| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 1,214 | $43,660.22 | $50,617.73 | $6,957.51 | 15.94% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 6,026 | $241,910 | $248,934.06 | $7,024.06 | 2.9% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 341,085 | $12.06M | $14.37M | $2.31M | 19.18% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 6,500 | $221,000 | $268,515 | $47,515 | 21.5% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 15,219 | $566,571.2 | $638,589.24 | $72,018.04 | 12.71% |
Jeff Ameen Spire Wealth Management | 44 | $1,638.32 | $1,846.24 | $207.92 | 12.69% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 10,600 | $320,440 | $443,493.4 | $123,053.4 | 38.4% |
Holly Skipper Verum Partners LLC | 780,750 | $24.67M | $32.93M | $8.26M | 33.49% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 504,375 | $16.58M | $21.06M | $4.48M | 27.02% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 2,004 | $78,762.89 | $84,027.72 | $5,264.83 | 6.68% |
David W. Marrazzo Guardian Asset Advisors, LLC | 10,326 | $414,471 | $435,344.16 | $20,873.16 | 5.04% |
Michael Mills Mills Wealth Advisors LLC | 21,084 | $756,974.19 | $884,052.12 | $127,077.93 | 16.79% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 493,466 | $18.95M | $20.75M | $1.8M | 9.48% |
Avi Kantor Certior Financial Group LLC | 23,413 | $838,398.57 | $987,092.08 | $148,693.51 | 17.74% |
| DM Daniel Miladinovich DKM Wealth Management Inc. | 11,794 | $441,927.42 | $494,522.42 | $52,595 | 11.9% |