{"url":"https://nivawealth.com/firms/whitener-capital-management-106865","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106865","regulatoryAum":598471988,"crd":"106865","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2426535","suffix":null,"lastName":"GILSENAN","firstName":"SEAN","middleName":"MICHAEL"},{"crd":"7589285","suffix":null,"lastName":"Kennedy","firstName":"Michael","middleName":null},{"crd":"2957281","suffix":"II","lastName":"SANFORD","firstName":"RICHARD","middleName":"LEE"},{"crd":"2774201","suffix":null,"lastName":"SUHR","firstName":"DOUGLAS","middleName":"WILLIAM"},{"crd":"7818429","suffix":null,"lastName":"Thompson Stussie","firstName":"Mackenzie","middleName":"Shaye"}],"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":"2021-05-20","regulatoryAum":314973098,"clients":504,"employees":8,"offices":2},{"filedOn":"2022-03-25","regulatoryAum":388600000,"clients":530,"employees":8,"offices":2},{"filedOn":"2023-02-23","regulatoryAum":346192564,"clients":588,"employees":8,"offices":2},{"filedOn":"2024-04-26","regulatoryAum":409230584,"clients":758,"employees":10,"offices":3},{"filedOn":"2025-04-28","regulatoryAum":506099007,"clients":605,"employees":10,"offices":3},{"filedOn":"2026-02-24","regulatoryAum":598471988,"clients":851,"employees":9,"offices":3}],"secFileNumber":"801-31219","legalName":"Whitener Capital Management, Inc","displayName":"Whitener Capital Management","slug":"whitener-capital-management-106865","website":"https://whitenercapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/106865/93397fb831544e08-r1.webp","tone":"dark","width":544,"height":200,"sourceUrl":"https://www.whitenercapital.com/","sourceLabel":"Whitener Capital Management, INC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/whitener-capital-management-inc.","founded":null,"organization":"North Carolina corporation","fiscalYearEnd":"December","headquarters":{"street":"3993 Sunset Avenue","city":"Rocky Mount","state":"NC","stateName":"North Carolina","country":"United States","postalCode":"27804"},"tradeNames":[],"registration":{"secApproved":"31 December 1987","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":655908.96875,"staff":{"employees":9,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":598471988,"discretionary":566294885,"discretionaryAccounts":1572,"nonDiscretionary":32177103,"nonDiscretionaryAccounts":56,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":563,"regulatoryAum":137901845},{"label":"High-net-worth individuals","clients":237,"regulatoryAum":386825330},{"label":"Pension and profit-sharing plans","clients":25,"regulatoryAum":50001365},{"label":"Charitable organizations","clients":4,"fewerThan5":true,"regulatoryAum":4628368},{"label":"Corporations and other businesses","clients":4,"fewerThan5":true,"regulatoryAum":6835056},{"label":"Other","clients":18,"regulatoryAum":12280024}],"feePrograms":[{"role":"main","program":"Portfolio management services","feeBasis":"marginal","fee_tiers":[{"to":500000,"pct":1.25,"from":0},{"to":1000000,"pct":1,"from":500000},{"to":null,"pct":0.7,"from":1000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011710","versionId":1011710,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-02-24","documentName":"ADV PART 2","fee_rate_low":0.7,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning","summary":"Financial planning is charged at an hourly fee of $250, negotiable, with up to 50% of the fee payable in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011710","versionId":1011710,"submittedOn":"2026-02-24","documentName":"ADV PART 2"},{"role":"other","program":"Pension consulting","summary":"Pension consulting fees follow the same schedule (1.25% on the first $500,000, 1.00% to $1,000,000, 0.70% above), billed quarterly in arrears, subject to negotiation.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011710","versionId":1011710,"submittedOn":"2026-02-24","documentName":"ADV PART 2"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T05:57:35.213243+00:00","documents":[{"name":"ADV PART 2","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011710","versionId":1011710,"submittedOn":"2026-02-24"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":586007076}],"custodyNote":"Whitener Capital Management has custody of $59.9M in client assets for 23 clients.","leadership":[{"name":"Angela Hill","title":"Vice President","crd":"4761261"},{"name":"Richard Sanford","title":"Chief Compliance Officer/Chairman/President","crd":"2957281"},{"name":"Walter Burwell","title":"Secretary","crd":"4346680"}],"ownership":[{"label":"Richard Sanford","detail":"Chief compliance officer/chairman/president in the 75% or more ownership band and a control person, since December 2009."