titleOfClass":"ETF","cusip":"921943858","value":54326,"shares":762468,"shareType":"SH","priorValue":52022,"priorShares":811831},{"issuer":"Taiwan Semiconductor ADR","titleOfClass":"ADR","cusip":"874039100","value":35086,"shares":73468,"shareType":"SH","priorValue":26620,"priorShares":78769},{"issuer":"Corning","titleOfClass":"COMMON","cusip":"219350105","value":32717,"shares":128087,"shareType":"SH","priorValue":18721,"priorShares":137683},{"issuer":"Seagate Technology PLC","titleOfClass":"ETF","cusip":"G7997R103","value":30386,"shares":31488,"shareType":"SH","priorValue":13031,"priorShares":33263},{"issuer":"Vanguard Emerging Market ETF","titleOfClass":"ETF","cusip":"922042858","value":30192,"shares":505810,"shareType":"SH","priorValue":26950,"priorShares":498618},{"issuer":"Vanguard ESG US Stock ETF","titleOfClass":"ETF","cusip":"921910733","value":30103,"shares":227643,"shareType":"SH","priorValue":25581,"priorShares":227855},{"issuer":"Vanguard ESG International Stock ETF","titleOfClass":"ETF","cusip":"921910725","value":19659,"shares":238759,"shareType":"SH","priorValue":17615,"priorShares":245569},{"issuer":"Microsoft","titleOfClass":"COMMON","cusip":"594918104","value":17284,"shares":46336,"shareType":"SH","priorValue":17655,"priorShares":47695},{"issuer":"Schwab Int'l Equity ETF","titleOfClass":"ETF","cusip":"808524805","value":17182,"shares":620286,"shareType":"SH","priorValue":15390,"priorShares":621811},{"issuer":"Vanguard ESG US Corporate Bond ETF","titleOfClass":"ETF","cusip":"921910691","value":14028,"shares":223513,"shareType":"SH","priorValue":13315,"priorShares":211926},{"issuer":"Apple Inc.","titleOfClass":"COMMON","cusip":"037833100","value":13506,"shares":46676,"shareType":"SH","priorValue":12677,"priorShares":49952},{"issuer":"Vanguard Tax-Exempt Bond ETF","titleOfClass":"ETF","cusip":"922907746","value":12350,"shares":244169,"shareType":"SH","priorValue":11537,"priorShares":231247},{"issuer":"The Charles Schwab Corp.","titleOfClass":"COMMON","cusip":"808513105","value":11329,"shares":122781,"shareType":"SH","priorValue":11896,"priorShares":126584},{"issuer":"Alphabet, Inc. Cl A","titleOfClass":"COMMON","cusip":"02079K305","value":11114,"shares":31099,"shareType":"SH","priorValue":9320,"priorShares":32411},{"issuer":"Berkshire Hathaway Cl B","titleOfClass":"COMMON","cusip":"084670702","value":9667,"shares":19319,"shareType":"SH","priorValue":9379,"priorShares":19572},{"issuer":"Costco","titleOfClass":"COMMON","cusip":"22160K105","value":9472,"shares":10126,"shareType":"SH","priorValue":11008,"priorShares":11047},{"issuer":"Alphabet, Inc Cl C","titleOfClass":"COMMON","cusip":"02079K107","value":9325,"shares":26393,"shareType":"SH","priorValue":8035,"priorShares":28012},{"issuer":"Caterpillar","titleOfClass":"COMMON","cusip":"149123101","value":8000,"shares":7512,"shareType":"SH","priorValue":5374,"priorShares":7586},{"issuer":"Visa Inc","titleOfClass":"COMMON","cusip":"92826C839","value":7448,"shares":21710,"shareType":"SH","priorValue":6576,"priorShares":21757},{"issuer":"Merck","titleOfClass":"COMMON","cusip":"58933Y105","value":7208,"shares":56094,"shareType":"SH","priorValue":7088,"priorShares":58928},{"issuer":"IBM Corp.","titleOfClass":"COMMON","cusip":"459200101","value":7163,"shares":25471,"shareType":"SH","priorValue":6246,"priorShares":25769},{"issuer":"Chubb Limited","titleOfClass":"COMMON","cusip":"H1467J104","value":6456,"shares":18946,"shareType":"SH","priorValue":6304,"priorShares":19343},{"issuer":"Trustmark Corp.","titleOfClass":"COMMON","cusip":"898402102","value":6414,"shares":139397,"shareType":"SH","priorValue":5874,"priorShares":139397},{"issuer":"Cisco Systems, Inc.","titleOfClass":"COMMON","cusip":"17275R102","value":6314,"shares":53752,"shareType":"SH","priorValue":4508,"priorShares":58097},{"issuer":"iShares Russell 1000 Val