{"url":"https://nivawealth.com/firms/panoramic-capital-partners-331349","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/331349","regulatoryAum":392668358,"crd":"331349","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7954238","suffix":null,"lastName":"Buchanan","firstName":"Grace","middleName":null},{"crd":"2189425","suffix":null,"lastName":"CARTER","firstName":"ANDREW","middleName":"GEORGE ROUNSAVELLE"},{"crd":"5675187","suffix":null,"lastName":"CASELLI","firstName":"LISA","middleName":"M"},{"crd":"6078243","suffix":null,"lastName":"GENTRY","firstName":"TAYLOR","middleName":"CARL"},{"crd":"7816401","suffix":null,"lastName":"Groff","firstName":"Catherine","middleName":"A"},{"crd":"6216721","suffix":null,"lastName":"Hubert","firstName":"Nicholas","middleName":"Jacob"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-06-06","regulatoryAum":0,"clients":0,"employees":5,"offices":1},{"filedOn":"2025-04-15","regulatoryAum":317010588,"clients":140,"employees":5,"offices":2},{"filedOn":"2026-03-02","regulatoryAum":392668358,"clients":159,"employees":7,"offices":2}],"secFileNumber":"801-130301","legalName":"Panoramic Capital Partners LLC","displayName":"Panoramic Capital Partners","slug":"panoramic-capital-partners-331349","website":"https://panoramiccp.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/331349/556d9979bc518cf8-r1.webp","tone":"dark","width":860,"height":200,"sourceUrl":"https://www.panoramiccp.com","sourceLabel":"Panoramic Capital Partners LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/panoramic-capital-partners/","founded":"2024","organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4949 Meadows Road, Suite 360","city":"Lake Oswego","state":"OR","stateName":"Oregon","country":"United States","postalCode":"97035"},"tradeNames":[],"registration":{"secApproved":"17 May 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2426898.603773585,"staff":{"employees":7,"advisory":6,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":392668358,"discretionary":392668358,"discretionaryAccounts":712,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":4},"clientTypes":[{"label":"Individuals (other than HNW)","clients":58,"regulatoryAum":30842274},{"label":"High-net-worth individuals","clients":101,"regulatoryAum":355034604},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":6159865},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":631615}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011346","versionId":1011346,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-02-24","documentName":"FORM ADV PART 2A - FIRM BROCHURE","fee_rate_low":null,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Comprehensive Portfolio Management","summary":"Maximum annual fee of 1.50%, billed pro-rata monthly in advance on account value and negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011346","versionId":1011346,"submittedOn":"2026-02-24","documentName":"FORM ADV PART 2A - FIRM BROCHURE"},{"role":"other","program":"Financial Planning & Consulting","summary":"Flat fees will not exceed $75,000, or a recurring fee not exceeding $3,000 per month, set case by case in the signed agreement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011346","versionId":1011346,"submittedOn":"2026-02-24","documentName":"FORM ADV PART 2A - FIRM BROCHURE"},{"role":"other","program":"Retirement Plan Consulting","summary":"Fees based on a percentage of managed Plan assets will not exceed 1.00%, set case by case in the signed agreement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011346","versionId":1011346,"submittedOn":"2026-02-24","documentName":"FORM ADV PART 2A - FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T11:24:26.411278+00:00","documents":[{"name":"FORM ADV PART 2A - FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011346","versionId":1011346,"submittedOn":"2026-02-24"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":388993922}],"custodyNote":"Panoramic Capital Partners has custody of $105M in client assets for 76 clients.","otherCustodians":[],"leadership":[{"name":"Andrew Carter","title":"Chief Compliance Officer & Chief Executive Officer","crd":"2189425"},{"name":"Andrew Carter","title":"Chief Compliance","crd":"2189425"}],"ownership":[{"label":"Panoramic Capital Partners","detail":"Managing member in the 75% or more ownership band and a control person, since May 2024."},{"label":"Panoramic Capital Partners Holdings LLC","detail":"Managing member in the 75% or more ownership band and a control person, since May 2024."