}],"filedOffices":{"otherThanPrincipal":2,"privateResidences":1},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"North Carolina","offices":2,"addresses":[{"street":"3993 Sunset Avenue","city":"Rocky Mount","headquarters":true},{"street":"2000 Regency Parkway","city":"Cary"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"252-972-8909","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":75},{"label":"U.S. government/agency bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":16},{"label":"Cash and cash equivalents","percent":7}],"privateFunds":0},"sources":{"adv1FilingDate":"24 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/106865/PDF/106865.pdf","brochureDate":"24 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011710","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 Whitener Capital Management have?","answer":"Whitener Capital Management has 851 clients and manages $598 million for them, as of February 2026. They include 563 individual clients, 237 high-net-worth individuals, and 25 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Whitener Capital Management offer?","answer":"Whitener Capital Management provides financial planning, 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 Whitener Capital Management charge?","answer":"Whitener Capital Management charges 0.70%–1.25% a year for its Portfolio management services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"ADV PART 2, filed 24 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Whitener Capital Management use?","answer":"Whitener Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $586M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Whitener Capital Management have?","answer":"Whitener Capital Management has 5 investment adviser representatives registered with state securities authorities, out of 9 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 Whitener Capital Management invest in?","answer":"At the end of its last fiscal year, Whitener Capital Management’s separately managed accounts held 75% exchange-traded equities, 16% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents 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 Whitener Capital Management?","answer":"Whitener Capital Management’s direct owner is Richard Sanford (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Whitener Capital Management get paid?","answer":"Whitener Capital Management is paid through a percentage of assets under management and hourly charges. 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":"Is Whitener Capital Management registered with the SEC?","answer":"Yes, Whitener Capital Management has been registered with the SEC as an investment adviser since 31 December 1987. Its CRD number is 106865 and its SEC file number is 801-31219.","source":"Form ADV Part 1A, Item 1, filed 24 February 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Whitener Capital Management?","answer":"Whitener Capital Management’s main office is at 3993 Sunset Avenue, Rocky Mount, NC 27804. Its phone number is 252-972-8909. Its website is whitenercapital.com.","source":"Form ADV Part 1A, Item 1.F, filed 24 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/whitener-capital-management-106865/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-10","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/825217/000082521726000003/0000825217-26-000003-index.html","totalValue":472148460,"positionCount":184,"top10Share":0.4271058090499755,"top10":[{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":33478428,"shares":93680,"shareType":"SH","priorValue":27183049,"priorShares":94530},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":26143209,"shares":130657,"shareType":"SH","priorValue":22083079,"priorShares":126623},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":26087948,"shares":90157,"shareType":"SH","priorValue":23057864,"priorShares":90854},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":25229104,"shares":77075,"shareType":"SH","priorValue":22612176,"priorShares":76870},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":20958152,"shares":185044,"shareType":"SH","priorValue":23142751,"priorShares":186214},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":18275911,"shares":76680,"shareType":"SH","priorValue":16049911,"priorShares":77063},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":16487334,"shares":44199,"shareType":"SH","priorValue":15280365,"priorShares":41279},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":12334423,"shares":11582,"shareType":"SH","priorValue":8415513,"priorShares":11878},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":11467986,"shares":33425,"shareType":"SH","priorValue":9983166,"priorShares":33030},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":11194855,"shares":11069,"shareType":"SH","priorValue":9796564,"priorShares":11580}],"positionsListed":184,"positions":[{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":33478428,"shares":93680,"shareType":"SH","priorValue":27183049,"priorShares":94530},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":26143209,"shares":130657,"shareType":"SH","priorValue":22083079,"priorShares":126623},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":26087948,"shares":90157,"shareType":"SH","priorValue":23057864,"priorShares":90854},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":25229104,"shares":77075,"shareType":"SH","priorValue":22612176,"priorShares":76870},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":20958152,"shares":185044,"shareType":"SH","priorValue":23142751,"priorShares":186214},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":18275911,"shares":76680,"shareType":"SH","priorValue":16049911,"priorShares":77063},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":16487334,"shares":44199,"shareType":"SH","priorValue":15280365,"priorShares":41279},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":12334423,"shares":11582,"shareType":"SH","priorValue":8415513,"priorShares":11878},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":11467986,"shares":33425,"shareType":"SH","priorValue":9983166,"priorShares":33030},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":11194855,"shares":11069,"shareType":"SH","priorValue":9796564,"priorShares":11580},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":10552585,"shares":41935,"shareType":"SH","priorValue":9110370,"priorShares":41888},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":9042680,"shares":33453,"shareType":"SH","priorValue":10199506,"priorShares":32818},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":8269471,"shares":65330,"shareType":"SH","priorValue":8139230,"priorShares":62160},{"issuer":"ROCKWELL AUTOMATION INC","titleOfClass":"COM","cusip":"773903109","value":6891514,"shares":13920,"shareType":"SH","priorValue":5134855,"priorShares":14308},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":6780785,"shares":13551,"shareType":"SH","priorValue":6215703,"priorShares":12971},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":6770812,"shares":50006,"shareType":"SH","priorValue":7667599,"priorShares":49376},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":6633950,"shares":26121,"shareType":"SH","priorValue":6447105,"priorShares":26375},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":5836470,"shares":45420,"shareType":"SH","priorValue":5338350,"priorShares":44379},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":5761413,"shares":39289,"shareType":"SH","priorValue":5602612,"priorShares":38788},{"issuer":"TRUIST FINL CORP","titleOfClass":"COM","cusip":"89832Q109","value":5751719,"shares":115450,"shareType":"SH","priorValue":5544672,"priorShares":120615},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":5240200,"shares":8261,"shareType":"SH","priorValue":4625256,"priorShares":8211},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":5033306,"shares":173802,"shareType":"SH","priorValue":4497870,"priorShares":179198},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":4815414,"shares":13653,"shareType":"SH","priorValue":4310678,"priorShares":13106},{"issuer":"LOWES COS INC","titleOfClass":"COM","cusip":"548661107","value":4706136,"shares":21343,"shareType":"SH","priorValue":4814778,"priorShares":20377},{"issuer":"ROYAL BK CDA","titleOfClass":"COM","cusip":"780087102","value":4325466,"shares":20899,"shareType":"SH","priorValue":3424074,"priorShares":21165},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":4198638,"shares":12312,"shareType":"SH","priorValue":1907327,"priorShares":11897},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":3771934,"shares":22755,"shareType":"SH","priorValue":4885382,"priorShares":23612},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":3730161,"shares":5159,"shareType":"SH","priorValue":1821495,"priorShares":5329},{"issuer":"EMERSON ELEC CO","titleOfClass":"COM","cusip":"291011104","value":3604943,"shares":25182,"shareType":"SH","priorValue":3138255,"priorShares":23952},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":3602593,"shares":18988,"shareType":"SH","priorValue":3603758,"priorShares":18682},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":3550313,"shares":2960,"shareType":"SH","priorValue":1518540,"priorShares":1651},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":3509901,"shares":3752,"shareType":"SH","priorValue":3717680,"priorShares":3731},{"issuer":"3M