{"url":"https://nivawealth.com/firms/highland-investment-advisors-141694","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/141694","regulatoryAum":368267860,"crd":"141694","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2940253","suffix":null,"lastName":"DIGNAN","firstName":"ROBERT","middleName":"TERRENCE"},{"crd":"3234115","suffix":null,"lastName":"DRAKE","firstName":"ADAM","middleName":"SEAN"},{"crd":"5056470","suffix":null,"lastName":"KEIPPER","firstName":"SCOTT","middleName":"JOHN"},{"crd":"7192436","suffix":null,"lastName":"KOLODIY","firstName":"ANASTASIYA","middleName":null},{"crd":"8306194","suffix":null,"lastName":"Kuna","firstName":"Abbigail","middleName":null},{"crd":"6984569","suffix":null,"lastName":"Moran","firstName":"Ryan","middleName":"M."},{"crd":"6192032","suffix":null,"lastName":"MORRISON","firstName":"WILLIAM","middleName":"DAVID"},{"crd":"5841666","suffix":null,"lastName":"STOECKLER","firstName":"ADAM","middleName":"RUSSELL"},{"crd":"6264375","suffix":null,"lastName":"WHITMAN","firstName":"BEVERLY","middleName":"PATRICK"},{"crd":"7076144","suffix":null,"lastName":"Whitman","firstName":"Mark","middleName":"Monroe"}],"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":"2021-03-30","regulatoryAum":117842258,"clients":295,"employees":6,"offices":3},{"filedOn":"2022-03-30","regulatoryAum":163693270,"clients":270,"employees":6,"offices":3},{"filedOn":"2023-07-31","regulatoryAum":231006421,"clients":564,"employees":8,"offices":2},{"filedOn":"2024-07-08","regulatoryAum":239235868,"clients":598,"employees":11,"offices":4},{"filedOn":"2025-02-26","regulatoryAum":308526690,"clients":633,"employees":11,"offices":3},{"filedOn":"2026-06-30","regulatoryAum":368267860,"clients":605,"employees":11,"offices":2}],"secFileNumber":"801-120113","legalName":"Highland Investment Advisors LLC","displayName":"Highland Investment Advisors","slug":"highland-investment-advisors-141694","website":"https://highlandinvestmentadvisors.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/141694/3bfb9470e049ef5b-r1.webp","tone":"light","width":1052,"height":200,"sourceUrl":"http://www.highlandinvestmentadvisors.com","sourceLabel":"Highland Investment Advisors LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Wisconsin limited liability company","fiscalYearEnd":"December","headquarters":{"street":"466 Town Plaza Ave, Ste 330","city":"Ponte Vedra","state":"FL","stateName":"Florida","country":"United States","postalCode":"32081"},"tradeNames":["Highland Investment Advisors Dba Fund Management","Highland Investment Advisors Dba Whitman Wealth Management"],"registration":{"secApproved":"11 January 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":583768.6964586846,"staff":{"employees":11,"advisory":10,"brokerDealerReps":0,"insuranceAgents":2,"promoters":1},"aum":{"regulatory":368267860,"discretionary":367287227,"discretionaryAccounts":1409,"nonDiscretionary":980633,"nonDiscretionaryAccounts":3,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":65},"clientTypes":[{"label":"Individuals (other than HNW)","clients":533,"regulatoryAum":231884877},{"label":"High-net-worth individuals","clients":60,"regulatoryAum":114289960},{"label":"Pension and profit-sharing plans","clients":5,"regulatoryAum":17339081},{"label":"Charitable organizations","clients":3,"fewerThan5":true,"regulatoryAum":3437599},{"label":"Corporations and other businesses","clients":4,"fewerThan5":true,"regulatoryAum":1316343}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"marginal","fee_tiers":[{"to":250000,"pct":1.25,"from":0},{"to":2500000,"pct":1,"from":250000},{"to":5000000,"pct":0.75,"from":2500000},{"to":null,"pct":0.5,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009242","versionId":1009242,"ratePeriod":"annual","fee_billing":null,"submittedOn":"2026-02-16","documentName":"HIGHLAND INVESTMENT ADVISORS FORM ADV PARTS 2A & 2B","fee_rate_low":0.5,"fee_rate_high":1.25,"fee_negotiable":null,"minimum_account":500000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting","summary":"Financial planning and consulting fees generally range from $3,500 to $10,000 or more, depending on scope, with a retainer due at signing.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009242","versionId":1009242,"submittedOn":"2026-02-16","documentName":"HIGHLAND INVESTMENT ADVISORS FORM ADV PARTS 2A & 2B"},{"role":"other","program":"Subscription-Based Financial Planning","summary":"Subscription-based financial planning is available for a fee starting at $175 a month.