{"url":"https://nivawealth.com/firms/abner-herrman-and-brock-8517","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/8517","regulatoryAum":2736053212,"crd":"8517","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4955839","suffix":null,"lastName":"DIDONATO","firstName":"BRYAN","middleName":"L"},{"crd":"5405213","suffix":null,"lastName":"FLOOD","firstName":"MATTHEW","middleName":"JAMES"},{"crd":"2787698","suffix":null,"lastName":"Linsen","firstName":"David","middleName":"Jonathan"},{"crd":"6824971","suffix":null,"lastName":"Rosas","firstName":"Bindia","middleName":"Rakesh"},{"crd":"1883741","suffix":null,"lastName":"ZWEIG","firstName":"CARYN","middleName":"JILL"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-25","regulatoryAum":1664555722,"clients":1449,"employees":12,"offices":1},{"filedOn":"2022-03-09","regulatoryAum":1732567039,"clients":1495,"employees":12,"offices":1},{"filedOn":"2023-03-21","regulatoryAum":1653326087,"clients":1641,"employees":11,"offices":1},{"filedOn":"2024-03-21","regulatoryAum":1952266950,"clients":1859,"employees":11,"offices":1},{"filedOn":"2025-03-07","regulatoryAum":2430649447,"clients":2177,"employees":13,"offices":1},{"filedOn":"2026-06-09","regulatoryAum":2736053212,"clients":2403,"employees":13,"offices":1}],"secFileNumber":"801-17402","legalName":"Abner Herrman & Brock, LLC","displayName":"Abner Herrman & Brock","slug":"abner-herrman-and-brock-8517","website":"https://ahbi.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/8517/d22c09dc7e4e7964-r1.webp","tone":"light","width":834,"height":200,"sourceUrl":"https://ahbi.com/","sourceLabel":"Abner Herrman & Brock, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/abner-herrman-&-brock-llc/","founded":"1981","organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"185 Hudson Street, Suite 1640","city":"Jersey City","state":"NJ","stateName":"New Jersey","country":"United States","postalCode":"07311"},"tradeNames":[],"registration":{"secApproved":"9 July 1982","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1041483.2869835629,"staff":{"employees":13,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":2736053212,"discretionary":2674386214,"discretionaryAccounts":2361,"nonDiscretionary":61666998,"nonDiscretionaryAccounts":42,"wrapProgram":2189295358,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":5,"regulatoryAum":950762},{"label":"High-net-worth individuals","clients":2246,"regulatoryAum":2343428117},{"label":"Pension and profit-sharing plans","clients":16,"regulatoryAum":28248409},{"label":"Charitable organizations","clients":54,"regulatoryAum":119719604},{"label":"Corporations and other businesses","clients":82,"regulatoryAum":243706320}],"feePrograms":[{"role":"main","program":"Investment Advisory Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015619","versionId":1015619,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-06","documentName":"ADV 2A","fee_rate_low":0.25,"fee_rate_high":1.4,"fee_negotiable":true,"minimum_account":500000,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T03:49:07.485702+00:00","documents":[{"name":"ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015619","versionId":1015619,"submittedOn":"2026-03-06"}]},"custodians":[{"name":"Fidelity Distributors Company LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":546757853},{"name":"Wells Fargo Advisors Financial Network, LLC","shortName":"Wells Fargo Advisors Financial Network","location":"St. Louis, MO","smaAssets":331007813},{"name":"LPL Financial LLC","shortName":"LPL Financial","location":"Boston, MA","smaAssets":556790869},{"name":"UBS Financial Services Inc.","shortName":"UBS Financial Services","location":"Weehawken, NJ","smaAssets":573158220}],"custodyNote":"Abner Herrman & Brock does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Caryn Jill Zweig","title":"Chief Executive Officer","crd":"1883741"},{"name":"Howard Jerome Abner","title":"Chief","crd":""},{"name":"Caryn Jill Zweig","title":"Member","crd":"1883741"}],"ownership":[{"label":"Abner Trust","detail":"Member in the 50% to 75% ownership band, since January 2011."