CO","titleOfClass":"COM","cusip":"88579Y101","value":3307336,"shares":20427,"shareType":"SH","priorValue":2772731,"priorShares":19092},{"issuer":"CUMMINS INC","titleOfClass":"COM","cusip":"231021106","value":3267928,"shares":4582,"shareType":"SH","priorValue":2797166,"priorShares":5199},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUNDAMENTAL US L","cusip":"808524771","value":3210951,"shares":103246,"shareType":"SH","priorValue":2946697,"priorShares":105806},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":3156862,"shares":38844,"shareType":"SH","priorValue":2925653,"priorShares":38470},{"issuer":"INVESCO EXCH TRD SLF IDX FD","titleOfClass":"INVSCO BLSH 28","cusip":"46138J643","value":3020272,"shares":148307,"shareType":"SH","priorValue":2652070,"priorShares":129857},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":3018468,"shares":2615,"shareType":"SH","priorValue":1000344,"priorShares":2961},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":2831832,"shares":39358,"shareType":"SH","priorValue":2555982,"priorShares":38732},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":2800137,"shares":37083,"shareType":"SH","priorValue":3316932,"priorShares":37624},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":2790539,"shares":4954,"shareType":"SH","priorValue":2717045,"priorShares":4749},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":2732783,"shares":80756,"shareType":"SH","priorValue":1980490,"priorShares":67988},{"issuer":"INTUITIVE SURGICAL INC","titleOfClass":"COM NEW","cusip":"46120E602","value":2421871,"shares":6090,"shareType":"SH","priorValue":2883031,"priorShares":6254},{"issuer":"BARRICK MNG CORP","titleOfClass":"COM SHS","cusip":"06849F108","value":2312962,"shares":62972,"shareType":"SH","priorValue":2625693,"priorShares":64371},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":2304234,"shares":25393,"shareType":"SH","priorValue":2854819,"priorShares":27805},{"issuer":"SCHWAB CHARLES CORP","titleOfClass":"COM","cusip":"808513105","value":2295401,"shares":24877,"shareType":"SH","priorValue":1998861,"priorShares":21269},{"issuer":"ADAM NAT RES FD INC","titleOfClass":"COM","cusip":"00548F105","value":2240051,"shares":90616,"shareType":"SH","priorValue":2488222,"priorShares":89504},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR MATER ETF","cusip":"81369Y100","value":2224829,"shares":43770,"shareType":"SH","priorValue":2187437,"priorShares":43775},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":2155107,"shares":67963,"shareType":"SH","priorValue":2093511,"priorShares":68237},{"issuer":"ISHARES TR","titleOfClass":"PFD AND INCM SEC","cusip":"464288687","value":2075678,"shares":68077,"shareType":"SH","priorValue":1737571,"priorShares":57307},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":2051410,"shares":5665,"shareType":"SH","priorValue":1997452,"priorShares":5677},{"issuer":"LINDE PLC","titleOfClass":"SHS","cusip":"G54950103","value":2033207,"shares":3918,"shareType":"SH","priorValue":2024684,"priorShares":4084},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":1997665,"shares":82959,"shareType":"SH","priorValue":2445851,"priorShares":87102},{"issuer":"S&P GLOBAL INC","titleOfClass":"COM","cusip":"78409V104","value":1882356,"shares":4622,"shareType":"SH","priorValue":1962093,"priorShares":4613},{"issuer":"MARTIN MARIETTA MATLS INC","titleOfClass":"COM","cusip":"573284106","value":1831023,"shares":3175,"shareType":"SH","priorValue":1742493,"priorShares":2960},{"issuer":"INVESCO EXCH TRD SLF IDX FD","titleOfClass":"INVSCO 30 CORP","cusip":"46138J460","value":1799491,"shares":108110,"shareType":"SH","priorValue":845485,"priorShares":50570},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":1792676,"shares":42340,"shareType":"SH","priorValue":1903935,"priorShares":37927},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP VA ETF","cusip":"808524409","value":1781123,"shares":51167,"shareType":"SH","priorValue":1394582,"priorShares":45724},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":1773932,"shares":9311,"shareType":"SH","priorValue":1227066,"priorShares":9233},{"issuer":"NORFOLK SOUTHN CORP","titleOfClass":"COM","cusip":"655844108","value":1760780,"shares":5597,"shareType":"SH","priorValue":1784297,"priorShares":6217},{"issuer":"FIRST CTZNS BANCSHARES INC D","titleOfClass":"CL