ETF","titleOfClass":"ETF","cusip":"464287598","value":6235,"shares":25718,"shareType":"SH","priorValue":5491,"priorShares":25698},{"issuer":"Amazon.Com","titleOfClass":"COMMON","cusip":"023135106","value":6079,"shares":25506,"shareType":"SH","priorValue":5791,"priorShares":27804},{"issuer":"JP Morgan Chase & Co","titleOfClass":"COMMON","cusip":"46625H100","value":5842,"shares":17847,"shareType":"SH","priorValue":5288,"priorShares":17978},{"issuer":"Broadcom Ltd","titleOfClass":"COMMON","cusip":"11135F101","value":5806,"shares":15369,"shareType":"SH","priorValue":4523,"priorShares":14612},{"issuer":"Vanguard Total Stk Mkt ETF","titleOfClass":"ETF","cusip":"922908769","value":5320,"shares":14376,"shareType":"SH","priorValue":5201,"priorShares":16211},{"issuer":"Nisource Inc.","titleOfClass":"COMMON","cusip":"65473P105","value":4654,"shares":97886,"shareType":"SH","priorValue":4710,"priorShares":100942},{"issuer":"Eli Lilly & Co.","titleOfClass":"COMMON","cusip":"532457108","value":4384,"shares":3655,"shareType":"SH","priorValue":3371,"priorShares":3665},{"issuer":"AbbVie Inc.","titleOfClass":"COMMON","cusip":"00287Y109","value":4172,"shares":16581,"shareType":"SH","priorValue":3414,"priorShares":15698},{"issuer":"Johnson & Johnson","titleOfClass":"COMMON","cusip":"478160104","value":4140,"shares":16303,"shareType":"SH","priorValue":3872,"priorShares":15840},{"issuer":"Amgen Incorporated","titleOfClass":"COMMON","cusip":"031162100","value":3953,"shares":10917,"shareType":"SH","priorValue":3935,"priorShares":11185},{"issuer":"iShares S&P 500 Value Indx ETF","titleOfClass":"ETF","cusip":"464287408","value":3871,"shares":17050,"shareType":"SH"},{"issuer":"Medtronic Inc.","titleOfClass":"COMMON","cusip":"G5960L103","value":3800,"shares":48578,"shareType":"SH","priorValue":4357,"priorShares":50286},{"issuer":"Schlumberger Limited","titleOfClass":"COMMON","cusip":"806857108","value":3735,"shares":80338,"shareType":"SH","priorValue":4187,"priorShares":81467},{"issuer":"Valero Energy","titleOfClass":"COMMON","cusip":"91913Y100","value":3713,"shares":14256,"shareType":"SH","priorValue":3532,"priorShares":14295},{"issuer":"Coca-Cola Co","titleOfClass":"COMMON","cusip":"191216100","value":3591,"shares":44192,"shareType":"SH","priorValue":3465,"priorShares":45566},{"issuer":"Exxon Mobil Corporation","titleOfClass":"COMMON","cusip":"30231G102","value":3574,"shares":26142,"shareType":"SH","priorValue":4872,"priorShares":28715},{"issuer":"Boeing Co.","titleOfClass":"COMMON","cusip":"097023105","value":3550,"shares":16402,"shareType":"SH","priorValue":3380,"priorShares":16982},{"issuer":"PIMCO Intermediate Muni Bond ETF","titleOfClass":"ETF","cusip":"72201R866","value":3342,"shares":63541,"shareType":"SH","priorValue":3343,"priorShares":64059},{"issuer":"SPDR Gold Trust ETF","titleOfClass":"ETF","cusip":"78463V107","value":3122,"shares":8475,"shareType":"SH","priorValue":3751,"priorShares":8717},{"issuer":"Procter & Gamble","titleOfClass":"COMMON","cusip":"742718109","value":3110,"shares":21210,"shareType":"SH","priorValue":3115,"priorShares":21565},{"issuer":"IQVIA Holdings Inc.","titleOfClass":"COMMON","cusip":"46266C105","value":2984,"shares":15442,"shareType":"SH","priorValue":2406,"priorShares":14109},{"issuer":"Waste Management Inc","titleOfClass":"COMMON","cusip":"94106L109","value":2744,"shares":12310,"shareType":"SH","priorValue":2081,"priorShares":9055},{"issuer":"M K S Instruments Inc.","titleOfClass":"COMMON","cusip":"55306N104","value":2639,"shares":5933,"shareType":"SH","priorValue":1575,"priorShares":6853},{"issuer":"iShares S&P 500 Growth ETF","titleOfClass":"ETF","cusip":"464287309","value":2564,"shares":18644,"shareType":"SH"},{"issuer":"Amkor Technology Inc","titleOfClass":"COMMON","cusip":"031652100","value":2554,"shares":29624,"shareType":"SH","priorValue":1354,"priorShares":30069},{"issuer":"Intel