| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CD Charlie Durham Sterling Capital Management LLC | 675 | $185,597.39 | $258,329.24 | $72,731.85 | 39.19% |
| JPC Joseph P. Condren Opus Capital Group LLC | 1,073 | $184,781.01 | $403,437.27 | $218,656.26 | 118.33% |
| JM John Malone Amundi | 12,293 | $3.58M | $4.7M | $1.13M | 31.53% |
Chilton Investment Chilton Investment Co Inc. | 551 | $196,135.06 | $207,170.48 | $11,035.42 | 5.63% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 192,698 | $44.44M | $73.75M | $29.31M | 65.95% |
Field & Main Bank Field & Main Bank | 611 | $172,232.22 | $229,729.88 | $57,497.66 | 33.38% |
Point72 Asset Management LP Point72 Asset Management LP | 1,151 | $495,263.79 | $440,499.21 | -$54,764.58 | -11.06% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 3,571 | $1.3M | $1.34M | $45,059.36 | 3.47% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 3,050 | $873,364.29 | $1.15M | $273,405.21 | 31.3% |
Washburn Capital Management Washburn Capital Management Inc. | 690 | $275,625.3 | $262,338 | -$13,287.3 | -4.82% |
Austin Private Wealth Austin Private Wealth LLC | 12,854 | $3.83M | $4.83M | $1M | 26.16% |
SkyOak Wealth SkyOak Wealth LLC | 2,992 | $532,416.24 | $1.12M | $592,545.81 | 111.29% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 1,553 | $355,060.09 | $583,912.47 | $228,852.38 | 64.45% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 7,629 | $1.72M | $2.87M | $1.14M | 66.34% |
Daniel Russell Naviter Wealth LLC | 1,388 | $511,311.44 | $521,874.11 | $10,562.67 | 2.07% |
| RR rosemary richard WCG Wealth Advisors LLC | 23,930 | $9.43M | $9M | -$428,640.67 | -4.55% |
| YA Yinka Akinsola Blue Trust Inc. | 29,870 | $6.7M | $11.43M | $4.73M | 70.53% |
Jeff Ameen Spire Wealth Management | 30,254 | $8.32M | $11.58M | $3.26M | 39.21% |
Daren Blonski Fermata Advisors LLC | 10,117 | $2.07M | $3.8M | $1.74M | 84.13% |
| AL Acas LLC Acas LLC | 14,911 | $3.52M | $5.68M | $2.17M | 61.57% |