{"url":"https://nivawealth.com/firms/pring-turner-capital-group-110931","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/110931","regulatoryAum":296933050,"crd":"110931","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5863675","suffix":null,"lastName":"KOPAS","firstName":"JAMES","middleName":"WILLIAM"},{"crd":"1015062","suffix":null,"lastName":"KOPAS","firstName":"THOMAS","middleName":"JOHN"}],"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":"2021-03-31","regulatoryAum":163187758,"clients":145,"employees":3,"offices":1},{"filedOn":"2021-09-29","regulatoryAum":183607364,"clients":149,"employees":3,"offices":1},{"filedOn":"2022-09-30","regulatoryAum":178279978,"clients":150,"employees":4,"offices":1},{"filedOn":"2023-11-27","regulatoryAum":206468847,"clients":179,"employees":4,"offices":1},{"filedOn":"2024-09-30","regulatoryAum":238586170,"clients":184,"employees":4,"offices":1},{"filedOn":"2025-09-26","regulatoryAum":262131675,"clients":188,"employees":4,"offices":1},{"filedOn":"2026-09-28","regulatoryAum":296933050,"clients":190,"employees":4,"offices":1}],"secFileNumber":"801-12851","legalName":"Pring/Turner Capital Group, Inc.","displayName":"Pring/Turner Capital Group","slug":"pring-turner-capital-group-110931","website":"https://pringturner.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/pring-turner-capital-group/","xUrl":"https://twitter.com/PringTurner","founded":null,"organization":"California corporation","fiscalYearEnd":"June","headquarters":{"street":"3195 Danville BLVD Ste 8","city":"Alamo","state":"CA","stateName":"California","country":"United States","postalCode":"94507-1970"},"tradeNames":["Pring Turner"],"registration":{"secApproved":"20 April 1977","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1504779.957894737,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":296933050,"discretionary":296256144,"discretionaryAccounts":518,"nonDiscretionary":676906,"nonDiscretionaryAccounts":2,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":116,"regulatoryAum":44842553},{"label":"High-net-worth individuals","clients":74,"regulatoryAum":241065639},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":6082270},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":4941455},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":1133}],"feePrograms":[{"role":"main","program":"Investment Advisory Service Fees","feeBasis":"marginal","fee_tiers":[{"to":1500000,"pct":1,"from":0},{"to":3000000,"pct":0.9,"from":1500000},{"to":5000000,"pct":0.8,"from":3000000},{"to":null,"pct":0.7,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059313","versionId":1059313,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-09-28","documentName":"PRING TURNER FORM ADV PART 2A BROCHURE","fee_rate_low":0.7,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T08:26:48.546901+00:00","documents":[{"name":"PRING TURNER FORM ADV PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059313","versionId":1059313,"submittedOn":"2026-09-28"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":293182142}],"custodyNote":"Pring/Turner Capital Group has custody of $86.9M in client assets for 77 clients.","otherCustodians":[],"leadership":[{"name":"Thomas Kopas","title":"Chief Executive Officer","crd":"1015062"},{"name":"Katie Fisher","title":"Vice President of Operations","crd":"8168199"},{"name":"James Kopas","title":"Portfolio Manager, Chief Compliance Officer","crd":"5863675"},{"name":"Pamela Iwaszewicz","title":"Financial Planner","crd":"7642682"}],"ownership":[{"label":"Thomas Kopas","detail":"Chief executive officer in the 25% to 50% ownership band and a control person, since July 2011."},{"label":"James Kopas","detail":"Portfolio manager, chief compliance officer in the 25% to 50% ownership band and a control person, since June 2016."},{"label":"Pamela Iwaszewicz","detail":"Financial planner in the 25% to 50% ownership band and a control person, since June 2022."