Corp.","titleOfClass":"COMMON","cusip":"458140100","value":2541,"shares":18199,"shareType":"SH","priorValue":869,"priorShares":19696},{"issuer":"Xylem Inc","titleOfClass":"COMMON","cusip":"98419M100","value":2531,"shares":21415,"shareType":"SH","priorValue":2250,"priorShares":18826},{"issuer":"GE Aerospace","titleOfClass":"COMMON","cusip":"369604301","value":2522,"shares":6747,"shareType":"SH","priorValue":2007,"priorShares":7072},{"issuer":"First Solar Inc","titleOfClass":"ETF","cusip":"336433107","value":2504,"shares":10610,"shareType":"SH","priorValue":2068,"priorShares":10482},{"issuer":"Vanguard Growth ETF","titleOfClass":"ETF","cusip":"922908736","value":2464,"shares":28602,"shareType":"SH","priorValue":2138,"priorShares":4894},{"issuer":"Emerson Electric Co.","titleOfClass":"COMMON","cusip":"291011104","value":2406,"shares":16811,"shareType":"SH","priorValue":2386,"priorShares":18211},{"issuer":"Vanguard 500 ETF","titleOfClass":"ETF","cusip":"922908363","value":2379,"shares":3464,"shareType":"SH","priorValue":2071,"priorShares":3466},{"issuer":"Samsara Inc.","titleOfClass":"COMMON","cusip":"79589L106","value":2357,"shares":72675,"shareType":"SH","priorValue":2350,"priorShares":74157},{"issuer":"Ishares Trust Russell 2000 Indx ETF","titleOfClass":"ETF","cusip":"464287655","value":2347,"shares":7811,"shareType":"SH","priorValue":318,"priorShares":1284},{"issuer":"Wal-Mart Stores","titleOfClass":"COMMON","cusip":"931142103","value":2310,"shares":20396,"shareType":"SH","priorValue":2873,"priorShares":23114},{"issuer":"Abbott Laboratories","titleOfClass":"COMMON","cusip":"002824100","value":2286,"shares":25194,"shareType":"SH","priorValue":2607,"priorShares":25393},{"issuer":"iShares S&P 500 Index ETF","titleOfClass":"ETF","cusip":"464287200","value":2269,"shares":3030,"shareType":"SH","priorValue":210,"priorShares":322},{"issuer":"Intuitive Surgical","titleOfClass":"COMMON","cusip":"46120E602","value":2188,"shares":5501,"shareType":"SH","priorValue":2442,"priorShares":5298},{"issuer":"AptarGroup, Inc","titleOfClass":"COMMON","cusip":"038336103","value":2172,"shares":17347,"shareType":"SH","priorValue":2222,"priorShares":17632},{"issuer":"Yum China Hldgs Inc Com","titleOfClass":"COMMON","cusip":"98850P109","value":2078,"shares":50838,"shareType":"SH","priorValue":2538,"priorShares":52034},{"issuer":"Vaneck Vectors Gold Miners ETF","titleOfClass":"ETF","cusip":"92189F106","value":1973,"shares":26144,"shareType":"SH","priorValue":2399,"priorShares":26144},{"issuer":"SPDR S&P 500 ETF","titleOfClass":"ETF","cusip":"78462F103","value":1770,"shares":2370,"shareType":"SH","priorValue":2340,"priorShares":3597},{"issuer":"Norfolk Southern","titleOfClass":"COMMON","cusip":"655844108","value":1767,"shares":5616,"shareType":"SH","priorValue":1612,"priorShares":5616},{"issuer":"Duke Energy Corporation","titleOfClass":"COMMON","cusip":"26441C204","value":1765,"shares":13945,"shareType":"SH","priorValue":1963,"priorShares":14995},{"issuer":"Toronto-Dominion Bank","titleOfClass":"COMMON","cusip":"891160509","value":1752,"shares":14425,"shareType":"SH","priorValue":1619,"priorShares":17356},{"issuer":"Roper Industries Inc","titleOfClass":"COMMON","cusip":"776696106","value":1715,"shares":5069,"shareType":"SH","priorValue":1807,"priorShares":5106},{"issuer":"Honeywell International","titleOfClass":"COMMON","cusip":"438516106","value":1638,"shares":7315,"shareType":"SH","priorValue":3402,"priorShares":15050},{"issuer":"Global X S&P 500 Catholic Values ETF","titleOfClass":"ETF","cusip":"37954Y889","value":1611,"shares":18207,"shareType":"SH","priorValue":717,"priorShares":9179},{"issuer":"Honeywell Aerospace Inc.","titleOfClass":"COMMON","cusip":"43849R105","value":1599,"shares":7233,"shareType":"SH"},{"issuer":"SPDR S&P 500 Fossil Fl Fr