},{"label":"Howard Jerome Abner","detail":"Trustee, abner trust in the 50% to 75% ownership band and a control person, since January 2011. Also a shareholder of Abner, Herrman & Brock, Inc. in the 75% or more band and a control person, since January 2007."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New Jersey","offices":1,"addresses":[{"street":"185 Hudson Street, Suite 1640","city":"Jersey City","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"201-484-2000","stateRegisteredReps":6,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":36},{"label":"U.S. government/agency bonds","percent":3},{"label":"U.S. state and local bonds","percent":34},{"label":"Investment grade corporate bonds","percent":25},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"9 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/8517/PDF/8517.pdf","brochureDate":"6 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015619","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 Abner Herrman & Brock have?","answer":"Abner Herrman & Brock has 2,403 clients and manages $2.74 billion for them, as of June 2026. They include 2,246 high-net-worth individuals, 82 corporations and other businesses, and 54 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Abner Herrman & Brock offer?","answer":"Abner Herrman & Brock provides portfolio management for individuals and small businesses and portfolio management for institutions.","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 Abner Herrman & Brock charge?","answer":"Abner Herrman & Brock charges 0.25%–1.40% a year for its Investment Advisory Fees. The fee is billed in advance, is negotiable and requires an account of at least $500,000.","source":"ADV 2A, filed 6 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Abner Herrman & Brock use?","answer":"Abner Herrman & Brock’s separately managed account assets are held at UBS Financial Services Inc. (Weehawken, NJ), with $573M, LPL Financial LLC (Boston, MA), with $557M, Fidelity Distributors Company LLC (Boston, MA), with $547M and Wells Fargo Advisors Financial Network, LLC (St. Louis, MO), with $331M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Abner Herrman & Brock have?","answer":"Abner Herrman & Brock has 6 investment adviser representatives registered with state securities authorities, out of 13 employees, and 5 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 Abner Herrman & Brock invest in?","answer":"At the end of its last fiscal year, Abner Herrman & Brock’s separately managed accounts held 36% exchange-traded equities, 34% state and local bonds, 25% investment grade corporate bonds, 3% U.S. government and agency bonds and 2% cash and equivalents.","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 Abner Herrman & Brock have a minimum investment?","answer":"Yes, Abner Herrman & Brock’s minimum account size for its Investment Advisory Fees is $500K.","source":"ADV 2A, filed 6 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Abner Herrman & Brock?","answer":"Abner Herrman & Brock’s direct owners are Abner Trust (50% to 75%) and Howard Jerome Abner (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 9 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Abner Herrman & Brock get paid?","answer":"Abner Herrman & Brock is paid through a percentage of assets under management. 