| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Private Capital Private Capital Management | 4,217 | $338,542.78 | $374,570.81 | $36,028.03 | 10.64% |
Field & Main Bank Field & Main Bank | 22,575 | $1.13M | $2.01M | $874,972.44 | 77.42% |
Vectors Research Management Vectors Research Management LLC | 23,684 | $1.97M | $2.1M | $134,665.24 | 6.84% |
SkyOak Wealth SkyOak Wealth LLC | 39,178 | $2.44M | $3.48M | $1.04M | 42.7% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 69,144 | $6.41M | $6.15M | -$259,486.91 | -4.05% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 14,398 | $992,626.89 | $1.28M | $286,261.06 | 28.84% |
| MC Michael Corrigan Advocate Group LLC | 53,758 | $3.34M | $4.77M | $1.43M | 42.82% |
Daniel Russell Naviter Wealth LLC | 4,334 | $310,779.55 | $384,963.22 | $74,183.67 | 23.87% |
| RR rosemary richard WCG Wealth Advisors LLC | 15,654 | $1.28M | $1.39M | $113,688.58 | 8.9% |
| YA Yinka Akinsola Blue Trust Inc. | 33,333 | $2.52M | $2.97M | $442,324.43 | 17.52% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 2,509 | $201,423 | $222,859.42 | $21,436.42 | 10.64% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 96,308 | $6.9M | $8.57M | $1.67M | 24.21% |
Jeff Ameen Spire Wealth Management | 40,936 | $3.38M | $3.67M | $289,883.84 | 8.59% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 4,661 | $354,908.37 | $413,920.1 | $59,011.73 | 16.63% |
| MD Michelle Dubey Yousif Capital Management LLC | 317,958 | $28.49M | $28.33M | -$155,969.69 | -0.55% |
Cole Holmlund Alaethes Wealth LLC | 28,417 | $2M | $2.52M | $526,423.75 | 26.35% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 7,847 | $688,731.19 | $702,620.38 | $13,889.19 | 2.02% |
Keith Dubauskas One Plus One Wealth Management LLC | 5,514 | $413,828.89 | $491,159.55 | $77,330.66 | 18.69% |
Jason Kaplan Howard Capital Management Group LLC | 3,827 | $321,450.38 | $340,985.7 | $19,535.32 | 6.08% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 3,335 | $265,709.6 | $296,228.04 | $30,518.44 | 11.49% |