| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 1,776 | $254,862.23 | $321,997.68 | $67,135.45 | 26.34% |
Woodard & Co Asset Management Woodard & Co Asset Management Group Inc. | 1,540 | $199,383.8 | $279,209.7 | $79,825.9 | 40.04% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 8,122 | $1.42M | $1.47M | $46,750.59 | 3.29% |
| YA Yinka Akinsola Blue Trust Inc. | 7,540 | $963,987.25 | $1.35M | $390,008.25 | 40.46% |
Jeff Ameen Spire Wealth Management | 638 | $116,779.17 | $116,505.18 | -$273.99 | -0.23% |
Kyle P. Smith NewEdge Wealth LLC | 1,420 | $196,173 | $254,996.5 | $58,823.5 | 29.99% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 2,200 | $453,146.56 | $395,945 | -$57,201.56 | -12.62% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,107 | $460,843.04 | $379,207.32 | -$81,635.72 | -17.71% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 20,936 | $1.9M | $3.76M | $1.87M | 98.53% |
Kimberly Cappellano Private Wealth Asset Management LLC | 83 | $17,065 | $14,944.98 | -$2,120.02 | -12.42% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 2,488 | $456,192.36 | $449,917.48 | -$6,274.88 | -1.38% |
| NCG Nathan C. Goodman Family Investment Center Inc. | 1,097 | $225,543.2 | $198,375.99 | -$27,167.21 | -12.05% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,044 | $177,089.36 | $189,616.71 | $12,527.35 | 7.07% |
Lynn A. Jackson Dopkins Wealth Management LLC | 1,720 | $222,688.4 | $306,177.2 | $83,488.8 | 37.49% |
| TJL Timothy J. Landolt Endowment Wealth Management Inc. | 2,021 | $207,969.13 | $368,074.62 | $160,105.49 | 76.99% |
Candace Cavalier Congress Wealth Management LLC / DE / | 4,441 | $476,756.98 | $807,884.51 | $331,127.53 | 69.45% |
| RS Radon Stancil POM Investment Strategies LLC | 34 | $6,990 | $6,185.11 | -$804.89 | -11.51% |
| TC Timothy Carne SFG Wealth Management LLC | 11,641 | $2.39M | $2.11M | -$279,500.41 | -11.68% |
Loyd Stegent Stegent Equity Advisors Inc. | 23,050 | $2.18M | $4.19M | $2.01M | 92.13% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 1,050 | $215,880 | $187,656 | -$28,224 | -13.07% |