},{"label":"Andrew Carter","detail":"Indirect owner: co- trustee of Carter Living Trust and a control person, since May 2024.","parent":"Carter Living Trust"},{"label":"Julie Carter","detail":"Indirect owner: co- trustee of Carter Living Trust and a control person, since May 2024.","parent":"Carter Living Trust"},{"label":"Carter Living Trust","detail":"Indirect owner: a managing member of Panoramic Capital Partners Holdings LLC in the 50% to 75% band and a control person, since May 2024.","parent":"Panoramic Capital Partners Holdings LLC"},{"label":"Nicholas Hubert","detail":"Indirect owner: managing member of Panoramic Capital Partners Holdings LLC and a control person, since May 2024.","parent":"Panoramic Capital Partners Holdings LLC"},{"label":"Taylor Gentry","detail":"Indirect owner: managing member of Panoramic Capital Partners Holdings LLC and a control person, since May 2024.","parent":"Panoramic Capital Partners Holdings LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Oregon","offices":1,"addresses":[{"street":"4949 Meadows Road, Suite 360","city":"Lake Oswego","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"503-937-7819","stateRegisteredReps":6,"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","Pension consulting services","Other"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":13},{"label":"U.S. state and local bonds","percent":4},{"label":"Securities issued by registered investment companies or business development companies","percent":65},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":5},{"label":"Cash and cash equivalents","percent":13}],"privateFunds":0},"sources":{"adv1FilingDate":"2 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/331349/PDF/331349.pdf","brochureDate":"24 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011346","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 Panoramic Capital Partners have?","answer":"Panoramic Capital Partners has 159 clients and manages $393 million for them, as of March 2026. They include 101 high-net-worth individuals and 58 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Panoramic Capital Partners offer?","answer":"Panoramic Capital Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, philanthropic planning, 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 Panoramic Capital Partners charge?","answer":"Panoramic Capital Partners charges up to 1.50% a year for its Asset Management. The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 24 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Panoramic Capital Partners use?","answer":"Panoramic Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $389M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Panoramic Capital Partners have?","answer":"Panoramic Capital Partners has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 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 Panoramic Capital Partners invest in?","answer":"At the end of its last fiscal year, Panoramic Capital Partners’ separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 13% cash and equivalents, 5% pooled vehicles (private funds and similar) and 4% state and local 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 Panoramic Capital Partners?","answer":"Panoramic Capital Partners’ direct owners are Panoramic Capital Partners (75% or more) and Panoramic Capital Partners Holdings LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 2 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Panoramic Capital Partners get paid?","answer":"Panoramic Capital Partners 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 Panoramic Capital Partners?","answer":"Panoramic Capital Partners’ main office is at 4949 Meadows Road, Suite 360, Lake Oswego, OR 97035. Its phone number is 503-937-7819. Its website is panoramiccp.com.","source":"Form ADV Part 1A, Item 1.F, filed 2 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/panoramic-capital-partners-331349/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-07","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2052992/000195175726001192/0001951757-26-001192-index.html","totalValue":211542393,"positionCount":72,"top10Share":0.820886568112142,"top10":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":46596996,"shares":1176056,"shareType":"SH","priorValue":38274426,"priorShares":58594},{"issuer":"ISHARES TR","titleOfClass":"S&P 100 ETF","cusip":"464287101","value":23703982,"shares":64788,"shareType":"SH","priorValue":19897171,"priorShares":62556},{"issuer":"CAPITAL GRP FIXED INCM ETF T","titleOfClass":"CORE BOND ETF","cusip":"14020Y508","value":21887538,"shares":836040,"shareType":"SH","priorValue":21720571,"priorShares":827135},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":19909791,"shares":134244,"shareType":"SH","priorValue":15987163,"priorShares":128607},{"issuer":"CAPITAL GROUP GLOBAL EQUITY","titleOfClass":"SHS","cusip":"14020R107","value":17697951,"shares":502212,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":17335582,"shares":224816,"shareType":"SH","priorValue":14218784,"priorShares":210555},{"issuer":"CAPITAL GROUP GROWTH ETF","titleOfClass":"SHS CREAT