},{"label":"Katie Fisher","detail":"Vice president of operations in the 10% to 25% ownership band, since September 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"3195 Danville BLVD Ste 8","city":"Alamo","headquarters":true}]}],"brochureServices":["business succession planning","education planning","estate planning","insurance","retirement plan services","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"925-287-8527","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":61},{"label":"U.S. government/agency bonds","percent":16},{"label":"Securities issued by registered investment companies or business development companies","percent":4},{"label":"Cash and cash equivalents","percent":19}],"privateFunds":0},"sources":{"adv1FilingDate":"28 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/110931/PDF/110931.pdf","brochureDate":"28 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059313","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 Pring/Turner Capital Group have?","answer":"Pring/Turner Capital Group has 190 clients and manages $297 million for them, as of September 2026. They include 116 individual clients and 74 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Pring/Turner Capital Group offer?","answer":"Pring/Turner Capital Group provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, insurance, retirement plan services, 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 Pring/Turner Capital Group charge?","answer":"Pring/Turner Capital Group charges 0.70%–1.00% a year for its Investment Advisory Service Fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"PRING TURNER FORM ADV PART 2A BROCHURE, filed 28 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Pring/Turner Capital Group use?","answer":"Pring/Turner Capital Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $293M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Pring/Turner Capital Group have?","answer":"Pring/Turner Capital Group has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 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 Pring/Turner Capital Group invest in?","answer":"At the end of its last fiscal year, Pring/Turner Capital Group’s separately managed accounts held 61% exchange-traded equities, 19% cash and equivalents, 16% U.S. government and agency bonds and 4% registered funds (mutual funds, ETFs, BDCs).","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 Pring/Turner Capital Group?","answer":"Pring/Turner Capital Group’s direct owners are Thomas Kopas, James Kopas, Pamela Iwaszewicz and Katie Fisher, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 28 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Pring/Turner Capital Group get paid?","answer":"Pring/Turner Capital Group 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 Pring/Turner Capital Group?","answer":"Pring/Turner Capital Group’s main office is at 3195 Danville BLVD Ste 8, Alamo, CA 94507-1970. Its phone number is 925-287-8527. Its website is pringturner.com.","source":"Form ADV Part 1A, Item 1.F, filed 28 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/pring-turner-capital-group-110931/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-10","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1568839/000110465926093247/0001104659-26-093247-index.html","totalValue":174580366,"positionCount":73,"top10Share":0.3786734586179067,"top10":[{"issuer":"ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF","titleOfClass":"ETF","cusip":"464287515","value":8184950,"shares":82327,"shareType":"SH","priorValue":4239368,"priorShares":52959},{"issuer":"CHARLES SCHWAB CORP","titleOfClass":"COM","cusip":"808513105","value":8078481,"shares":75036,"shareType":"SH","priorValue":7475763,"priorShares":74825},{"issuer":"MICROSOFT CORP COM","titleOfClass":"COM","cusip":"594918104","value":7230374,"shares":14464,"shareType":"SH","priorValue":4493325,"priorShares":9291},{"issuer":"PROLOGIS INC. COM","titleOfClass":"COM","cusip":"74340W103","value":6738357,"shares":48428,"shareType":"SH","priorValue":6226785,"priorShares":48776},{"issuer":"CUMMINS INC COM","titleOfClass":"COM","cusip":"231021106","value":6428914,"shares":9983,"shareType":"SH","priorValue":7981346,"priorShares":15636},{"issuer":"PUBLIC STORAGE COM","titleOfClass":"COM","cusip":"74460D109","value":6280035,"shares":19205,"shareType":"SH","priorValue":4949822,"priorShares":19074},{"issuer":"UNION