{"url":"https://nivawealth.com/firms/murphy-middleton-hinkle-and-parker-107861","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/107861","regulatoryAum":435276308,"crd":"107861","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1894996","suffix":null,"lastName":"MIDDLETON","firstName":"DAVID","middleName":"JAMES"},{"crd":"2820730","suffix":null,"lastName":"PARKER","firstName":"JOHN","middleName":"MARK"}],"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":"2021-03-03","regulatoryAum":357941796,"clients":208,"employees":5,"offices":1},{"filedOn":"2022-02-11","regulatoryAum":402690744,"clients":366,"employees":5,"offices":1},{"filedOn":"2023-03-13","regulatoryAum":348828628,"clients":374,"employees":5,"offices":1},{"filedOn":"2024-02-22","regulatoryAum":377406180,"clients":381,"employees":4,"offices":1},{"filedOn":"2025-02-20","regulatoryAum":403720223,"clients":360,"employees":4,"offices":1},{"filedOn":"2026-03-10","regulatoryAum":435276308,"clients":336,"employees":4,"offices":1}],"secFileNumber":"801-43509","legalName":"Murphy Middleton Hinkle & Parker, Inc.","displayName":"Murphy Middleton Hinkle & Parker","slug":"murphy-middleton-hinkle-and-parker-107861","website":"https://mmhpinvest.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"1992","organization":"Georgia corporation","fiscalYearEnd":"December","headquarters":{"street":"240 South Hansell Street","city":"Thomasville","state":"GA","stateName":"Georgia","country":"United States","postalCode":"31792"},"tradeNames":[],"registration":{"secApproved":"3 May 1993","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1282142.1160714286,"staff":{"employees":4,"advisory":2,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":435276308,"discretionary":435276308,"discretionaryAccounts":1290,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":162,"regulatoryAum":43669102},{"label":"High-net-worth individuals","clients":174,"regulatoryAum":387130649},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":4147209},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":253191},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":76157}],"feePrograms":[{"role":"main","program":"Portfolio management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016960","versionId":1016960,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-10","documentName":"DISCLOSURE BROCHURE","fee_rate_low":0.75,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Comprehensive financial planning","summary":"Hourly planning fees not to exceed $300, with a fixed fee for the initial engagement not to exceed $10,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016960","versionId":1016960,"submittedOn":"2026-03-10","documentName":"DISCLOSURE BROCHURE"},{"role":"other","program":"Portfolio monitoring","summary":"For accounts run by an outside portfolio manager, an asset-based monitoring fee of 1.00% to 0.70% a year by account size, not to exceed, and negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016960","versionId":1016960,"submittedOn":"2026-03-10","documentName":"DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T08:16:45.446669+00:00","documents":[{"name":"DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016960","versionId":1016960,"submittedOn":"2026-03-10"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":435276308}],"custodyNote":"Murphy Middleton Hinkle & Parker has custody of $435M in client assets for 342 clients.","otherCustodians":[],"leadership":[{"name":"David Middleton","title":"Managing Director & Chief Compliance Officer","crd":"1894996"},{"name":"John Parker","title":"Managing Director","crd":"2820730"}],"ownership":[{"label":"David Middleton","detail":"Managing director & chief compliance officer in the 50% to 75% ownership band and a control person, since January 2024."