| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven Scruggs FPA Queens Road Small Cap Value Fund | 4,377 | $491,852.87 | $726,231.84 | $234,378.97 | 47.65% |
| CD Charlie Durham Sterling Capital Management LLC | 119,234 | $12.24M | $19.59M | $7.35M | 60.07% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 42,307 | $4.4M | $7.05M | $2.65M | 60.34% |
Field & Main Bank Field & Main Bank | 134 | $13,801.51 | $22,262.76 | $8,461.25 | 61.31% |
SkyOak Wealth SkyOak Wealth LLC | 1,969 | $225,687.36 | $326,903.22 | $101,215.86 | 44.85% |
Daniel Russell Naviter Wealth LLC | 11,521 | $1.5M | $1.91M | $412,466.15 | 27.48% |
| YA Yinka Akinsola Blue Trust Inc. | 948 | $138,161.52 | $155,737.44 | $17,575.92 | 12.72% |
Jeff Ameen Spire Wealth Management | 3,815 | $462,066.33 | $635,502.7 | $173,436.37 | 37.53% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 23,289 | $2.94M | $3.87M | $927,523.98 | 31.53% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1,852 | $233,296.44 | $309,209.92 | $75,913.48 | 32.54% |
Kyle P. Smith NewEdge Wealth LLC | 38,987 | $4.45M | $6.48M | $2.03M | 45.63% |
Carrie Delgott Wescott Financial Advisory Group LLC | 175,179 | $17.32M | $29.24M | $11.92M | 68.84% |
Alexandria Fry Dentgroup LLC | 7,834 | $1.09M | $1.3M | $207,601 | 18.97% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 33,039 | $4.31M | $5.49M | $1.18M | 27.47% |
| TCL Therese C.D. Linden Bank of New Hampshire | 213 | $25,483.32 | $35,264.28 | $9,780.96 | 38.38% |
Joseph Castro Nuveen LLC | 1,999 | $328,881 | $328,395.72 | -$485.28 | -0.15% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,759 | $393,335.03 | $457,980.2 | $64,645.17 | 16.44% |
Spencer Rand Five Oceans Advisors | 7,166 | $812,521.99 | $1.2M | $383,483.41 | 47.2% |
S. Hardy Taylor Heritage Investment Group Inc. | 1,673 | $235,976.65 | $280,043.47 | $44,066.82 | 18.67% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 2,973 | $345,699.9 | $491,838.25 | $146,138.35 | 42.27% |