PAC CORP COM","titleOfClass":"COM","cusip":"907818108","value":6075168,"shares":20567,"shareType":"SH","priorValue":4712069,"priorShares":20370},{"issuer":"AMERICAN EXPRESS CO COM","titleOfClass":"COM","cusip":"025816109","value":5786857,"shares":16891,"shareType":"SH","priorValue":6258074,"priorShares":16916},{"issuer":"TEXAS INSTRS INC COM","titleOfClass":"COM","cusip":"882508104","value":5734782,"shares":20599,"shareType":"SH","priorValue":6151039,"priorShares":35455},{"issuer":"BANK AMERICA CORP COM","titleOfClass":"COM","cusip":"060505104","value":5571033,"shares":88429,"shareType":"SH","priorValue":4855105,"priorShares":88275}],"positionsListed":73,"positions":[{"issuer":"ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF","titleOfClass":"ETF","cusip":"464287515","value":8184950,"shares":82327,"shareType":"SH","priorValue":4239368,"priorShares":52959},{"issuer":"CHARLES SCHWAB CORP","titleOfClass":"COM","cusip":"808513105","value":8078481,"shares":75036,"shareType":"SH","priorValue":7475763,"priorShares":74825},{"issuer":"MICROSOFT CORP COM","titleOfClass":"COM","cusip":"594918104","value":7230374,"shares":14464,"shareType":"SH","priorValue":4493325,"priorShares":9291},{"issuer":"PROLOGIS INC. COM","titleOfClass":"COM","cusip":"74340W103","value":6738357,"shares":48428,"shareType":"SH","priorValue":6226785,"priorShares":48776},{"issuer":"CUMMINS INC COM","titleOfClass":"COM","cusip":"231021106","value":6428914,"shares":9983,"shareType":"SH","priorValue":7981346,"priorShares":15636},{"issuer":"PUBLIC STORAGE COM","titleOfClass":"COM","cusip":"74460D109","value":6280035,"shares":19205,"shareType":"SH","priorValue":4949822,"priorShares":19074},{"issuer":"UNION PAC CORP COM","titleOfClass":"COM","cusip":"907818108","value":6075168,"shares":20567,"shareType":"SH","priorValue":4712069,"priorShares":20370},{"issuer":"AMERICAN EXPRESS CO COM","titleOfClass":"COM","cusip":"025816109","value":5786857,"shares":16891,"shareType":"SH","priorValue":6258074,"priorShares":16916},{"issuer":"TEXAS INSTRS INC COM","titleOfClass":"COM","cusip":"882508104","value":5734782,"shares":20599,"shareType":"SH","priorValue":6151039,"priorShares":35455},{"issuer":"BANK AMERICA CORP COM","titleOfClass":"COM","cusip":"060505104","value":5571033,"shares":88429,"shareType":"SH","priorValue":4855105,"priorShares":88275},{"issuer":"HOME DEPOT INC COM","titleOfClass":"COM","cusip":"437076102","value":5342763,"shares":15286,"shareType":"SH","priorValue":4782594,"priorShares":13899},{"issuer":"MCKESSON CORP COM","titleOfClass":"COM","cusip":"58155Q103","value":5327617,"shares":6114,"shareType":"SH","priorValue":4902873,"priorShares":5977},{"issuer":"TEXAS PACIFIC LAND CORPORATION COM","titleOfClass":"COM","cusip":"88262P102","value":5272719,"shares":14826,"shareType":"SH","priorValue":3914521,"priorShares":13629},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":5224591,"shares":9959,"shareType":"SH","priorValue":3679901,"priorShares":7321},{"issuer":"EQUITY LIFESTYLE PROPERTIES COM","titleOfClass":"COM","cusip":"29472R108","value":5044328,"shares":78013,"shareType":"SH","priorValue":4500606,"priorShares":74255},{"issuer":"SOUTHERN PERU COPPER CORP","titleOfClass":"COM","cusip":"84265V105","value":4911841,"shares":25446,"shareType":"SH","priorValue":3638256,"priorShares":25359},{"issuer":"ORACLE CORPORATION","titleOfClass":"COM","cusip":"68389X105","value":4878346,"shares":34002,"shareType":"SH","priorValue":6573352,"priorShares":33725},{"issuer":"MID-AMER APT CMNTYS INC","titleOfClass":"COM","cusip":"59522J103","value":4841309,"shares":36229,"shareType":"SH","priorValue":5246945,"priorShares":37772},{"issuer":"CONOCOPHILLIPS COM","titleOfClass":"COM","cusip":"20825C104","value":4791480,"shares":41037,"shareType":"SH","priorValue":2099204,"priorShares":22425},{"issuer":"CHEVRON CORP NEW","titleOfClass":"COM","cusip":"166764100","value":4706150,"shares":24870,"shareType":"SH","priorValue":3976682,"priorShares":26092},{"issuer":"EATON CORP PLC SHS","titleOfClass":"COM","cusip":"G29183103","value":4075840,"shares":9094,"shareType":"SH","priorValue":3353273,"priorShares":10528},{"issuer":"ATMOS