| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 487,524 | $15.12M | $15.37M | $253,512.48 | 1.68% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,077 | $74,001.85 | $97,110.12 | $23,108.27 | 31.23% |
| YA Yinka Akinsola Blue Trust Inc. | 332,261 | $10.3M | $10.49M | $186,066.16 | 1.81% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 84,873 | $2.18M | $2.68M | $495,542.3 | 22.7% |
Kyle P. Smith NewEdge Wealth LLC | 13,232 | $321,405.28 | $417,734.24 | $96,328.96 | 29.97% |
Jason E. Archambault SK Wealth Management LLC | 32,186 | $811,486.32 | $1.02M | $204,271.65 | 25.17% |
| RS Ryan Sanford Elevation Capital Advisory LLC | 118,960 | $3.69M | $3.75M | $65,309.04 | 1.77% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 130,055 | $3.16M | $4.11M | $950,480.32 | 30.12% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 79,845 | $2.01M | $2.52M | $509,824.28 | 25.35% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 469,067 | $14.55M | $14.81M | $262,677.52 | 1.81% |
| PMM Patrick M. Markey Northcape Wealth Management LLC | 316,671 | $8.36M | $10.04M | $1.68M | 20.04% |
Craig Kurth PCG Wealth Advisors LLC | 85,987 | $2.67M | $2.73M | $61,050.77 | 2.29% |
| NZ Nabeed Zaman Eagle Strategies LLC | 8,063 | $250,033.63 | $256,242.14 | $6,208.51 | 2.48% |
Dave Reichert Echo45 Advisors LLC | 138,084 | $3.48M | $4.34M | $864,361.97 | 24.86% |
| TC Timothy Carne SFG Wealth Management LLC | 147,924 | $3.97M | $4.7M | $732,356.73 | 18.45% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 15,194 | $381,874.94 | $482,713.38 | $100,838.44 | 26.41% |
| MH Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 16,739 | $519,079 | $527,864.36 | $8,785.36 | 1.69% |
Jim Clark Worth Asset Management LLC | 17,008 | $475,341.61 | $536,602.4 | $61,260.79 | 12.89% |
| DWC David W. Chenet Presidio Capital Management LLC | 18,853 | $482,567.04 | $600,373.78 | $117,806.74 | 24.41% |
Joseph Wallace Wallace Advisory Group LLC | 31,919 | $792,229.02 | $1.01M | $215,102.7 | 27.15% |