| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 229 | $6,904 | $7,510.05 | $606.05 | 8.78% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 680,379 | $20.83M | $22.49M | $1.67M | 8% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,708 | $225,906.3 | $254,826.49 | $28,920.19 | 12.8% |
| NA Nizar Araji National Bank Of Canada /FI/ | 46,068 | $1.26M | $1.51M | $253,656.91 | 20.15% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 18,094 | $553,857.34 | $592,216.62 | $38,359.28 | 6.93% |
| FJL Frank J. Lapinsky AmeriServ Wealth Advisors | 25,846 | $705,854.26 | $854,468.79 | $148,614.53 | 21.05% |
| AW Anne-Lise Wiegand SENTINEL TRUST Co. LBA | 162,287 | $4.97M | $5.36M | $394,357.41 | 7.94% |
| JK Jessica Kardos Towle & Co | 17,007 | $516,148.31 | $557,659.53 | $41,511.22 | 8.04% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 22,488 | $678,935.27 | $737,718.84 | $58,783.57 | 8.66% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 346,631 | $9.83M | $11.38M | $1.55M | 15.82% |
| YA Yinka Akinsola Blue Trust Inc. | 336 | $10,188.46 | $11,108.16 | $919.7 | 9.03% |
Daren Blonski Fermata Advisors LLC | 203,341 | $5.74M | $6.66M | $922,398.1 | 16.07% |
Jessica Clark Caerus Investment Advisors LLC | 15,259 | $463,711.25 | $501,487.03 | $37,775.78 | 8.15% |
Joseph Castro Nuveen LLC | 10,361 | $317,151 | $342,534.67 | $25,383.67 | 8% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 16,659 | $514,755.27 | $548,031.12 | $33,275.85 | 6.46% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 83,866 | $2.29M | $2.73M | $438,936.8 | 19.17% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 365 | $9,610.78 | $11,973.82 | $2,363.04 | 24.59% |
| WB William Bromley Innova Wealth Partners | 206,423 | $6.23M | $6.74M | $503,620.27 | 8.08% |
Andrew J. Whalen Whalen Wealth Management Inc. | 52,537 | $1.71M | $1.71M | -$530.76 | -0.03% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,396 | $195,781.56 | $209,916.72 | $14,135.16 | 7.22% |