ENERGY CORP COM","titleOfClass":"COM","cusip":"049560105","value":3892473,"shares":22633,"shareType":"SH","priorValue":3912202,"priorShares":23338},{"issuer":"KINDER MORGAN INC DEL COM","titleOfClass":"COM","cusip":"49456B101","value":3436002,"shares":109846,"shareType":"SH","priorValue":3974846,"priorShares":144592},{"issuer":"PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF","titleOfClass":"ETF","cusip":"74348A467","value":3424372,"shares":58919,"shareType":"SH","priorValue":7648208,"priorShares":73491},{"issuer":"WHEATON PRECIOUS METALS CORP COM","titleOfClass":"COM","cusip":"962879102","value":3279853,"shares":26176,"shareType":"SH","priorValue":4811504,"priorShares":40942},{"issuer":"WELLS FARGO CO NEW","titleOfClass":"COM","cusip":"949746101","value":3206196,"shares":36604,"shareType":"SH","priorValue":3362685,"priorShares":36080},{"issuer":"IDACORP INC COM","titleOfClass":"COM","cusip":"451107106","value":3009031,"shares":21354,"shareType":"SH","priorValue":2782563,"priorShares":21986},{"issuer":"RTX CORPORATION COM","titleOfClass":"COM","cusip":"75513E101","value":3002713,"shares":13450,"shareType":"SH","priorValue":2466730,"priorShares":13450},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":2494906,"shares":7986,"shareType":"SH","priorValue":2485072,"priorShares":9141},{"issuer":"EXXONMOBIL HOLDINGS CORP COM SHS","titleOfClass":"COM","cusip":"30233Q108","value":2203373,"shares":14230,"shareType":"SH"},{"issuer":"GENERAL ELECTRIC CO COM NEW","titleOfClass":"COM","cusip":"369604301","value":1980246,"shares":5287,"shareType":"SH","priorValue":1628555,"priorShares":5287},{"issuer":"AMERIPRISE FINL INC COM","titleOfClass":"COM","cusip":"03076C106","value":1777988,"shares":3176,"shareType":"SH","priorValue":1557320,"priorShares":3176},{"issuer":"CAMDEN PPTY TR SH BEN INT","titleOfClass":"COM","cusip":"133131102","value":1646296,"shares":14866,"shareType":"SH","priorValue":1352883,"priorShares":12290},{"issuer":"FRANCO-NEVADA CORP COM","titleOfClass":"COM","cusip":"351858105","value":1506873,"shares":6521,"shareType":"SH","priorValue":1804165,"priorShares":8704},{"issuer":"ROYAL GOLD INC COM","titleOfClass":"COM","cusip":"780287108","value":1455274,"shares":6672,"shareType":"SH","priorValue":3505291,"priorShares":15769},{"issuer":"GE VERNOVA INC COM","titleOfClass":"COM","cusip":"36828A101","value":1448434,"shares":1448,"shareType":"SH","priorValue":946369,"priorShares":1448},{"issuer":"META PLATFORMS INC CL A","titleOfClass":"CL A","cusip":"30303M102","value":1308398,"shares":2218,"shareType":"SH","priorValue":1473981,"priorShares":2233},{"issuer":"JOHNSON & JOHNSON COM","titleOfClass":"COM","cusip":"478160104","value":1152812,"shares":4486,"shareType":"SH","priorValue":934586,"priorShares":4516},{"issuer":"CHOICE HOTELS INTL INC COM","titleOfClass":"COM","cusip":"169905106","value":1093021,"shares":9961,"shareType":"SH","priorValue":1049860,"priorShares":11021},{"issuer":"CARRIER GLOBAL CORPORATION COM","titleOfClass":"COM","cusip":"14448C104","value":968994,"shares":15150,"shareType":"SH","priorValue":800526,"priorShares":15150},{"issuer":"ALPHABET INC CAP STK CL C","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":961478,"shares":2696,"shareType":"SH","priorValue":1419317,"priorShares":4523},{"issuer":"MERCK & CO","titleOfClass":"COM","cusip":"58933Y105","value":726514,"shares":5659,"shareType":"SH","priorValue":682611,"priorShares":6485},{"issuer":"PROCTER & GAMBLE CO COM","titleOfClass":"COM","cusip":"742718109","value":705932,"shares":4803,"shareType":"SH","priorValue":688352,"priorShares":4803},{"issuer":"DARDEN RESTAURANTS INC","titleOfClass":"COM","cusip":"237194105","value":632820,"shares":3000,"shareType":"SH","priorValue":552060,"priorShares":3000},{"issuer":"OTIS WORLDWIDE CORP COM","titleOfClass":"COM","cusip":"68902V107","value":559262,"shares":7575,"shareType":"SH","priorValue":661676,"priorShares":7575},{"issuer":"CISCO SYS INC COM","titleOfClass":"COM","cusip":"17275R102","value":544081,"shares":4501,"shareType":"SH","priorValue":346712,"priorShares":4501},{"issuer":"JPMORGAN