| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 2,116 | $310,413.39 | $350,071.04 | $39,657.65 | 12.78% |
Bridgewater Associates LP Bridgewater Associates LP | 15,796 | $2.21M | $2.6M | $385,748.52 | 17.44% |
Private Capital Private Capital Management | 5,400 | $737,586 | $903,420 | $165,834 | 22.48% |
Field & Main Bank Field & Main Bank | 1,000 | $62,197 | $166,210 | $104,013 | 167.23% |
| YA Yinka Akinsola Blue Trust Inc. | 1,252 | $115,060.9 | $203,625.28 | $88,564.38 | 76.97% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 4,011 | $519,431.78 | $661,574.34 | $142,142.56 | 27.37% |
Jeff Ameen Spire Wealth Management | 33 | $4,005.5 | $5,459.52 | $1,454.02 | 36.3% |
Drew Waldron Canvas Wealth Advisors LLC | 2,032 | $177,558.35 | $337,982.56 | $160,424.21 | 90.35% |
Michelle Dubey Yousif Capital Management LLC | 18,264 | $2.1M | $3.02M | $921,105.98 | 43.85% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 4,833 | $789,106.42 | $805,806.09 | $16,699.67 | 2.12% |
Matthew Carney Nfj Investment Group LLC | 35,846 | $3.23M | $6.01M | $2.78M | 86.28% |
Jessica Clark Caerus Investment Advisors LLC | 3,021 | $414,016.64 | $500,881.8 | $86,865.16 | 20.98% |
Ben Rothwell Keystone Financial Services | 2,057 | $185,319.05 | $346,748.49 | $161,429.44 | 87.11% |
James H. Hanna, III North Reef Capital Management LP | 345,000 | $47.15M | $57.11M | $9.97M | 21.14% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,422 | $1.01M | $1.22M | $207,675.75 | 20.5% |
| YL Yosef Levy Y.D. More Investments Ltd. | 119 | $12,066.6 | $19,640.35 | $7,573.75 | 62.77% |
Joseph Castro Nuveen LLC | 395,409 | $39.87M | $64.31M | $24.44M | 61.3% |
Sima Elimelech Activest Wealth Management | 103 | $14,257.99 | $16,751.92 | $2,493.93 | 17.49% |
Brian Baylis Bell Investment Advisors Inc. | 93 | $9,150.61 | $15,385.92 | $6,235.31 | 68.14% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 20,652 | $3.01M | $3.42M | $409,099.31 | 13.6% |