| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 263 | $24,008.48 | $26,048.83 | $2,040.35 | 8.5% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 2,269 | $206,434.71 | $224,710.41 | $18,275.7 | 8.85% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 13,600 | $1.08M | $1.34M | $261,537.52 | 24.24% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,960 | $202,845.52 | $291,769.27 | $88,923.75 | 43.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,878 | $778,343 | $776,539.97 | -$1,803.03 | -0.23% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 8,048 | $603,441.32 | $793,296.99 | $189,855.67 | 31.46% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 9,893 | $787,071.23 | $977,626.26 | $190,555.03 | 24.21% |
Heather Scully NWF Advisory Services Inc. | 7,659 | $657,072.58 | $760,194.04 | $103,121.46 | 15.69% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 3,303 | $280,457.73 | $327,888.81 | $47,431.08 | 16.91% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 3,410 | $289,544.08 | $338,493.65 | $48,949.57 | 16.91% |