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009242","versionId":1009242,"submittedOn":"2026-02-16","documentName":"HIGHLAND INVESTMENT ADVISORS FORM ADV PARTS 2A & 2B"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:11:15.21711+00:00","documents":[{"name":"HIGHLAND INVESTMENT ADVISORS FORM ADV PARTS 2A & 2B","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009242","versionId":1009242,"submittedOn":"2026-02-16"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009244","versionId":1009244,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009243","versionId":1009243,"submittedOn":null}]},"custodians":[{"name":"SEI","shortName":"SEI","location":"Oaks, PA","smaAssets":35993314},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":297751413}],"custodyNote":"Highland Investment Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Adam Drake","title":"Managing Member/Investment Advisor Representative/Chief Compliance Officer","crd":"3234115"}],"ownership":[{"label":"Adam Drake","detail":"Managing member/investment advisor representative/chief compliance officer in the 75% or more ownership band and a control person, since January 2009."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"466 Town Plaza Ave, Ste 330","city":"Ponte Vedra","headquarters":true}]},{"state":"Wisconsin","offices":1,"addresses":[{"street":"175 Patrick BLVD.","city":"Brookfield"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"414-755-2309","stateRegisteredReps":10,"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","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":7},{"label":"U.S. government/agency bonds","percent":11},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":76},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"30 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/141694/PDF/141694.pdf","brochureDate":"16 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009242","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 Highland Investment Advisors have?","answer":"Highland Investment Advisors has 605 clients and manages $368 million for them, as of June 2026. They include 533 individual clients, 60 high-net-worth individuals, and 5 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Highland Investment Advisors offer?","answer":"Highland Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Highland Investment Advisors charge?","answer":"Highland Investment Advisors charges 0.50%–1.25% a year for its Asset Management. Each asset band is charged at its own rate. The fee requires an account of at least $500,000.","source":"HIGHLAND INVESTMENT ADVISORS FORM ADV PARTS 2A & 2B, filed 16 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Highland Investment Advisors use?","answer":"Highland Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $298M and SEI (Oaks, PA), with $36M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Highland Investment Advisors have?","answer":"Highland Investment Advisors has 10 investment adviser representatives registered with state securities authorities, out of 11 employees, and 10 perform investment advisory functions. 0 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 Highland Investment Advisors invest in?","answer":"At the end of its last fiscal year, Highland Investment Advisors’ separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 11% U.S. government and agency bonds, 7% exchange-traded equities, 4% cash and equivalents, 1% state and local bonds and 1% 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":"Does Highland Investment Advisors have a minimum investment?","answer":"Yes, Highland Investment Advisors’ minimum account size for its Asset Management is $500K.","source":"HIGHLAND INVESTMENT ADVISORS FORM ADV PARTS 2A & 2B, filed 16 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Highland Investment Advisors?","answer":"Highland Investment Advisors’ direct owner is Adam Drake (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Highland Investment Advisors get paid?","answer":"Highland Investment Advisors 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":"How do I contact Highland Investment Advisors?","answer":"Highland Investment Advisors’ main office is at 466 Town Plaza Ave, Ste 330, Ponte Vedra, FL 32081. Its phone number is 414-755-2309. Its website is highlandinvestmentadvisors.