| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven Scruggs FPA Queens Road Small Cap Value Fund | 296,360 | $44.01M | $71.76M | $27.75M | 63.05% |
Chilton Investment Chilton Investment Co Inc. | 26,327 | $5.64M | $6.38M | $733,335.72 | 13% |
Field & Main Bank Field & Main Bank | 600 | $79,668 | $145,284 | $65,616 | 82.36% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 1,237 | $222,685.96 | $301,976.44 | $79,290.48 | 35.61% |
SkyOak Wealth SkyOak Wealth LLC | 31,480 | $6.15M | $7.62M | $1.47M | 23.94% |
PAX Financial Group PAX Financial Group LLC | 932 | $141,348.03 | $225,674.48 | $84,326.45 | 59.66% |
| YA Yinka Akinsola Blue Trust Inc. | 6,451 | $1.21M | $1.56M | $353,437.78 | 29.23% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 46,818 | $8.6M | $11.34M | $2.74M | 31.88% |
| SVB Scott V. Beechert Granby Capital Management LLC | 35,000 | $5.79M | $8.47M | $2.69M | 46.4% |
Jeff Ameen Spire Wealth Management | 13,949 | $2.24M | $3.37M | $1.13M | 50.58% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 3,434 | $658,874.8 | $833,208.59 | $174,333.79 | 26.46% |
Daren Blonski Fermata Advisors LLC | 4,100 | $695,933.71 | $993,143 | $297,209.29 | 42.71% |
| RC Rajesh Chelapurath Ceera Investments LLC | 2,093 | $368,269.58 | $506,799.02 | $138,529.44 | 37.62% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 1,695 | $342,108.91 | $410,579.85 | $68,470.94 | 20.01% |
Kyle P. Smith NewEdge Wealth LLC | 16,513 | $3.16M | $4M | $837,016.83 | 26.46% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 38,775 | $6.81M | $9.39M | $2.58M | 37.84% |
| CAL CSM Advisors LLC CSM Advisors LLC | 23,600 | $4.39M | $5.72M | $1.33M | 30.22% |
Carrie Delgott Wescott Financial Advisory Group LLC | 3,438 | $614,374.97 | $832,786.74 | $218,411.77 | 35.55% |
John Mezzasalma Mezzasalma Advisors LLC | 4,248 | $841,511.89 | $1.03M | $187,481.15 | 22.28% |
Alexandria Fry Dentgroup LLC | 5,111 | $878,002.21 | $1.24M | $360,035.32 | 41.01% |