| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GVY George V. Young VILLERE ST DENIS J & Co. LLC | 2,033 | $239,523.06 | $348,191.91 | $108,668.85 | 45.37% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 2,136 | $224,290.06 | $356,882.88 | $132,592.82 | 59.12% |
| AC Adam Claypool First Community Trust Na | 41 | $5,418 | $6,850.28 | $1,432.28 | 26.44% |
| MC Matt Coyne DAVIDSON TRUST Co. | 2,920 | $480,632 | $487,873.61 | $7,241.61 | 1.51% |
| BJK Brian J. Kopinski Woodmont Investment Counsel LLC | 3,022 | $378,747.54 | $504,915.77 | $126,168.23 | 33.31% |
| SN SueAnn Niehaus West Bancorporation Inc | 1,278 | $186,255.72 | $213,528.24 | $27,272.52 | 14.64% |
| DH Doug Hutchinson Wrapmanager Inc | 1,239 | $203,939.41 | $212,116.8 | $8,177.39 | 4.01% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 4,377 | $491,852.87 | $751,749.75 | $259,896.88 | 52.84% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 777,817 | $61.08M | $134.9M | $73.82M | 120.86% |
Field & Main Bank Field & Main Bank | 134 | $13,801.51 | $23,014.5 | $9,212.99 | 66.75% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 1,886 | $310,435.62 | $315,112.88 | $4,677.26 | 1.51% |
SkyOak Wealth SkyOak Wealth LLC | 1,969 | $225,687.36 | $328,980.52 | $103,293.16 | 45.77% |
Daniel Russell Naviter Wealth LLC | 11,521 | $1.5M | $1.97M | $471,338.46 | 31.4% |
| YA Yinka Akinsola Blue Trust Inc. | 3,262 | $447,712.55 | $545,014.97 | $97,302.42 | 21.73% |
Jeff Ameen Spire Wealth Management | 3,815 | $462,066.33 | $637,410.21 | $175,343.88 | 37.95% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 23,289 | $2.94M | $3.89M | $949,415.69 | 32.27% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1,852 | $233,296.44 | $317,192.04 | $83,895.6 | 35.96% |
Kyle P. Smith NewEdge Wealth LLC | 38,987 | $4.45M | $6.68M | $2.23M | 50.13% |
Carrie Delgott Wescott Financial Advisory Group LLC | 180,890 | $17.87M | $30.22M | $12.35M | 69.12% |
Alexandria Fry Dentgroup LLC | 7,834 | $1.09M | $1.31M | $214,729.96 | 19.62% |