UNIT","cusip":"14020G101","value":13435873,"shares":284658,"shareType":"SH"},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":4937158,"shares":17062,"shareType":"SH","priorValue":5279560,"priorShares":20803},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":4361763,"shares":21799,"shareType":"SH","priorValue":4637198,"priorShares":26589},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":3785675,"shares":10149,"shareType":"SH","priorValue":6349420,"priorShares":17153}],"positionsListed":72,"positions":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":46596996,"shares":1176056,"shareType":"SH","priorValue":38274426,"priorShares":58594},{"issuer":"ISHARES TR","titleOfClass":"S&P 100 ETF","cusip":"464287101","value":23703982,"shares":64788,"shareType":"SH","priorValue":19897171,"priorShares":62556},{"issuer":"CAPITAL GRP FIXED INCM ETF T","titleOfClass":"CORE BOND ETF","cusip":"14020Y508","value":21887538,"shares":836040,"shareType":"SH","priorValue":21720571,"priorShares":827135},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":19909791,"shares":134244,"shareType":"SH","priorValue":15987163,"priorShares":128607},{"issuer":"CAPITAL GROUP GLOBAL EQUITY","titleOfClass":"SHS","cusip":"14020R107","value":17697951,"shares":502212,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":17335582,"shares":224816,"shareType":"SH","priorValue":14218784,"priorShares":210555},{"issuer":"CAPITAL GROUP GROWTH ETF","titleOfClass":"SHS CREAT UNIT","cusip":"14020G101","value":13435873,"shares":284658,"shareType":"SH"},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":4937158,"shares":17062,"shareType":"SH","priorValue":5279560,"priorShares":20803},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":4361763,"shares":21799,"shareType":"SH","priorValue":4637198,"priorShares":26589},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":3785675,"shares":10149,"shareType":"SH","priorValue":6349420,"priorShares":17153},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":2953875,"shares":3956,"shareType":"SH","priorValue":2564604,"priorShares":3943},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":2397595,"shares":6709,"shareType":"SH","priorValue":2130532,"priorShares":7409},{"issuer":"ISHARES TR","titleOfClass":"0-3 MTH TREASURY","cusip":"46436E718","value":2214009,"shares":21993,"shareType":"SH","priorValue":3178837,"priorShares":31580},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":2087026,"shares":5640,"shareType":"SH","priorValue":1564911,"priorShares":4878},{"issuer":"NORTHWEST NAT HLDG CO","titleOfClass":"COM","cusip":"66765N105","value":1702284,"shares":34698,"shareType":"SH"},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":1625717,"shares":6821,"shareType":"SH","priorValue":1683238,"priorShares":8082},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":1560005,"shares":3709,"shareType":"SH","priorValue":1505588,"priorShares":4050},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":1496353,"shares":4235,"shareType":"SH","priorValue":1492023,"priorShares":5201},{"issuer":"STATE STR SPDR S&P MIDCAP 40","titleOfClass":"UTSER1 S&PDCRP","cusip":"78467Y107","value":1073380,"shares":1526,"shareType":"SH","priorValue":941039,"priorShares":1526},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":1043563,"shares":4109,"shareType":"SH","priorValue":1018826,"priorShares":4168},{"issuer":"ISHARES TR","titleOfClass":"ISHS 5-10YR INVT","cusip":"464288638","value":873849,"shares":16435,"shareType":"SH","priorValue":874671,"priorShares":16435},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":791386,"shares":2095,"shareType":"SH","priorValue":724872,"priorShares":2342},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":743699,"shares":795,"shareType":"SH","priorValue":1791581,"priorShares":1798},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":715941,"shares":6892,"shareType":"SH","priorValue":669420,"priorShares":6892},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":653693,"shares":545,"shareType":"SH","priorValue":501275,"priorShares":545},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":623238,"shares":1904,"shareType":"SH","priorValue":725399,"priorShares":2466},{"issuer":"KLA CORP","titleOfClass":"COM NEW","cusip":"482480100","value":557862,"shares":1849,"shareType":"SH","priorValue":340127,"priorShares":231},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":530877,"shares":1420,"shareType":"SH","priorValue":450197,"priorShares":1586},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":527511,"shares":457,"shareType":"SH","priorValue":202028,"priorShares":598},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":520560,"shares":720,"shareType":"SH","priorValue":254975,"priorShares":746},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":505834,"shares":898,"shareType":"SH","priorValue":740165,"priorShares":1294},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":501448,"shares":1050,"shareType":"SH","priorValue":354848,"priorShares":1050},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":475314,"shares":4074,"shareType":"SH","priorValue":658260,"priorShares":4500},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":451506,"shares":1316,"shareType":"SH","priorValue":817861,"priorShares":2706},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG US STK ETF","cusip":"921910733","value":449295,"shares":3398,"shareType":"SH","priorValue":381413,"priorShares":3397},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":445897,"shares":1029,"shareType":"SH","priorValue":318140,"priorShares":1489},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":444063,"shares":417,"shareType":"SH","priorValue":481044,"priorShares":679},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":442071,"shares":2330,"shareType":"SH","priorValue":444442,"priorShares":2304},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":436009,"shares":3648,"shareType":"SH"},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":392446,"shares":3465,"shareType":"SH","priorValue":559260,"priorShares":4500},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":380655,"shares":324,"shareType":"SH","priorValue":379712,"priorShares":435},{"issuer":"ISHARES TR","titleOfClass":"ISHS 1-5YR INVS","cusip":"464288646","value":377090,"shares":7195,"shareType":"SH","priorValue":378169,"priorShares":7195},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":370718,"shares":2655,"shareType":"SH"},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":358279,"shares":716,"shareType":"SH","priorValue":461949,"priorShares":964},{"issuer":"NORTHROP GRUMMAN CORP","titleOfClass":"COM","cusip":"666807102","value":354480,"shares":696,"shareType":"SH","priorValue":480979,"priorShares":705},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"MSCI INFO TECH I","cusip":"316092808","value":328131,"shares":1149,"shareType":"SH"},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":321243,"shares":553,"shareType":"SH","priorValue":216450,"priorShares":1064},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":318284,"shares":2328,"shareType":"SH","priorValue":392763,"priorShares":2315},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":314943,"shares":893,"shareType":"SH","priorValue":380855,"priorShares":1158},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":313026,"shares":2436,"shareType":"SH","priorValue":237813,"priorShares":1977},{"issuer":"WISDOMTREE TR","titleOfClass":"US MIDCAP DIVID","cusip":"97717W505","value":271296,"shares":4800,"shareType":"SH","priorValue":252192,"priorShares":4800},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":268368,"shares":741,"shareType":"SH","priorValue":231428,"priorShares":658},{"issuer":"ETF OPPORTUNITIES TRUST","titleOfClass":"HEDGEYE CAPITAL","cusip":"26923Q747","value":263745,"shares":9661,"shareType":"SH"},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":260627,"shares":4574,"shareType":"SH","priorValue":228735,"priorShares":4692},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":252709,"shares":686,"shareType":"SH"},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":251041,"shares":604,"shareType":"SH"},{"issuer":"FERRARI N V","titleOfClass":"COM","cusip":"N3167Y103","value":249434,"shares":670,"shareType":"SH","priorValue":230146,"priorShares":680},{"issuer":"MOODYS CORP","titleOfClass":"COM","cusip":"615369105","value":247747,"shares":547,"shareType":"SH","priorValue":239501,"priorShares":549},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":247042,"shares":481,"shareType":"SH","priorValue":357757,"priorShares":716},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":240048,"shares":2905,"shareType":"SH","priorValue":239288,"priorShares":3006},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG INTL STK ETF","cusip":"921910725","value":237892,"shares":2889,"shareType":"SH","priorValue":207010,"priorShares":2886},{"issuer":"BLUE BIRD CORP","titleOfClass":"COM","cusip":"095306106","value":236880,"shares":3000,"shareType":"SH"},{"issuer":"FEDEX CORP","titleOfClass":"COM","cusip":"31428X106","value":235582,"shares":752,"shareType":"SH","priorValue":315758,"priorShares":887},{"issuer":"FASTENAL CO","titleOfClass":"COM","cusip":"311900104","value":234146,"shares":4875,"shareType":"SH","priorValue":236547,"priorShares":5098},{"issuer":"EA SERIES TRUST","titleOfClass":"ALPHA ARCH 1-3","cusip":"02072L565","value":231019,"shares":1973,"shareType":"SH"},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":227460,"shares":667,"shareType":"SH"},{"issuer":"AMERIS BANCORP","titleOfClass":"COM","cusip":"03076K108","value":218700,"shares":2423,"shareType":"SH"},{"issuer":"WISDOMTREE TR","titleOfClass":"US SMALLCAP DIVD","cusip":"97717W604","value":217475,"shares":5346,"shareType":"SH"},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"DORS WRI MOM ETF","cusip":"46137V837","value":212422,"shares":1400,"shareType":"SH"},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":209874,"shares":285,"shareType":"SH"},{"issuer":"SYSCO CORP","titleOfClass":"COM","cusip":"871829107","value":202431,"shares":2422,"shareType":"SH","priorValue":560754,"priorShares":7861},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":200991,"shares":1111,"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."}