A","cusip":"31946M103","value":1631339,"shares":784,"shareType":"SH","priorValue":1334339,"priorShares":708},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":1618048,"shares":3893,"shareType":"SH","priorValue":736546,"priorShares":2722},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":1615345,"shares":8929,"shareType":"SH","priorValue":1486737,"priorShares":8992},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":1575338,"shares":5602,"shareType":"SH","priorValue":1540388,"priorShares":6355},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":1539866,"shares":13109,"shareType":"SH","priorValue":1035751,"priorShares":13349},{"issuer":"BANK OF NY MELLON CORP","titleOfClass":"COM","cusip":"064058100","value":1514067,"shares":10470,"shareType":"SH","priorValue":1289508,"priorShares":10870},{"issuer":"KLA CORP","titleOfClass":"COM NEW","cusip":"482480100","value":1508550,"shares":5000,"shareType":"SH","priorValue":736205,"priorShares":500},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"INCOME ETF","cusip":"46641Q159","value":1498513,"shares":32541,"shareType":"SH","priorValue":310097,"priorShares":6731},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":1357822,"shares":3594,"shareType":"SH","priorValue":1087773,"priorShares":3514},{"issuer":"GENERAL DYNAMICS CORP","titleOfClass":"COM","cusip":"369550108","value":1327692,"shares":3748,"shareType":"SH","priorValue":1286389,"priorShares":3748},{"issuer":"DOMINION ENERGY INC","titleOfClass":"COM","cusip":"25746U109","value":1315743,"shares":19267,"shareType":"SH","priorValue":1149790,"priorShares":18599},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":1230072,"shares":2395,"shareType":"SH","priorValue":1196686,"priorShares":2395},{"issuer":"ENTERPRISE PRODS PARTNERS L","titleOfClass":"COM","cusip":"293792107","value":1227735,"shares":33398,"shareType":"SH","priorValue":1278323,"priorShares":33782},{"issuer":"INVESCO EXCH TRD SLF IDX FD","titleOfClass":"BULETSHS 2029","cusip":"46138J577","value":1205963,"shares":64924,"shareType":"SH","priorValue":1032013,"priorShares":55305},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":1179171,"shares":16515,"shareType":"SH","priorValue":1448981,"priorShares":15070},{"issuer":"ISHARES TR","titleOfClass":"US CONSUM DISCRE","cusip":"464287580","value":1177107,"shares":11643,"shareType":"SH","priorValue":1139004,"priorShares":11752},{"issuer":"ROYCE SMALL CAP TRUST INC","titleOfClass":"COM","cusip":"780910105","value":1125359,"shares":60929,"shareType":"SH","priorValue":884647,"priorShares":53292},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":1124296,"shares":3182,"shareType":"SH","priorValue":894716,"priorShares":3119},{"issuer":"CAPITAL ONE FINL CORP","titleOfClass":"COM","cusip":"14040H105","value":1122469,"shares":5595,"shareType":"SH","priorValue":1072506,"priorShares":5879},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUNDAMENTAL INTL","cusip":"808524755","value":1110545,"shares":21049,"shareType":"SH","priorValue":999151,"priorShares":20420},{"issuer":"NASDAQ INC","titleOfClass":"COM","cusip":"631103108","value":1108209,"shares":14060,"shareType":"SH","priorValue":1140073,"priorShares":13430},{"issuer":"INVESCO EXCH TRD SLF IDX FD","titleOfClass":"BULSHS 2027 CB","cusip":"46138J783","value":1084239,"shares":55276,"shareType":"SH","priorValue":993300,"priorShares":50614},{"issuer":"KIMBERLY-CLARK CORP","titleOfClass":"COM","cusip":"494368103","value":1080686,"shares":9845,"shareType":"SH","priorValue":1008112,"priorShares":10450},{"issuer":"TRI CONTL CORP","titleOfClass":"COM","cusip":"895436103","value":1080307,"shares":31386,"shareType":"SH","priorValue":1068406,"priorShares":33821},{"issuer":"KROGER CO","titleOfClass":"COM","cusip":"501044101","value":1072340,"shares":19311,"shareType":"SH","priorValue":1348284,"priorShares":18633},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":1051833,"shares":7533,"shareType":"SH","priorValue":332740,"priorShares":7540},{"issuer":"GILEAD SCIENCES INC","titleOfClass":"COM","cusip":"375558103","value":1037855,"shares":8214,"shareType":"SH","priorValue":1175426,"priorShares":8433},{"issuer":"UNION PAC CORP","titleOfClass":"COM","cusip":"907818108","value":1037408,"shares":3814,"shareType":"SH","priorValue":922441,"priorShares":3802},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":1035042,"shares":18165,"shareType":"SH","priorValue":944970,"priorShares":19384},{"issuer":"ISHARES TR","titleOfClass":"RUS MID CAP ETF","cusip":"464287499","value":1014834,"shares":9199,"shareType":"SH","priorValue":405644,"priorShares":4172},{"issuer":"PHILLIPS 