| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 32,013 | $928,700 | $862,750.35 | -$65,949.65 | -7.1% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 305,676 | $8.59M | $8.23M | -$362,931.36 | -4.22% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,233 | $139,004.92 | $140,872.36 | $1,867.44 | 1.34% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 94,120 | $2.27M | $2.57M | $296,823.34 | 13.06% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,500 | $43,515 | $41,010 | -$2,505 | -5.76% |
Christopher C. Powers Farther Finance Advisors, LLC | 24,933 | $641,688.42 | $680,920.23 | $39,231.81 | 6.11% |
Nicholas Jeffries M3 Advisory Group, LLC | 10,699 | $242,478 | $292,189.69 | $49,711.69 | 20.5% |
Kevyn Hill Hilltop National Bank | 800 | $17,256 | $21,848 | $4,592 | 26.61% |
Lee Larson Everstar Asset Management, LLC | 29,015 | $747,136.7 | $792,399.65 | $45,262.95 | 6.06% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 128,821 | $3.04M | $3.51M | $473,152.18 | 15.59% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 5,663 | $155,257.04 | $154,260.12 | -$996.92 | -0.64% |
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 11,339 | $270,857.14 | $305,359.27 | $34,502.13 | 12.74% |
| KGL Kilter Group LLC Kilter Group LLC | 1,000 | $26,380 | $26,870 | $490 | 1.86% |
Chancellor Financial Group WB LP Chancellor Financial Group WB LP | 13,539 | $327,549.13 | $364,605.27 | $37,056.14 | 11.31% |
Benjamin S. Smith Smith Asset Management Co LLC | 52,521 | $1.24M | $1.43M | $192,621.06 | 15.51% |
William F. Blake PMG Family Office LLC | 33,671 | $881,290.28 | $919,555.01 | $38,264.73 | 4.34% |