},{"label":"John Parker","detail":"Managing director in the 25% to 50% ownership band and a control person, since January 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Georgia","offices":1,"addresses":[{"street":"240 South Hansell Street","city":"Thomasville","headquarters":true}]}],"brochureServices":["business succession planning","estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"229-228-1822","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":32},{"label":"U.S. state and local bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":51},{"label":"Cash and cash equivalents","percent":15}],"privateFunds":0},"sources":{"adv1FilingDate":"10 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/107861/PDF/107861.pdf","brochureDate":"10 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016960","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 Murphy Middleton Hinkle & Parker have?","answer":"Murphy Middleton Hinkle & Parker has 336 clients and manages $435 million for them, as of March 2026. They include 174 high-net-worth individuals and 162 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Murphy Middleton Hinkle & Parker offer?","answer":"Murphy Middleton Hinkle & Parker provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, estate planning, insurance, 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 Murphy Middleton Hinkle & Parker charge?","answer":"Murphy Middleton Hinkle & Parker charges 0.75%–1.50% a year for its Portfolio management. The fee is billed in arrears and is negotiable.","source":"DISCLOSURE BROCHURE, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Murphy Middleton Hinkle & Parker use?","answer":"Murphy Middleton Hinkle & Parker’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $435M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Murphy Middleton Hinkle & Parker have?","answer":"Murphy Middleton Hinkle & Parker has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","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 Murphy Middleton Hinkle & Parker invest in?","answer":"At the end of its last fiscal year, Murphy Middleton Hinkle & Parker’s separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 15% cash and equivalents and 2% 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 Murphy Middleton Hinkle & Parker?","answer":"Murphy Middleton Hinkle & Parker’s direct owners are David Middleton (50% to 75%) and John Parker (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Murphy Middleton Hinkle & Parker get paid?","answer":"Murphy Middleton Hinkle & Parker is paid through a percentage of assets under management, hourly charges 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 Murphy Middleton Hinkle & Parker?","answer":"Murphy Middleton Hinkle & Parker’s main office is at 240 South Hansell Street, Thomasville, GA 31792. Its phone number is 229-228-1822. Its website is mmhpinvest.com.","source":"Form ADV Part 1A, Item 1.F, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/murphy-middleton-hinkle-and-parker-107861/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1730521/000170581926000041/0001705819-26-000041-index.html","totalValue":246120905,"positionCount":140,"top10Share":0.3332722102577999,"top10":[{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":12442165,"shares":367676,"shareType":"SH","priorValue":10100635,"priorShares":346743},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP VA ETF","cusip":"808524409","value":12154386,"shares":349164,"shareType":"SH","priorValue":9981579,"priorShares":327265},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":9295304,"shares":89481,"shareType":"SH","priorValue":8363717,"priorShares":86108},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":7678994,"shares":7211,"shareType":"SH","priorValue":5108705,"priorShares":7211},{"issuer":"ISHARES TR","titleOfClass":"INTL SEL DIV ETF","cusip":"464288448","value":7633565,"shares":184252,"shareType":"SH","priorValue":7316090,"priorShares":171901},{"issuer":"CAPITAL CITY BANK","titleOfClass":"COM","cusip":"139674105","value":7212605,"shares":145945,"shareType":"SH","priorValue":6270365,"priorShares":144279},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":7090365,"shares":9495,"shareType":"SH","priorValue":6178711,"priorShares":9501},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":6582282,"shares":25918,"shareType":"SH","priorValue":6334727,"priorShares":25915},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":6004538,"shares":20751,"shareType":"SH","priorValue":5274172,"priorShares":20782},{"issuer":"STATE