| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven Scruggs FPA Queens Road Small Cap Value Fund | 4,079 | $238,520.69 | $336,619.47 | $98,098.78 | 41.13% |
Chilton Investment Chilton Investment Co Inc. | 99,290 | $7.46M | $8.19M | $738,221.15 | 9.9% |
Private Capital Private Capital Management | 10,483 | $596,699.42 | $865,109.57 | $268,410.15 | 44.98% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 3,535 | $208,302.15 | $291,761.22 | $83,459.07 | 40.07% |
Austin Private Wealth Austin Private Wealth LLC | 6,705 | $409,956.72 | $553,330.12 | $143,373.4 | 34.97% |
SkyOak Wealth SkyOak Wealth LLC | 19,013 | $985,961.62 | $1.57M | $583,086.2 | 59.14% |
Adams Wealth Management Adams Wealth Management | 84,996 | $5.19M | $7.01M | $1.83M | 35.21% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 6,907 | $399,750.72 | $570,000.17 | $170,249.45 | 42.59% |
| MC Michael Corrigan Advocate Group LLC | 101,008 | $5.56M | $8.24M | $2.67M | 48.06% |
| RR rosemary richard WCG Wealth Advisors LLC | 13,108 | $965,080.72 | $1.08M | $116,656.98 | 12.09% |
| YA Yinka Akinsola Blue Trust Inc. | 5,252 | $345,449.19 | $432,974.88 | $87,525.69 | 25.34% |
| SVB Scott V. Beechert Granby Capital Management LLC | 390,000 | $21.25M | $32.18M | $10.94M | 51.48% |
Jeff Ameen Spire Wealth Management | 41,853 | $2.43M | $3.47M | $1.04M | 42.61% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 6,000 | $450,600 | $497,490 | $46,890 | 10.41% |
| PP Peter Platt Platt Investment Counsel LLC | 91,376 | $6.87M | $7.54M | $671,270 | 9.77% |
Daren Blonski Fermata Advisors LLC | 44,306 | $3.2M | $3.65M | $448,584.05 | 14% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 6,563 | $398,242.84 | $541,184.98 | $142,942.14 | 35.89% |
Kyle P. Smith NewEdge Wealth LLC | 247,158 | $17.24M | $20.38M | $3.14M | 18.22% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 3,008 | $202,197.76 | $248,039.68 | $45,841.92 | 22.67% |
| CAL CSM Advisors LLC CSM Advisors LLC | 3,350 | $203,211 | $276,241 | $73,030 | 35.94% |