| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 164,688 | $5.77M | $6.13M | $363,951.13 | 6.31% |
| PEP Philip E. Passafiume Protective Life Corp | 1,902 | $64,040.34 | $71,267.94 | $7,227.6 | 11.29% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 603,074 | $17.31M | $21.63M | $4.32M | 24.99% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,579 | $121,341.33 | $132,959.85 | $11,618.52 | 9.58% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 6,254 | $219,077.61 | $232,898.96 | $13,821.35 | 6.31% |
| SFM Stephen F. Molyneaux HANOVER ADVISORS Inc. | 7,955 | $239,872.12 | $295,528.25 | $55,656.13 | 23.2% |
| BS Bill Scoggins FIRST CITIZENS INVESTOR SERVICES Inc. | 82,505 | $2.61M | $2.96M | $347,065.26 | 13.29% |
| SS Scott Solod Kelly Financial Group LLC | 301,633 | $7.75M | $10.82M | $3.07M | 39.62% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 241,249 | $7.96M | $9.04M | $1.08M | 13.55% |
| YA Yinka Akinsola Blue Trust Inc. | 80,417 | $2.1M | $2.88M | $784,125.82 | 37.34% |
Jeff Ameen Spire Wealth Management | 115,366 | $2.64M | $4.14M | $1.49M | 56.5% |
Carrie Delgott Wescott Financial Advisory Group LLC | 1.19M | $30.53M | $42.56M | $12.02M | 39.38% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 210,505 | $5.76M | $7.55M | $1.79M | 31% |
Bethany Wagner Level Financial Advisors | 286,576 | $8M | $10.28M | $2.28M | 28.49% |
Joseph Castro Nuveen LLC | 20,502 | $718,186 | $760,419.18 | $42,233.18 | 5.88% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 13,880 | $486,216 | $497,806.2 | $11,590.2 | 2.38% |
Brian Baylis Bell Investment Advisors Inc. | 249 | $8,383.83 | $9,272.76 | $888.93 | 10.6% |
| KC Kasey Cook Maripau Wealth Management LLC | 8,877 | $293,152.77 | $329,247.93 | $36,095.16 | 12.31% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 56,656 | $1.35M | $2.03M | $686,536.71 | 51.03% |
Alexander Eichhorn Tanager Wealth Management LLP | 502,319 | $13.66M | $18.02M | $4.35M | 31.87% |