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 Abner Herrman & Brock?","answer":"Abner Herrman & Brock’s main office is at 185 Hudson Street, Suite 1640, Jersey City, NJ 07311. Its phone number is 201-484-2000. Its website is ahbi.com.","source":"Form ADV Part 1A, Item 1.F, filed 9 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/abner-herrman-and-brock-8517/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-08","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1038661/000103866126000003/0001038661-26-000003-index.html","totalValue":1053549,"positionCount":111,"top10Share":0.45216406640792217,"top10":[{"issuer":"NVIDIA CORP","titleOfClass":"COM","cusip":"67066G104","value":77805,"shares":388852,"shareType":"SH","priorValue":69534,"priorShares":398706},{"issuer":"ADVANCED MICRO DEVICES","titleOfClass":"COM","cusip":"007903107","value":72440,"shares":124700,"shareType":"SH","priorValue":26715,"priorShares":131321},{"issuer":"DELL TECHNOLOGIES -C","titleOfClass":"COM","cusip":"24703L202","value":65716,"shares":152310,"shareType":"SH","priorValue":26014,"priorShares":158497},{"issuer":"ALPHABET INC-CL C","titleOfClass":"COM","cusip":"02079K107","value":47023,"shares":133084,"shareType":"SH","priorValue":38943,"priorShares":135755},{"issuer":"INTL BUSINESS MACHINES CORP","titleOfClass":"COM","cusip":"459200101","value":40429,"shares":143768,"shareType":"SH","priorValue":34975,"priorShares":144292},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":39883,"shares":137832,"shareType":"SH","priorValue":30342,"priorShares":119556},{"issuer":"AMAZON.COM INC","titleOfClass":"COM","cusip":"023135106","value":35207,"shares":147717,"shareType":"SH","priorValue":30920,"priorShares":148461},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":35011,"shares":106960,"shareType":"SH","priorValue":35698,"priorShares":121356},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":32550,"shares":27138,"shareType":"SH","priorValue":24685,"priorShares":26838},{"issuer":"MORGAN STANLEY","titleOfClass":"COM","cusip":"617446448","value":30313,"shares":145011,"shareType":"SH","priorValue":25956,"priorShares":157722}],"positionsListed":111,"positions":[{"issuer":"NVIDIA CORP","titleOfClass":"COM","cusip":"67066G104","value":77805,"shares":388852,"shareType":"SH","priorValue":69534,"priorShares":398706},{"issuer":"ADVANCED MICRO DEVICES","titleOfClass":"COM","cusip":"007903107","value":72440,"shares":124700,"shareType":"SH","priorValue":26715,"priorShares":131321},{"issuer":"DELL TECHNOLOGIES -C","titleOfClass":"COM","cusip":"24703L202","value":65716,"shares":152310,"shareType":"SH","priorValue":26014,"priorShares":158497},{"issuer":"ALPHABET INC-CL C","titleOfClass":"COM","cusip":"02079K107","value":47023,"shares":133084,"shareType":"SH","priorValue":38943,"priorShares":135755},{"issuer":"INTL BUSINESS MACHINES CORP","titleOfClass":"COM","cusip":"459200101","value":40429,"shares":143768,"shareType":"SH","priorValue":34975,"priorShares":144292},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":39883,"shares":137832,"shareType":"SH","priorValue":30342,"priorShares":119556},{"issuer":"AMAZON.COM INC","titleOfClass":"COM","cusip":"023135106","value":35207,"shares":147717,"shareType":"SH","priorValue":30920,"priorShares":148461},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":35011,"shares":106960,"shareType":"SH","priorValue":35698,"priorShares":121356},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":32550,"shares":27138,"shareType":"SH","priorValue":24685,"priorShares":26838},{"issuer":"MORGAN