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/highland-investment-advisors-141694/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-13","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2149882/000214988226000001/0002149882-26-000001-index.html","totalValue":229342341,"positionCount":734,"top10Share":0.6399824749325289,"top10":[{"issuer":"DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF","titleOfClass":"ETF","cusip":"25434V203","value":26172065,"shares":634474,"shareType":"SH"},{"issuer":"VANGUARD MORNINGSTAR VALUE ETF","titleOfClass":"ETF","cusip":"922908744","value":21477747,"shares":98553,"shareType":"SH"},{"issuer":"VANGUARD TOTAL WORLD STOCK ETF","titleOfClass":"ETF","cusip":"922042742","value":21366662,"shares":136137,"shareType":"SH"},{"issuer":"ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF","titleOfClass":"ETF","cusip":"464288679","value":17898864,"shares":162201,"shareType":"SH"},{"issuer":"ISHARES RUSSELL 1000 GROWTH ETF","titleOfClass":"ETF","cusip":"464287614","value":12169845,"shares":98010,"shareType":"SH"},{"issuer":"DIMENSIONAL EMERGING CORE EQUITY MARKET ETF","titleOfClass":"ETF","cusip":"25434V302","value":12097816,"shares":300866,"shareType":"SH"},{"issuer":"WISDOMTREE FLOATING RATE TREASURY FUND","titleOfClass":"ETF","cusip":"97717Y527","value":10320916,"shares":204983,"shareType":"SH"},{"issuer":"DIMENSIONAL U.S. TARGETED VALUE ETF","titleOfClass":"ETF","cusip":"25434V609","value":9401060,"shares":134493,"shareType":"SH"},{"issuer":"VANGUARD SHORT-TERM CORPORATE BOND ETF","titleOfClass":"ETF","cusip":"92206C409","value":7947699,"shares":100566,"shareType":"SH"},{"issuer":"ISHARES RUSSELL 2000 GROWTH ETF","titleOfClass":"ETF","cusip":"464287648","value":7922405,"shares":20110,"shareType":"SH"}],"positionsListed":200,"positions":[{"issuer":"DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF","titleOfClass":"ETF","cusip":"25434V203","value":26172065,"shares":634474,"shareType":"SH"},{"issuer":"VANGUARD MORNINGSTAR VALUE ETF","titleOfClass":"ETF","cusip":"922908744","value":21477747,"shares":98553,"shareType":"SH"},{"issuer":"VANGUARD TOTAL WORLD STOCK ETF","titleOfClass":"ETF","cusip":"922042742","value":21366662,"shares":136137,"shareType":"SH"},{"issuer":"ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF","titleOfClass":"ETF","cusip":"464288679","value":17898864,"shares":162201,"shareType":"SH"},{"issuer":"ISHARES RUSSELL 1000 GROWTH ETF","titleOfClass":"ETF","cusip":"464287614","value":12169845,"shares":98010,"shareType":"SH"},{"issuer":"DIMENSIONAL EMERGING CORE EQUITY MARKET ETF","titleOfClass":"ETF","cusip":"25434V302","value":12097816,"shares":300866,"shareType":"SH"},{"issuer":"WISDOMTREE FLOATING RATE TREASURY FUND","titleOfClass":"ETF","cusip":"97717Y527","value":10320916,"shares":204983,"shareType":"SH"},{"issuer":"DIMENSIONAL U.S. TARGETED VALUE ETF","titleOfClass":"ETF","cusip":"25434V609","value":9401060,"shares":134493,"shareType":"SH"},{"issuer":"VANGUARD SHORT-TERM CORPORATE BOND ETF","titleOfClass":"ETF","cusip":"92206C409","value":7947699,"shares":100566,"shareType":"SH"},{"issuer":"ISHARES RUSSELL 2000 GROWTH ETF","titleOfClass":"ETF","cusip":"464287648","value":7922405,"shares":20110,"shareType":"SH"},{"issuer":"VANGUARD MORNINGSTAR MID-CAP VALUE ETF","titleOfClass":"ETF","cusip":"922908512","value":7918274,"shares":40072,"shareType":"SH"},{"issuer":"ISHARES CORE S&P 500 ETF","titleOfClass":"ETF","cusip":"464287200","value":5914407,"shares":7898,"shareType":"SH"},{"issuer":"JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF","titleOfClass":"ETF","cusip":"46641Q878","value":5512980,"shares":119600,"shareType":"SH"},{"issuer":"SPDR GOLD SHARES","titleOfClass":"ETF","cusip":"78463V107","value":3030294,"shares":8226,"shareType":"SH"},{"issuer":"ISHARES S&P 500 GROWTH ETF","titleOfClass":"ETF","cusip":"464287309","value":2809187,"shares":20426,"shareType":"SH"},{"issuer":"ISHARES RUSSELL 1000 VALUE ETF","titleOfClass":"ETF","cusip":"464287598","value":2485725,"shares":10253,"shareType":"SH"},{"issuer":"ISHARES CORE MSCI EAFE ETF","titleOfClass":"ETF","cusip":"46432F842","value":2259108,"shares":23391,"shareType":"SH"},{"issuer":"DIMENSIONAL U.S. EQUITY MARKET ETF","titleOfClass":"ETF","cusip":"25434V401","value":1655246,"shares":20201,"shareType":"SH"},{"issuer":"ISHARES MSCI EAFE ETF","titleOfClass":"ETF","cusip":"464287465","value":1598489,"shares":15388,"shareType":"SH"},{"issuer":"STATE STREET SPDR S&P 500 ETF","titleOfClass":"ETF","cusip":"78462F103","value":1576632,"shares":2111,"shareType":"SH"},{"issuer":"MICROSOFT CORP COM","titleOfClass":"Stock","cusip":"594918104","value":1542490,"shares":4135,"shareType":"SH"},{"issuer":"APPLE INC COM","titleOfClass":"Stock","cusip":"037833100","value":1498663,"shares":5179,"shareType":"SH"},{"issuer":"VANGUARD FTSE EMERGING MARKETS ETF","titleOfClass":"ETF","cusip":"922042858","value":1466033,"shares":24561,"shareType":"SH"},{"issuer":"VANGUARD SHORT-TERM BOND