| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AC Adam Claypool First Community Trust Na | 752 | $52,889.42 | $85,983.68 | $33,094.26 | 62.57% |
Woodley Farra Manion Portfolio Management Woodley Farra Manion Portfolio Management Inc. | 4,928 | $462,112.2 | $563,467.52 | $101,355.32 | 21.93% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 64,416 | $4.4M | $7.37M | $2.97M | 67.53% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 26,048 | $1.08M | $2.97M | $1.89M | 175.38% |
Chilton Investment Chilton Investment Co Inc. | 3,272 | $279,197.03 | $374,120.48 | $94,923.45 | 34% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 1,982 | $236,888.64 | $225,948 | -$10,940.64 | -4.62% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 3,336 | $229,857.12 | $380,304 | $150,446.88 | 65.45% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 294,472 | $9.35M | $33.57M | $24.22M | 259.13% |
| YA Yinka Akinsola Blue Trust Inc. | 22,040 | $1.61M | $2.51M | $896,525.2 | 55.52% |
Loraine Ell Better Money Decisions LLC | 3,184 | $196,351.52 | $362,784.96 | $166,433.44 | 84.76% |
Jeff Ameen Spire Wealth Management | 575,609 | $31.99M | $65.49M | $33.5M | 104.72% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 8,168 | $640,759.52 | $930,661.92 | $289,902.4 | 45.24% |
Daren Blonski Fermata Advisors LLC | 5,370 | $394,092.08 | $611,857.8 | $217,765.72 | 55.26% |
| AL Acas LLC Acas LLC | 5,256 | $403,583.2 | $598,868.64 | $195,285.44 | 48.39% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 11,655 | $1.05M | $1.33M | $278,643.09 | 26.55% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 2,936 | $199,060.8 | $334,527.84 | $135,467.04 | 68.05% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 51,638 | $3.51M | $5.89M | $2.38M | 67.82% |
Kyle P. Smith NewEdge Wealth LLC | 73,960 | $4.77M | $8.43M | $3.66M | 76.85% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 7,536 | $658,969.92 | $856,918.56 | $197,948.64 | 30.04% |
Chris Williams Applied Capital LLC | 12,328 | $1.08M | $1.4M | $329,404.16 | 30.64% |