| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/21/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 8 -11.11% |
| of those in investment advisory functions | 5 -28.57% |
| Registration | SEC, Approved, 09/10/1982 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
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| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$7,290,990 | % Position5.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$7,519,037 | % Position5.00% | $ Change-18.00% | # Change0.00% |
| Stck Ticker002824100 | Stock NameABBOTT LABS | $ Position$5,964,607 | % Position4.00% | $ Change-8.00% | # Change-22.00% |
| Stck TickerH01301128 | Stock NameALCON AG | $ Position$6,697,406 | % Position4.00% | $ Change11.00% | # Change-1.00% |
| Stck Ticker383082104 | Stock NameGORMAN RUPP CO | $ Position$5,992,097 | % Position4.00% | $ Change-7.00% | # Change0.00% |
| Stck Ticker742718109 | Stock NamePROCTER AND GAMBLE CO | $ Position$5,510,531 | % Position4.00% | $ Change17.00% | # Change15.00% |
| Stck Ticker808513105 | Stock NameSCHWAB CHARLES CORP | $ Position$5,478,269 | % Position4.00% | $ Change31.00% | # Change24.00% |
| Stck Ticker79466L302 | Stock NameSALESFORCE INC | $ Position$4,403,252 | % Position3.00% | $ Change-20.00% | # Change0.00% |
| Stck Ticker216648501 | Stock NameCOOPER COS INC | $ Position$4,150,357 | % Position3.00% | $ Change | # Change |