| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 182,319 | $7.21M | $7.37M | $154,953.98 | 2.15% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 517 | $23,880.23 | $20,897.14 | -$2,983.09 | -12.49% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 7,003 | $309,960.46 | $287,017.95 | -$22,942.51 | -7.4% |
| BAR Bradley A. Ruppert Lcnb Corp | 9,339 | $171,507.64 | $377,482.38 | $205,974.74 | 120.1% |
| RS Richard Stram Marino, Stram & Associates LLC | 5,250 | $200,130 | $212,205 | $12,075 | 6.03% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 5,571 | $99,390.15 | $225,179.82 | $125,789.67 | 126.56% |
| KSS Kevin S. Seay Kanawha Capital Management LLC | 11,495 | $438,189 | $464,627.9 | $26,438.9 | 6.03% |
| CP C Pace Texas Yale Capital Corp. | 11,809 | $239,813.41 | $484,995.63 | $245,182.22 | 102.24% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 59,205 | $2.17M | $2.44M | $264,517.59 | 12.18% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 309,570 | $10.24M | $12.8M | $2.57M | 25.06% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 12,850 | $295,678.5 | $526,850 | $231,171.5 | 78.18% |
Jeff Ameen Spire Wealth Management | 6,964 | $135,870.34 | $286,498.96 | $150,628.62 | 110.86% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8,283 | $382,571.91 | $339,230.26 | -$43,341.65 | -11.33% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 5,000 | $88,000 | $205,125 | $117,125 | 133.1% |
Adam J. Peck Riverwater Partners LLC | 82,626 | $2.59M | $3.4M | $816,210.31 | 31.55% |
Rick Hurley Heirloom Wealth Management | 1.49M | $60.34M | $61.1M | $759,652.62 | 1.26% |
Bradley W. Clark Paladin Advisory Group LLC | 61,747 | $1.3M | $2.54M | $1.24M | 95.62% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 637 | $24,282.44 | $25,747.54 | $1,465.1 | 6.03% |
Arthur Romano FOREFRONT WEALTH MANAGEMENT Inc. | 29,401 | $997,547.58 | $1.2M | $203,924.28 | 20.44% |
Li Peng China Universal Asset Management Co. Ltd. | 242,000 | $5.99M | $9.92M | $3.93M | 65.58% |