CHASE & CO COM","titleOfClass":"COM","cusip":"46625H100","value":465023,"shares":1305,"shareType":"SH","priorValue":420544,"priorShares":1305},{"issuer":"ELI LILLY & CO COM","titleOfClass":"COM","cusip":"532457108","value":436250,"shares":366,"shareType":"SH","priorValue":398706,"priorShares":371},{"issuer":"SCHWAB ETFS- US SMALL-CAP ETF","titleOfClass":"ETF","cusip":"808524607","value":377422,"shares":10962,"shareType":"SH","priorValue":266630,"priorShares":9362},{"issuer":"COCA COLA CO COM","titleOfClass":"COM","cusip":"191216100","value":355477,"shares":4093,"shareType":"SH","priorValue":288239,"priorShares":4123},{"issuer":"TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":334560,"shares":800,"shareType":"SH","priorValue":243112,"priorShares":800},{"issuer":"VIASAT INC COM","titleOfClass":"COM","cusip":"92552V100","value":327960,"shares":4000,"shareType":"SH"},{"issuer":"EMCOR GROUP INC COM","titleOfClass":"COM","cusip":"29084Q100","value":324300,"shares":401,"shareType":"SH","priorValue":245418,"priorShares":401},{"issuer":"OCCIDENTAL PETE CORP COM","titleOfClass":"COM","cusip":"674599105","value":318756,"shares":5688,"shareType":"SH","priorValue":2521828,"priorShares":61328},{"issuer":"CHURCH & DWIGHT CO INC COM","titleOfClass":"COM","cusip":"171340102","value":314731,"shares":3045,"shareType":"SH","priorValue":259097,"priorShares":3090},{"issuer":"GENERAL MILLS INC COM","titleOfClass":"COM","cusip":"370334104","value":288560,"shares":8000,"shareType":"SH","priorValue":372000,"priorShares":8000},{"issuer":"SEMPRA COM","titleOfClass":"COM","cusip":"816851109","value":286790,"shares":3400,"shareType":"SH","priorValue":300186,"priorShares":3400},{"issuer":"KKR & CO INC COM","titleOfClass":"COM","cusip":"48251W104","value":276461,"shares":2675,"shareType":"SH","priorValue":290017,"priorShares":2275},{"issuer":"ALLSTATE CORP","titleOfClass":"COM","cusip":"020002101","value":275110,"shares":1000,"shareType":"SH","priorValue":208150,"priorShares":1000},{"issuer":"STATE STREET SPDR S&P 500 ETF","titleOfClass":"ETF","cusip":"78462F103","value":264385,"shares":344,"shareType":"SH","priorValue":302772,"priorShares":444},{"issuer":"AMAZON.COM INC","titleOfClass":"COM","cusip":"023135106","value":262459,"shares":964,"shareType":"SH","priorValue":230820,"priorShares":1000},{"issuer":"GENUINE PARTS CO COM","titleOfClass":"COM","cusip":"372460105","value":258941,"shares":1950,"shareType":"SH","priorValue":239772,"priorShares":1950},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":257629,"shares":1370,"shareType":"SH","priorValue":259527,"priorShares":1618},{"issuer":"EMERSON ELEC CO COM","titleOfClass":"COM","cusip":"291011104","value":251997,"shares":1606,"shareType":"SH","priorValue":213148,"priorShares":1606},{"issuer":"ROCKWELL AUTOMATION INC COM","titleOfClass":"COM","cusip":"773903109","value":247408,"shares":560,"shareType":"SH","priorValue":217879,"priorShares":560},{"issuer":"PHILLIPS 66","titleOfClass":"COM","cusip":"718546104","value":234596,"shares":1141,"shareType":"SH","priorValue":207954,"priorShares":1141},{"issuer":"CLOROX CO DEL COM","titleOfClass":"COM","cusip":"189054109","value":226195,"shares":2142,"shareType":"SH","priorValue":316606,"priorShares":3140},{"issuer":"CATERPILLAR INC COM","titleOfClass":"COM","cusip":"149123101","value":225380,"shares":263,"shareType":"SH"},{"issuer":"MORGAN STANLEY","titleOfClass":"COM","cusip":"617446448","value":213750,"shares":1000,"shareType":"SH"},{"issuer":"QUANTA SVCS INC COM","titleOfClass":"COM","cusip":"74762E102","value":206558,"shares":309,"shareType":"SH","priorValue":202749,"priorShares":369},{"issuer":"VERIZON COMMUNICATIONS INC COM","titleOfClass":"COM","cusip":"92343V104","value":202887,"shares":4317,"shareType":"SH","priorValue":226389,"priorShares":4510},{"issuer":"THE CIGNA GROUP","titleOfClass":"COM","cusip":"125523100","value":202584,"shares":736,"shareType":"SH"},{"issuer":"ISHARES 0-3 MONTH TREASURY BOND ETF","titleOfClass":"ETF","cusip":"46436E718","value":200920,"shares":2000,"shareType":"SH","priorValue":483168,"priorShares":4800}]},"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."}