{"url":"https://nivawealth.com/firms/sandhill-capital-partners-129800","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/129800","regulatoryAum":2404212153,"crd":"129800","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2878526","suffix":"JR","lastName":"BAKER","firstName":"THOMAS","middleName":"ELLIOTT"},{"crd":"5418913","suffix":null,"lastName":"CANTY","firstName":"JOHN","middleName":"M"},{"crd":"1199443","suffix":null,"lastName":"DILLON","firstName":"BRIAN","middleName":"DAVID"},{"crd":"1364526","suffix":null,"lastName":"GARVIN","firstName":"STEPHEN","middleName":"KEVIN"},{"crd":"6031277","suffix":null,"lastName":"GOUBRIAL","firstName":"SHANT","middleName":"SHAWKY"},{"crd":"5632742","suffix":null,"lastName":"HASSLER","firstName":"KRISTYNA","middleName":"ALLSOP"},{"crd":"2644017","suffix":"III","lastName":"JOHNSTON","firstName":"EDWIN","middleName":"MCCLELLAN"},{"crd":"7582238","suffix":null,"lastName":"Khan","firstName":"Numayer","middleName":"Ahmed"},{"crd":"5264009","suffix":null,"lastName":"KICINSKI","firstName":"CHRISTOPHER","middleName":"STANLEY"},{"crd":"7388869","suffix":null,"lastName":"Martinez","firstName":"Christian","middleName":"Dennis"},{"crd":"6231029","suffix":null,"lastName":"MYERS","firstName":"RYAN","middleName":"ANDREW"},{"crd":"5880265","suffix":null,"lastName":"STANCS","firstName":"PAUL","middleName":"DROHAN"},{"crd":"4946971","suffix":null,"lastName":"STOLZENBURG","firstName":"LARRY","middleName":"SCOTT"}],"total":13,"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":"2021-03-31","regulatoryAum":1987951334,"clients":2265,"employees":27,"offices":2},{"filedOn":"2022-03-30","regulatoryAum":2245320051,"clients":2396,"employees":27,"offices":2},{"filedOn":"2023-03-31","regulatoryAum":1822486701,"clients":2203,"employees":23,"offices":2},{"filedOn":"2024-03-28","regulatoryAum":2125998284,"clients":2168,"employees":26,"offices":2},{"filedOn":"2025-03-28","regulatoryAum":2233929143,"clients":2150,"employees":28,"offices":2},{"filedOn":"2026-03-31","regulatoryAum":2404212153,"clients":2110,"employees":22,"offices":2}],"secFileNumber":"801-63194","legalName":"Sandhill Capital Partners LLC","displayName":"Sandhill Capital Partners","slug":"sandhill-capital-partners-129800","website":"https://sandhill-im.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/sandhill-investment-management/","founded":"2002","organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"40 Fountain Plaza, Suite 1300","city":"Buffalo","state":"NY","stateName":"New York","country":"United States","postalCode":"14202"},"tradeNames":["Sandhill Investment Management"],"registration":{"secApproved":"16 June 2004","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1024508.8820939334,"staff":{"employees":22,"advisory":14,"brokerDealerReps":0,"insuranceAgents":0,"promoters":6},"aum":{"regulatory":2404212153,"discretionary":2113826209,"discretionaryAccounts":3217,"nonDiscretionary":290385944,"nonDiscretionaryAccounts":174,"wrapProgram":110924597,"nonUsClientsPct":0,"nonAumClients":3},"clientTypes":[{"label":"Individuals (other than HNW)","clients":1670,"regulatoryAum":693302123},{"label":"High-net-worth individuals","clients":374,"regulatoryAum":1400794032},{"label":"Charitable organizations","clients":18,"regulatoryAum":87255070},{"label":"Corporations and other businesses","clients":48,"regulatoryAum":222860928}],"feePrograms":[{"role":"main","program":"Standard discretionary fee schedule","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034839","versionId":1034839,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-31","documentName":"SANDHILL ADV PART2A","fee_rate_low":0.65,"fee_rate_high":1,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T04:34:00.383628+00:00","documents":[{"name":"SANDHILL ADV