STR SPDR S&P MIDCAP 40","titleOfClass":"UTSER1 S&PDCRP","cusip":"78467Y107","value":5931054,"shares":8433,"shareType":"SH","priorValue":5205787,"priorShares":8441}],"positionsListed":140,"positions":[{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":12442165,"shares":367676,"shareType":"SH","priorValue":10100635,"priorShares":346743},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP VA ETF","cusip":"808524409","value":12154386,"shares":349164,"shareType":"SH","priorValue":9981579,"priorShares":327265},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":9295304,"shares":89481,"shareType":"SH","priorValue":8363717,"priorShares":86108},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":7678994,"shares":7211,"shareType":"SH","priorValue":5108705,"priorShares":7211},{"issuer":"ISHARES TR","titleOfClass":"INTL SEL DIV ETF","cusip":"464288448","value":7633565,"shares":184252,"shareType":"SH","priorValue":7316090,"priorShares":171901},{"issuer":"CAPITAL CITY BANK","titleOfClass":"COM","cusip":"139674105","value":7212605,"shares":145945,"shareType":"SH","priorValue":6270365,"priorShares":144279},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":7090365,"shares":9495,"shareType":"SH","priorValue":6178711,"priorShares":9501},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":6582282,"shares":25918,"shareType":"SH","priorValue":6334727,"priorShares":25915},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":6004538,"shares":20751,"shareType":"SH","priorValue":5274172,"priorShares":20782},{"issuer":"STATE STR SPDR S&P MIDCAP 40","titleOfClass":"UTSER1 S&PDCRP","cusip":"78467Y107","value":5931054,"shares":8433,"shareType":"SH","priorValue":5205787,"priorShares":8441},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":5770691,"shares":50951,"shareType":"SH","priorValue":6336973,"priorShares":50989},{"issuer":"ISHARES TR","titleOfClass":"SELECT DIVID ETF","cusip":"464287168","value":5471312,"shares":35005,"shareType":"SH","priorValue":5167025,"priorShares":34126},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":5275432,"shares":14958,"shareType":"SH","priorValue":4904658,"priorShares":14913},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":5030330,"shares":13485,"shareType":"SH","priorValue":4977020,"priorShares":13445},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":4498017,"shares":3750,"shareType":"SH","priorValue":3448731,"priorShares":3750},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":4215568,"shares":28748,"shareType":"SH","priorValue":2436772,"priorShares":16870},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":3744250,"shares":5,"shareType":"SH","priorValue":3590700,"priorShares":5},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":3648259,"shares":44891,"shareType":"SH","priorValue":3415822,"priorShares":44915},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"COMMON SHS","cusip":"33735T109","value":3142647,"shares":169415,"shareType":"SH","priorValue":2465971,"priorShares":138460},{"issuer":"SOUTHERN CO","titleOfClass":"COM","cusip":"842587107","value":3026764,"shares":31624,"shareType":"SH","priorValue":3037968,"priorShares":31475},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":3000153,"shares":10065,"shareType":"SH","priorValue":1954063,"priorShares":10065},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":2969767,"shares":3966,"shareType":"SH","priorValue":2594752,"priorShares":3972},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":2860580,"shares":47924,"shareType":"SH","priorValue":2549318,"priorShares":47166},{"issuer":"BP PLC","titleOfClass":"SPONSORED ADR","cusip":"055622104","value":2819452,"shares":76305,"shareType":"SH","priorValue":3591357,"priorShares":76412},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":2789242,"shares":22035,"shareType":"SH","priorValue":2884483,"priorShares":22029},{"issuer":"SERIES PORTFOLIOS TR","titleOfClass":"EQUAB EQUIT ETF","cusip":"81752T411","value":2788350,"shares":92945,"shareType":"SH","priorValue":2693546,"priorShares":92945},{"issuer":"ISHARES TR","titleOfClass":"S&P MC 400GR