ETF","titleOfClass":"ETF","cusip":"921937827","value":1348566,"shares":17309,"shareType":"SH"},{"issuer":"DIMENSIONAL U.S. CORE EQUITY 2 ETF","titleOfClass":"ETF","cusip":"25434V708","value":1323948,"shares":29846,"shareType":"SH"},{"issuer":"ISHARES MSCI ACWI ETF","titleOfClass":"ETF","cusip":"464288257","value":1183713,"shares":7541,"shareType":"SH"},{"issuer":"CATERPILLAR INC COM","titleOfClass":"Stock","cusip":"149123101","value":1165001,"shares":1094,"shareType":"SH"},{"issuer":"BROADCOM INC COM","titleOfClass":"Stock","cusip":"11135F101","value":1157874,"shares":3065,"shareType":"SH"},{"issuer":"ISHARES 1-3 YEAR TREASURY BOND ETF","titleOfClass":"ETF","cusip":"464287457","value":1099178,"shares":13387,"shareType":"SH"},{"issuer":"ISHARES RUSSELL 2000 ETF","titleOfClass":"ETF","cusip":"464287655","value":1083649,"shares":3607,"shareType":"SH"},{"issuer":"VANGUARD FTSE ALL-WORLD EX-US INDEX FUND","titleOfClass":"ETF","cusip":"922042775","value":939318,"shares":11216,"shareType":"SH"},{"issuer":"WISDOMTREE U.S. MIDCAP DIVIDEND FUND","titleOfClass":"ETF","cusip":"97717W505","value":930662,"shares":16466,"shareType":"SH"},{"issuer":"DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF","titleOfClass":"ETF","cusip":"25434V880","value":899050,"shares":24404,"shareType":"SH"},{"issuer":"INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF","titleOfClass":"ETF","cusip":"46138E719","value":831249,"shares":45448,"shareType":"SH"},{"issuer":"ISHARES SILVER TRUST","titleOfClass":"ETF","cusip":"46428Q109","value":746120,"shares":13954,"shareType":"SH"},{"issuer":"ISHARES RUSSELL 1000 ETF","titleOfClass":"ETF","cusip":"464287622","value":743648,"shares":1816,"shareType":"SH"},{"issuer":"SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR","titleOfClass":"CEF","cusip":"85207H104","value":659516,"shares":21860,"shareType":"SH"},{"issuer":"NVIDIA CORPORATION COM","titleOfClass":"Stock","cusip":"67066G104","value":582773,"shares":2913,"shareType":"SH"},{"issuer":"VANGUARD MORNINGSTAR SMALL-CAP ETF","titleOfClass":"ETF","cusip":"922908751","value":567091,"shares":1871,"shareType":"SH"},{"issuer":"WEC ENERGY GROUP INC COM","titleOfClass":"Stock","cusip":"92939U106","value":496844,"shares":4255,"shareType":"SH"},{"issuer":"GOLDMAN SACHS VALUE OPPORTUNITIES ETF","titleOfClass":"ETF","cusip":"38149W416","value":490330,"shares":10404,"shareType":"SH"},{"issuer":"PHILIP MORRIS INTL INC COM","titleOfClass":"Stock","cusip":"718172109","value":483642,"shares":2673,"shareType":"SH"},{"issuer":"ABBVIE INC COM","titleOfClass":"Stock","cusip":"00287Y109","value":483324,"shares":1921,"shareType":"SH"},{"issuer":"ISHARES S&P MID-CAP 400 VALUE ETF","titleOfClass":"ETF","cusip":"464287705","value":480364,"shares":3252,"shareType":"SH"},{"issuer":"ISHARES S&P MID-CAP 400 GROWTH ETF","titleOfClass":"ETF","cusip":"464287606","value":474987,"shares":4042,"shareType":"SH"},{"issuer":"ISHARES CORE MSCI EMERGING MARKETS ETF","titleOfClass":"ETF","cusip":"46434G103","value":453033,"shares":5469,"shareType":"SH"},{"issuer":"DAVIS SELECT U.S. EQUITY ETF","titleOfClass":"ETF","cusip":"23908L207","value":407305,"shares":7250,"shareType":"SH"},{"issuer":"AMAZON COM INC COM","titleOfClass":"Stock","cusip":"023135106","value":402556,"shares":1689,"shareType":"SH"},{"issuer":"VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF","titleOfClass":"ETF","cusip":"922908769","value":383640,"shares":1037,"shareType":"SH"},{"issuer":"ISHARES MSCI EMERGING MARKETS ETF","titleOfClass":"ETF","cusip":"464287234","value":374085,"shares":5468,"shareType":"SH"},{"issuer":"ISHARES CORE S&P SMALL CAP ETF","titleOfClass":"ETF","cusip":"464287804","value":361885,"shares":2440,"shareType":"SH"},{"issuer":"ALPHABET INC CAP STK CL A","titleOfClass":"Stock","cusip":"02079K305","value":360621,"shares":1009,"shareType":"SH"},{"issuer":"MCDONALDS CORP COM","titleOfClass":"Stock","cusip":"580135101","value":353765,"shares":1309,"shareType":"SH"},{"issuer":"JPMORGAN CHASE & CO COM","titleOfClass":"Stock","cusip":"46625H100","value":344134,"shares":1051,"shareType":"SH"},{"issuer":"DEERE & CO COM","titleOfClass":"Stock","cusip":"244199105","value":342538,"shares":540,"shareType":"SH"},{"issuer":"ALTRIA GROUP INC COM","titleOfClass":"Stock","cusip":"02209S103","value":323503,"shares":4496,"shareType":"SH"},{"issuer":"ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF","titleOfClass":"ETF","cusip":"46431W838","value":312746,"shares":6208,"shareType":"SH"},{"issuer":"CRYOPORT INC COM PAR $0.001","titleOfClass":"Stock","cusip":"229050307","value":306323,"shares":19511,"shareType":"SH"},{"issuer":"DTE ENERGY CO