PART2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034839","versionId":1034839,"submittedOn":"2026-03-31"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034838","versionId":1034838,"submittedOn":null}]},"custodians":[{"name":"Pershing LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":61621024},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":2054871345}],"custodyNote":"Sandhill Capital Partners has custody of $1.23B in client assets for 1,039 clients.","otherCustodians":[],"leadership":[{"name":"Ryan Myers","title":"Partner, Chief Compliance Officer","crd":"6231029"},{"name":"Jonathan Amoia","title":"Partner, Managing Director","crd":"4790697"},{"name":"Shant Goubrial","title":"Chief Operations Officer & Managing Partner","crd":"6031277"},{"name":"Aaron Vandeguchte","title":"Partner,chief Equity Analyst","crd":"7530507"},{"name":"Edwin Johnston","title":"Founder","crd":"2644017"},{"name":"Larry Stolzenburg","title":"Partner","crd":"4946971"},{"name":"Christopher Kicinski","title":"Partner, Managing Partner","crd":"5264009"},{"name":"Richard Ryskalczyk","title":"Portfolio Manager & Managing Partner","crd":"6304579"},{"name":"Kristyna Hassler","title":"Partner, Managing Partner","crd":"5632742"},{"name":"Mark Larry","title":"Partner, Senior Equity Analyst","crd":"5812401"}],"ownership":[{"label":"Edwin Johnston","detail":"Founder in the 50% to 75% ownership band and a control person, since December 2003."},{"label":"Shant Goubrial","detail":"Chief operations officer & managing partner in the 10% to 25% ownership band, since February 2015."},{"label":"Larry Stolzenburg","detail":"Partner in the 5% to 10% ownership band, since March 2012."},{"label":"Christopher Kicinski","detail":"Partner, managing partner in the 5% to 10% ownership band, since March 2012."},{"label":"Richard Ryskalczyk","detail":"Portfolio manager & managing partner in the 10% to 25% ownership band, since April 2023."},{"label":"Jonathan Amoia","detail":"Partner, managing director in the 10% to 25% ownership band, since January 2016."},{"label":"Kristyna Hassler","detail":"Partner, managing partner in the 5% to 10% ownership band, since January 2026."},{"label":"Mark Larry","detail":"Partner, senior equity analyst in the 5% to 10% ownership band, since January 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"77 Main Street","city":"Medway"}]},{"state":"New York","offices":1,"addresses":[{"street":"40 Fountain Plaza, Suite 1300","city":"Buffalo","headquarters":true}]}],"brochureServices":["retirement plan services"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"716-852-0279","stateRegisteredReps":13,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Other"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":60},{"label":"Non-exchange-traded equity securities","percent":3},{"label":"U.S. government/agency bonds","percent":6},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":13},{"label":"Non-investment grade corporate bonds","percent":6},{"label":"Securities issued by registered investment companies or business development companies","percent":9},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/129800/PDF/129800.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034839","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 Sandhill Capital Partners have?","answer":"Sandhill Capital Partners has 2,110 clients and manages $2.4 billion for them, as of March 2026. They include 1,670 individual clients, 374 high-net-worth individuals, and 48 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sandhill Capital Partners offer?","answer":"Sandhill Capital Partners provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and retirement plan services.","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 Sandhill Capital Partners