| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 5,360 | $781,934.11 | $864,568 | $82,633.89 | 10.57% |
| AC Adam Claypool First Community Trust Na | 2,415 | $259,182.02 | $376,401.9 | $117,219.88 | 45.23% |
| MD Michael Dziura Bernzott Capital Advisors | 105,058 | $14.82M | $16.34M | $1.52M | 10.27% |
Chilton Investment Chilton Investment Co Inc. | 28,047 | $3.86M | $4.55M | $694,932.05 | 18.02% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 47,119 | $6.44M | $7.64M | $1.21M | 18.78% |
Cabot-Wellington Cabot-Wellington LLC | 1,445 | $159,672.89 | $225,217.7 | $65,544.81 | 41.05% |
Ruane Cunniff & Goldfarb LP Ruane Cunniff & Goldfarb LP | 1,426 | $223,811 | $231,361.37 | $7,550.37 | 3.37% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 1,954 | $270,277.3 | $304,550.44 | $34,273.14 | 12.68% |
| YA Yinka Akinsola Blue Trust Inc. | 6,191 | $720,082.33 | $964,929.26 | $244,846.93 | 34% |
Jeff Ameen Spire Wealth Management | 17,515 | $1.94M | $2.73M | $790,829.84 | 40.78% |
Daren Blonski Fermata Advisors LLC | 5,058 | $504,218.34 | $788,339.88 | $284,121.54 | 56.35% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 19,463 | $2.76M | $3.12M | $352,851.58 | 12.76% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 166 | $21,334.32 | $26,721.02 | $5,386.7 | 25.25% |
Kyle P. Smith NewEdge Wealth LLC | 101,566 | $10.63M | $16.35M | $5.72M | 53.85% |
Mack, Connie Clarity Financial LLC | 1,302 | $204,349 | $202,929.72 | -$1,419.28 | -0.69% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 41,008 | $6.34M | $6.65M | $310,200.76 | 4.89% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 2,412 | $310,926.51 | $386,064.72 | $75,138.21 | 24.17% |
Chris Williams Applied Capital LLC | 2,963 | $325,456.72 | $461,813.18 | $136,356.46 | 41.9% |
Matthew Fong Seldon Capita LLP | 75,547 | $9.71M | $12.26M | $2.55M | 26.24% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 18,457 | $2.45M | $2.96M | $506,190.22 | 20.66% |