STANLEY","titleOfClass":"COM","cusip":"617446448","value":30313,"shares":145011,"shareType":"SH","priorValue":25956,"priorShares":157722},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":28985,"shares":77704,"shareType":"SH","priorValue":28789,"priorShares":77772},{"issuer":"BOEING CO/THE","titleOfClass":"COM","cusip":"097023105","value":28150,"shares":130043,"shareType":"SH","priorValue":19290,"priorShares":96918},{"issuer":"MERCK & CO. INC.","titleOfClass":"COM","cusip":"58933Y105","value":26011,"shares":202424,"shareType":"SH","priorValue":24355,"priorShares":202469},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":24092,"shares":57280,"shareType":"SH","priorValue":21128,"priorShares":56834},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":23436,"shares":69287,"shareType":"SH","priorValue":22439,"priorShares":74183},{"issuer":"META PLATFORMS INC-CLASS A","titleOfClass":"COM","cusip":"30303M102","value":22683,"shares":40269,"shareType":"SH","priorValue":22823,"priorShares":39891},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":22535,"shares":198968,"shareType":"SH","priorValue":25125,"priorShares":202162},{"issuer":"CHUBB LTD","titleOfClass":"COM","cusip":"H1467J104","value":21570,"shares":63304,"shareType":"SH","priorValue":20766,"priorShares":63712},{"issuer":"MARRIOTT INTERNATIONAL -CL A","titleOfClass":"COM","cusip":"571903202","value":21398,"shares":57741,"shareType":"SH","priorValue":23086,"priorShares":70586},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":20213,"shares":79588,"shareType":"SH","priorValue":991,"priorShares":4052},{"issuer":"MASTERCARD INC - A","titleOfClass":"COM","cusip":"57636Q104","value":20167,"shares":39267,"shareType":"SH","priorValue":19828,"priorShares":39683},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30233Q108","value":17331,"shares":126765,"shareType":"SH"},{"issuer":"NETFLIX INC","titleOfClass":"COM","cusip":"64110L106","value":17108,"shares":239607,"shareType":"SH","priorValue":30978,"priorShares":322187},{"issuer":"AON PLC-CLASS A","titleOfClass":"COM","cusip":"G0403H108","value":16988,"shares":51218,"shareType":"SH","priorValue":17311,"priorShares":53632},{"issuer":"RTX CORP","titleOfClass":"COM","cusip":"75513E101","value":16733,"shares":88193,"shareType":"SH","priorValue":16814,"priorShares":87162},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":15530,"shares":105970,"shareType":"SH","priorValue":16022,"priorShares":108913},{"issuer":"CHEVRON CORP","titleOfClass":"COM","cusip":"166764100","value":15323,"shares":92439,"shareType":"SH","priorValue":19136,"priorShares":92489},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":14913,"shares":180453,"shareType":"SH","priorValue":20922,"priorShares":262811},{"issuer":"QUANTA SERVICES INC","titleOfClass":"COM","cusip":"74762E102","value":14748,"shares":20482,"shareType":"SH","priorValue":10748,"priorShares":19576},{"issuer":"MCDONALD'S CORP","titleOfClass":"COM","cusip":"580135101","value":14722,"shares":54463,"shareType":"SH","priorValue":17139,"priorShares":55145},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":13685,"shares":38804,"shareType":"SH","priorValue":12513,"priorShares":38045},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":13225,"shares":312360,"shareType":"SH"},{"issuer":"CITIGROUP INC","titleOfClass":"COM","cusip":"172967424","value":12775,"shares":91278,"shareType":"SH","priorValue":10541,"priorShares":92944},{"issuer":"AMERICAN INTERNATIONAL GROUP","titleOfClass":"COM","cusip":"026874784","value":12360,"shares":165841,"shareType":"SH","priorValue":12547,"priorShares":166738},{"issuer":"TAIWAN SEMICONDUCTOR-SP ADR","titleOfClass":"COM","cusip":"874039100","value":12318,"shares":25794,"shareType":"SH","priorValue":8334,"priorShares":24661},{"issuer":"EMERSON ELECTRIC