| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 57,026 | $968,557.45 | $939,788.48 | -$28,768.97 | -2.97% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 271,270 | $3.91M | $4.43M | $527,620.15 | 13.51% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,295 | $97,803.85 | $102,671.45 | $4,867.6 | 4.98% |
Daniel L. Lippincott Karpus Management Inc. | 117,615 | $1.69M | $1.92M | $234,641.92 | 13.89% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,200 | $18,240 | $19,572 | $1,332 | 7.3% |
Nolan Langford Left Brain Wealth Management LLC | 20,544 | $307,330.2 | $340,208.64 | $32,878.44 | 10.7% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 499,696 | $7.2M | $8.18M | $984,401.12 | 13.68% |
Moises Valladares Insigneo Advisory Services LLC | 14,988 | $229,401.77 | $244,154.52 | $14,752.75 | 6.43% |
| KB Kyle Bubeck TrueMark Investments LLC | 88,556 | $1.29M | $1.46M | $168,994.38 | 13.1% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,516 | $151,433.79 | $173,671.74 | $22,237.95 | 14.68% |
Christopher Griffith Stablepoint Partners, LLC | 11,262 | $168,953.19 | $184,133.7 | $15,180.51 | 8.99% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 10,436 | $156,925.92 | $170,524.24 | $13,598.32 | 8.67% |
Heather Scully NWF Advisory Services Inc. | 40,473 | $591,459.81 | $662,138.28 | $70,678.47 | 11.95% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 2,615 | $37,290 | $42,751.33 | $5,461.33 | 14.65% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 47,049 | $697,897.19 | $769,015.9 | $71,118.71 | 10.19% |
William F. Blake PMG Family Office LLC | 30,344 | $437,439.37 | $504,165.56 | $66,726.19 | 15.25% |