{"url":"https://nivawealth.com/firms/blong-financial-164746","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/164746","regulatoryAum":201963902,"crd":"164746","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5059670","suffix":null,"lastName":"CURRY","firstName":"ROBERT","middleName":"TRENT"},{"crd":"2995012","suffix":null,"lastName":"LONG","firstName":"DENNIS","middleName":"GLENN"}],"total":2,"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":"2022-07-07","regulatoryAum":117975684,"clients":266,"employees":2,"offices":1},{"filedOn":"2023-03-30","regulatoryAum":139519087,"clients":438,"employees":2,"offices":1},{"filedOn":"2024-03-28","regulatoryAum":177500089,"clients":319,"employees":2,"offices":1},{"filedOn":"2025-03-30","regulatoryAum":179637955,"clients":326,"employees":2,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":201963902,"clients":314,"employees":2,"offices":1}],"secFileNumber":"801-123363","legalName":"Blong Financial, LLC","displayName":"Blong Financial","slug":"blong-financial-164746","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Tennessee limited liability company","fiscalYearEnd":"December","headquarters":{"street":"5391 Normandy RD","city":"Memphis","state":"TN","stateName":"Tennessee","country":"United States","postalCode":"38120"},"tradeNames":[],"registration":{"secApproved":"3 March 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":643197.1401273885,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"regulatory":201963902,"discretionary":188166663,"discretionaryAccounts":452,"nonDiscretionary":13797239,"nonDiscretionaryAccounts":22,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":261,"regulatoryAum":36213488},{"label":"High-net-worth individuals","clients":53,"regulatoryAum":165750414}],"feePrograms":[{"role":"main","program":"Separately managed discretionary accounts","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032680","versionId":1032680,"ratePeriod":"annual","fee_billing":null,"submittedOn":"2026-03-30","documentName":"ADV PART 2A","fee_rate_low":0.5,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:33:58.449169+00:00","documents":[{"name":"ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032680","versionId":1032680,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":15677651},{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":186286251}],"custodyNote":"Blong Financial has custody of $50M in client assets for 37 clients.","otherCustodians":[],"leadership":[{"name":"Robert Curry","title":"Vice President","crd":"5059670"},{"name":"Dennis Long","title":"President/CCO","crd":"2995012"}],"ownership":[{"label":"Dennis Long","detail":"President/cco in the 50% to 75% ownership band and a control person, since June 2012."},{"label":"Greenway Capital Management, LLC","detail":"Member in the 25% to 50% ownership band, since January 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Tennessee","offices":1,"addresses":[{"street":"5391 Normandy RD","city":"Memphis","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"901-681-9037","stateRegisteredReps":2,"otherAdviserReps":1,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":80},{"label":"U.S. government/agency bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":5},{"label":"Cash and cash equivalents","percent":13}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/164746/PDF/164746.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032680","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 Blong Financial have?","answer":"Blong Financial has 314 clients and manages $202 million for them, as of March 2026. They include 261 individual clients and 53 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Blong Financial offer?","answer":"Blong Financial provides financial planning and portfolio management for individuals and small businesses.","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 Blong Financial charge?","answer":"Blong Financial charges 0.50%–1.50% a year for its Separately managed discretionary accounts. The fee is negotiable.","source":"ADV PART 2A, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Blong Financial use?","answer":"Blong Financial’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $186M and Charles Schwab & Co., Inc. (Westlake, TX), with $15.7M. 