ETF","cusip":"464287606","value":2683592,"shares":22839,"shareType":"SH","priorValue":1991493,"priorShares":19792},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":2472427,"shares":4941,"shareType":"SH","priorValue":2267095,"priorShares":4731},{"issuer":"ISHARES TR","titleOfClass":"RUS 2000 VAL ETF","cusip":"464287630","value":2444088,"shares":11049,"shareType":"SH","priorValue":2004739,"priorShares":10574},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":2384649,"shares":75202,"shareType":"SH","priorValue":1887872,"priorShares":61534},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":2367966,"shares":16959,"shareType":"SH","priorValue":748394,"priorShares":16959},{"issuer":"OSHKOSH CORP","titleOfClass":"COM","cusip":"688239201","value":2235988,"shares":14569,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US MID-CAP ETF","cusip":"808524508","value":2204051,"shares":59779,"shareType":"SH","priorValue":1853332,"priorShares":59862},{"issuer":"ISHARES TR","titleOfClass":"RUS 2000 GRW ETF","cusip":"464287648","value":2128851,"shares":5404,"shareType":"SH","priorValue":1609932,"priorShares":5130},{"issuer":"ISHARES TR","titleOfClass":"S&P MC 400VL ETF","cusip":"464287705","value":2127794,"shares":14403,"shareType":"SH","priorValue":1591141,"priorShares":12009},{"issuer":"GENUINE PARTS CO","titleOfClass":"COM","cusip":"372460105","value":2027000,"shares":17181,"shareType":"SH","priorValue":1816866,"priorShares":17181},{"issuer":"EMERSON ELEC CO","titleOfClass":"COM","cusip":"291011104","value":1996221,"shares":13945,"shareType":"SH","priorValue":1826707,"priorShares":13942},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":1975218,"shares":25616,"shareType":"SH","priorValue":1750787,"priorShares":25926},{"issuer":"TRANE TECHNOLOGIES PLC","titleOfClass":"SHS","cusip":"G8994E103","value":1956781,"shares":3984,"shareType":"SH","priorValue":1660292,"priorShares":3984},{"issuer":"CARDINAL HEALTH INC","titleOfClass":"COM","cusip":"14149Y108","value":1864536,"shares":7849,"shareType":"SH","priorValue":1658460,"priorShares":7848},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":1859310,"shares":11217,"shareType":"SH","priorValue":2323327,"priorShares":11229},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":1696503,"shares":6033,"shareType":"SH","priorValue":1455632,"priorShares":6005},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":1655129,"shares":23230,"shareType":"SH","priorValue":1495405,"priorShares":23337},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":1612608,"shares":6766,"shareType":"SH","priorValue":1379372,"priorShares":6623},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":1587599,"shares":11544,"shareType":"SH","priorValue":1305589,"priorShares":11543},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US SML CAP ETF","cusip":"808524607","value":1558393,"shares":43133,"shareType":"SH","priorValue":1251882,"priorShares":43050},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"SENIOR LN FD","cusip":"33738D309","value":1553142,"shares":34707,"shareType":"SH","priorValue":1604454,"priorShares":35814},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":1548446,"shares":2103,"shareType":"SH","priorValue":1213651,"priorShares":2103},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":1449782,"shares":25444,"shareType":"SH","priorValue":1244461,"priorShares":25527},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"SHS","cusip":"33734H106","value":1432817,"shares":29739,"shareType":"SH","priorValue":1083546,"priorShares":23039},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":1417742,"shares":12070,"shareType":"SH","priorValue":965685,"priorShares":12446},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":1372690,"shares":3885,"shareType":"SH","priorValue":1124780,"priorShares":3921},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":1363621,"shares":9974,"shareType":"SH","priorValue":1696805,"priorShares":10001},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":1345646,"shares":10472,"shareType":"SH","priorValue":1258546,"priorShares":10463},{"issuer":"NNN REIT