66","titleOfClass":"COM","cusip":"718546104","value":1003143,"shares":5934,"shareType":"SH","priorValue":1081056,"priorShares":5934},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":998976,"shares":5236,"shareType":"SH","priorValue":1714290,"priorShares":4391},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":945929,"shares":2249,"shareType":"SH","priorValue":498517,"priorShares":1341},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":945180,"shares":3171,"shareType":"SH","priorValue":630178,"priorShares":3246},{"issuer":"MARVELL TECHNOLOGY INC","titleOfClass":"COM","cusip":"573874104","value":942822,"shares":3165,"shareType":"SH","priorValue":280807,"priorShares":2835},{"issuer":"L3HARRIS TECHNOLOGIES INC","titleOfClass":"COM","cusip":"502431109","value":941221,"shares":3239,"shareType":"SH","priorValue":1026821,"priorShares":2975},{"issuer":"FREEPORT MCMORAN INC","titleOfClass":"CL B","cusip":"35671D857","value":857731,"shares":13638,"shareType":"SH","priorValue":794486,"priorShares":13516},{"issuer":"PROSHARES TR","titleOfClass":"S&P 500 DV ARIST","cusip":"74348A467","value":818709,"shares":14578,"shareType":"SH","priorValue":666874,"priorShares":6290},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":795312,"shares":1080,"shareType":"SH","priorValue":599113,"priorShares":1038},{"issuer":"ISHARES TR","titleOfClass":"U.S. FINLS ETF","cusip":"464287788","value":782401,"shares":6136,"shareType":"SH","priorValue":697136,"priorShares":5925},{"issuer":"MEDTRONIC PLC","titleOfClass":"SHS","cusip":"G5960L103","value":774790,"shares":9904,"shareType":"SH","priorValue":982958,"priorShares":11344},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"WORLD EX US CORE","cusip":"25434V880","value":763141,"shares":20715,"shareType":"SH","priorValue":361373,"priorShares":10638},{"issuer":"PUBLIC STORAGE","titleOfClass":"COM","cusip":"74460D109","value":754713,"shares":2371,"shareType":"SH","priorValue":604333,"priorShares":2231},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":754586,"shares":5149,"shareType":"SH","priorValue":739963,"priorShares":5030},{"issuer":"INVESCO EXCH TRD SLF IDX FD","titleOfClass":"BULSHS 2026 CB","cusip":"46138J791","value":750522,"shares":38439,"shareType":"SH","priorValue":661423,"priorShares":33867},{"issuer":"SEAGATE TECHNOLOGY HLDNGS PL","titleOfClass":"ORD SHS","cusip":"G7997R103","value":723750,"shares":750,"shareType":"SH","priorValue":293820,"priorShares":750},{"issuer":"EDWARDS LIFESCIENCES CORP","titleOfClass":"COM","cusip":"28176E108","value":712192,"shares":7873,"shareType":"SH","priorValue":630470,"priorShares":7873},{"issuer":"NIKE INC","titleOfClass":"CL B","cusip":"654106103","value":690256,"shares":16815,"shareType":"SH","priorValue":1066594,"priorShares":20193},{"issuer":"EA SERIES TRUST","titleOfClass":"STRIVE 1000 GRWT","cusip":"02072L615","value":647595,"shares":11718,"shareType":"SH","priorValue":535949,"priorShares":11426},{"issuer":"SOLSTICE ADVANCED MATLS INC","titleOfClass":"COM SHS","cusip":"83443Q103","value":628542,"shares":7094,"shareType":"SH","priorValue":592298,"priorShares":7777},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":606144,"shares":1792,"shareType":"SH","priorValue":542044,"priorShares":1792},{"issuer":"FRANKLIN RESOURCES INC","titleOfClass":"COM","cusip":"354613101","value":600191,"shares":18040,"shareType":"SH","priorValue":442875,"priorShares":18750},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":593121,"shares":792,"shareType":"SH","priorValue":543292,"priorShares":831},{"issuer":"DYCOM INDS INC","titleOfClass":"COM","cusip":"267475101","value":589012,"shares":1165,"shareType":"SH"},{"issuer":"MONDELEZ INTL INC","titleOfClass":"CL A","cusip":"609207105","value":584068,"shares":10098,"shareType":"SH","priorValue":594902,"priorShares":10321},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":582759,"shares":3153,"shareType":"SH","priorValue":410502,"priorShares":3187},{"issuer":"ENTERGY CORP NEW","titleOfClass":"COM","cusip":"29364G103","value":572347,"shares":4983,"shareType":"SH","priorValue":649778,"priorShares":5783},{"issuer":"TARGET CORP","titleOfClass":"COM","cusip":"87612E106","value":568545,"shares":4353,"shareType":"SH","priorValue":533644,"priorShares":4403},{"issuer":"NORTHROP GRUMMAN CORP","titleOfClass":"COM","cusip":"666807102","value":566862,"shares":1113,"shareType":"SH","priorValue":652221,"priorShares":956},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR DISCR ETF","cusip":"81369Y407","value":562592,"shares":4797,"shareType":"SH","priorValue":549368,"priorShares":5041},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":560080,"shares":2367,"shareType":"SH","priorValue":389904,"priorShares":1813},{"issuer":"ISHARES