| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 05/09/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 17 -15.00% |
| of those in investment advisory functions | 10 -9.09% |
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker828806109 | Stock NameSIMON PROPERTY GROUP INC | $ Position$28,826,672 | % Position2.00% | $ Change1.00% | # Change4.00% |
| Stck Ticker064058100 | Stock NameBANK OF NEW YORK MELLON | $ Position$30,276,986 | % Position2.00% | $ Change3.00% | # Change-5.00% |
| Stck Ticker172967424 | Stock NameCITIGROUP INC | $ Position$33,769,091 | % Position2.00% | $ Change-28.00% | # Change-28.00% |
| Stck Ticker26441C204 | Stock NameDUKE ENERGY CORP | $ Position$40,240,586 | % Position2.00% | $ Change36.00% | # Change20.00% |
| Stck Ticker416515104 | Stock NameHARTFORD INSURANCE GROUP | $ Position$30,103,385 | % Position2.00% | $ Change32.00% | # Change17.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE | $ Position$45,740,110 | % Position2.00% | $ Change-18.00% | # Change-20.00% |
| Stck Ticker92343V104 | Stock NameVERIZON COMM INC | $ Position$40,265,346 | % Position2.00% | $ Change7.00% | # Change-6.00% |
| Stck Ticker780259305 | Stock NameSHELL PLC | $ Position$33,448,949 | % Position2.00% | $ Change7.00% | # Change-8.00% |
| Stck Ticker410120109 | Stock NameHANCOCK WHITNEY CORP | $ Position$12,568,331 | % Position1.00% | $ Change-3.00% | # Change1.00% |
| Stck Ticker61945C103 | Stock NameMOSAIC CO/THE | $ Position$17,767,394 | % Position1.00% | $ Change26.00% | # Change14.00% |