| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 186 | $9,505.53 | $9,962.16 | $456.63 | 4.8% |
| CE Curtis Ellergodt Rothschild Investment LLC | 500 | $24,080 | $26,780 | $2,700 | 11.21% |
| MB Mike Berger School Employees Retirement Board Of Ohio | 1.01M | $48.18M | $54.8M | $6.62M | 13.74% |
| PEP Philip E. Passafiume Protective Life Corp | 76 | $4,000.64 | $4,069.8 | $69.16 | 1.73% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 32,655 | $1.63M | $1.75M | $118,048.01 | 7.24% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 13,535 | $712,482 | $724,934.6 | $12,452.6 | 1.75% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,011 | $208,331.34 | $214,508.28 | $6,176.94 | 2.96% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 4,124 | $217,087.36 | $220,881.44 | $3,794.08 | 1.75% |
| JW Jamie Wilson CAPITAL ADVISORS Inc./OK | 7,363 | $353,783.45 | $394,509.54 | $40,726.09 | 11.51% |
Vaughan Nelson Vaughan Nelson Investment Management LP | 139 | $5,000 | $7,394.8 | $2,394.8 | 47.9% |
Ronald Muhlenkamp Muhlenkamp & Co Inc. | 150,615 | $3.96M | $8.06M | $4.09M | 103.32% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 19,601 | $836,572.62 | $1.05M | $211,590.85 | 25.29% |
Daniel Russell Naviter Wealth LLC | 1.35M | $61.85M | $71.96M | $10.12M | 16.36% |
| YA Yinka Akinsola Blue Trust Inc. | 49,621 | $2.42M | $2.66M | $240,731.48 | 9.96% |
| SVB Scott V. Beechert Granby Capital Management LLC | 200,000 | $9.4M | $10.7M | $1.29M | 13.73% |
Jeff Ameen Spire Wealth Management | 971 | $45,456.08 | $52,259.22 | $6,803.14 | 14.97% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 280,210 | $10.47M | $15.08M | $4.61M | 44.09% |
Kyle P. Smith NewEdge Wealth LLC | 73,190 | $3.71M | $3.92M | $211,129.55 | 5.69% |
John Ledford FWG Holdings LLC | 20,353 | $979,273 | $1.09M | $111,240.74 | 11.36% |
Mack, Connie Clarity Financial LLC | 53,897 | $2.53M | $2.89M | $358,425.16 | 14.17% |