| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 9,630 | $643,208.75 | $731,446.65 | $88,237.9 | 13.72% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 5,080 | $326,888.53 | $385,470.4 | $58,581.87 | 17.92% |
Chilton Investment Chilton Investment Co Inc. | 3,572 | $286,453.31 | $271,311.26 | -$15,142.05 | -5.29% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 3,741 | $303,656.97 | $282,445.5 | -$21,211.47 | -6.99% |
Austin Private Wealth Austin Private Wealth LLC | 8,065 | $278,541.74 | $611,972.2 | $333,430.46 | 119.71% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 84,448 | $3.62M | $6.41M | $2.79M | 77.01% |
PAX Financial Group PAX Financial Group LLC | 33,102 | $2.35M | $2.51M | $163,155.81 | 6.95% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 52,403 | $3.44M | $3.98M | $532,560.94 | 15.46% |
Daniel Russell Naviter Wealth LLC | 27,491 | $1.19M | $2.09M | $897,626.61 | 75.53% |
| RR rosemary richard WCG Wealth Advisors LLC | 73,932 | $4.01M | $5.61M | $1.6M | 39.77% |
| YA Yinka Akinsola Blue Trust Inc. | 470,409 | $18.54M | $35.63M | $17.09M | 92.21% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 2,525 | $204,954.25 | $191,597 | -$13,357.25 | -6.52% |
Jeff Ameen Spire Wealth Management | 140,549 | $9.26M | $10.72M | $1.46M | 15.8% |
Daren Blonski Fermata Advisors LLC | 74,473 | $2.85M | $5.64M | $2.79M | 97.7% |
Cole Holmlund Alaethes Wealth LLC | 39,989 | $2.54M | $3.03M | $499,029.34 | 19.68% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 26,253 | $1.16M | $1.99M | $830,035.45 | 71.62% |
Kyle P. Smith NewEdge Wealth LLC | 129,632 | $8.46M | $9.82M | $1.36M | 16.11% |
Mack, Connie Clarity Financial LLC | 6,468 | $321,230.67 | $490,031.2 | $168,800.53 | 52.55% |
Arthur Mallet Regency Capital Management Inc.\DE | 176,200 | $7.66M | $13.35M | $5.69M | 74.23% |
Carrie Delgott Wescott Financial Advisory Group LLC | 14,006 | $498,190.91 | $1.06M | $562,623.53 | 112.93% |