ETF","titleOfClass":"ETF","cusip":"78468R796","value":1544,"shares":25264,"shareType":"SH","priorValue":1350,"priorShares":25461},{"issuer":"Dover Corporation","titleOfClass":"COMMON","cusip":"260003108","value":1534,"shares":6841,"shareType":"SH","priorValue":1426,"priorShares":6841},{"issuer":"American Tower REIT","titleOfClass":"REIT","cusip":"03027X100","value":1509,"shares":9225,"shareType":"SH","priorValue":1314,"priorShares":7614},{"issuer":"McKesson Corp.","titleOfClass":"COMMON","cusip":"58155Q103","value":1499,"shares":1984,"shareType":"SH","priorValue":1717,"priorShares":1984},{"issuer":"The Travelers Companies Inc.","titleOfClass":"COMMON","cusip":"89417E109","value":1432,"shares":4337,"shareType":"SH","priorValue":1236,"priorShares":4237},{"issuer":"Chemed Corp.","titleOfClass":"COMMON","cusip":"16359R103","value":1427,"shares":3065,"shareType":"SH","priorValue":1170,"priorShares":3097},{"issuer":"American Express Company","titleOfClass":"COMMON","cusip":"025816109","value":1330,"shares":3931,"shareType":"SH","priorValue":1189,"priorShares":3931},{"issuer":"McDonald's Corp","titleOfClass":"COMMON","cusip":"580135101","value":1250,"shares":4626,"shareType":"SH","priorValue":1455,"priorShares":4681},{"issuer":"Procore Technologies, Inc.","titleOfClass":"COMMON","cusip":"74275K108","value":1221,"shares":30056,"shareType":"SH","priorValue":1715,"priorShares":30096},{"issuer":"Royal Caribbean Cruises","titleOfClass":"COMMON","cusip":"V7780T103","value":1206,"shares":3798,"shareType":"SH"},{"issuer":"Deere & Company","titleOfClass":"COMMON","cusip":"244199105","value":1193,"shares":1880,"shareType":"SH","priorValue":1061,"priorShares":1883},{"issuer":"CSX Corp","titleOfClass":"COMMON","cusip":"126408103","value":1174,"shares":24699,"shareType":"SH","priorValue":1045,"priorShares":25452},{"issuer":"SPDR S&P Mid Cap 400 ETF","titleOfClass":"ETF","cusip":"78467Y107","value":1171,"shares":1665,"shareType":"SH","priorValue":43,"priorShares":69},{"issuer":"GE Vernova Inc.","titleOfClass":"COMMON","cusip":"36828A101","value":1128,"shares":960,"shareType":"SH","priorValue":924,"priorShares":1058},{"issuer":"AstraZeneca PLC","titleOfClass":"COMMON","cusip":"G0593M107","value":1122,"shares":5916,"shareType":"SH","priorValue":1185,"priorShares":6009},{"issuer":"Sony Group Corp","titleOfClass":"COMMON","cusip":"835699307","value":1112,"shares":55410,"shareType":"SH","priorValue":1147,"priorShares":55410},{"issuer":"Nvidia Corp","titleOfClass":"COMMON","cusip":"67066G104","value":1080,"shares":5396,"shareType":"SH","priorValue":1689,"priorShares":9683},{"issuer":"Fedex Corporation","titleOfClass":"COMMON","cusip":"31428X106","value":1056,"shares":3372,"shareType":"SH","priorValue":1201,"priorShares":3372},{"issuer":"Bristol Myers","titleOfClass":"COMMON","cusip":"110122108","value":1046,"shares":18157,"shareType":"SH","priorValue":1184,"priorShares":19527},{"issuer":"Generac Holdings Inc","titleOfClass":"COMMON","cusip":"368736104","value":1044,"shares":3566,"shareType":"SH","priorValue":793,"priorShares":4062},{"issuer":"Walt Disney Hldg","titleOfClass":"COMMON","cusip":"254687106","value":1016,"shares":10556,"shareType":"SH","priorValue":1107,"priorShares":11489},{"issuer":"Verizon Communications Inc.","titleOfClass":"COMMON","cusip":"92343V104","value":991,"shares":23414,"shareType":"SH","priorValue":1319,"priorShares":26270},{"issuer":"Chevron Corp.","titleOfClass":"COMMON","cusip":"166764100","value":984,"shares":5938,"shareType":"SH","priorValue":1381,"priorShares":6674},{"issuer":"Ishares Gold ETF","titleOfClass":"ETF","cusip":"464285204","value":974,"shares":12894,"shareType":"SH","priorValue":1116,"priorShares":12656},{"issuer":"M&T Bank Corp","titleOfClass":"COMMON","cusip":"55261F104","value":956,"shares":4018,"shareType":"SH","priorValue":912,"priorShares":4412},{"issuer":"Sector SPDR Tech Select