INC","titleOfClass":"COM","cusip":"637417106","value":1339860,"shares":28796,"shareType":"SH","priorValue":1229501,"priorShares":29253},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":1325721,"shares":3661,"shareType":"SH","priorValue":1288123,"priorShares":3661},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":1322162,"shares":8367,"shareType":"SH","priorValue":1239046,"priorShares":8366},{"issuer":"AFLAC INC","titleOfClass":"COM","cusip":"001055102","value":1310271,"shares":11175,"shareType":"SH","priorValue":1230834,"priorShares":11219},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":1306983,"shares":13579,"shareType":"SH","priorValue":1308749,"priorShares":13579},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":1268569,"shares":15351,"shareType":"SH","priorValue":1222056,"priorShares":15351},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":1235807,"shares":3458,"shareType":"SH","priorValue":994398,"priorShares":3458},{"issuer":"WASTE MGMT INC DEL","titleOfClass":"COM","cusip":"94106L109","value":1234260,"shares":5538,"shareType":"SH","priorValue":1295218,"priorShares":5637},{"issuer":"GENERAL DYNAMICS CORP","titleOfClass":"COM","cusip":"369550108","value":1140559,"shares":3220,"shareType":"SH","priorValue":1104858,"priorShares":3219},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":1139929,"shares":41153,"shareType":"SH","priorValue":1022539,"priorShares":41315},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":1119528,"shares":2996,"shareType":"SH","priorValue":850048,"priorShares":2996},{"issuer":"3M CO","titleOfClass":"COM","cusip":"88579Y101","value":1046343,"shares":6462,"shareType":"SH","priorValue":938310,"priorShares":6461},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":1045498,"shares":5658,"shareType":"SH","priorValue":728566,"priorShares":5657},{"issuer":"TARGET CORP","titleOfClass":"COM","cusip":"87612E106","value":1037696,"shares":7945,"shareType":"SH","priorValue":947178,"priorShares":7815},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":1016613,"shares":3106,"shareType":"SH","priorValue":913594,"priorShares":3106},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":934991,"shares":4118,"shareType":"SH","priorValue":869443,"priorShares":4118},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":931860,"shares":22009,"shareType":"SH","priorValue":1103479,"priorShares":21982},{"issuer":"STATE STR SPDR DOW JONES IND","titleOfClass":"UT SER 1","cusip":"78467X109","value":891197,"shares":1706,"shareType":"SH","priorValue":790202,"priorShares":1706},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"EMRG MKTEQ ETF","cusip":"808524706","value":879033,"shares":24242,"shareType":"SH","priorValue":798789,"priorShares":24242},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":838850,"shares":714,"shareType":"SH","priorValue":623251,"priorShares":714},{"issuer":"ISHARES TR","titleOfClass":"JPMORGAN USD EMG","cusip":"464288281","value":837292,"shares":8682,"shareType":"SH","priorValue":815500,"priorShares":8682},{"issuer":"MARSH & MCLENNAN COS INC","titleOfClass":"COM","cusip":"571748102","value":836850,"shares":5021,"shareType":"SH","priorValue":870892,"priorShares":5021},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":800084,"shares":2663,"shareType":"SH","priorValue":680527,"priorShares":2744},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":797071,"shares":33101,"shareType":"SH","priorValue":931975,"priorShares":33190},{"issuer":"IDACORP INC","titleOfClass":"COM","cusip":"451107106","value":748481,"shares":4947,"shareType":"SH","priorValue":707273,"priorShares":4947},{"issuer":"CHUBB LIMITED","titleOfClass":"COM","cusip":"H1467J104","value":726458,"shares":2132,"shareType":"SH","priorValue":694883,"priorShares":2132},{"issuer":"TRUIST FINL CORP","titleOfClass":"COM","cusip":"89832Q109","value":706398,"shares":14179,"shareType":"SH","priorValue":654015,"priorShares":14227},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":687552,"shares":2004,"shareType":"SH","priorValue":605689,"priorShares":2004},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 ETF","cusip":"464287622","value":669533,"shares":1635,"shareType":"SH","priorValue":582976,"priorShares":1635},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":652724,"shares":4821,"shareType":"SH","priorValue":747623,"priorShares":4814},{"issuer":"FLOWERS