COM","titleOfClass":"Stock","cusip":"233331107","value":304740,"shares":2000,"shareType":"SH"},{"issuer":"WALMART INC COM","titleOfClass":"Stock","cusip":"931142103","value":304262,"shares":2686,"shareType":"SH"},{"issuer":"INVESCO NASDAQ 100 ETF","titleOfClass":"ETF","cusip":"46138G649","value":300674,"shares":992,"shareType":"SH"},{"issuer":"CHEVRON CORPORATION COM","titleOfClass":"Stock","cusip":"166764100","value":300178,"shares":1811,"shareType":"SH"},{"issuer":"UNITEDHEALTH GROUP INC COM","titleOfClass":"Stock","cusip":"91324P102","value":295628,"shares":711,"shareType":"SH"},{"issuer":"ISHARES RUSSELL MID-CAP GROWTH ETF","titleOfClass":"ETF","cusip":"464287481","value":295175,"shares":2016,"shareType":"SH"},{"issuer":"VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF","titleOfClass":"ETF","cusip":"922908611","value":283461,"shares":1167,"shareType":"SH"},{"issuer":"NUVEEN MUN HIGH INCOME OPPORTU COM","titleOfClass":"CEF","cusip":"670682103","value":278375,"shares":26336,"shareType":"SH"},{"issuer":"CISCO SYS INC COM","titleOfClass":"Stock","cusip":"17275R102","value":271980,"shares":2316,"shareType":"SH"},{"issuer":"ISHARES RUSSELL 2000 VALUE ETF","titleOfClass":"ETF","cusip":"464287630","value":267270,"shares":1208,"shareType":"SH"},{"issuer":"ISHARES MSCI EAFE VALUE ETF","titleOfClass":"ETF","cusip":"464288877","value":261933,"shares":3422,"shareType":"SH"},{"issuer":"ALPHABET INC CAP STK CL C","titleOfClass":"Stock","cusip":"02079K107","value":254376,"shares":720,"shareType":"SH"},{"issuer":"ELI LILLY & CO COM","titleOfClass":"Stock","cusip":"532457108","value":252694,"shares":211,"shareType":"SH"},{"issuer":"STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF","titleOfClass":"ETF","cusip":"78464A409","value":247788,"shares":2082,"shareType":"SH"},{"issuer":"VANECK GOLD MINERS ETF","titleOfClass":"ETF","cusip":"92189F106","value":232534,"shares":3082,"shareType":"SH"},{"issuer":"CORTEVA INC COM","titleOfClass":"Stock","cusip":"22052L104","value":223825,"shares":2643,"shareType":"SH"},{"issuer":"SUN CMNTYS INC COM","titleOfClass":"REIT","cusip":"866674104","value":222894,"shares":1859,"shareType":"SH"},{"issuer":"VANGUARD S&P 500 ETF","titleOfClass":"ETF","cusip":"922908363","value":222106,"shares":323,"shareType":"SH"},{"issuer":"EXXONMOBIL HOLDINGS CORP COM SHS","titleOfClass":"Stock","cusip":"30233Q108","value":215252,"shares":1574,"shareType":"SH"},{"issuer":"DANAHER CORP DEL COM","titleOfClass":"Stock","cusip":"235851102","value":211658,"shares":1111,"shareType":"SH"},{"issuer":"FRANKLIN ELEC INC COM","titleOfClass":"Stock","cusip":"353514102","value":209520,"shares":1955,"shareType":"SH"},{"issuer":"INVESCO SHORT TERM TREASURY ETF","titleOfClass":"ETF","cusip":"46138G888","value":208901,"shares":1979,"shareType":"SH"},{"issuer":"DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF","titleOfClass":"ETF","cusip":"25434V534","value":207085,"shares":2507,"shareType":"SH"},{"issuer":"QNITY ELECTRONICS INC COMMON STOCK","titleOfClass":"Stock","cusip":"74743L100","value":201670,"shares":1235,"shareType":"SH"},{"issuer":"ANALOG DEVICES INC COM","titleOfClass":"Stock","cusip":"032654105","value":200192,"shares":504,"shareType":"SH"},{"issuer":"ISHARES GOLD TRUST","titleOfClass":"ETF","cusip":"464285204","value":189002,"shares":2503,"shareType":"SH"},{"issuer":"MONDELEZ INTL INC CL A","titleOfClass":"Stock","cusip":"609207105","value":187966,"shares":3250,"shareType":"SH"},{"issuer":"STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF","titleOfClass":"ETF","cusip":"78464A805","value":187822,"shares":2069,"shareType":"SH"},{"issuer":"FIRST TRUST LOW DURATION OPPORTUNITIES ETF","titleOfClass":"ETF","cusip":"33739Q200","value":174159,"shares":3499,"shareType":"SH"},{"issuer":"STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF","titleOfClass":"ETF","cusip":"81369Y704","value":168930,"shares":912,"shareType":"SH"},{"issuer":"U.S. GLOBAL JETS ETF","titleOfClass":"ETF","cusip":"26922A842","value":167462,"shares":5041,"shareType":"SH"},{"issuer":"STATE STREET UTILITIES SELECT SECTOR SPDR ETF","titleOfClass":"ETF","cusip":"81369Y886","value":162679,"shares":3588,"shareType":"SH"},{"issuer":"INVESCO QQQ TRUST SERIES I","titleOfClass":"ETF","cusip":"46090E103","value":158614,"shares":215,"shareType":"SH"},{"issuer":"TRANE TECHNOLOGIES PLC SHS","titleOfClass":"Stock","cusip":"G8994E103","value":152072,"shares":310,"shareType":"SH"},{"issuer":"GENERAL MTRS CO COM","titleOfClass":"Stock","cusip":"37045V100","value":148613,"shares":1928,"shareType":"SH"},{"issuer":"DT MIDSTREAM INC COMMON