| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JK Jessica Kardos Towle & Co | 89,163 | $2.61M | $2.92M | $308,549.66 | 11.83% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 6,556 | $205,635.5 | $214,381.2 | $8,745.7 | 4.25% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,994 | $83,403 | $97,143.02 | $13,740.02 | 16.47% |