FOODS INC","titleOfClass":"COM","cusip":"343498101","value":632271,"shares":80034,"shareType":"SH","priorValue":552690,"priorShares":67815},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SML CP GRW ETF","cusip":"922908595","value":629370,"shares":1721,"shareType":"SH","priorValue":520172,"priorShares":1721},{"issuer":"FIRST TR EXCH TRADED FD III","titleOfClass":"MANAGD MUN ETF","cusip":"33739N108","value":626680,"shares":12200,"shareType":"SH","priorValue":618052,"priorShares":12200},{"issuer":"ENBRIDGE INC","titleOfClass":"COM","cusip":"29250N105","value":624445,"shares":11519,"shareType":"SH","priorValue":623639,"priorShares":11519},{"issuer":"UNION PAC CORP","titleOfClass":"COM","cusip":"907818108","value":607648,"shares":2234,"shareType":"SH","priorValue":542013,"priorShares":2234},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"FIRST TR TA HIYL","cusip":"33738D408","value":599321,"shares":14743,"shareType":"SH","priorValue":590502,"priorShares":14555},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":570102,"shares":3890,"shareType":"SH","priorValue":528140,"priorShares":3590},{"issuer":"ISHARES TR","titleOfClass":"DOW JONES US ETF","cusip":"464287846","value":546840,"shares":3000,"shareType":"SH","priorValue":475350,"priorShares":3000},{"issuer":"ISHARES TR","titleOfClass":"ESG AWR MSCI USA","cusip":"46435G425","value":521125,"shares":3184,"shareType":"SH","priorValue":450281,"priorShares":3184},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"SMID RISNG ETF","cusip":"33741X102","value":514617,"shares":11929,"shareType":"SH"},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":510806,"shares":907,"shareType":"SH","priorValue":518706,"priorShares":907},{"issuer":"ISHARES TR","titleOfClass":"MSCI EMG MKT ETF","cusip":"464287234","value":504797,"shares":7379,"shareType":"SH","priorValue":419053,"priorShares":7379},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":498471,"shares":2491,"shareType":"SH","priorValue":414901,"priorShares":2379},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":491812,"shares":2024,"shareType":"SH","priorValue":439714,"priorShares":2024},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":465980,"shares":3994,"shareType":"SH","priorValue":602527,"priorShares":4119},{"issuer":"BRISTOL-MYERS SQUIBB CO","titleOfClass":"COM","cusip":"110122108","value":461363,"shares":8007,"shareType":"SH","priorValue":485625,"priorShares":8007},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":456756,"shares":1350,"shareType":"SH","priorValue":408448,"priorShares":1350},{"issuer":"INGERSOLL RAND INC","titleOfClass":"COM","cusip":"45687V106","value":453763,"shares":5534,"shareType":"SH","priorValue":443412,"priorShares":5534},{"issuer":"CUMMINS INC","titleOfClass":"COM","cusip":"231021106","value":447183,"shares":627,"shareType":"SH","priorValue":337339,"priorShares":627},{"issuer":"CONSOLIDATED EDISON INC","titleOfClass":"COM","cusip":"209115104","value":441636,"shares":3992,"shareType":"SH","priorValue":451804,"priorShares":3992},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":422239,"shares":2847,"shareType":"SH","priorValue":353911,"priorShares":2847},{"issuer":"MEDTRONIC PLC","titleOfClass":"SHS","cusip":"G5960L103","value":415401,"shares":5310,"shareType":"SH","priorValue":460112,"priorShares":5310},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":410173,"shares":1630,"shareType":"SH","priorValue":354509,"priorShares":1630},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":392773,"shares":1453,"shareType":"SH","priorValue":451593,"priorShares":1453},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"TT WRLD ST ETF","cusip":"922042742","value":357292,"shares":2276,"shareType":"SH","priorValue":314823,"priorShares":2276},{"issuer":"BOOKING HOLDINGS INC","titleOfClass":"COM","cusip":"09857L108","value":356480,"shares":2000,"shareType":"SH","priorValue":336826,"priorShares":80},{"issuer":"BANK OF NY MELLON CORP","titleOfClass":"COM","cusip":"064058100","value":346775,"shares":2398,"shareType":"SH","priorValue":284475,"priorShares":2398},{"issuer":"SYSCO