| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 78,054 | $2.1M | $2.95M | $856,493.84 | 40.82% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 917 | $35,906.08 | $34,662.6 | -$1,243.48 | -3.46% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 594,664 | $24.17M | $23.05M | -$1.12M | -4.63% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 29,173 | $1.01M | $1.13M | $123,483.79 | 12.26% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 8,793 | $309,504.48 | $333,914.17 | $24,409.69 | 7.89% |
| SFM Stephen F. Molyneaux HANOVER ADVISORS Inc. | 6,590 | $227,684.71 | $252,200.62 | $24,515.91 | 10.77% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 51,852 | $2.11M | $1.97M | -$135,074.9 | -6.41% |
| HC Hubert Cheng Park Avenue Securities LLC | 149,318 | $5.16M | $5.65M | $492,749.4 | 9.55% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 8,251 | $261,568.91 | $312,424.11 | $50,855.2 | 19.44% |
| KK Kent Keister Kaye Capital Management | 171,995 | $5.04M | $6.51M | $1.47M | 29.2% |
| AN Allan Neskie FLPUTNAM INVESTMENT MANAGEMENT Co. | 21,982 | $589,995.09 | $832,018.7 | $242,023.61 | 41.02% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 16,392 | $467,400.49 | $630,436.32 | $163,035.83 | 34.88% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 6,204 | $205,228.33 | $237,147.9 | $31,919.57 | 15.55% |
Austin Private Wealth Austin Private Wealth LLC | 40,673 | $1.13M | $1.55M | $419,797.01 | 37.23% |
Jeff Ameen Spire Wealth Management | 789 | $30,036.99 | $30,344.94 | $307.95 | 1.03% |
Drew Waldron Canvas Wealth Advisors LLC | 39,760 | $1.32M | $1.51M | $188,001.13 | 14.2% |
Chris Williams Applied Capital LLC | 48,275 | $1.1M | $1.85M | $748,188.16 | 67.96% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8.82M | $258.11M | $338.46M | $80.35M | 31.13% |
Bethany Wagner Level Financial Advisors | 438,863 | $13.03M | $16.85M | $3.82M | 29.31% |
Joseph Castro Nuveen LLC | 20,274 | $823,936 | $785,820.24 | -$38,115.76 | -4.63% |