| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 101,805 | $6.04M | $5.7M | -$346,515.25 | -5.73% |
| NA Nizar Araji National Bank Of Canada /FI/ | 2,600 | $130,313.11 | $147,475.9 | $17,162.79 | 13.17% |
| HC Hubert Cheng Park Avenue Securities LLC | 6,034 | $303,722.44 | $341,680.08 | $37,957.64 | 12.5% |
| PS Pamela Simms CAPITAL MANAGEMENT Corp. /VA | 8,100 | $305,451 | $453,195 | $147,744 | 48.37% |
| KGS Kelsey G. Stevens First National Bank Sioux Falls | 9,896 | $497,914.56 | $553,681.2 | $55,766.64 | 11.2% |
| CSF Cathy S. Freeman Cadence Bank | 4,611 | $165,765.45 | $257,985.45 | $92,220 | 55.63% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 354 | $17,572.56 | $19,806.3 | $2,233.74 | 12.71% |
Bridget Fagerholt MAS Advisors LLC | 20,533 | $977,625.67 | $1.16M | $180,948.85 | 18.51% |
Ana-Maria Ignat Covestor Ltd | 100 | $5,116.47 | $5,672.15 | $555.68 | 10.86% |
Andrew Burkey Joseph Group Capital Management | 5,923 | $261,860.8 | $335,389.87 | $73,529.07 | 28.08% |
Marc H. Stone Tyler-Stone Wealth Management | 46,520 | $2.25M | $2.64M | $391,257.84 | 17.43% |
Mark Fiskio Empirical Asset Management LLC | 4,141 | $210,158.59 | $234,235.66 | $24,077.07 | 11.46% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 51 | $2,695 | $2,880.99 | $185.99 | 6.9% |
Jill Batley Gateway Wealth Partners LLC | 3,411 | $180,633.45 | $192,721.5 | $12,088.05 | 6.69% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,924 | $232,839.97 | $219,547.8 | -$13,292.17 | -5.71% |
James Rankin Modern Wealth Management, LLC | 97,427 | $4.91M | $5.5M | $590,220.99 | 12.02% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 52,788 | $2.54M | $3.02M | $476,147.49 | 18.75% |
United Advisor Group LLC United Advisor Group, LLC | 127,703 | $6.37M | $7.22M | $853,666.58 | 13.41% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 15,681 | $746,451.91 | $896,090.74 | $149,638.83 | 20.05% |
Cody Gehman Stonebridge Financial Group, LLC | 295,453 | $14.94M | $16.76M | $1.83M | 12.23% |