| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 34,087 | $2.18M | $2.75M | $570,269.37 | 26.11% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 14,393 | $797,160.47 | $1.16M | $360,900.31 | 45.27% |
| MG Michelle Graham NORTHSTAR ASSET MANAGEMENT Inc. | 184,289 | $13.21M | $14.9M | $1.69M | 12.82% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 7,663 | $449,439.93 | $616,411.72 | $166,971.79 | 37.15% |
Chilton Investment Chilton Investment Co Inc. | 3,615 | $259,304 | $290,862.9 | $31,558.9 | 12.17% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 57,831 | $3.31M | $4.65M | $1.33M | 40.22% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 334 | $18,937.8 | $26,836.9 | $7,899.1 | 41.71% |
Kyle P. Smith NewEdge Wealth LLC | 10,992 | $621,774.84 | $885,405.6 | $263,630.76 | 42.4% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 3,145 | $218,292.4 | $252,700.75 | $34,408.35 | 15.76% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,255 | $431,748.25 | $584,390.25 | $152,642 | 35.35% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 13,848 | $727,536.26 | $1.11M | $385,150.54 | 52.94% |
Bethany Wagner Level Financial Advisors | 3,965 | $218,693.36 | $320,411.65 | $101,718.29 | 46.51% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 13,308 | $702,273.51 | $1.07M | $369,419.73 | 52.6% |
| JT Jarrett Topel Topel & Distasi Wealth Management LLC | 20,811 | $1.14M | $1.68M | $532,584.32 | 46.57% |
Jodi Greenlund Financial Council LLC | 17,307 | $959,491.08 | $1.39M | $434,587.77 | 45.29% |
Brian Baylis Bell Investment Advisors Inc. | 26,233 | $1.55M | $2.12M | $572,277.12 | 37.02% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 297 | $20,602.89 | $24,077.79 | $3,474.9 | 16.87% |
| DC Dominic Corabi Wedmont Private Capital | 13,732 | $812,514.93 | $1.11M | $292,499.11 | 36% |
Jennifer Scott Scott Capital Advisors LLC | 9,247 | $761,397.98 | $746,649.01 | -$14,748.97 | -1.94% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 4,423 | $219,641.21 | $358,616.84 | $138,975.63 | 63.27% |