| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Field & Main Bank Field & Main Bank | 4,630 | $774,713.48 | $1.11M | $336,625.42 | 43.45% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 2,002 | $420,719.66 | $479,008.53 | $58,288.87 | 13.85% |
Vectors Research Management Vectors Research Management LLC | 8,836 | $1.64M | $2.14M | $493,351.05 | 30.01% |
Austin Private Wealth Austin Private Wealth LLC | 1,759 | $481,403.07 | $422,432.64 | -$58,970.43 | -12.25% |
SkyOak Wealth SkyOak Wealth LLC | 1,345 | $248,070.15 | $320,809.4 | $72,739.25 | 29.32% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 37,977 | $8.9M | $9.37M | $469,742.74 | 5.28% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,096 | $329,271 | $500,378.08 | $171,107.08 | 51.97% |
Michael Corrigan Advocate Group LLC | 16,933 | $4.15M | $4.18M | $24,543.09 | 0.59% |
Christian McGill CFC Planning Co. LLC | 13,078 | $3.81M | $3.2M | -$617,818.03 | -16.2% |
Mina Iskander Darlington Partners Capital Management LP | 1.56M | $336.03M | $374.7M | $38.67M | 11.51% |
Daniel Russell Naviter Wealth LLC | 7,317 | $1.73M | $1.75M | $21,990.55 | 1.27% |
| RR rosemary richard WCG Wealth Advisors LLC | 38,421 | $9.2M | $9.2M | -$2,875.2 | -0.03% |
| YA Yinka Akinsola Blue Trust Inc. | 10,232 | $2.91M | $2.41M | -$499,608.07 | -17.15% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 2,267 | $355,148 | $555,165.63 | $200,017.63 | 56.32% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 25,697 | $6.89M | $6.14M | -$753,571.35 | -10.93% |
Jeff Ameen Spire Wealth Management | 3,683 | $970,617.26 | $908,743.42 | -$61,873.84 | -6.37% |
Drew Waldron Canvas Wealth Advisors LLC | 13,416 | $2.1M | $3.2M | $1.1M | 52.25% |
Michelle Dubey Yousif Capital Management LLC | 84,397 | $20.38M | $20.82M | $441,277.63 | 2.16% |
Daren Blonski Fermata Advisors LLC | 1,239 | $284,437.24 | $297,397.17 | $12,959.93 | 4.56% |
Jason Kaplan Howard Capital Management Group LLC | 40 | $6,266.4 | $9,628 | $3,361.6 | 53.64% |