| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Barclay Douglas Jr Slocum, Gordon & Co LLP | 6,000 | $227,040 | $227,580 | $540 | 0.24% |
Marilou Davido WFA Asset Management Corp | 9,469 | $234,892.05 | $358,638.37 | $123,746.32 | 52.68% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 1,000 | $29,110 | $37,780 | $8,670 | 29.78% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 6,683 | $214,256.69 | $256,627.2 | $42,370.51 | 19.78% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 6,500 | $200,649.42 | $246,187.5 | $45,538.08 | 22.7% |
NICOLE MARTIN Arlington Trust Co LLC | 200 | $6,828 | $7,575 | $747 | 10.94% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 4,000 | $119,819.34 | $151,480 | $31,660.66 | 26.42% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 129,904 | $3.46M | $4.92M | $1.46M | 42.11% |
Kevin Bresler TD Waterhouse Canada Inc. | 79,352 | $2.31M | $3.01M | $699,024.27 | 30.3% |
Courtney Haddad Concurrent Investment Advisors, LLC | 149,089 | $4.17M | $5.65M | $1.47M | 35.28% |
Robert Shea NEOS Investment Management LLC | 537,801 | $20.08M | $20.37M | $285,366.08 | 1.42% |
RENEE PILKENTON Exchange Bank | 6,701 | $209,540 | $253,800.37 | $44,260.37 | 21.12% |
Teresa Douberly Burford Brothers, Inc. | 10,512 | $316,583.13 | $398,142 | $81,558.87 | 25.76% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 503,794 | $14M | $19.16M | $5.16M | 36.84% |
James Rankin Modern Wealth Management, LLC | 23,249 | $727,515.29 | $880,439.63 | $152,924.34 | 21.02% |
KKM Financial LLC KKM Financial LLC | 146,480 | $4.27M | $5.55M | $1.28M | 29.94% |
Joseph C. Gissy Tactive Advisors, LLC | 24,407 | $712,344.43 | $924,415.12 | $212,070.69 | 29.77% |
Menachem Striks Morton Capital Management LLC/CA | 24,194 | $642,293.85 | $916,347.75 | $274,053.9 | 42.67% |
Benj Foor Frazier Financial Advisors, LLC | 500 | $17,944.72 | $18,935 | $990.28 | 5.52% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 8,060 | $213,298.75 | $305,232.2 | $91,933.45 | 43.1% |