STOCK","titleOfClass":"Stock","cusip":"23345M107","value":146740,"shares":1000,"shareType":"SH"},{"issuer":"ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF","titleOfClass":"ETF","cusip":"464288646","value":141239,"shares":2695,"shareType":"SH"},{"issuer":"INVESCO SENIOR LOAN ETF","titleOfClass":"ETF","cusip":"46138G508","value":140300,"shares":6888,"shareType":"SH"},{"issuer":"STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF","titleOfClass":"ETF","cusip":"81369Y209","value":137026,"shares":864,"shareType":"SH"},{"issuer":"SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN","titleOfClass":"CEF","cusip":"85208R101","value":136782,"shares":3400,"shareType":"SH"},{"issuer":"DIMENSIONAL U.S. SMALL CAP ETF","titleOfClass":"ETF","cusip":"25434V500","value":133748,"shares":1624,"shareType":"SH"},{"issuer":"ALERIAN MLP ETF","titleOfClass":"ETF","cusip":"00162Q452","value":127903,"shares":2467,"shareType":"SH"},{"issuer":"UNITED AIRLS HLDGS INC COM","titleOfClass":"Stock","cusip":"910047109","value":119535,"shares":879,"shareType":"SH"},{"issuer":"TESLA INC COM","titleOfClass":"Stock","cusip":"88160R101","value":119030,"shares":283,"shareType":"SH"},{"issuer":"DUPONT DE NEMOURS INC COMMON STOCK","titleOfClass":"Stock","cusip":"26614N201","value":117057,"shares":863,"shareType":"SH"},{"issuer":"GE AEROSPACE COM NEW","titleOfClass":"Stock","cusip":"369604301","value":114806,"shares":307,"shareType":"SH"},{"issuer":"VANGUARD FTSE DEVELOPED MARKETS ETF","titleOfClass":"ETF","cusip":"921943858","value":111567,"shares":1566,"shareType":"SH"},{"issuer":"ISHARES 0-5 YEAR TIPS BOND ETF","titleOfClass":"ETF","cusip":"46429B747","value":111511,"shares":1092,"shareType":"SH"},{"issuer":"RTX CORPORATION COM","titleOfClass":"Stock","cusip":"75513E101","value":109256,"shares":576,"shareType":"SH"},{"issuer":"VANGUARD MORNINGSTAR GROWTH ETF","titleOfClass":"ETF","cusip":"922908736","value":107477,"shares":1248,"shareType":"SH"},{"issuer":"FIRST TRUST INDXX NEXTG ETF","titleOfClass":"ETF","cusip":"33737K205","value":107196,"shares":699,"shareType":"SH"},{"issuer":"ISHARES MSCI ACWI EX U.S. ETF","titleOfClass":"ETF","cusip":"464288240","value":104493,"shares":1373,"shareType":"SH"},{"issuer":"STATE STREET MATERIALS SELECT SECTOR SPDR ETF","titleOfClass":"ETF","cusip":"81369Y100","value":102982,"shares":2026,"shareType":"SH"},{"issuer":"ISHARES MSCI USA MIN VOL FACTOR ETF","titleOfClass":"ETF","cusip":"46429B697","value":102801,"shares":1066,"shareType":"SH"},{"issuer":"DIMENSIONAL US HIGH PROFITABILITY ETF","titleOfClass":"ETF","cusip":"25434V831","value":100154,"shares":2400,"shareType":"SH"},{"issuer":"EATON CORP PLC SHS","titleOfClass":"Stock","cusip":"G29183103","value":98434,"shares":231,"shareType":"SH"},{"issuer":"PEPSICO INC COM","titleOfClass":"Stock","cusip":"713448108","value":98169,"shares":725,"shareType":"SH"},{"issuer":"CROWDSTRIKE HLDGS INC CL A","titleOfClass":"Stock","cusip":"22788C105","value":95393,"shares":125,"shareType":"SH"},{"issuer":"VERIZON COMMUNICATIONS INC COM","titleOfClass":"Stock","cusip":"92343V104","value":95344,"shares":2252,"shareType":"SH"},{"issuer":"INTUITIVE SURGICAL INC COM NEW","titleOfClass":"Stock","cusip":"46120E602","value":95046,"shares":239,"shareType":"SH"},{"issuer":"HEWLETT PACKARD ENTERPRISE CO COM","titleOfClass":"Stock","cusip":"42824C109","value":94235,"shares":2089,"shareType":"SH"},{"issuer":"ISHARES ESG MSCI KLD 400 ETF","titleOfClass":"ETF","cusip":"464288570","value":93664,"shares":658,"shareType":"SH"},{"issuer":"STATE STREET FINANCIAL SELECT SECTOR SPDR ETF","titleOfClass":"ETF","cusip":"81369Y605","value":92960,"shares":1734,"shareType":"SH"},{"issuer":"META PLATFORMS INC CL A","titleOfClass":"Stock","cusip":"30303M102","value":92380,"shares":164,"shareType":"SH"},{"issuer":"PIMCO CORPORATE & INCM STRG FD COM","titleOfClass":"CEF","cusip":"72200U100","value":92040,"shares":7702,"shareType":"SH"},{"issuer":"GE VERNOVA INC COM","titleOfClass":"Stock","cusip":"36828A101","value":91867,"shares":78,"shareType":"SH"},{"issuer":"GALLAGHER ARTHUR J & CO COM","titleOfClass":"Stock","cusip":"363576109","value":91388,"shares":398,"shareType":"SH"},{"issuer":"ASSOCIATED BANC-CORP COM","titleOfClass":"Stock","cusip":"045487105","value":91253,"shares":2966,"shareType":"SH"},{"issuer":"BERKSHIRE HATHAWAY INC DEL CL B NEW","titleOfClass":"Stock","cusip":"084670702","value":91071,"shares":182,"shareType":"SH"},{"issuer":"REGAL REXNORD CORPORATION COM","titleOfClass":"Stock","cusip":"758750103","value":90425,"shares":380,"shareType":"SH"},{"issuer":"INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY","titleOfClass":"ETF","cusip":"45782C409","value":88305,"shares":1500,"shareType":"SH"},{"issuer":"INTEL