charge?","answer":"Sandhill Capital Partners charges 0.65%–1.00% a year for its Standard discretionary fee schedule. The fee is billed in advance.","source":"SANDHILL ADV PART2A, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sandhill Capital Partners use?","answer":"Sandhill Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $2.05B and Pershing LLC (Jersey City, NJ), with $61.6M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sandhill Capital Partners have?","answer":"Sandhill Capital Partners has 13 investment adviser representatives registered with state securities authorities, out of 22 employees, and 14 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 Sandhill Capital Partners invest in?","answer":"At the end of its last fiscal year, Sandhill Capital Partners’ separately managed accounts held 60% exchange-traded equities, 13% investment grade corporate bonds, 9% registered funds (mutual funds, ETFs, BDCs), 6% U.S. government and agency bonds, 6% high-yield corporate bonds, 3% non-exchange-traded equities, 2% cash and equivalents and 1% 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 Sandhill Capital Partners?","answer":"Sandhill Capital Partners’ direct owners are Edwin Johnston (50% to 75%), Shant Goubrial (10% to 25%), Larry Stolzenburg (5% to 10%), Christopher Kicinski (5% to 10%), Richard Ryskalczyk (10% to 25%), Jonathan Amoia (10% to 25%), Kristyna Hassler (5% to 10%) and Mark Larry (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sandhill Capital Partners get paid?","answer":"Sandhill Capital Partners is paid through a percentage of assets under management, fixed fees and other compensation. 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 Sandhill Capital Partners?","answer":"Sandhill Capital Partners’ main office is at 40 Fountain Plaza, Suite 1300, Buffalo, NY 14202. Its phone number is 716-852-0279. Its website is sandhill-im.com.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/sandhill-capital-partners-129800/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-13","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1556245/000155624526000004/0001556245-26-000004-index.html","totalValue":1230063882,"positionCount":98,"top10Share":0.43013488140122463,"top10":[{"issuer":"STATE STREET SPDR BLOOMBERG 1-","titleOfClass":"COM","cusip":"78468R663","value":100199489,"shares":1093403,"shareType":"SH","priorValue":115128498,"priorShares":1256313},{"issuer":"AMPHENOL CORP NEW CLASS A","titleOfClass":"COM","cusip":"032095101","value":58238100,"shares":330298,"shareType":"SH","priorValue":47852479,"priorShares":378730},{"issuer":"GE AEROSPACE","titleOfClass":"COM","cusip":"369604301","value":52952876,"shares":141688,"shareType":"SH","priorValue":44022139,"priorShares":155133},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":51259620,"shares":171972,"shareType":"SH","priorValue":36017047,"priorShares":185521},{"issuer":"STRYKER CORP","titleOfClass":"COM","cusip":"863667101","value":49535571,"shares":157336,"shareType":"SH","priorValue":36483479,"priorShares":111030},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":48198288,"shares":141336,"shareType":"SH","priorValue":42399616,"priorShares":264469},{"issuer":"CHARLES SCHWAB CORP","titleOfClass":"COM","cusip":"808513105","value":43801044,"shares":474705,"shareType":"SH","priorValue":48599327,"priorShares":517124},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":42540841,"shares":114044,"shareType":"SH","priorValue":45087217,"priorShares":121801},{"issuer":"SERVICENOW INC","titleOfClass":"COM","cusip":"81762P102","value":41581312,"shares":418829,"shareType":"SH","priorValue":56941452,"priorShares":544634},{"issuer":"FEDERAL SIGNAL CORP","titleOfClass":"COM","cusip":"313855108","value":40786241,"shares":317427,"shareType":"SH"}],"positionsListed":98,"positions":[{"issuer":"STATE