TR","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":555692,"shares":7332,"shareType":"SH","priorValue":555264,"priorShares":7912},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":548960,"shares":945,"shareType":"SH"},{"issuer":"BECTON DICKINSON & CO","titleOfClass":"COM","cusip":"075887109","value":544939,"shares":3601,"shareType":"SH","priorValue":562097,"priorShares":3575},{"issuer":"ENERGY TRANSFER L P","titleOfClass":"COM UT LTD PTN","cusip":"29273V100","value":524369,"shares":27425,"shareType":"SH","priorValue":606505,"priorShares":31425},{"issuer":"HOWMET AEROSPACE INC","titleOfClass":"COM","cusip":"443201108","value":519975,"shares":1934,"shareType":"SH","priorValue":445710,"priorShares":1934},{"issuer":"ACCENTURE PLC IRELAND","titleOfClass":"SHS CLASS A","cusip":"G1151C101","value":504978,"shares":4058,"shareType":"SH","priorValue":640278,"priorShares":3229},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR CARE ETF","cusip":"81369Y209","value":486610,"shares":3067,"shareType":"SH","priorValue":435432,"priorShares":2970},{"issuer":"ENBRIDGE INC","titleOfClass":"COM","cusip":"29250N105","value":484204,"shares":8932,"shareType":"SH","priorValue":456942,"priorShares":8440},{"issuer":"CSX CORP","titleOfClass":"COM","cusip":"126408103","value":459377,"shares":9665,"shareType":"SH","priorValue":396133,"priorShares":9650},{"issuer":"THERMO FISHER SCIENTIFIC INC","titleOfClass":"COM","cusip":"883556102","value":457295,"shares":912,"shareType":"SH","priorValue":332819,"priorShares":677},{"issuer":"STIFEL FINL CORP","titleOfClass":"COM","cusip":"860630102","value":448412,"shares":6427,"shareType":"SH","priorValue":477671,"priorShares":6462},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":447306,"shares":878,"shareType":"SH","priorValue":533676,"priorShares":883},{"issuer":"ISHARES BITCOIN TRUST ETF","titleOfClass":"SHS BEN INT","cusip":"46438F101","value":445986,"shares":13397,"shareType":"SH","priorValue":368909,"priorShares":9602},{"issuer":"BLACKROCK FLOATING RATE INCO","titleOfClass":"COM","cusip":"09255X100","value":441974,"shares":40216,"shareType":"SH","priorValue":485916,"priorShares":44094},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":433698,"shares":218,"shareType":"SH","priorValue":280016,"priorShares":212},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR INDL ETF","cusip":"81369Y704","value":427696,"shares":2309,"shareType":"SH","priorValue":362922,"priorShares":2244},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":426229,"shares":1969,"shareType":"SH","priorValue":391890,"priorShares":1969},{"issuer":"FLAHERTY & CRUMRIN PFD & INM","titleOfClass":"COM","cusip":"338478100","value":416524,"shares":25585,"shareType":"SH","priorValue":383920,"priorShares":24785},{"issuer":"CITIGROUP INC","titleOfClass":"COM NEW","cusip":"172967424","value":415681,"shares":2970,"shareType":"SH","priorValue":421772,"priorShares":3719},{"issuer":"ARES CAPITAL CORP","titleOfClass":"COM","cusip":"04010L103","value":412971,"shares":22286,"shareType":"SH","priorValue":422905,"priorShares":23468},{"issuer":"PRUDENTIAL FINL INC","titleOfClass":"COM","cusip":"744320102","value":405169,"shares":3754,"shareType":"SH","priorValue":298345,"priorShares":3054},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":398028,"shares":533,"shareType":"SH","priorValue":265339,"priorShares":408},{"issuer":"PRICE T ROWE GROUP INC","titleOfClass":"COM","cusip":"74144T108","value":384308,"shares":3380,"shareType":"SH","priorValue":305152,"priorShares":3385},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR STAPL ETF","cusip":"81369Y308","value":384033,"shares":4623,"shareType":"SH","priorValue":344152,"priorShares":4198},{"issuer":"EA SERIES TRUST","titleOfClass":"STRI US ENER ETF","cusip":"02072L722","value":372999,"shares":11135,"shareType":"SH","priorValue":434833,"priorShares":11015},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":370959,"shares":1007,"shareType":"SH","priorValue":494403,"priorShares":1149},{"issuer":"INVESCO EXCH TRD SLF IDX FD","titleOfClass":"BULETSHS 2031 CP","cusip":"46138J429","value":361158,"shares":22042,"shareType":"SH","priorValue":300922,"priorShares":18282},{"issuer":"LOEWS CORP","titleOfClass":"COM","cusip":"540424108","value":359102,"shares":3172,"shareType":"SH","priorValue":349253,"priorShares":3272},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":347250,"shares":929,"shareType":"SH","priorValue":257964,"priorShares":909},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":334623,"shares":4295,"shareType":"SH"},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":326480,"shares":3392,"shareType":"SH","priorValue":346872,"priorShares":3599},{"issuer":"ISHARES