| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 26,438 | $1.66M | $2.24M | $579,216.99 | 34.95% |
| AC Adam Claypool First Community Trust Na | 18,458 | $1.31M | $1.56M | $253,422.59 | 19.38% |
| JPN John P. Nelson Ames National Corp | 77,720 | $4.65M | $6.82M | $2.17M | 46.69% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 30,891 | $2.14M | $2.68M | $545,051.59 | 25.49% |
| DH Doug Hutchinson Wrapmanager Inc | 4,183 | $246,504.19 | $364,799.43 | $118,295.24 | 47.99% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 446,466 | $25.09M | $39.08M | $13.99M | 55.78% |
Chilton Investment Chilton Investment Co Inc. | 47,829 | $3.69M | $4.19M | $501,627.67 | 13.58% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 864,194 | $53.48M | $75.94M | $22.46M | 41.99% |
Ruane Cunniff & Goldfarb LP Ruane Cunniff & Goldfarb LP | 6,420 | $430,546.96 | $563,001.9 | $132,454.94 | 30.76% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 140,134 | $9.83M | $11.85M | $2.02M | 20.54% |
Austin Private Wealth Austin Private Wealth LLC | 9,946 | $528,102.66 | $841,332.14 | $313,229.48 | 59.31% |
| RR rosemary richard WCG Wealth Advisors LLC | 17,969 | $1.29M | $1.58M | $286,306.63 | 22.2% |
| YA Yinka Akinsola Blue Trust Inc. | 20,258 | $1.31M | $1.71M | $405,895.59 | 31.04% |
Jeff Ameen Spire Wealth Management | 114,608 | $7.94M | $9.69M | $1.76M | 22.15% |
Drew Waldron Canvas Wealth Advisors LLC | 43,390 | $2.74M | $3.67M | $929,579.32 | 33.92% |
Daren Blonski Fermata Advisors LLC | 4,047 | $257,925.26 | $342,335.73 | $84,410.47 | 32.73% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 10,278 | $765,517.63 | $892,901.25 | $127,383.62 | 16.64% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 21,558 | $1.54M | $1.87M | $332,724.78 | 21.62% |
Kyle P. Smith NewEdge Wealth LLC | 136,496 | $9.69M | $11.85M | $2.16M | 22.33% |
Jessica Clark Caerus Investment Advisors LLC | 5,886 | $444,039.84 | $516,172.77 | $72,132.93 | 16.24% |