STREET SPDR BLOOMBERG 1-","titleOfClass":"COM","cusip":"78468R663","value":100199489,"shares":1093403,"shareType":"SH","priorValue":115128498,"priorShares":1256313},{"issuer":"AMPHENOL CORP NEW CLASS A","titleOfClass":"COM","cusip":"032095101","value":58238100,"shares":330298,"shareType":"SH","priorValue":47852479,"priorShares":378730},{"issuer":"GE AEROSPACE","titleOfClass":"COM","cusip":"369604301","value":52952876,"shares":141688,"shareType":"SH","priorValue":44022139,"priorShares":155133},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":51259620,"shares":171972,"shareType":"SH","priorValue":36017047,"priorShares":185521},{"issuer":"STRYKER CORP","titleOfClass":"COM","cusip":"863667101","value":49535571,"shares":157336,"shareType":"SH","priorValue":36483479,"priorShares":111030},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":48198288,"shares":141336,"shareType":"SH","priorValue":42399616,"priorShares":264469},{"issuer":"CHARLES SCHWAB CORP","titleOfClass":"COM","cusip":"808513105","value":43801044,"shares":474705,"shareType":"SH","priorValue":48599327,"priorShares":517124},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":42540841,"shares":114044,"shareType":"SH","priorValue":45087217,"priorShares":121801},{"issuer":"SERVICENOW INC","titleOfClass":"COM","cusip":"81762P102","value":41581312,"shares":418829,"shareType":"SH","priorValue":56941452,"priorShares":544634},{"issuer":"FEDERAL SIGNAL CORP","titleOfClass":"COM","cusip":"313855108","value":40786241,"shares":317427,"shareType":"SH"},{"issuer":"CRANE CO","titleOfClass":"COM","cusip":"224408104","value":40753177,"shares":182692,"shareType":"SH","priorValue":36082591,"priorShares":211009},{"issuer":"SPX TECHNOLOGIES INC","titleOfClass":"COM","cusip":"78473E103","value":39810239,"shares":162378,"shareType":"SH","priorValue":35432387,"priorShares":177215},{"issuer":"LINDE PLC F","titleOfClass":"COM","cusip":"G54950103","value":39740833,"shares":76581,"shareType":"SH","priorValue":41010936,"priorShares":82723},{"issuer":"FORGENT PWR SOLUTION CLASS A","titleOfClass":"COM","cusip":"34631F102","value":39653897,"shares":709880,"shareType":"SH"},{"issuer":"GUIDEWIRE SOFTWARE INC","titleOfClass":"COM","cusip":"40171V100","value":39088974,"shares":317667,"shareType":"SH","priorValue":36198964,"priorShares":242036},{"issuer":"TRANE TECHNOLOGIES PLC F","titleOfClass":"COM","cusip":"G8994E103","value":38577447,"shares":78544,"shareType":"SH","priorValue":35825673,"priorShares":85966},{"issuer":"AMAZON.COM INC","titleOfClass":"COM","cusip":"023135106","value":38529663,"shares":161658,"shareType":"SH","priorValue":35785243,"priorShares":171821},{"issuer":"ARISTA NETWORKS INC","titleOfClass":"COM","cusip":"040413205","value":38263431,"shares":225238,"shareType":"SH","priorValue":33424645,"priorShares":272232},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":38170853,"shares":101048,"shareType":"SH","priorValue":34722056,"priorShares":112184},{"issuer":"UBER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"90353T100","value":38023507,"shares":526933,"shareType":"SH","priorValue":41355743,"priorShares":574944},{"issuer":"INTUITIVE SURGICAL INC","titleOfClass":"COM","cusip":"46120E602","value":32147946,"shares":80839,"shareType":"SH","priorValue":36736630,"priorShares":79691},{"issuer":"BADGER METER INC","titleOfClass":"COM","cusip":"056525108","value":29918156,"shares":201632,"shareType":"SH"},{"issuer":"AECOM","titleOfClass":"COM","cusip":"00766T100","value":28944323,"shares":414675,"shareType":"SH","priorValue":49659031,"priorShares":585464},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":14527366,"shares":13642,"shareType":"SH","priorValue":10096263,"priorShares":14251},{"issuer":"ISHARES 