CO","titleOfClass":"COM","cusip":"291011104","value":11645,"shares":81347,"shareType":"SH","priorValue":10657,"priorShares":81340},{"issuer":"STRYKER CORP","titleOfClass":"COM","cusip":"863667101","value":10796,"shares":34290,"shareType":"SH","priorValue":11224,"priorShares":34159},{"issuer":"SS-SPDR S&P 500","titleOfClass":"COM","cusip":"78462F103","value":8867,"shares":11874,"shareType":"SH","priorValue":8239,"priorShares":12668},{"issuer":"ROYAL CARIBBEAN GROUP","titleOfClass":"COM","cusip":"V7780T103","value":8391,"shares":26426,"shareType":"SH","priorValue":7518,"priorShares":27320},{"issuer":"INTUITIVE SURGICAL INC","titleOfClass":"COM","cusip":"46120E602","value":8080,"shares":20318,"shareType":"SH","priorValue":10191,"priorShares":22106},{"issuer":"BANK OF NEW YORK MELLON CORP","titleOfClass":"COM","cusip":"064058100","value":7791,"shares":53875,"shareType":"SH","priorValue":6391,"priorShares":53875},{"issuer":"HILTON WORLDWIDE HOLDINGS IN","titleOfClass":"COM","cusip":"43300A203","value":5477,"shares":16575,"shareType":"SH","priorValue":5040,"priorShares":16575},{"issuer":"GENERAL ELECTRIC","titleOfClass":"COM","cusip":"369604301","value":5080,"shares":13592,"shareType":"SH"},{"issuer":"PALANTIR TECHNOLOGIES INC-A","titleOfClass":"COM","cusip":"69608A108","value":3765,"shares":32268,"shareType":"SH","priorValue":5435,"priorShares":37155},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":3404,"shares":6682,"shareType":"SH","priorValue":2542,"priorShares":4205},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":3048,"shares":8418,"shareType":"SH","priorValue":3905,"priorShares":11098},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":1958,"shares":3086,"shareType":"SH","priorValue":1811,"priorShares":3215},{"issuer":"ALLSTATE CORP","titleOfClass":"COM","cusip":"020002101","value":1594,"shares":6700,"shareType":"SH","priorValue":1431,"priorShares":6900},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":1410,"shares":10417,"shareType":"SH","priorValue":1618,"priorShares":10417},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":1359,"shares":3597,"shareType":"SH","priorValue":938,"priorShares":3030},{"issuer":"ALPHABET INC-CL A","titleOfClass":"COM","cusip":"02079K305","value":1330,"shares":3721,"shareType":"SH","priorValue":728,"priorShares":2531},{"issuer":"PROCTER & GAMBLE CO/THE","titleOfClass":"COM","cusip":"742718109","value":1164,"shares":7936,"shareType":"SH","priorValue":1870,"priorShares":12947},{"issuer":"TRAVELERS COS INC/THE","titleOfClass":"COM","cusip":"89417E109","value":1044,"shares":3163,"shareType":"SH","priorValue":1134,"priorShares":3888},{"issuer":"ISHARES S&P 100 ETF","titleOfClass":"COM","cusip":"464287101","value":1026,"shares":2803,"shareType":"SH","priorValue":892,"priorShares":2803},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":900,"shares":890,"shareType":"SH","priorValue":759,"priorShares":897},{"issuer":"EATON CORP PLC","titleOfClass":"COM","cusip":"G29183103","value":874,"shares":2050,"shareType":"SH","priorValue":733,"priorShares":2048},{"issuer":"AIR PRODUCTS & CHEMICALS INC","titleOfClass":"COM","cusip":"009158106","value":794,"shares":2709,"shareType":"SH","priorValue":2430,"priorShares":8365},{"issuer":"CITIZENS FINANCIAL GROUP","titleOfClass":"COM","cusip":"174610105","value":705,"shares":10068,"shareType":"SH","priorValue":600,"priorShares":10000},{"issuer":"BERKSHIRE HATHAWAYINC   DEL CL","titleOfClass":"COM","cusip":"084670702","value":689,"shares":1376,"shareType":"SH","priorValue":627,"priorShares":1309},{"issuer":"PHILLIPS 66","titleOfClass":"COM","cusip":"718546104","value":676,"shares":4000,"shareType":"SH","priorValue":729,"priorShares":4000},{"issuer":"ENERGY TRANSFER