CORP COM","titleOfClass":"Stock","cusip":"458140100","value":88246,"shares":632,"shareType":"SH"},{"issuer":"VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF","titleOfClass":"ETF","cusip":"922908595","value":87125,"shares":238,"shareType":"SH"},{"issuer":"ISHARES CORE S&P MID-CAP ETF","titleOfClass":"ETF","cusip":"464287507","value":86671,"shares":1124,"shareType":"SH"},{"issuer":"SOUTHERN CO COM","titleOfClass":"Stock","cusip":"842587107","value":85560,"shares":894,"shareType":"SH"},{"issuer":"COSTCO WHOLESALE CORPORATION COM","titleOfClass":"Stock","cusip":"22160K105","value":84106,"shares":90,"shareType":"SH"},{"issuer":"SCHWAB U.S. LARGE-CAP GROWTH ETF","titleOfClass":"ETF","cusip":"808524300","value":82346,"shares":2433,"shareType":"SH"},{"issuer":"PROCTER & GAMBLE CO COM","titleOfClass":"Stock","cusip":"742718109","value":82085,"shares":560,"shareType":"SH"},{"issuer":"ISHARES U.S. ENERGY ETF","titleOfClass":"ETF","cusip":"464287796","value":81106,"shares":1433,"shareType":"SH"},{"issuer":"SCHWAB US DIVIDEND EQUITY ETF","titleOfClass":"ETF","cusip":"808524797","value":80070,"shares":2525,"shareType":"SH"},{"issuer":"JOHNSON & JOHNSON COM","titleOfClass":"Stock","cusip":"478160104","value":79055,"shares":311,"shareType":"SH"},{"issuer":"GLOBAL X COPPER MINERS ETF","titleOfClass":"ETF","cusip":"37954Y830","value":77444,"shares":1006,"shareType":"SH"},{"issuer":"ORACLE CORP COM","titleOfClass":"Stock","cusip":"68389X105","value":77262,"shares":527,"shareType":"SH"},{"issuer":"ASTRAZENECA PLC ORD","titleOfClass":"ADR","cusip":"G0593M107","value":76686,"shares":404,"shareType":"SH"},{"issuer":"WELLS FARGO & CO COM","titleOfClass":"Stock","cusip":"949746101","value":75457,"shares":913,"shareType":"SH"},{"issuer":"FIFTH THIRD BANCORP COM","titleOfClass":"Stock","cusip":"316773100","value":75066,"shares":1332,"shareType":"SH"},{"issuer":"MERCK & CO INC COM","titleOfClass":"Stock","cusip":"58933Y105","value":72188,"shares":562,"shareType":"SH"},{"issuer":"NEXTERA ENERGY INC COM","titleOfClass":"Stock","cusip":"65339F101","value":70253,"shares":800,"shareType":"SH"},{"issuer":"STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF","titleOfClass":"ETF","cusip":"78463X871","value":69886,"shares":1597,"shareType":"SH"},{"issuer":"TR ACTIVEBETA US LARGE CAP EQUITY ETF","titleOfClass":"ETF","cusip":"381430503","value":68678,"shares":484,"shareType":"SH"},{"issuer":"ARES CAPITAL CORP COM","titleOfClass":"CEF","cusip":"04010L103","value":68433,"shares":3693,"shareType":"SH"},{"issuer":"INVESCO 0-5 YR US TIPS ETF","titleOfClass":"ETF","cusip":"46138E495","value":67970,"shares":2649,"shareType":"SH"},{"issuer":"ISHARES EMERGING MARKETS DIVIDEND ETF","titleOfClass":"ETF","cusip":"464286319","value":67833,"shares":2105,"shareType":"SH"},{"issuer":"SPROTT INC COM NEW","titleOfClass":"Stock","cusip":"852066208","value":67410,"shares":600,"shareType":"SH"},{"issuer":"STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF","titleOfClass":"ETF","cusip":"81369Y308","value":66954,"shares":806,"shareType":"SH"},{"issuer":"COCA COLA CO COM","titleOfClass":"Stock","cusip":"191216100","value":66813,"shares":822,"shareType":"SH"},{"issuer":"DOW HLDGS INC COM","titleOfClass":"Stock","cusip":"260557103","value":65177,"shares":2382,"shareType":"SH"},{"issuer":"ISHARES RUSSELL MIDCAP ETF","titleOfClass":"ETF","cusip":"464287499","value":64830,"shares":588,"shareType":"SH"},{"issuer":"ISHARES MSCI INDIA SMALL CAP ETF","titleOfClass":"ETF","cusip":"46429B614","value":64757,"shares":916,"shareType":"SH"},{"issuer":"HOME DEPOT INC COM","titleOfClass":"Stock","cusip":"437076102","value":63986,"shares":181,"shareType":"SH"},{"issuer":"SERVICENOW INC COM","titleOfClass":"Stock","cusip":"81762P102","value":63043,"shares":635,"shareType":"SH"},{"issuer":"BANK MONTREAL MEDIUM COM","titleOfClass":"Stock","cusip":"063671101","value":62729,"shares":355,"shareType":"SH"},{"issuer":"VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF","titleOfClass":"ETF","cusip":"922042718","value":62544,"shares":405,"shareType":"SH"},{"issuer":"VISA INC COM CL A","titleOfClass":"Stock","cusip":"92826C839","value":62389,"shares":182,"shareType":"SH"},{"issuer":"CORNERSTONE STRATEGIC INVESTME COM","titleOfClass":"CEF","cusip":"21924B302","value":61698,"shares":8161,"shareType":"SH"},{"issuer":"MGE ENERGY INC COM","titleOfClass":"Stock","cusip":"55277P104","value":60215,"shares":738,"shareType":"SH"},{"issuer":"ISHARES MSCI EAFE GROWTH ETF","titleOfClass":"ETF","cusip":"464288885","value":59571,"shares":479,"shareType":"SH"},{"issuer":"ISHARES