| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ronald Muhlenkamp Muhlenkamp & Co Inc. | 24,855 | $723,432.63 | $939,519 | $216,086.37 | 29.87% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 6,911 | $235,839.75 | $261,235.8 | $25,396.05 | 10.77% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 6,638 | $222,461.32 | $253,571.6 | $31,110.28 | 13.98% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 25,599 | $491,687.64 | $967,514.2 | $475,826.56 | 96.77% |
Austin Private Wealth Austin Private Wealth LLC | 12,000 | $337,192.28 | $453,540 | $116,347.72 | 34.5% |
Daniel Russell Naviter Wealth LLC | 9,366 | $306,210.66 | $353,987.97 | $47,777.31 | 15.6% |
| RR rosemary richard WCG Wealth Advisors LLC | 110,066 | $3.55M | $4.16M | $612,441.22 | 17.26% |
| YA Yinka Akinsola Blue Trust Inc. | 81,706 | $2.18M | $3.09M | $913,539.41 | 41.97% |
Jeff Ameen Spire Wealth Management | 26,711 | $912,613.74 | $1.01M | $95,192.29 | 10.43% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 8,023 | $250,968.48 | $303,108.94 | $52,140.46 | 20.78% |
Daren Blonski Fermata Advisors LLC | 15,532 | $483,364.03 | $587,886.2 | $104,522.17 | 21.62% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 420,613 | $11.97M | $15.87M | $3.9M | 32.61% |
| TJD Timothy J. Dolan GP Brinson Investments LLC | 65,909 | $1.92M | $2.49M | $567,806.03 | 29.52% |
Kyle P. Smith NewEdge Wealth LLC | 39,608 | $1.26M | $1.5M | $237,303.88 | 18.82% |
Mack, Connie Clarity Financial LLC | 11,528 | $325,493.29 | $436,334.8 | $110,841.51 | 34.05% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 5,822 | $186,653.32 | $220,275.37 | $33,622.05 | 18.01% |
Carrie Delgott Wescott Financial Advisory Group LLC | 7,365 | $235,168.53 | $278,544.3 | $43,375.77 | 18.44% |
| SL Shad Lamm Keystone Wealth Services LLC | 13,387 | $392,708.16 | $506,497.14 | $113,788.98 | 28.98% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 35,950 | $1.36M | $1.36M | -$179.75 | -0.01% |
Kasey Fegan Corsicana & Co. | 11,000 | $265,670 | $416,185 | $150,515 | 56.65% |