| AUM* | 103,758,609 -11% |
| of that, discretionary | 103,758,609 -11% |
| Number of Employees | 9 -10% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 103,758,609 -11% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- A percentage of assets under your management
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker001055102 | Stock NameAflac Inc. | $ Position$269,910 | % Position5.00% | $ Change7.00% | # Change0.00% |
| Stck Ticker018802108 | Stock NameAlliant Energy Corporation | $ Position$268,693 | % Position5.00% | $ Change6.00% | # Change0.00% |
| Stck Ticker46124J201 | Stock Name InvenTrust Properties Corporation | $ Position$268,049 | % Position4.00% | $ Change16.00% | # Change0.00% |
| Stck Ticker842587107 | Stock NameSouthern Company (The) | $ Position$246,262 | % Position4.00% | $ Change-1.00% | # Change0.00% |
| Stck Ticker15189T107 | Stock NameCenterPoint Energy Inc. | $ Position$242,925 | % Position4.00% | $ Change2.00% | # Change0.00% |
| Stck Ticker023608102 | Stock NameAmeren Corporation | $ Position$242,697 | % Position4.00% | $ Change3.00% | # Change0.00% |
| Stck Ticker37959E102 | Stock NameGlobe Life Inc. | $ Position$241,933 | % Position4.00% | $ Change | # Change |
| Stck Ticker98389B100 | Stock NameXcel Energy Inc. | $ Position$230,622 | % Position4.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker410867105 | Stock NameHanover Insurance Group Inc. (The) | $ Position$229,965 | % Position4.00% | $ Change | # Change |
| Stck Ticker125896100 | Stock NameCMS Energy Corporation | $ Position$228,123 | % Position4.00% | $ Change-1.00% | # Change0.00% |