| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 78,153 | $6.47M | $6.51M | $44,574.08 | 0.69% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,219 | $311,277.82 | $351,695.84 | $40,418.02 | 12.98% |
| NA Nizar Araji National Bank Of Canada /FI/ | 581 | $41,750.66 | $48,705.23 | $6,954.57 | 16.66% |
| SW Steve Wilkes Hutchinson Capital MANAGEMENT/CA | 4,561 | $337,626.6 | $380,204.96 | $42,578.36 | 12.61% |
| TB Thomas Baker Blue Oak Capital LLC | 4,220 | $258,601.84 | $352,875.98 | $94,274.14 | 36.46% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 4,399 | $322,332.22 | $368,768.17 | $46,435.95 | 14.41% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 13,497 | $997,639.88 | $1.13M | $129,224.65 | 12.95% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 3,975 | $302,729.07 | $331,459.35 | $28,730.28 | 9.49% |
| KC Kasey Cook Maripau Wealth Management LLC | 3,562 | $264,757.37 | $298,887.42 | $34,130.05 | 12.89% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 147 | $9,876.47 | $12,253.92 | $2,377.45 | 24.07% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,264 | $80,344.32 | $105,961.12 | $25,616.8 | 31.88% |
Jonathan Davison Austin Asset Management Co. Inc. | 15,000 | $1.01M | $1.25M | $243,281.9 | 24.08% |
| JPM Justin P. Mason Keb Asset Management LLC | 8,267 | $620,802.07 | $693,683.97 | $72,881.9 | 11.74% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 6,063 | $506,624.28 | $506,866.8 | $242.52 | 0.05% |
Robert Lucia Andrews, Lucia Wealth Management LLC | 2,838 | $209,917.64 | $235,866.18 | $25,948.54 | 12.36% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 3,966 | $293,391.09 | $331,180.83 | $37,789.74 | 12.88% |
Jacob B. Rue Shore Point Advisors LLC | 47,501 | $3.46M | $3.98M | $513,543.17 | 14.83% |
Caitlin Garner SC&H Financial Advisors Inc. | 51,130 | $3.42M | $4.28M | $863,347.4 | 25.27% |
Clint Dunn Beaird Harris Wealth Management LLC | 4,801 | $353,504.86 | $399,203.15 | $45,698.29 | 12.93% |
John Gorlow Cardiff Park Advisors LLC | 25,505 | $1.65M | $2.13M | $473,981.15 | 28.68% |