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 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Blong Financial have?","answer":"Blong Financial has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 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 Blong Financial invest in?","answer":"At the end of its last fiscal year, Blong Financial’s separately managed accounts held 80% exchange-traded equities, 13% cash and equivalents, 5% registered funds (mutual funds, ETFs, BDCs) and 2% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Blong Financial?","answer":"Blong Financial’s direct owners are Dennis Long (50% to 75%) and Greenway Capital Management, LLC (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Blong Financial get paid?","answer":"Blong Financial 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 Blong Financial?","answer":"Blong Financial’s main office is at 5391 Normandy RD, Memphis, TN 38120. Its phone number is 901-681-9037.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/blong-financial-164746/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-21","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1943004/000208585326000790/0002085853-26-000790-index.html","totalValue":153530181,"positionCount":80,"top10Share":0.6925706613997934,"top10":[{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":33165969,"shares":165756,"shareType":"SH","priorValue":28924795,"priorShares":165853},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":26926902,"shares":93057,"shareType":"SH","priorValue":23631806,"priorShares":93116},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"NASDAQ 100 ETF","cusip":"46138G649","value":12673844,"shares":41832,"shareType":"SH"},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":9126101,"shares":15710,"shareType":"SH","priorValue":3204029,"priorShares":15750},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":8291661,"shares":6913,"shareType":"SH","priorValue":6349180,"priorShares":6903},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":3997794,"shares":10717,"shareType":"SH","priorValue":3972765,"priorShares":10732},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":3350276,"shares":8869,"shareType":"SH","priorValue":2757115,"priorShares":8908},{"issuer":"DELL TECHNOLOGIES INC","titleOfClass":"CL C","cusip":"24703L202","value":3313615,"shares":7680,"shareType":"SH","priorValue":1260524,"priorShares":7680},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":2801810,"shares":4974,"shareType":"SH","priorValue":2862937,"priorShares":5004},{"issuer":"ISHARES TR","titleOfClass":"INTL SEL DIV ETF","cusip":"464288448","value":2682527,"shares":64746,"shareType":"SH","priorValue":2622707,"priorShares":61623}],"positionsListed":80,"positions":[{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":33165969,"shares":165756,"shareType":"SH","priorValue":28924795,"priorShares":165853},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":26926902,"shares":93057,"shareType":"SH","priorValue":23631806,"priorShares":93116},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"NASDAQ 100 ETF","cusip":"46138G649","value":12673844,"shares":41832,"shareType":"SH"},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":9126101,"shares":15710,"shareType":"SH","priorValue":3204029,"priorShares":15750},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":8291661,"shares":6913,"shareType":"SH","priorValue":6349180,"priorShares":6903},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":3997794,"shares":10717,"shareType":"SH","priorValue":3972765,"priorShares":10732},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":3350276,"shares":8869,"shareType":"SH","priorValue":2757115,"priorShares":8908},{"issuer":"DELL TECHNOLOGIES INC","titleOfClass":"CL C","cusip":"24703L202","value":3313615,"shares":7680,"shareType":"SH","priorValue":1260524,"priorShares":7680},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":2801810,"shares":4974,"shareType":"SH","priorValue":2862937,"priorShares":5004},{"issuer":"ISHARES TR","titleOfClass":"INTL SEL DIV ETF","cusip":"464288448","value":2682527,"shares":64746,"shareType":"SH","priorValue":2622707,"priorShares":61623},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":2483724,"shares":6950,"shareType":"SH","priorValue":1992791,"priorShares":6930},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":2408381,"shares":18742,"shareType":"SH","priorValue":2278069,"priorShares":18938},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":2364964,"shares":7225,"shareType":"SH","priorValue":2154722,"priorShares":7325},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":2057312,"shares":17515,"shareType":"SH","priorValue":1368690,"priorShares":17640},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":2055104,"shares":4107,"shareType":"SH","priorValue":2059124,"priorShares":4297},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":1820028,"shares":6472,"shareType":"SH","priorValue":1551789,"priorShares":6402},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":1726356,"shares":8259,"shareType":"SH","priorValue":1375560,"priorShares":8359},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":1562950,"shares":3716,"shareType":"SH","priorValue":1362840,"priorShares":3666},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":1452708,"shares":5720,"shareType":"SH","priorValue":1344419,"priorShares":5500},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":1443180,"shares":5650,"shareType":"SH","priorValue":768231,"priorShares":5650},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":1441586,"shares":4080,"shareType":"SH","priorValue":1170389,"priorShares":4080},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":1104466,"shares":3050,"shareType":"SH","priorValue":1073145,"priorShares":3050},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":1083813,"shares":4307,"shareType":"SH","priorValue":936732,"priorShares":4307},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":1009897,"shares":23852,"shareType":"SH","priorValue":1202392,"priorShares":23952},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":883088,"shares":7797,"shareType":"SH","priorValue":969011,"priorShares":7797},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":877618,"shares":19784,"shareType":"SH","priorValue":768806,"priorShares":19784},{"issuer":"BRISTOL-MYERS SQUIBB CO","titleOfClass":"COM","cusip":"110122108","value":867298,"shares":15052,"shareType":"SH","priorValue":881981,"priorShares":14542},{"issuer":"CONSOLIDATED EDISON INC","titleOfClass":"COM","cusip":"209115104","value":860149,"shares":7775,"shareType":"SH","priorValue":879975,"priorShares":7775},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":808003,"shares":700,"shareType":"SH","priorValue":236488,"priorShares":700},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"HIGH DIVID ETF","cusip":"316092840","value":750993,"shares":12457,"shareType":"SH","priorValue":683651,"priorShares":12376},{"issuer":"VERTIV HOLDINGS CO","titleOfClass":"COM CL A","cusip":"92537N108","value":743314,"shares":2220,"shareType":"SH","priorValue":556296,"priorShares":2220},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":719835,"shares":3794,"shareType":"SH","priorValue":731863,"priorShares":3794},{"issuer":"SALESFORCE INC","titleOfClass":"COM","cusip":"79466L302","value":697611,"shares":4453,"shareType":"SH","priorValue":831241,"priorShares":4453},{"issuer":"D-WAVE QUANTUM INC","titleOfClass":"COM","cusip":"26740W109","value":642767,"shares":26793,"shareType":"SH","priorValue":388788,"priorShares":26943},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":632077,"shares":2652,"shareType":"SH","priorValue":552336,"priorShares":2652},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":631641,"shares":6961,"shareType":"SH","priorValue":714690,"priorShares":6961},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":617260,"shares":8579,"shareType":"SH","priorValue":566129,"priorShares":8579},{"issuer":"ARM HOLDINGS PLC","titleOfClass":"SPONSORED ADS","cusip":"042068205","value":606316,"shares":1710,"shareType":"SH","priorValue":258689,"priorShares":1710},{"issuer":"WELLTOWER INC","titleOfClass":"COM","cusip":"95040Q104","value":556078,"shares":2450,"shareType":"SH","priorValue":484391,"priorShares":2450},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":502295,"shares":1344,"shareType":"SH","priorValue":381386,"priorShares":1344},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":437606,"shares":2640,"shareType":"SH","priorValue":577251,"priorShares":2790},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":436824,"shares":1616,"shareType":"SH","priorValue":502237,"priorShares":1616},{"issuer":"FEDEX CORP","titleOfClass":"COM","cusip":"31428X106","value":435251,"shares":1390,"shareType":"SH","priorValue":495090,"priorShares":1390},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":435106,"shares":2010,"shareType":"SH","priorValue":444435,"priorShares":2233},{"issuer":"CONOCOPHILLIPS","titleOfClass":"COM","cusip":"20825C104","value":419999,"shares":4040,"shareType":"SH","priorValue":533280,"priorShares":4040},{"issuer":"WASTE MGMT INC DEL","titleOfClass":"COM","cusip":"94106L109","value":417009,"shares":1871,"shareType":"SH","priorValue":429940,"priorShares":1871},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":410576,"shares":5052,"shareType":"SH","priorValue":384205,"priorShares":5052},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":402395,"shares":1350,"shareType":"SH","priorValue":262089,"priorShares":1350},{"issuer":"GLOBUS