| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven Scruggs FPA Queens Road Small Cap Value Fund | 11,815 | $317,670.18 | $802,002.2 | $484,332.02 | 152.46% |
Field & Main Bank Field & Main Bank | 1,085 | $38,691.1 | $73,649.8 | $34,958.7 | 90.35% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 3,606 | $203,054 | $244,775.28 | $41,721.28 | 20.55% |
| YA Yinka Akinsola Blue Trust Inc. | 5,570 | $332,543.74 | $378,091.6 | $45,547.86 | 13.7% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 39,464 | $2.48M | $2.68M | $197,982.08 | 7.98% |
Jeff Ameen Spire Wealth Management | 6,472 | $332,946.35 | $444,885.28 | $111,938.93 | 33.62% |
| MD Michelle Dubey Yousif Capital Management LLC | 87,315 | $4.64M | $6.05M | $1.41M | 30.35% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 496 | $21,570.4 | $33,666 | $12,095.6 | 56.07% |
John Nowicki LCM Capital Management Inc. | 6,094 | $230,680.68 | $413,630.25 | $182,949.57 | 79.31% |
Kyle P. Smith NewEdge Wealth LLC | 18,794 | $1.18M | $1.28M | $91,723.52 | 7.75% |
Carrie Delgott Wescott Financial Advisory Group LLC | 4,144 | $195,875.05 | $281,294.72 | $85,419.67 | 43.61% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,726 | $435,051.06 | $525,213.48 | $90,162.42 | 20.72% |
| YL Yosef Levy Y.D. More Investments Ltd. | 28,827 | $1.52M | $1.96M | $436,440.78 | 28.65% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,960 | $92,637.2 | $134,426.6 | $41,789.4 | 45.11% |
Joseph Castro Nuveen LLC | 5.64M | $370.76M | $384.18M | $13.42M | 3.62% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 4,082 | $214,962.98 | $277,494.36 | $62,531.38 | 29.09% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 5,421 | $298,979.6 | $368,519.58 | $69,539.98 | 23.26% |
Kevin B. Crawford JB Capital LLC | 51,510 | $2.66M | $3.51M | $852,302.93 | 32.09% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 1,231 | $76,432.84 | $84,298.88 | $7,866.04 | 10.29% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 39 | $2,460.12 | $2,656.29 | $196.17 | 7.97% |