Shares","titleOfClass":"ETF","cusip":"81369Y803","value":950,"shares":4986,"shareType":"SH","priorValue":666,"priorShares":5012},{"issuer":"Pepsico, Inc.","titleOfClass":"COMMON","cusip":"713448108","value":945,"shares":6978,"shareType":"SH","priorValue":1138,"priorShares":7328},{"issuer":"Home Depot","titleOfClass":"COMMON","cusip":"437076102","value":919,"shares":2605,"shareType":"SH","priorValue":857,"priorShares":2605},{"issuer":"East West Bancorp","titleOfClass":"COMMON","cusip":"27579R104","value":910,"shares":7052,"shareType":"SH","priorValue":840,"priorShares":7867},{"issuer":"Brookfield Renewable Corp Ordinary Shares - Class","titleOfClass":"COMMON","cusip":"11284V105","value":865,"shares":23308,"shareType":"SH","priorValue":882,"priorShares":22148},{"issuer":"Eaton Corp.","titleOfClass":"COMMON","cusip":"G29183103","value":859,"shares":2015,"shareType":"SH","priorValue":725,"priorShares":2027},{"issuer":"Pfizer Inc.","titleOfClass":"COMMON","cusip":"717081103","value":852,"shares":35388,"shareType":"SH","priorValue":1638,"priorShares":58337},{"issuer":"Air Products & Chemicals Inc.","titleOfClass":"COMMON","cusip":"009158106","value":841,"shares":2870,"shareType":"SH","priorValue":834,"priorShares":2870},{"issuer":"Trane Technologies PLC","titleOfClass":"COMMON","cusip":"G8994E103","value":755,"shares":1537,"shareType":"SH","priorValue":641,"priorShares":1537},{"issuer":"iShares TIPS Bond ETF","titleOfClass":"ETF","cusip":"464287176","value":748,"shares":6833,"shareType":"SH","priorValue":748,"priorShares":6774},{"issuer":"Alliant Energy Corp","titleOfClass":"COMMON","cusip":"018802108","value":740,"shares":9700,"shareType":"SH","priorValue":704,"priorShares":9806},{"issuer":"TJX Companies Inc","titleOfClass":"COMMON","cusip":"872540109","value":724,"shares":4779,"shareType":"SH","priorValue":763,"priorShares":4778},{"issuer":"iShares Core Dividend Growth ETF","titleOfClass":"ETF","cusip":"46434V621","value":721,"shares":9512,"shareType":"SH","priorValue":667,"priorShares":9507},{"issuer":"Vanguard Div Appreciation ETF","titleOfClass":"ETF","cusip":"921908844","value":721,"shares":3047,"shareType":"SH","priorValue":756,"priorShares":3517},{"issuer":"Conoco Phillips","titleOfClass":"COMMON","cusip":"20825C104","value":715,"shares":6882,"shareType":"SH","priorValue":908,"priorShares":6882},{"issuer":"Novartis Ag ADR","titleOfClass":"ADR","cusip":"66987V109","value":710,"shares":4528,"shareType":"SH","priorValue":692,"priorShares":4528},{"issuer":"Marathon Petroleum Corp","titleOfClass":"COMMON","cusip":"56585A102","value":701,"shares":2743,"shareType":"SH","priorValue":670,"priorShares":2743},{"issuer":"Global X S&P Cthlc Vls Dvlpd ex-US ETF","titleOfClass":"ETF","cusip":"37954Y368","value":692,"shares":17433,"shareType":"SH","priorValue":307,"priorShares":8314},{"issuer":"Colgate-Palmolive","titleOfClass":"COMMON","cusip":"194162103","value":607,"shares":6619,"shareType":"SH","priorValue":666,"priorShares":7809},{"issuer":"Applied Materials","titleOfClass":"COMMON","cusip":"038222105","value":597,"shares":826,"shareType":"SH","priorValue":300,"priorShares":879},{"issuer":"State Street Corp.","titleOfClass":"COMMON","cusip":"857477103","value":590,"shares":3480,"shareType":"SH","priorValue":440,"priorShares":3480},{"issuer":"Nextera Energy","titleOfClass":"COMMON","cusip":"65339F101","value":575,"shares":6549,"shareType":"SH","priorValue":939,"priorShares":10111},{"issuer":"Community Bank System","titleOfClass":"COMMON","cusip":"203607106","value":567,"shares":8446,"shareType":"SH","priorValue":444,"priorShares":7569},{"issuer":"Inspire Corporate Bond ETF","titleOfClass":"ETF","cusip":"66538H633","value":549,"shares":23092,"shareType":"SH","priorValue":154,"priorShares":6435},{"issuer":"Vanguard Total World Stock