| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 132,165 | $1.06M | $1.29M | $232,949.24 | 21.98% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 364,315 | $3.57M | $3.64M | $69,226.01 | 1.94% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 39,508 | $339,634.58 | $398,635.72 | $59,001.14 | 17.37% |
| NA Nizar Araji National Bank Of Canada /FI/ | 1,225 | $9,444.75 | $12,237.75 | $2,793 | 29.57% |
Daniel L. Lippincott Karpus Management Inc. | 1.17M | $9M | $11.64M | $2.64M | 29.29% |
| YA Yinka Akinsola Blue Trust Inc. | 10,000 | $77,229.7 | $97,800 | $20,570.3 | 26.64% |
Jeff Ameen Spire Wealth Management | 19,893 | $177,647.55 | $194,553.54 | $16,905.99 | 9.52% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.31M | $10.49M | $13.23M | $2.73M | 26.05% |
Larry Herold Herold Advisors Inc. | 13,677 | $119,673.75 | $133,761.06 | $14,087.31 | 11.77% |
Matthew Liebman Amplius Wealth Advisors LLC | 32,185 | $276,141.99 | $314,769.3 | $38,627.31 | 13.99% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 85,585 | $752,146.3 | $854,138.3 | $101,992 | 13.56% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 419,094 | $4.23M | $4.1M | -$134,550.54 | -3.18% |
| RS Radon Stancil POM Investment Strategies LLC | 750 | $6,495 | $7,335 | $840 | 12.93% |
Seth Scher Matrix Private Capital Group LLC | 14,469 | $125,301.54 | $144,400.62 | $19,099.08 | 15.24% |
William Liberti Wealth Effects LLC | 47,972 | $510,957.95 | $475,642.38 | -$35,315.57 | -6.91% |
Sara S. Alexander Sonora Investment Management Group LLC | 11,710 | $95,670.7 | $114,523.8 | $18,853.1 | 19.71% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 3,000 | $23,890 | $29,340 | $5,450 | 22.81% |
Sean Reitenbach Prosperity Consulting Group LLC | 774,470 | $6.77M | $7.83M | $1.06M | 15.73% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 26,700 | $217,872 | $261,126 | $43,254 | 19.85% |
| LWL Leo Wealth LLC Leo Wealth LLC | 88,886 | $686,200 | $869,305.08 | $183,105.08 | 26.68% |