| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JH Jonathan Hartzler Mcdonald Partners LLC | 35,104 | $3.79M | $4.75M | $961,838.82 | 25.37% |
| CP C Pace Texas Yale Capital Corp. | 81,825 | $6.56M | $11.12M | $4.56M | 69.44% |
Chilton Investment Chilton Investment Co Inc. | 9,377 | $1.31M | $1.28M | -$29,464.86 | -2.25% |
| WN William Newman Sky Investment Group LLC | 1,409 | $208,968.79 | $190,792.69 | -$18,176.1 | -8.7% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 592,268 | $63.53M | $81.25M | $17.72M | 27.89% |
Private Capital Private Capital Management | 5,148 | $586,276.23 | $707,695.56 | $121,419.33 | 20.71% |
Field & Main Bank Field & Main Bank | 200 | $18,482 | $27,306 | $8,824 | 47.74% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 5,057 | $582,752.79 | $692,202.16 | $109,449.37 | 18.78% |
Vectors Research Management Vectors Research Management LLC | 77,181 | $8.99M | $10.62M | $1.63M | 18.09% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 7,462 | $788,936.51 | $1.03M | $237,760.07 | 30.14% |
SkyOak Wealth SkyOak Wealth LLC | 70,005 | $6.96M | $9.56M | $2.6M | 37.32% |
Adams Wealth Management Adams Wealth Management | 5,711 | $626,028.27 | $785,205.39 | $159,177.12 | 25.43% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 2,377 | $249,912.49 | $326,100.63 | $76,188.14 | 30.49% |
Asio Capital Asio Capital LLC | 60,950 | $6.06M | $8.35M | $2.29M | 37.71% |
PAX Financial Group PAX Financial Group LLC | 2,782 | $273,666.39 | $382,052.06 | $108,385.67 | 39.61% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 22,968 | $2.22M | $3.12M | $899,468.37 | 40.55% |
| RR rosemary richard WCG Wealth Advisors LLC | 40,129 | $4.45M | $5.45M | $1M | 22.52% |
| YA Yinka Akinsola Blue Trust Inc. | 13,710 | $1.49M | $1.86M | $364,030.04 | 24.39% |
Loraine Ell Better Money Decisions LLC | 9,278 | $970,614.18 | $1.27M | $297,734.81 | 30.67% |
Jeff Ameen Spire Wealth Management | 60,979 | $6.36M | $8.37M | $2M | 31.49% |