| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 10,472 | $646,003.3 | $787,127.88 | $141,124.58 | 21.85% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 2,264 | $119,304.96 | $170,173.56 | $50,868.6 | 42.64% |
| JC JoAnn Conry HUDSON EDGE INVESTMENT PARTNERS Inc. | 14,722 | $1.01M | $1.11M | $98,563.79 | 9.78% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 12,796 | $876,090.22 | $958,228.46 | $82,138.24 | 9.38% |
Landaas & Company Landaas & Co | 5,660 | $379,955.8 | $425,264.1 | $45,308.3 | 11.92% |
Daniel L. Lippincott Karpus Management Inc. | 5,935 | $329,986.38 | $444,323.77 | $114,337.39 | 34.65% |
| DC Diane Collins Rovin Capital /UT/ /ADV | 25,372 | $1.15M | $1.91M | $751,899.22 | 65.13% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 10,308 | $585,496.75 | $774,646.2 | $189,149.45 | 32.31% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 7,943 | $390,349.65 | $594,652.69 | $204,303.04 | 52.34% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 1.27M | $73.52M | $94.06M | $20.54M | 27.94% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 9,480 | $467,492.84 | $709,720.2 | $242,227.36 | 51.81% |
Adams Wealth Management Adams Wealth Management | 93,786 | $5.6M | $7.02M | $1.42M | 25.36% |
| YA Yinka Akinsola Blue Trust Inc. | 97,375 | $4.43M | $7.28M | $2.85M | 64.45% |
Jeff Ameen Spire Wealth Management | 219,671 | $11.14M | $16.51M | $5.37M | 48.17% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 1.19M | $81.78M | $89.32M | $7.55M | 9.23% |
Kyle P. Smith NewEdge Wealth LLC | 22,256 | $1.49M | $1.66M | $170,480.96 | 11.41% |
Alexandria Fry Dentgroup LLC | 55,409 | $2.71M | $4.14M | $1.43M | 52.81% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,950 | $745,465.2 | $821,236.86 | $75,771.66 | 10.16% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 47,887 | $2.06M | $3.58M | $1.53M | 74.18% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 24,396 | $1.69M | $1.83M | $140,521.4 | 8.3% |