| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 42,106 | $3.35M | $5.81M | $2.45M | 73.09% |
| SS Scott Solod Kelly Financial Group LLC | 3,969 | $398,545.54 | $533,433.56 | $134,888.02 | 33.85% |
| AJ Andrew Josef MCMORGAN & Co. LLC | 196,314 | $15.71M | $27.09M | $11.38M | 72.41% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 12,655 | $1.27M | $1.74M | $474,324.7 | 37.45% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 2,090 | $236,400 | $287,228.7 | $50,828.7 | 21.5% |
Chilton Investment Chilton Investment Co Inc. | 10,202 | $1.13M | $1.4M | $277,356.85 | 24.63% |
Field & Main Bank Field & Main Bank | 128 | $7,724.8 | $17,591.04 | $9,866.24 | 127.72% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 44,103 | $4.54M | $5.92M | $1.39M | 30.56% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 5,493 | $301,406.52 | $755,617.08 | $454,210.56 | 150.7% |
Austin Private Wealth Austin Private Wealth LLC | 482,689 | $43.53M | $66.34M | $22.8M | 52.38% |
SkyOak Wealth SkyOak Wealth LLC | 6,104 | $510,630.04 | $838,872.72 | $328,242.68 | 64.28% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 121,365 | $7.42M | $16.31M | $8.89M | 119.79% |
PAX Financial Group PAX Financial Group LLC | 224,526 | $21.23M | $30.86M | $9.63M | 45.37% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 113,101 | $10.02M | $15.54M | $5.52M | 55.08% |
| RR rosemary richard WCG Wealth Advisors LLC | 114,881 | $10.85M | $15.79M | $4.94M | 45.51% |
| YA Yinka Akinsola Blue Trust Inc. | 148,261 | $13.81M | $20.36M | $6.55M | 47.42% |
Jeff Ameen Spire Wealth Management | 209,739 | $15.5M | $28.92M | $13.43M | 86.64% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 4,426 | $343,094.95 | $611,009.3 | $267,914.35 | 78.09% |
| EB Eric Becker Guardian Wealth Advisors LLC | 41,085 | $2.9M | $5.65M | $2.75M | 94.99% |
Daren Blonski Fermata Advisors LLC | 3,112 | $269,469.41 | $427,355.4 | $157,885.99 | 58.59% |