| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 78,054 | $2.1M | $2.94M | $844,395.47 | 40.24% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 917 | $35,906.08 | $34,570.9 | -$1,335.18 | -3.72% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 594,664 | $24.17M | $23.35M | -$820,626.39 | -3.4% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 29,173 | $1.01M | $1.14M | $137,340.96 | 13.64% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 8,793 | $309,504.48 | $345,037.32 | $35,532.84 | 11.48% |
| SFM Stephen F. Molyneaux HANOVER ADVISORS Inc. | 6,590 | $227,684.71 | $258,558.65 | $30,873.94 | 13.56% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 51,904 | $2.11M | $1.96M | -$152,598.2 | -7.23% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 8,251 | $261,568.91 | $323,934.26 | $62,365.35 | 23.84% |
| KK Kent Keister Kaye Capital Management | 171,995 | $5.04M | $6.48M | $1.44M | 28.67% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 16,392 | $467,400.49 | $652,237.68 | $184,837.19 | 39.55% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 6,204 | $205,228.33 | $243,569.04 | $38,340.71 | 18.68% |
Austin Private Wealth Austin Private Wealth LLC | 40,673 | $1.13M | $1.53M | $405,764.83 | 35.98% |
| YA Yinka Akinsola Blue Trust Inc. | 10,161 | $253,548.37 | $383,069.7 | $129,521.33 | 51.08% |
Jeff Ameen Spire Wealth Management | 789 | $30,036.99 | $29,745.3 | -$291.69 | -0.97% |
Drew Waldron Canvas Wealth Advisors LLC | 39,760 | $1.32M | $1.5M | $174,681.53 | 13.19% |
Chris Williams Applied Capital LLC | 48,275 | $1.1M | $1.82M | $718,981.79 | 65.3% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8.82M | $258.11M | $332.68M | $74.57M | 28.89% |
Bethany Wagner Level Financial Advisors | 404,242 | $11.66M | $15.24M | $3.58M | 30.71% |
Joseph Castro Nuveen LLC | 20,274 | $823,936 | $792,916.14 | -$31,019.86 | -3.76% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 269,500 | $8.33M | $10.16M | $1.83M | 21.9% |