| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 11,481 | $961,960 | $1.01M | $51,123.44 | 5.31% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 31,838 | $2.32M | $2.8M | $477,231.62 | 20.55% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 3,508 | $279,989.93 | $302,284.36 | $22,294.43 | 7.96% |
| NA Nizar Araji National Bank Of Canada /FI/ | 2,816 | $168,070.04 | $249,075.2 | $81,005.16 | 48.2% |
| JK Jessica Kardos Towle & Co | 27,955 | $2.3M | $2.46M | $156,183.34 | 6.78% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 12,446 | $838,055.63 | $1.11M | $268,891.61 | 32.09% |
| YA Yinka Akinsola Blue Trust Inc. | 2,061 | $134,174.85 | $177,596.37 | $43,421.52 | 32.36% |
Jeff Ameen Spire Wealth Management | 9,600 | $679,928.79 | $827,232 | $147,303.21 | 21.66% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 18,524 | $1.47M | $1.62M | $145,882.06 | 9.9% |
Richard Slavik Newbridge Financial Services Group Inc. | 162 | $11,927.62 | $14,408.28 | $2,480.66 | 20.8% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 473 | $39,632.67 | $42,068.62 | $2,435.95 | 6.15% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 13,277 | $975,719.85 | $1.14M | $168,359.24 | 17.25% |
Candace Cavalier Congress Wealth Management LLC / DE / | 110,548 | $7.6M | $9.53M | $1.92M | 25.27% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 6,221 | $458,176.65 | $536,063.57 | $77,886.92 | 17% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 29,262 | $1.94M | $2.52M | $582,321.58 | 30.03% |
Clint Dunn Beaird Harris Wealth Management LLC | 14,454 | $838,632.08 | $1.25M | $406,869.1 | 48.52% |
Caroline Jankowski Operose Advisors LLC | 662 | $52,169.68 | $58,355.43 | $6,185.75 | 11.86% |
Kathryn Brown Morton Brown Family Wealth LLC | 1,820 | $110,910.8 | $156,829.4 | $45,918.6 | 41.4% |
James Langer Redmont Wealth Advisors LLC | 42 | $2,772 | $3,619.14 | $847.14 | 30.56% |
Timothy Gerlach Novem Group | 2,799 | $234,567 | $241,189.83 | $6,622.83 | 2.82% |