| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chilton Investment Chilton Investment Co Inc. | 1,500 | $205,095 | $290,745 | $85,650 | 41.76% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 31,701 | $2.88M | $6.2M | $3.32M | 115.11% |
Point72 Asset Management LP Point72 Asset Management LP | 120,134 | $21.32M | $23.49M | $2.17M | 10.17% |
| YA Yinka Akinsola Blue Trust Inc. | 362 | $33,686.68 | $70,032.52 | $36,345.84 | 107.89% |
Jeff Ameen Spire Wealth Management | 404 | $43,647.8 | $78,986.04 | $35,338.24 | 80.96% |
Shad Lamm Keystone Wealth Services LLC | 5,490 | $601,415.3 | $1.06M | $462,162.4 | 76.85% |
Dipen Mehta Invst LLC | 7,576 | $1.08M | $1.47M | $390,353.4 | 36.24% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 65,475 | $7.56M | $12.71M | $5.15M | 68.08% |
Katie Smith Delos Wealth Advisors LLC | 942 | $133,942.98 | $182,493.66 | $48,550.68 | 36.25% |
| KRB Kyle R. Bubeck Systelligence LLC | 78,932 | $15.77M | $15.34M | -$436,099.3 | -2.77% |
Rick Hurley Heirloom Wealth Management | 7,743 | $1.1M | $1.51M | $405,965.49 | 36.87% |
Brian Baylis Bell Investment Advisors Inc. | 3,641 | $371,275.75 | $711,851.91 | $340,576.16 | 91.73% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 282 | $26,585.3 | $54,555.72 | $27,970.42 | 105.21% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 24,537 | $2.66M | $4.75M | $2.09M | 78.63% |
Dominic Corabi Wedmont Private Capital | 3,799 | $752,202 | $738,373.64 | -$13,828.36 | -1.84% |
Candace Cavalier Congress Wealth Management LLC / DE / | 156,489 | $17.72M | $30.36M | $12.65M | 71.38% |
Stanley D. Royer Claris Advisors LLC / Mo / | 12,798 | $1.45M | $2.49M | $1.04M | 71.79% |
Matt Shibata Morling Financial Advisors LLC | 181 | $36,165.61 | $35,387.31 | -$778.3 | -2.15% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 13,828 | $1.89M | $2.69M | $795,870.54 | 42.09% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 12,376 | $1.33M | $2.41M | $1.08M | 81.11% |