CORP","titleOfClass":"COM","cusip":"871829107","value":344533,"shares":4122,"shareType":"SH","priorValue":293851,"priorShares":4120},{"issuer":"CORTEVA INC","titleOfClass":"COM","cusip":"22052L104","value":339014,"shares":4003,"shareType":"SH","priorValue":251381,"priorShares":3003},{"issuer":"QNITY ELECTRONICS INC","titleOfClass":"COMMON STOCK","cusip":"74743L100","value":332336,"shares":2035,"shareType":"SH","priorValue":234798,"priorShares":2035},{"issuer":"EATON CORP PLC","titleOfClass":"SHS","cusip":"G29183103","value":311068,"shares":730,"shareType":"SH","priorValue":261099,"priorShares":730},{"issuer":"ISHARES TR","titleOfClass":"TRS FLT RT BD","cusip":"46434V860","value":308438,"shares":6092,"shareType":"SH","priorValue":308438,"priorShares":6092},{"issuer":"CAPITAL ONE FINL CORP","titleOfClass":"COM","cusip":"14040H105","value":308378,"shares":1537,"shareType":"SH","priorValue":280412,"priorShares":1537},{"issuer":"DOW HLDGS INC","titleOfClass":"COM","cusip":"260557103","value":301411,"shares":11016,"shareType":"SH","priorValue":458822,"priorShares":11016},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":299735,"shares":3415,"shareType":"SH","priorValue":317185,"priorShares":3415},{"issuer":"ISHARES TR","titleOfClass":"IBONDS DEC2026","cusip":"46435GAA0","value":297132,"shares":12263,"shareType":"SH","priorValue":297255,"priorShares":12263},{"issuer":"PRUDENTIAL FINL INC","titleOfClass":"COM","cusip":"744320102","value":294693,"shares":2730,"shareType":"SH","priorValue":266727,"priorShares":2730},{"issuer":"MCKESSON CORP","titleOfClass":"COM","cusip":"58155Q103","value":282594,"shares":374,"shareType":"SH","priorValue":323645,"priorShares":374},{"issuer":"KIMBERLY-CLARK CORP","titleOfClass":"COM","cusip":"494368103","value":269299,"shares":2453,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"ESG AW MSCI EAFE","cusip":"46435G516","value":264839,"shares":2576,"shareType":"SH","priorValue":246317,"priorShares":2576},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":260809,"shares":12599,"shareType":"SH","priorValue":369577,"priorShares":12748},{"issuer":"PINNACLE FINL PARTNERS INC","titleOfClass":"COM","cusip":"72348N109","value":250839,"shares":2487,"shareType":"SH","priorValue":214167,"priorShares":2486},{"issuer":"NOVARTIS AG","titleOfClass":"SPONSORED ADR","cusip":"66987V109","value":241349,"shares":1540,"shareType":"SH","priorValue":235235,"priorShares":1540},{"issuer":"BLACKROCK MUNIHOLDINGS FD IN","titleOfClass":"COM","cusip":"09253N104","value":240570,"shares":20216,"shareType":"SH","priorValue":228036,"priorShares":20216},{"issuer":"COLONY BANKCORP INC","titleOfClass":"COM","cusip":"19623P101","value":240337,"shares":11963,"shareType":"SH","priorValue":238901,"priorShares":11963},{"issuer":"UNITED PARCEL SVCS INC","titleOfClass":"CL B","cusip":"911312106","value":232032,"shares":2158,"shareType":"SH","priorValue":213998,"priorShares":2175},{"issuer":"DUPONT DE NEMOURS INC","titleOfClass":"COMMON STOCK","cusip":"26614N201","value":230181,"shares":1697,"shareType":"SH"},{"issuer":"RBB FD INC","titleOfClass":"MOTLEY FOL ETF","cusip":"74933W601","value":227414,"shares":2986,"shareType":"SH"},{"issuer":"PAYCHEX INC","titleOfClass":"COM","cusip":"704326107","value":221097,"shares":2249,"shareType":"SH","priorValue":207122,"priorShares":2248},{"issuer":"NORFOLK SOUTHN CORP","titleOfClass":"COM","cusip":"655844108","value":220213,"shares":700,"shareType":"SH","priorValue":200900,"priorShares":700},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":219577,"shares":431,"shareType":"SH","priorValue":260492,"priorShares":431},{"issuer":"BLACKROCK INC","titleOfClass":"COM","cusip":"09290D101","value":219236,"shares":228,"shareType":"SH","priorValue":219270,"priorShares":228},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":215862,"shares":452,"shareType":"SH"},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":209518,"shares":2912,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":204653,"shares":2119,"shareType":"SH"},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":200794,"shares":1680,"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."}