| As of Date | 05/09/2025 |
| ADV Location | BRATTLEBORO, VT, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 8 -11% |
| of those in investment advisory functions | 5 -29% |
| Registration | SEC, Approved, 09/10/1982 |
| AUM* | 436,952,572 0% |
| of that, discretionary | 430,968,337 0% |
| Private Fund GAV* | 0 |
| Avg Account Size | 684,879 2% |
| % High Net Worth | 3.03% -14% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 802 xxxxxxx |
| Websites |
- 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 |
|---|---|---|---|---|---|
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$12,666,851 | % Position8.00% | $ Change23.00% | # Change-5.00% |
| Stck Ticker17275R102 | Stock NameCISCO SYS INC | $ Position$10,772,877 | % Position6.00% | $ Change12.00% | # Change0.00% |
| Stck Ticker383082104 | Stock NameGORMAN RUPP CO | $ Position$8,151,641 | % Position5.00% | $ Change3.00% | # Change0.00% |
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$7,636,455 | % Position5.00% | $ Change-3.00% | # Change-13.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$8,941,167 | % Position5.00% | $ Change-10.00% | # Change-4.00% |
| Stck Ticker808513105 | Stock NameSCHWAB CHARLES CORP | $ Position$6,758,112 | % Position4.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker650111107 | Stock NameNEW YORK TIMES CO | $ Position$6,565,535 | % Position4.00% | $ Change20.00% | # Change0.00% |
| Stck Ticker00790R104 | Stock NameADVANCED DRAIN SYS INC DEL | $ Position$6,235,366 | % Position4.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker002824100 | Stock NameABBOTT LABS | $ Position$5,363,414 | % Position3.00% | $ Change-7.00% | # Change0.00% |
| Stck Ticker04956D107 | Stock NameATMUS FILTRATION TECHNOLOGIE | $ Position$5,538,486 | % Position3.00% | $ Change15.00% | # Change0.00% |