MED INC","titleOfClass":"CL A","cusip":"379577208","value":349621,"shares":4425,"shareType":"SH","priorValue":381258,"priorShares":4425},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":338591,"shares":2309,"shareType":"SH","priorValue":333511,"priorShares":2309},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":337187,"shares":287,"shareType":"SH","priorValue":250525,"priorShares":287},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":330535,"shares":13727,"shareType":"SH","priorValue":379780,"priorShares":13525},{"issuer":"NORFOLK SOUTHN CORP","titleOfClass":"COM","cusip":"655844108","value":314590,"shares":1000,"shareType":"SH","priorValue":287000,"priorShares":1000},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":312860,"shares":15114,"shareType":"SH","priorValue":438159,"priorShares":15114},{"issuer":"MID-AMER APT CMNTYS INC","titleOfClass":"COM","cusip":"59522J103","value":301085,"shares":2167,"shareType":"SH","priorValue":264635,"priorShares":2167},{"issuer":"HONEYWELL INTL INC","titleOfClass":"COM","cusip":"438516205","value":294210,"shares":1314,"shareType":"SH"},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":293007,"shares":2164,"shareType":"SH","priorValue":351578,"priorShares":2264},{"issuer":"SNOWFLAKE INC","titleOfClass":"COM SHS","cusip":"833445109","value":292675,"shares":1150,"shareType":"SH"},{"issuer":"HONEYWELL AEROSPACE INC","titleOfClass":"COM","cusip":"43849R105","value":290499,"shares":1314,"shareType":"SH"},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":282845,"shares":1930,"shareType":"SH","priorValue":283925,"priorShares":1930},{"issuer":"TRANE TECHNOLOGIES PLC","titleOfClass":"SHS","cusip":"G8994E103","value":279961,"shares":570,"shareType":"SH","priorValue":237542,"priorShares":570},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":273117,"shares":1956,"shareType":"SH"},{"issuer":"STARBUCKS CORP","titleOfClass":"COM","cusip":"855244109","value":272541,"shares":2667,"shareType":"SH","priorValue":238937,"priorShares":2667},{"issuer":"UBIQUITI INC","titleOfClass":"COM","cusip":"90353W103","value":267015,"shares":500,"shareType":"SH","priorValue":395145,"priorShares":500},{"issuer":"ZSCALER INC","titleOfClass":"COM","cusip":"98980G102","value":261554,"shares":1853,"shareType":"SH","priorValue":270062,"priorShares":1925},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":257279,"shares":505,"shareType":"SH","priorValue":305219,"priorShares":505},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":256444,"shares":617,"shareType":"SH"},{"issuer":"RIGETTI COMPUTING INC","titleOfClass":"COMMON STOCK","cusip":"76655K103","value":249228,"shares":12900,"shareType":"SH","priorValue":181116,"priorShares":12900},{"issuer":"WILLIAMS COS INC","titleOfClass":"COM","cusip":"969457100","value":242423,"shares":3261,"shareType":"SH","priorValue":237336,"priorShares":3261},{"issuer":"ALLSTATE CORP","titleOfClass":"COM","cusip":"020002101","value":237940,"shares":1000,"shareType":"SH","priorValue":207340,"priorShares":1000},{"issuer":"FIRST HORIZON CORPORATION","titleOfClass":"COM","cusip":"320517105","value":237298,"shares":9255,"shareType":"SH","priorValue":233403,"priorShares":10255},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":221642,"shares":1751,"shareType":"SH","priorValue":229275,"priorShares":1751},{"issuer":"TRAVELERS COMPANIES INC","titleOfClass":"COM","cusip":"89417E109","value":221181,"shares":670,"shareType":"SH","priorValue":224593,"priorShares":770},{"issuer":"AMERICAN ELEC PWR CO INC","titleOfClass":"COM","cusip":"025537101","value":217529,"shares":1590,"shareType":"SH","priorValue":208418,"priorShares":1590},{"issuer":"ASTRAZENECA PLC","titleOfClass":"ORD","cusip":"G0593M107","value":215788,"shares":1138,"shareType":"SH","priorValue":224436,"priorShares":1138},{"issuer":"EATON CORP PLC","titleOfClass":"SHS","cusip":"G29183103","value":213060,"shares":500,"shareType":"SH"},{"issuer":"GILEAD SCIENCES INC","titleOfClass":"COM","cusip":"375558103","value":212630,"shares":1683,"shareType":"SH","priorValue":234562,"priorShares":1683},{"issuer":"VALERO ENERGY CORP","titleOfClass":"COM","cusip":"91913Y100","value":212259,"shares":815,"shareType":"SH","priorValue":201370,"priorShares":815},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":200868,"shares":1087,"shareType":"SH","priorValue":204374,"priorShares":1587},{"issuer":"LUMEN TECHNOLOGIES INC","titleOfClass":"COM","cusip":"550241103","value":106642,"shares":13886,"shareType":"SH","priorValue":97504,"priorShares":14029}]},"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."}