S&P SMALL-CAP 600 GROWTH ETF","titleOfClass":"ETF","cusip":"464287887","value":59375,"shares":332,"shareType":"SH"},{"issuer":"KRAFT HEINZ CO COM","titleOfClass":"Stock","cusip":"500754106","value":59255,"shares":2509,"shareType":"SH"},{"issuer":"ON SEMICONDUCTOR CORP COM","titleOfClass":"Stock","cusip":"682189105","value":58142,"shares":615,"shareType":"SH"},{"issuer":"STATE STREET SPDR S&P MIDCAP 400 ETF TRUST","titleOfClass":"ETF","cusip":"78467Y107","value":57070,"shares":81,"shareType":"SH"},{"issuer":"TJX COS INC NEW COM","titleOfClass":"Stock","cusip":"872540109","value":56813,"shares":375,"shareType":"SH"},{"issuer":"ISHARES CHINA LARGE-CAP ETF","titleOfClass":"ETF","cusip":"464287184","value":56717,"shares":1795,"shareType":"SH"},{"issuer":"ALLIANT ENERGY CORP COM","titleOfClass":"Stock","cusip":"018802108","value":56492,"shares":740,"shareType":"SH"},{"issuer":"EMERSON ELEC CO COM","titleOfClass":"Stock","cusip":"291011104","value":56367,"shares":394,"shareType":"SH"},{"issuer":"STATE STREET ENERGY SELECT SECTOR SPDR ETF","titleOfClass":"ETF","cusip":"81369Y506","value":55961,"shares":1054,"shareType":"SH"},{"issuer":"AT&T INC COM","titleOfClass":"Stock","cusip":"00206R102","value":55469,"shares":2680,"shareType":"SH"},{"issuer":"INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER","titleOfClass":"ETF","cusip":"45782C532","value":55268,"shares":1326,"shareType":"SH"},{"issuer":"STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF","titleOfClass":"ETF","cusip":"81369Y860","value":54465,"shares":1237,"shareType":"SH"},{"issuer":"AUTOMATIC DATA PROCESSING INC COM","titleOfClass":"Stock","cusip":"053015103","value":52860,"shares":236,"shareType":"SH"},{"issuer":"ISHARES BITCOIN TRUST ETF","titleOfClass":"ETF","cusip":"46438F101","value":52265,"shares":1570,"shareType":"SH"},{"issuer":"COHEN & STEERS CLOSED-END COM","titleOfClass":"CEF","cusip":"19248P106","value":51703,"shares":3725,"shareType":"SH"},{"issuer":"PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND","titleOfClass":"ETF","cusip":"72201R833","value":51647,"shares":512,"shareType":"SH"},{"issuer":"ARTISAN PARTNERS ASSET MGMT I CL A","titleOfClass":"Stock","cusip":"04316A108","value":50717,"shares":1469,"shareType":"SH"},{"issuer":"STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF","titleOfClass":"ETF","cusip":"78468R788","value":50550,"shares":1060,"shareType":"SH"},{"issuer":"BLACKROCK CORPOR HI YLD FD INC COM","titleOfClass":"CEF","cusip":"09255P107","value":50076,"shares":5850,"shareType":"SH"},{"issuer":"ISHARES CORE HIGH DIVIDEND ETF","titleOfClass":"ETF","cusip":"46429B663","value":50023,"shares":1825,"shareType":"SH"},{"issuer":"PRUDENTIAL FINL INC COM","titleOfClass":"Stock","cusip":"744320102","value":49905,"shares":462,"shareType":"SH"},{"issuer":"FISERV INC COM","titleOfClass":"Stock","cusip":"337738108","value":47579,"shares":970,"shareType":"SH"},{"issuer":"PIMCO HIGH INCOME FD COM SHS","titleOfClass":"CEF","cusip":"722014107","value":46996,"shares":10085,"shareType":"SH"},{"issuer":"INVESCO S&P 500 DOWNSIDE HEDGED ETF","titleOfClass":"ETF","cusip":"46090A705","value":46590,"shares":1138,"shareType":"SH"},{"issuer":"ISHARES MSCI BRAZIL ETF","titleOfClass":"ETF","cusip":"464286400","value":46299,"shares":1342,"shareType":"SH"},{"issuer":"MORGAN STANLEY COM NEW","titleOfClass":"Stock","cusip":"617446448","value":45929,"shares":220,"shareType":"SH"},{"issuer":"VANGUARD COMMUNICATION SERVICES ETF","titleOfClass":"ETF","cusip":"92204A884","value":44655,"shares":243,"shareType":"SH"},{"issuer":"BRISTOL-MYERS SQUIBB CO COM","titleOfClass":"Stock","cusip":"110122108","value":44386,"shares":770,"shareType":"SH"},{"issuer":"HUMANA INC COM","titleOfClass":"Stock","cusip":"444859102","value":43312,"shares":109,"shareType":"SH"},{"issuer":"PALANTIR TECHNOLOGIES INC CL A","titleOfClass":"Stock","cusip":"69608A108","value":43051,"shares":369,"shareType":"SH"},{"issuer":"IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN","titleOfClass":"ETF","cusip":"06738C778","value":40869,"shares":935,"shareType":"SH"},{"issuer":"WISDOMTREE U.S. SMALLCAP DIVIDEND FUND","titleOfClass":"ETF","cusip":"97717W604","value":40675,"shares":1000,"shareType":"SH"},{"issuer":"ISHARES TR ISHARES SEMICDTR","titleOfClass":"ETF","cusip":"464287523","value":40427,"shares":63,"shareType":"SH"},{"issuer":"XCEL ENERGY INC COM","titleOfClass":"Stock","cusip":"98389B100","value":40112,"shares":500,"shareType":"SH"},{"issuer":"INTERNATIONAL BUSINESS MACHS COM","titleOfClass":"Stock","cusip":"459200101","value":39832,"shares":142,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}