LP","titleOfClass":"COM","cusip":"29273V100","value":669,"shares":35000,"shareType":"SH","priorValue":675,"priorShares":35000},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":633,"shares":2515,"shareType":"SH","priorValue":603,"priorShares":2773},{"issuer":"CISCO SYSTEMS INC","titleOfClass":"COM","cusip":"17275R102","value":623,"shares":5307,"shareType":"SH","priorValue":370,"priorShares":4763},{"issuer":"REALTY INCOME CORP","titleOfClass":"COM","cusip":"756109104","value":620,"shares":10000,"shareType":"SH","priorValue":612,"priorShares":10000},{"issuer":"3M CO","titleOfClass":"COM","cusip":"88579Y101","value":599,"shares":3700,"shareType":"SH","priorValue":537,"priorShares":3700},{"issuer":"EDWARDS LIFESCIENCES CORP","titleOfClass":"COM","cusip":"28176E108","value":595,"shares":6579,"shareType":"SH","priorValue":591,"priorShares":7379},{"issuer":"BRISTOL-MYERS SQUIBB CO","titleOfClass":"COM","cusip":"110122108","value":576,"shares":10000,"shareType":"SH","priorValue":606,"priorShares":10000},{"issuer":"COSTCO WHOLESALE CORP","titleOfClass":"COM","cusip":"22160K105","value":538,"shares":575,"shareType":"SH","priorValue":514,"priorShares":516},{"issuer":"HARTFORD INSURANCE GROUP INC","titleOfClass":"COM","cusip":"416515104","value":530,"shares":4000,"shareType":"SH","priorValue":541,"priorShares":4000},{"issuer":"GLOBE LIFE INC","titleOfClass":"COM","cusip":"37959E102","value":508,"shares":2843,"shareType":"SH","priorValue":376,"priorShares":2700},{"issuer":"OLD REPUBLIC INTL CORP","titleOfClass":"COM","cusip":"680223104","value":506,"shares":12375,"shareType":"SH","priorValue":494,"priorShares":12375},{"issuer":"ISHARES RUSSELL 1000 GROWTH","titleOfClass":"COM","cusip":"464287614","value":496,"shares":3998,"shareType":"SH","priorValue":436,"priorShares":1022},{"issuer":"NOVARTIS AG-SPONSORED ADR","titleOfClass":"COM","cusip":"66987V109","value":470,"shares":3000,"shareType":"SH","priorValue":458,"priorShares":3000},{"issuer":"ISHARES CORE S&P 500 ETF","titleOfClass":"COM","cusip":"464287200","value":447,"shares":597,"shareType":"SH","priorValue":383,"priorShares":587},{"issuer":"SPDR PORTFOLIO S&P 500 ETF","titleOfClass":"COM","cusip":"78464A854","value":435,"shares":4950,"shareType":"SH","priorValue":379,"priorShares":4950},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":428,"shares":402,"shareType":"SH","priorValue":242,"priorShares":341},{"issuer":"CONOCOPHILLIPS","titleOfClass":"COM","cusip":"20825C104","value":427,"shares":4110,"shareType":"SH","priorValue":543,"priorShares":4110},{"issuer":"VANGUARD S&P 500 ETF","titleOfClass":"COM","cusip":"922908363","value":402,"shares":585,"shareType":"SH","priorValue":316,"priorShares":528},{"issuer":"UNION PACIFIC CORP","titleOfClass":"COM","cusip":"907818108","value":394,"shares":1447,"shareType":"SH","priorValue":340,"priorShares":1400},{"issuer":"TOTALENERGIES SE","titleOfClass":"COM","cusip":"F92124100","value":389,"shares":5000,"shareType":"SH","priorValue":455,"priorShares":5000},{"issuer":"DORIAN LPG LTD","titleOfClass":"COM","cusip":"Y2106R110","value":365,"shares":10500,"shareType":"SH","priorValue":359,"priorShares":10500},{"issuer":"HOWMET AEROSPACE INC","titleOfClass":"COM","cusip":"443201108","value":358,"shares":1333,"shareType":"SH","priorValue":307,"priorShares":1333},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":355,"shares":14750,"shareType":"SH","priorValue":414,"priorShares":14750},{"issuer":"REGENERON PHARMACEUTICALS","titleOfClass":"COM","cusip":"75886F107","value":347,"shares":557,"shareType":"SH","priorValue":430,"priorShares":557},{"issuer":"FIFTH THIRD BANCORP","titleOfClass":"COM","cusip":"316773100","value":346,"shares":6135,"shareType":"SH","priorValue":285,"priorShares":6135},{"issuer":"NEWMONT