0-3 MONTH TREASURY BON","titleOfClass":"COM","cusip":"46436E718","value":13647889,"shares":135571,"shareType":"SH","priorValue":13155989,"priorShares":130697},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":13350203,"shares":46137,"shareType":"SH","priorValue":11592290,"priorShares":45677},{"issuer":"ISHARES CORE S&P 500 ETF","titleOfClass":"COM","cusip":"464287200","value":11545938,"shares":15417,"shareType":"SH","priorValue":4148676,"priorShares":6351},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":9759999,"shares":29817,"shareType":"SH","priorValue":8803915,"priorShares":29929},{"issuer":"JOHNSON CONTROLS INT F","titleOfClass":"COM","cusip":"G51502105","value":8626188,"shares":59039,"shareType":"SH","priorValue":7838536,"priorShares":59859},{"issuer":"US BANCORP DEL","titleOfClass":"COM","cusip":"902973304","value":7557973,"shares":125132,"shareType":"SH","priorValue":6693063,"priorShares":128688},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":7115427,"shares":21036,"shareType":"SH","priorValue":6068051,"priorShares":20061},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":6835850,"shares":6759,"shareType":"SH","priorValue":5631755,"priorShares":6657},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":6517320,"shares":25662,"shareType":"SH","priorValue":6330680,"priorShares":25899},{"issuer":"VISA INC CLASS A","titleOfClass":"COM","cusip":"92826C839","value":6431565,"shares":18746,"shareType":"SH","priorValue":3899500,"priorShares":12902},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":6417480,"shares":43763,"shareType":"SH","priorValue":6742243,"priorShares":46678},{"issuer":"BLACKROCK INC NEW","titleOfClass":"COM","cusip":"09290D101","value":5796284,"shares":6028,"shareType":"SH","priorValue":5824116,"priorShares":6056},{"issuer":"WASTE MGMT INC DEL","titleOfClass":"COM","cusip":"94106L109","value":5710854,"shares":25623,"shareType":"SH","priorValue":5954778,"priorShares":25914},{"issuer":"MERCK & CO. INC.","titleOfClass":"COM","cusip":"58933Y105","value":5661646,"shares":44059,"shareType":"SH","priorValue":5295226,"priorShares":44020},{"issuer":"THE COCA-COLA CO","titleOfClass":"COM","cusip":"191216100","value":5530789,"shares":68054,"shareType":"SH","priorValue":5220490,"priorShares":68645},{"issuer":"CHEVRON CORP NEW","titleOfClass":"COM","cusip":"166764100","value":5409163,"shares":32632,"shareType":"SH","priorValue":6811665,"priorShares":32922},{"issuer":"PUTNAM FOCUSED LARGE CAP VALUE","titleOfClass":"COM","cusip":"746729300","value":5261912,"shares":103276,"shareType":"SH","priorValue":1805053,"priorShares":38902},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":5041256,"shares":27281,"shareType":"SH","priorValue":3744536,"priorShares":29077},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":4743193,"shares":13449,"shareType":"SH","priorValue":4738647,"priorShares":14408},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":4677084,"shares":11253,"shareType":"SH","priorValue":2789242,"priorShares":10308},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":4528503,"shares":16753,"shareType":"SH","priorValue":5157249,"priorShares":16594},{"issuer":"FIDELITY FUNDAMENTAL LARGE CAP","titleOfClass":"COM","cusip":"316092360","value":4521932,"shares":76760,"shareType":"SH","priorValue":1578142,"priorShares":30772},{"issuer":"CME GROUP INC CLASS CLASS A","titleOfClass":"COM","cusip":"12572Q105","value":4413508,"shares":19986,"shareType":"SH","priorValue":5882781,"priorShares":19918},{"issuer":"VANGUARD FTSE ALL-WORLD EX-US","titleOfClass":"COM","cusip":"922042775","value":4217231,"shares":50355,"shareType":"SH","priorValue":1143322,"priorShares":15224},{"issuer":"VANGUARD S&P 500 ETF","titleOfClass":"COM","cusip":"922908363","value":3411826,"shares":4968,"shareType":"SH","priorValue":2405146,"priorShares":4025},{"issuer":"PAYCHEX