ETF","titleOfClass":"ETF","cusip":"922042742","value":539,"shares":3435,"shareType":"SH","priorValue":452,"priorShares":3268},{"issuer":"Vanguard High Dividend Yd ETF","titleOfClass":"ETF","cusip":"921946406","value":534,"shares":3381,"shareType":"SH","priorValue":512,"priorShares":3456},{"issuer":"Allstate","titleOfClass":"COMMON","cusip":"020002101","value":522,"shares":2195,"shareType":"SH","priorValue":570,"priorShares":2751},{"issuer":"Unilever PLC ADR","titleOfClass":"ADR","cusip":"904767803","value":514,"shares":8544,"shareType":"SH"},{"issuer":"Auto Data Processing","titleOfClass":"COMMON","cusip":"053015103","value":498,"shares":2225,"shareType":"SH","priorValue":478,"priorShares":2354},{"issuer":"Union Pacific","titleOfClass":"COMMON","cusip":"907818108","value":497,"shares":1827,"shareType":"SH","priorValue":452,"priorShares":1863},{"issuer":"Qorvo Inc","titleOfClass":"COMMON","cusip":"74736K101","value":495,"shares":5302,"shareType":"SH","priorValue":410,"priorShares":5302},{"issuer":"Texas Instruments Inc.","titleOfClass":"COMMON","cusip":"882508104","value":495,"shares":1660,"shareType":"SH","priorValue":322,"priorShares":1660},{"issuer":"CBRE Group Inc","titleOfClass":"COMMON","cusip":"12504L109","value":489,"shares":3628,"shareType":"SH","priorValue":491,"priorShares":3628},{"issuer":"iShares Russell 2000 Growth ETF","titleOfClass":"ETF","cusip":"464287648","value":488,"shares":1239,"shareType":"SH","priorValue":106,"priorShares":339},{"issuer":"iShares Core MSCI ETF","titleOfClass":"ETF","cusip":"46434G103","value":487,"shares":5882,"shareType":"SH","priorValue":412,"priorShares":5910},{"issuer":"RTX Corporation","titleOfClass":"COMMON","cusip":"75513E101","value":454,"shares":2392,"shareType":"SH","priorValue":467,"priorShares":2422},{"issuer":"Parker Hannifin Corp","titleOfClass":"COMMON","cusip":"701094104","value":447,"shares":457,"shareType":"SH","priorValue":409,"priorShares":457},{"issuer":"Brookfield Corp","titleOfClass":"COMMON","cusip":"11271J107","value":444,"shares":10426,"shareType":"SH","priorValue":422,"priorShares":10426},{"issuer":"Becton Dickinson & Co","titleOfClass":"COMMON","cusip":"075887109","value":441,"shares":2913,"shareType":"SH","priorValue":458,"priorShares":2913},{"issuer":"Vanguard Total U.S. Bond Market ETF","titleOfClass":"ETF","cusip":"921937835","value":439,"shares":5983,"shareType":"SH","priorValue":737,"priorShares":10014},{"issuer":"Asml Hldgs Nv","titleOfClass":"COMMON","cusip":"N07059210","value":438,"shares":220,"shareType":"SH","priorValue":291,"priorShares":220},{"issuer":"PNC Financial Services Group Inc.","titleOfClass":"COMMON","cusip":"693475105","value":431,"shares":1751,"shareType":"SH","priorValue":364,"priorShares":1751},{"issuer":"WEC Energy Group","titleOfClass":"COMMON","cusip":"92939U106","value":427,"shares":3659,"shareType":"SH","priorValue":424,"priorShares":3659},{"issuer":"Norwegian Cruise Line Holding Ltd","titleOfClass":"COMMON","cusip":"G66721104","value":412,"shares":19508,"shareType":"SH","priorValue":1644,"priorShares":87904},{"issuer":"iShares Lehman Agg Bond Fd ETF","titleOfClass":"ETF","cusip":"464287226","value":411,"shares":4156,"shareType":"SH","priorValue":432,"priorShares":4355},{"issuer":"iShares ESG Aware MSCI EAFE ETF","titleOfClass":"ETF","cusip":"46435G516","value":411,"shares":3995,"shareType":"SH","priorValue":382,"priorShares":3995},{"issuer":"Vanguard Short-Term Tax-Exmpt Bd ETF","titleOfClass":"ETF","cusip":"921935870","value":410,"shares":4049,"shareType":"SH","priorValue":150,"priorShares":1481},{"issuer":"Thermo Fisher Scientific","titleOfClass":"COMMON","cusip":"883556102","value":408,"shares":813,"shareType":"SH","priorValue":429,"priorShares":873},{"issuer":"Phillips 66 SHS","titleOfClass":"COMMON","cusip":"718546104","value":403,"shares":2384,"shareType":"SH","priorValue":434,"priorShares":2384},{"issuer":"iShares NASDAQ Biotech