CORP","titleOfClass":"COM","cusip":"651639106","value":336,"shares":3600,"shareType":"SH","priorValue":390,"priorShares":3600},{"issuer":"CAMDEN NATIONAL CORP","titleOfClass":"COM","cusip":"133034108","value":296,"shares":5464,"shareType":"SH","priorValue":259,"priorShares":5464},{"issuer":"ISHARES RUSSELL 1000    VALUE","titleOfClass":"COM","cusip":"464287598","value":296,"shares":1220,"shareType":"SH","priorValue":261,"priorShares":1220},{"issuer":"MARSH","titleOfClass":"COM","cusip":"571748102","value":284,"shares":1702,"shareType":"SH","priorValue":293,"priorShares":1690},{"issuer":"LOEWS CORP","titleOfClass":"COM","cusip":"540424108","value":283,"shares":2500,"shareType":"SH","priorValue":267,"priorShares":2500},{"issuer":"AUTOMATIC DATA PROCESSING","titleOfClass":"COM","cusip":"053015103","value":277,"shares":1235,"shareType":"SH","priorValue":252,"priorShares":1238},{"issuer":"FARMERS & MERCHANTS BANCO/OH","titleOfClass":"COM","cusip":"30779N105","value":271,"shares":8869,"shareType":"SH","priorValue":228,"priorShares":8869},{"issuer":"PUBLIC SERVICE ENTERPRISE GP","titleOfClass":"COM","cusip":"744573106","value":269,"shares":3320,"shareType":"SH"},{"issuer":"TC ENERGY CORP","titleOfClass":"COM","cusip":"87807B107","value":265,"shares":4000,"shareType":"SH","priorValue":250,"priorShares":4000},{"issuer":"CAPITAL ONE FINANCIAL CORP","titleOfClass":"COM","cusip":"14040H105","value":252,"shares":1254,"shareType":"SH","priorValue":309,"priorShares":1692},{"issuer":"LOWE'S COS INC","titleOfClass":"COM","cusip":"548661107","value":252,"shares":1144,"shareType":"SH","priorValue":270,"priorShares":1144},{"issuer":"EVERUS CONSTRUCTION","titleOfClass":"COM","cusip":"300426103","value":249,"shares":1500,"shareType":"SH"},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":249,"shares":2840,"shareType":"SH","priorValue":323,"priorShares":3477},{"issuer":"PNC FINANCIAL SERVICES GROUP","titleOfClass":"COM","cusip":"693475105","value":249,"shares":1012,"shareType":"SH","priorValue":211,"priorShares":1012},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":241,"shares":1729,"shareType":"SH"},{"issuer":"BRISTOW GROUP INC","titleOfClass":"COM","cusip":"11040G103","value":239,"shares":5790,"shareType":"SH","priorValue":271,"priorShares":5790},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM","cusip":"512807306","value":234,"shares":540,"shareType":"SH"},{"issuer":"FIRST NATIONAL CORP/VA","titleOfClass":"COM","cusip":"32106V107","value":228,"shares":7600,"shareType":"SH","priorValue":205,"priorShares":7600},{"issuer":"ISHARES TR CORE MSCI EAFETF","titleOfClass":"COM","cusip":"46432F842","value":224,"shares":2315,"shareType":"SH","priorValue":219,"priorShares":2415},{"issuer":"NEBIUS GROUP NV","titleOfClass":"COM","cusip":"N97284108","value":222,"shares":805,"shareType":"SH"},{"issuer":"VANGUARD GROWTH ETF","titleOfClass":"COM","cusip":"922908736","value":214,"shares":2484,"shareType":"SH"},{"issuer":"ENBRIDGE INC","titleOfClass":"COM","cusip":"29250N105","value":213,"shares":3936,"shareType":"SH","priorValue":213,"priorShares":3936},{"issuer":"FIRST NATIONAL BANK ALASKA","titleOfClass":"COM","cusip":"32112J106","value":212,"shares":670,"shareType":"SH","priorValue":200,"priorShares":670},{"issuer":"VISA INC-CLASS A SHARES","titleOfClass":"COM","cusip":"92826C839","value":208,"shares":605,"shareType":"SH"},{"issuer":"VALLEY NATIONAL BANCORP","titleOfClass":"COM","cusip":"919794107","value":185,"shares":12650,"shareType":"SH","priorValue":155,"priorShares":12650},{"issuer":"THEGLOBE.COM INC","titleOfClass":"COM","cusip":"88335R101","value":2,"shares":10000,"shareType":"SH","priorValue":3,"priorShares":10000}]},"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."}