| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CP C Pace Texas Yale Capital Corp. | 132,568 | $7.24M | $10.58M | $3.34M | 46.11% |
Chilton Investment Chilton Investment Co Inc. | 25,079 | $2.03M | $2.01M | -$26,591.24 | -1.31% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 149,020 | $12.82M | $11.77M | -$1.05M | -8.22% |
Private Capital Private Capital Management | 4,217 | $338,542.78 | $336,579.85 | -$1,962.93 | -0.58% |
Field & Main Bank Field & Main Bank | 23,088 | $1.18M | $1.84M | $667,397.91 | 56.79% |
Vectors Research Management Vectors Research Management LLC | 23,891 | $1.99M | $1.91M | -$74,974.93 | -3.77% |
SkyOak Wealth SkyOak Wealth LLC | 38,646 | $2.41M | $3.09M | $683,378.73 | 28.4% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 69,144 | $6.41M | $5.46M | -$948,161.15 | -14.8% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 14,475 | $999,385.37 | $1.15M | $154,272.13 | 15.44% |
Michael Corrigan Advocate Group LLC | 53,482 | $3.33M | $4.22M | $896,201.23 | 26.94% |
Daniel Russell Naviter Wealth LLC | 5,475 | $410,925.12 | $437,753.62 | $26,828.5 | 6.53% |
| RR rosemary richard WCG Wealth Advisors LLC | 14,718 | $1.2M | $1.17M | -$27,712.56 | -2.31% |
| YA Yinka Akinsola Blue Trust Inc. | 33,463 | $2.54M | $2.62M | $86,772.64 | 3.42% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 4,492 | $375,470.98 | $353,879.76 | -$21,591.22 | -5.75% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 97,725 | $7.03M | $7.79M | $761,668.15 | 10.84% |
Jeff Ameen Spire Wealth Management | 35,740 | $3.02M | $2.82M | -$201,182.19 | -6.65% |
Drew Waldron Canvas Wealth Advisors LLC | 4,622 | $352,146.78 | $369,528.9 | $17,382.12 | 4.94% |
Michelle Dubey Yousif Capital Management LLC | 297,562 | $26.58M | $23.5M | -$3.09M | -11.61% |
Cole Holmlund Alaethes Wealth LLC | 28,430 | $2M | $2.24M | $243,729.53 | 12.19% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 7,847 | $688,731.19 | $627,406.88 | -$61,324.31 | -8.9% |