| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BRM Bruce R. Mohr Buffington Mohr McNeal | 16,837 | $500,687.62 | $598,976.27 | $98,288.65 | 19.63% |
| JM John Musgrave CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 1.57M | $41.66M | $55.93M | $14.27M | 34.25% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 210,166 | $6.12M | $7.48M | $1.35M | 22.1% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 6,665 | $223,453.84 | $240,306.57 | $16,852.73 | 7.54% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 6,000 | $213,660 | $216,120 | $2,460 | 1.15% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 25,599 | $491,687.64 | $923,611.92 | $431,924.28 | 87.85% |
Austin Private Wealth Austin Private Wealth LLC | 12,000 | $337,192.28 | $432,360 | $95,167.72 | 28.22% |
Daniel Russell Naviter Wealth LLC | 9,612 | $315,253.62 | $346,800.96 | $31,547.34 | 10.01% |
| RR rosemary richard WCG Wealth Advisors LLC | 107,100 | $3.45M | $3.88M | $434,544.13 | 12.6% |
| YA Yinka Akinsola Blue Trust Inc. | 65,122 | $1.77M | $2.33M | $558,286.95 | 31.5% |
Jeff Ameen Spire Wealth Management | 25,786 | $881,034.24 | $917,208.02 | $36,173.78 | 4.11% |
Drew Waldron Canvas Wealth Advisors LLC | 8,122 | $254,607.72 | $293,285.42 | $38,677.7 | 15.19% |
Daren Blonski Fermata Advisors LLC | 15,369 | $478,640.29 | $554,359.83 | $75,719.54 | 15.82% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 420,613 | $11.97M | $15.18M | $3.21M | 26.81% |
| TJD Timothy J. Dolan GP Brinson Investments LLC | 65,909 | $1.92M | $2.4M | $474,874.34 | 24.69% |
Kyle P. Smith NewEdge Wealth LLC | 56,138 | $1.87M | $2M | $129,357.25 | 6.92% |
Mack, Connie Clarity Financial LLC | 10,473 | $297,695.23 | $375,352.32 | $77,657.09 | 26.09% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 6,101 | $196,909.36 | $219,575.6 | $22,666.24 | 11.51% |
Carrie Delgott Wescott Financial Advisory Group LLC | 7,372 | $235,425.85 | $266,387.22 | $30,961.37 | 13.15% |
Shad Lamm Keystone Wealth Services LLC | 13,525 | $397,781.04 | $489,199.25 | $91,418.21 | 22.98% |