ETF","titleOfClass":"ETF","cusip":"464287556","value":397,"shares":2087,"shareType":"SH","priorValue":357,"priorShares":2117},{"issuer":"Sempra Energy","titleOfClass":"COMMON","cusip":"816851109","value":393,"shares":4238,"shareType":"SH","priorValue":409,"priorShares":4209},{"issuer":"Humana","titleOfClass":"COMMON","cusip":"444859102","value":390,"shares":982,"shareType":"SH","priorValue":170,"priorShares":982},{"issuer":"CME Group Inc.","titleOfClass":"COMMON","cusip":"12572Q105","value":389,"shares":1760,"shareType":"SH","priorValue":555,"priorShares":1880},{"issuer":"Southern Company","titleOfClass":"COMMON","cusip":"842587107","value":389,"shares":4061,"shareType":"SH","priorValue":392,"priorShares":4061},{"issuer":"Oneok Inc New","titleOfClass":"COMMON","cusip":"682680103","value":388,"shares":4462,"shareType":"SH","priorValue":409,"priorShares":4529},{"issuer":"Quanta Services Inc","titleOfClass":"COMMON","cusip":"74762E102","value":388,"shares":539,"shareType":"SH","priorValue":296,"priorShares":539},{"issuer":"Blackrock Inc","titleOfClass":"COMMON","cusip":"09247X101","value":384,"shares":399,"shareType":"SH","priorValue":384,"priorShares":399},{"issuer":"Vanguard Value Index ETF","titleOfClass":"ETF","cusip":"922908744","value":384,"shares":1760,"shareType":"SH","priorValue":345,"priorShares":1760},{"issuer":"Goldman Sachs Group Inc","titleOfClass":"COMMON","cusip":"38141G104","value":360,"shares":356,"shareType":"SH","priorValue":317,"priorShares":375},{"issuer":"Starbucks","titleOfClass":"COMMON","cusip":"855244109","value":350,"shares":3422,"shareType":"SH","priorValue":307,"priorShares":3422},{"issuer":"Vanguard Health Care ETF","titleOfClass":"ETF","cusip":"92204A504","value":344,"shares":1149,"shareType":"SH","priorValue":313,"priorShares":1149},{"issuer":"iShares S&P Midcap 400 Index ETF","titleOfClass":"ETF","cusip":"464287507","value":337,"shares":4370,"shareType":"SH","priorValue":295,"priorShares":4370},{"issuer":"Integer Holdings Corp","titleOfClass":"COMMON","cusip":"45826H109","value":328,"shares":3508,"shareType":"SH","priorValue":333,"priorShares":3784},{"issuer":"3M Company","titleOfClass":"COMMON","cusip":"88579Y101","value":328,"shares":2026,"shareType":"SH","priorValue":320,"priorShares":2202},{"issuer":"Fortinet Inc","titleOfClass":"COMMON","cusip":"34959E109","value":319,"shares":2075,"shareType":"SH","priorValue":231,"priorShares":2825},{"issuer":"Mondelez Int'l Inc.","titleOfClass":"COMMON","cusip":"609207105","value":319,"shares":5509,"shareType":"SH","priorValue":413,"priorShares":7165},{"issuer":"Welltower Inc REIT","titleOfClass":"REIT","cusip":"95040Q104","value":319,"shares":1404,"shareType":"SH","priorValue":278,"priorShares":1404},{"issuer":"NortonLifeLock Inc","titleOfClass":"COMMON","cusip":"668771108","value":318,"shares":12780,"shareType":"SH","priorValue":244,"priorShares":12949},{"issuer":"Unum Provident Corp.","titleOfClass":"COMMON","cusip":"91529Y106","value":311,"shares":3480,"shareType":"SH","priorValue":254,"priorShares":3480},{"issuer":"Alerus Finl Corp","titleOfClass":"COMMON","cusip":"01446U103","value":298,"shares":9584,"shareType":"SH","priorValue":233,"priorShares":9844},{"issuer":"Gilead Sciences Inc","titleOfClass":"COMMON","cusip":"375558103","value":296,"shares":2344,"shareType":"SH","priorValue":327,"priorShares":2344},{"issuer":"Rockwell Automation","titleOfClass":"COMMON","cusip":"773903109","value":282,"shares":569,"shareType":"SH","priorValue":212,"priorShares":590},{"issuer":"Lowes Companies Inc.","titleOfClass":"COMMON","cusip":"548661107","value":276,"shares":1254,"shareType":"SH","priorValue":296,"priorShares":1254},{"issuer":"Vanguard Total Int'l Bond Market ETF","titleOfClass":"ETF","cusip":"92203J407","value":267,"shares":5505,"shareType":"SH","priorValue":325,"priorShares":6774},{"issuer":"iShares MSCI