| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 3,531 | $209,540.78 | $251,089.41 | $41,548.63 | 19.83% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 317 | $19,629.64 | $22,541.87 | $2,912.23 | 14.84% |
| CE Curtis Ellergodt Rothschild Investment LLC | 375 | $23,595 | $26,666.25 | $3,071.25 | 13.02% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 22,056 | $1.02M | $1.55M | $535,441.11 | 52.56% |
SkyOak Wealth SkyOak Wealth LLC | 107,748 | $5.06M | $7.58M | $2.52M | 49.86% |
| RR rosemary richard WCG Wealth Advisors LLC | 36,311 | $1.99M | $2.55M | $564,602.71 | 28.37% |
| YA Yinka Akinsola Blue Trust Inc. | 357 | $21,577.08 | $25,131.01 | $3,553.93 | 16.47% |
Jeff Ameen Spire Wealth Management | 8,705 | $402,279.33 | $626,307.34 | $224,028.01 | 55.69% |
| SMM Shawn M. McHugh WealthTrust Asset Management LLC | 4,840 | $232,588.51 | $340,711.8 | $108,123.29 | 46.49% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,762 | $232,943.04 | $265,804.11 | $32,861.07 | 14.11% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 264 | $16,610.88 | $18,733.44 | $2,122.56 | 12.78% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 3,825 | $231,183 | $271,536.75 | $40,353.75 | 17.46% |
Andrew Endelman Independent Wealth Network Inc. | 4,886 | $281,958.23 | $345,489.06 | $63,530.83 | 22.53% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 18,147 | $1.09M | $1.29M | $198,656.24 | 18.21% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 2,247 | $135,808.68 | $159,514.53 | $23,705.85 | 17.46% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 21,795 | $1.09M | $1.55M | $462,580.29 | 42.45% |
| TP Thomas Pappas Cottonwood Capital Advisors LLC | 35,736 | $1.75M | $2.54M | $784,277.02 | 44.75% |
Candace Cavalier Congress Wealth Management LLC / DE / | 8,434 | $490,767.18 | $599,446.55 | $108,679.37 | 22.14% |
Barry Oliver Capital Performance Advisors LLP | 14,810 | $895,116.4 | $1.05M | $157,504.35 | 17.6% |
| RS Radon Stancil POM Investment Strategies LLC | 15 | $885.9 | $1,066.12 | $180.22 | 20.34% |