INC","titleOfClass":"COM","cusip":"704326107","value":3265539,"shares":33210,"shareType":"SH","priorValue":2969120,"priorShares":32231},{"issuer":"VERIZON COMMUNICATIONS I","titleOfClass":"COM","cusip":"92343V104","value":3206020,"shares":75721,"shareType":"SH","priorValue":3622926,"priorShares":72170},{"issuer":"ISHARES S&P 500 GROWTH ETF","titleOfClass":"COM","cusip":"464287309","value":3017135,"shares":21938,"shareType":"SH","priorValue":747206,"priorShares":6606},{"issuer":"ISHARES CORE S&P MID-CAP ETF","titleOfClass":"COM","cusip":"464287507","value":3015019,"shares":39100,"shareType":"SH","priorValue":1076847,"priorShares":15946},{"issuer":"F/M US TREASURY 3 MONTH BILL F","titleOfClass":"COM","cusip":"74933W452","value":1705760,"shares":34211,"shareType":"SH","priorValue":691907,"priorShares":13877},{"issuer":"ISHARES CORE U.S. AGGREGATE BO","titleOfClass":"COM","cusip":"464287226","value":1533924,"shares":15497,"shareType":"SH","priorValue":991882,"priorShares":9992},{"issuer":"ISHARES CORE MSCI EAFE ETF","titleOfClass":"COM","cusip":"46432F842","value":1463909,"shares":15157,"shareType":"SH","priorValue":1370896,"priorShares":15143},{"issuer":"EDWARDS LIFESCIENCES COR","titleOfClass":"COM","cusip":"28176E108","value":1431258,"shares":15822,"shareType":"SH","priorValue":1267026,"priorShares":15822},{"issuer":"3M CO","titleOfClass":"COM","cusip":"88579Y101","value":1347739,"shares":8324,"shareType":"SH","priorValue":1237941,"priorShares":8524},{"issuer":"SYSCO CORP","titleOfClass":"COM","cusip":"871829107","value":1343465,"shares":16074,"shareType":"SH","priorValue":1146558,"priorShares":16074},{"issuer":"ZIMMER BIOMET HLDGS INC","titleOfClass":"COM","cusip":"98956P102","value":1205174,"shares":13999,"shareType":"SH","priorValue":1267779,"priorShares":14021},{"issuer":"SALESFORCE INC","titleOfClass":"COM","cusip":"79466L302","value":938707,"shares":5992,"shareType":"SH","priorValue":2523218,"priorShares":13517},{"issuer":"VANGUARD MORNINGSTAR SMALL-CAP","titleOfClass":"COM","cusip":"922908751","value":758406,"shares":2502,"shareType":"SH","priorValue":655324,"priorShares":2502},{"issuer":"BERKSHIRE HATHAWAY CLASS B","titleOfClass":"COM","cusip":"084670702","value":744580,"shares":1488,"shareType":"SH","priorValue":675672,"priorShares":1410},{"issuer":"COLGATE PALMOLIVE CO","titleOfClass":"COM","cusip":"194162103","value":733440,"shares":8000,"shareType":"SH","priorValue":681840,"priorShares":8000},{"issuer":"LABCORP HLDGS INC","titleOfClass":"COM","cusip":"504922105","value":672000,"shares":2400,"shareType":"SH","priorValue":640344,"priorShares":2400},{"issuer":"ISHARES 1-5 YEAR INVESTMENT GR","titleOfClass":"COM","cusip":"464288646","value":669014,"shares":12765,"shareType":"SH"},{"issuer":"ALPHABET INC CLASS A","titleOfClass":"COM","cusip":"02079K305","value":667930,"shares":1869,"shareType":"SH","priorValue":516745,"priorShares":1797},{"issuer":"IDEX CORP","titleOfClass":"COM","cusip":"45167R104","value":659744,"shares":2907,"shareType":"SH","priorValue":551022,"priorShares":2907},{"issuer":"GENERAL MILLS INC","titleOfClass":"COM","cusip":"370334104","value":650203,"shares":18684,"shareType":"SH","priorValue":713098,"priorShares":19159},{"issuer":"DOW INC","titleOfClass":"COM","cusip":"260557103","value":647228,"shares":23656,"shareType":"SH","priorValue":985272,"priorShares":23656},{"issuer":"EXXONMOBIL HLDGS CORP","titleOfClass":"COM","cusip":"30233Q108","value":626451,"shares":4582,"shareType":"SH"},{"issuer":"UNITED RENTALS INC","titleOfClass":"COM","cusip":"911363109","value":512066,"shares":452,"shareType":"SH","priorValue":329309,"priorShares":452},{"issuer":"AVANTIS US EQUITY