EAFE ETF","titleOfClass":"ETF","cusip":"464287465","value":266,"shares":2560,"shareType":"SH","priorValue":249,"priorShares":2560},{"issuer":"Vertex Pharmaceuticals","titleOfClass":"COMMON","cusip":"92532F100","value":265,"shares":534,"shareType":"SH","priorValue":247,"priorShares":554},{"issuer":"iShares S&P Sm Cap Idx 600 ETF","titleOfClass":"ETF","cusip":"464287804","value":263,"shares":1773,"shareType":"SH","priorValue":220,"priorShares":1773},{"issuer":"NetEase Inc","titleOfClass":"COMMON","cusip":"64110W102","value":252,"shares":1963,"shareType":"SH","priorValue":220,"priorShares":1963},{"issuer":"Public Sv Enterprise","titleOfClass":"COMMON","cusip":"744573106","value":252,"shares":3108,"shareType":"SH"},{"issuer":"PowerShares QQQ Trust Sr 1 ETF","titleOfClass":"ETF","cusip":"46090E103","value":251,"shares":340,"shareType":"SH","priorValue":139,"priorShares":240},{"issuer":"Mastercard Inc","titleOfClass":"COMMON","cusip":"57636Q104","value":251,"shares":488,"shareType":"SH","priorValue":276,"priorShares":553},{"issuer":"Unitedhealth Group Inc.","titleOfClass":"COMMON","cusip":"91324P102","value":250,"shares":601,"shareType":"SH","priorValue":163,"priorShares":601},{"issuer":"Bank of America Corp","titleOfClass":"COMMON","cusip":"060505104","value":249,"shares":4376,"shareType":"SH","priorValue":222,"priorShares":4563},{"issuer":"Steris Corp.","titleOfClass":"COMMON","cusip":"G8473T100","value":244,"shares":1157,"shareType":"SH","priorValue":256,"priorShares":1157},{"issuer":"AT&T Inc.","titleOfClass":"COMMON","cusip":"00206R102","value":241,"shares":11627,"shareType":"SH","priorValue":375,"priorShares":12935},{"issuer":"Illinois Tool Works","titleOfClass":"COMMON","cusip":"452308109","value":240,"shares":889,"shareType":"SH","priorValue":231,"priorShares":889},{"issuer":"Novo-Nordisk ADR","titleOfClass":"ADR","cusip":"670100205","value":240,"shares":5000,"shareType":"SH","priorValue":184,"priorShares":5000},{"issuer":"Cigna Corp","titleOfClass":"COMMON","cusip":"125523100","value":232,"shares":840,"shareType":"SH","priorValue":224,"priorShares":838},{"issuer":"Synchrony Financial","titleOfClass":"COMMON","cusip":"87165B103","value":232,"shares":3052,"shareType":"SH","priorValue":213,"priorShares":3127},{"issuer":"Hewlett Packard Ente","titleOfClass":"COMMON","cusip":"42824C109","value":230,"shares":5092,"shareType":"SH","priorValue":121,"priorShares":5090},{"issuer":"iShares Expanded Tech-Software Sect ETF","titleOfClass":"ETF","cusip":"464287515","value":230,"shares":2540,"shareType":"SH","priorValue":203,"priorShares":2540},{"issuer":"FedEx Inc.","titleOfClass":"COMMON","cusip":"314352105","value":226,"shares":1496,"shareType":"SH"},{"issuer":"Progressive Corp","titleOfClass":"COMMON","cusip":"743315103","value":226,"shares":1033,"shareType":"SH","priorValue":205,"priorShares":1033},{"issuer":"KLA-Tencor Corporation","titleOfClass":"COMMON","cusip":"482480100","value":225,"shares":747,"shareType":"SH","priorValue":156,"priorShares":106},{"issuer":"Watts Water Technologies","titleOfClass":"COMMON","cusip":"942749102","value":224,"shares":573,"shareType":"SH","priorValue":166,"priorShares":573},{"issuer":"Marriott Int'l Inc. Cl A","titleOfClass":"COMMON","cusip":"571903202","value":222,"shares":600,"shareType":"SH","priorValue":196,"priorShares":600},{"issuer":"Dr Reddys Labs ADR","titleOfClass":"ADR","cusip":"256135203","value":220,"shares":15161,"shareType":"SH","priorValue":210,"priorShares":15161},{"issuer":"Oracle","titleOfClass":"COMMON","cusip":"68389X105","value":218,"shares":1486,"shareType":"SH","priorValue":237,"priorShares":1612},{"issuer":"Vanguard Total International Stock ETF","titleOfClass":"ETF","cusip":"921909768","value":213,"shares":2491,"shareType":"SH","priorValue":192,"priorShares":2491}]},"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."}