| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JK Jessica Kardos Towle & Co | 89,163 | $2.61M | $2.98M | $372,764.85 | 14.29% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 6,556 | $205,635.5 | $214,623.77 | $8,988.27 | 4.37% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,994 | $83,403 | $98,014.58 | $14,611.58 | 17.52% |