ETF","titleOfClass":"COM","cusip":"025072885","value":462545,"shares":3611,"shareType":"SH","priorValue":404229,"priorShares":3636},{"issuer":"SPDR GOLD SHARES","titleOfClass":"COM","cusip":"78463V107","value":428794,"shares":1164,"shareType":"SH","priorValue":504300,"priorShares":1172},{"issuer":"NVIDIA CORP","titleOfClass":"COM","cusip":"67066G104","value":418007,"shares":2089,"shareType":"SH","priorValue":342696,"priorShares":1965},{"issuer":"ISHARES 5-10 YEAR INVESTMENT G","titleOfClass":"COM","cusip":"464288638","value":395590,"shares":7440,"shareType":"SH","priorValue":408827,"priorShares":7682},{"issuer":"M&T BK CORP","titleOfClass":"COM","cusip":"55261F104","value":382720,"shares":1608,"shareType":"SH","priorValue":370029,"priorShares":1790},{"issuer":"AUTOMATIC DATA PROCESSIN","titleOfClass":"COM","cusip":"053015103","value":380491,"shares":1699,"shareType":"SH","priorValue":345203,"priorShares":1699},{"issuer":"VANGUARD NEW YORK TAX-EXEMPT B","titleOfClass":"COM","cusip":"92204H400","value":359912,"shares":3461,"shareType":"SH"},{"issuer":"EXTRA SPACE STORAGE INC REIT","titleOfClass":"COM","cusip":"30225T102","value":346976,"shares":2388,"shareType":"SH","priorValue":339364,"priorShares":2588},{"issuer":"ISHARES RUSSELL 2000 ETF","titleOfClass":"COM","cusip":"464287655","value":341981,"shares":1138,"shareType":"SH","priorValue":256432,"priorShares":1034},{"issuer":"MONDELEZ INTL INC CLASS CLASS","titleOfClass":"COM","cusip":"609207105","value":338942,"shares":5860,"shareType":"SH","priorValue":337770,"priorShares":5860},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":337824,"shares":16320,"shareType":"SH","priorValue":484713,"priorShares":16720},{"issuer":"LAKE SHORE BANCORP INC M","titleOfClass":"COM","cusip":"510704109","value":324470,"shares":18218,"shareType":"SH","priorValue":274998,"priorShares":18116},{"issuer":"VANGUARD LONG-TERM CORPORATE B","titleOfClass":"COM","cusip":"92206C813","value":310782,"shares":4130,"shareType":"SH","priorValue":309266,"priorShares":4139},{"issuer":"TERADYNE INC","titleOfClass":"COM","cusip":"880770102","value":286917,"shares":593,"shareType":"SH"},{"issuer":"PARKER-HANNIFIN CORP","titleOfClass":"COM","cusip":"701094104","value":280720,"shares":287,"shareType":"SH","priorValue":256934,"priorShares":287},{"issuer":"LVMH MOET HENNESSY LOU F SPONS","titleOfClass":"COM","cusip":"502441306","value":260905,"shares":2359,"shareType":"SH","priorValue":257697,"priorShares":2359},{"issuer":"VANGUARD FTSE DEVELOPED MARKET","titleOfClass":"COM","cusip":"921943858","value":243034,"shares":3411,"shareType":"SH"},{"issuer":"TRUIST FINL CORP","titleOfClass":"COM","cusip":"89832Q109","value":240033,"shares":4818,"shareType":"SH","priorValue":221483,"priorShares":4818},{"issuer":"TRAVELERS COS INC","titleOfClass":"COM","cusip":"89417E109","value":231084,"shares":700,"shareType":"SH","priorValue":204176,"priorShares":700},{"issuer":"HONEYWELL AEROSPACE INC","titleOfClass":"COM","cusip":"43849R105","value":216216,"shares":978,"shareType":"SH"},{"issuer":"IBM CORP","titleOfClass":"COM","cusip":"459200101","value":211751,"shares":753,"shareType":"SH"},{"issuer":"D R HORTON INC","titleOfClass":"COM","cusip":"23331A109","value":208324,"shares":1279,"shareType":"SH"},{"issuer":"TENCENT HLDGS LTD F UNSPONSORE","titleOfClass":"ADR","cusip":"88032Q109","value":201332,"shares":3646,"shareType":"SH","priorValue":230500,"priorShares":3646},{"issuer":"GAIN THERAPEUTICS INC","titleOfClass":"COM","cusip":"36269B105","value":31262,"shares":15400,"shareType":"SH","priorValue":29876,"priorShares":15400},{"issuer":"NORTHERN DYNASTY MINER F","titleOfClass":"COM","cusip":"66510M204","value":19452,"shares":10131,"shareType":"SH"},{"issuer":"NEVGOLD CORP NEW F","titleOfClass":"COM","cusip":"641536107","value":14900,"shares":10000,"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."}