INC","titleOfClass":"MSCI GBL GOLD MN","cusip":"46434G855","value":323000,"shares":5000,"shareType":"SH","priorValue":394900,"priorShares":5000},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":309365,"shares":14945,"shareType":"SH","priorValue":434323,"priorShares":14981},{"issuer":"ISHARES TR","titleOfClass":"US HLTHCARE ETF","cusip":"464287762","value":305968,"shares":4566,"shareType":"SH","priorValue":254820,"priorShares":4134},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR ENERG ETF","cusip":"81369Y506","value":301240,"shares":5672,"shareType":"SH","priorValue":352061,"priorShares":5747},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":298792,"shares":2561,"shareType":"SH"},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT ENER INCO ETF","cusip":"33740F276","value":287633,"shares":13170,"shareType":"SH","priorValue":321674,"priorShares":14303},{"issuer":"JEFFERIES FINANCIAL GROUP IN","titleOfClass":"COM","cusip":"47233W109","value":282137,"shares":5645,"shareType":"SH","priorValue":239985,"priorShares":5815},{"issuer":"SUNOCO LP/SUNOCO FIN CORP","titleOfClass":"COM UT REP LP","cusip":"86765K109","value":281610,"shares":4172,"shareType":"SH","priorValue":279826,"priorShares":4307},{"issuer":"NUCOR CORP","titleOfClass":"COM","cusip":"670346105","value":277324,"shares":1245,"shareType":"SH","priorValue":225749,"priorShares":1335},{"issuer":"CONSTELLATION ENERGY CORP","titleOfClass":"COM","cusip":"21037T109","value":268736,"shares":1082,"shareType":"SH","priorValue":208600,"priorShares":747},{"issuer":"ROBINHOOD MKTS INC","titleOfClass":"COM CL A","cusip":"770700102","value":266544,"shares":2658,"shareType":"SH"},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":247412,"shares":4580,"shareType":"SH","priorValue":218245,"priorShares":4135},{"issuer":"MAIN STR CAP CORP","titleOfClass":"COM","cusip":"56035L104","value":240161,"shares":4629,"shareType":"SH","priorValue":266589,"priorShares":5033},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR UTIL ETF","cusip":"81369Y886","value":236856,"shares":5224,"shareType":"SH","priorValue":233213,"priorShares":5082},{"issuer":"VANECK ETF TRUST","titleOfClass":"MRNGSTR WDE MOAT","cusip":"92189F643","value":228816,"shares":2201,"shareType":"SH"},{"issuer":"SNOWFLAKE INC","titleOfClass":"COM SHS","cusip":"833445109","value":225487,"shares":886,"shareType":"SH"},{"issuer":"DELL TECHNOLOGIES INC","titleOfClass":"CL C","cusip":"24703L202","value":225222,"shares":522,"shareType":"SH"},{"issuer":"COMCAST CORP NEW","titleOfClass":"CL A","cusip":"20030N101","value":223896,"shares":9120,"shareType":"SH","priorValue":266142,"priorShares":9270},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP REGBNK","cusip":"78464A698","value":223802,"shares":2990,"shareType":"SH"},{"issuer":"CARRIER GLOBAL CORPORATION","titleOfClass":"COM","cusip":"14448C104","value":221957,"shares":3026,"shareType":"SH"},{"issuer":"SIMON PPTY GROUP INC NEW","titleOfClass":"COM","cusip":"828806109","value":218059,"shares":975,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"IBDS DEC28 ETF","cusip":"46435U515","value":217150,"shares":8600,"shareType":"SH","priorValue":273564,"priorShares":10800},{"issuer":"FIFTH THIRD BANCORP","titleOfClass":"COM","cusip":"316773100","value":214488,"shares":3805,"shareType":"SH"},{"issuer":"CARDINAL HEALTH INC","titleOfClass":"COM","cusip":"14149Y108","value":213804,"shares":900,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"ISHARES BIOTECH","cusip":"464287556","value":211111,"shares":1110,"shareType":"SH"},{"issuer":"AUTOMATIC DATA PROCESSING IN","titleOfClass":"COM","cusip":"053015103","value":206706,"shares":923,"shareType":"SH"},{"issuer":"VORNADO RLTY TR","titleOfClass":"SH BEN INT","cusip":"929042109","value":201216,"shares":5120,"shareType":"SH"},{"issuer":"AKAMAI TECHNOLOGIES INC","titleOfClass":"COM","cusip":"00971T101","value":201075,"shares":1701,"shareType":"SH"},{"issuer":"CME GROUP INC","titleOfClass":"COM","cusip":"12572Q105","value":200955,"shares":910,"shareType":"SH","priorValue":259908,"priorShares":880},{"issuer":"WESTERN ASSET INVESTMENT GRA","titleOfClass":"COM","cusip":"95766T100","value":197461,"shares":16292,"shareType":"SH","priorValue":197052,"priorShares":16292},{"issuer":"ISHARES ETHEREUM TR","titleOfClass":"SHS","cusip":"46438R105","value":141325,"shares":11886,"shareType":"SH"},{"issuer":"TCW STRATEGIC INCOME FD INC","titleOfClass":"COM","cusip":"872340104","value":68484,"shares":15185,"shareType":"SH","priorValue":112587,"priorShares":25075}]},"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."}