| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chilton Investment Chilton Investment Co Inc. | 30,372 | $6.71M | $6.83M | $118,298.89 | 1.76% |
| WN William Newman Sky Investment Group LLC | 11,824 | $2.49M | $2.65M | $163,231.37 | 6.56% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 27,815 | $5.79M | $6.24M | $441,007.74 | 7.61% |
Private Capital Private Capital Management | 2,925 | $528,335.73 | $658,388.25 | $130,052.52 | 24.62% |
Field & Main Bank Field & Main Bank | 11,700 | $1.08M | $2.62M | $1.54M | 142.08% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 1,359 | $283,502.69 | $305,380.89 | $21,878.2 | 7.72% |
Vectors Research Management Vectors Research Management LLC | 1,079 | $248,643.8 | $241,760.74 | -$6,883.06 | -2.77% |
SkyOak Wealth SkyOak Wealth LLC | 1,836 | $196,160.9 | $411,888.24 | $215,727.34 | 109.97% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 18,993 | $3.05M | $4.26M | $1.21M | 39.75% |
Daniel Russell Naviter Wealth LLC | 2,642 | $537,514.37 | $593,723.45 | $56,209.08 | 10.46% |
| YA Yinka Akinsola Blue Trust Inc. | 6,273 | $1.27M | $1.41M | $133,814.1 | 10.52% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 23,987 | $5.1M | $5.38M | $274,234.68 | 5.37% |
Jeff Ameen Spire Wealth Management | 3,595 | $612,262.7 | $805,963.05 | $193,700.35 | 31.64% |
Michelle Dubey Yousif Capital Management LLC | 43,426 | $7.22M | $9.74M | $2.52M | 34.84% |
Cole Holmlund Alaethes Wealth LLC | 2,093 | $325,033.21 | $467,743.64 | $142,710.43 | 43.91% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 19,544 | $4.25M | $4.34M | $96,560.24 | 2.27% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 26 | $3,977.48 | $5,853.64 | $1,876.16 | 47.17% |
Kyle P. Smith NewEdge Wealth LLC | 21,397 | $4.34M | $4.78M | $435,399.4 | 10.02% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 1,176 | $262,107 | $261,001.44 | -$1,105.56 | -0.42% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,194 | $900,820.58 | $937,107.36 | $36,286.78 | 4.03% |