| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 100 | $9,100 | $11,579 | $2,479 | 27.24% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 17,009 | $1.81M | $1.96M | $157,471.63 | 8.72% |
Field & Main Bank Field & Main Bank | 2,610 | $193,348.8 | $301,402.8 | $108,054 | 55.89% |
Adams Wealth Management Adams Wealth Management | 3,720 | $386,954.28 | $429,585.6 | $42,631.32 | 11.02% |
| SL Shad Lamm Keystone Wealth Services LLC | 2,120 | $216,282.4 | $244,764.6 | $28,482.2 | 13.17% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,352 | $254,862.72 | $271,550.16 | $16,687.44 | 6.55% |
| RT Robert Tutela Essex LLC | 13,864 | $1.1M | $1.6M | $504,554.49 | 46.08% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 760 | $85,834.78 | $87,255.6 | $1,420.82 | 1.66% |
| TP Thomas Pappas Cottonwood Capital Advisors LLC | 4,111 | $380,267.18 | $472,497.78 | $92,230.6 | 24.25% |
Candace Cavalier Congress Wealth Management LLC / DE / | 3,333 | $339,314.91 | $382,828.38 | $43,513.47 | 12.82% |
| SS Seth Scher Matrix Private Capital Group LLC | 400 | $46,444 | $45,944 | -$500 | -1.08% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 175 | $16,836.75 | $20,091.75 | $3,255 | 19.33% |
| DM David Mailloux WealthCare Investment Partners LLC | 13,591 | $1.36M | $1.56M | $198,084.47 | 14.54% |
Clint Dunn Beaird Harris Wealth Management LLC | 370 | $32,019.8 | $42,464.9 | $10,445.1 | 32.62% |
Caroline Jankowski Operose Advisors LLC | 86 | $9,985.46 | $9,870.22 | -$115.24 | -1.15% |
Daniel Forbes Forbes Financial Planning Inc. | 2,931 | $258,562.04 | $336,771.9 | $78,209.86 | 30.25% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 6,400 | $557,927 | $740,640 | $182,713 | 32.75% |
| JP Jaimie Palmer Beacon Capital Management LLC | 3,311 | $363,685.71 | $383,165.47 | $19,479.76 | 5.36% |
Mark Fiskio Empirical Asset Management LLC | 4,522 | $392,741.64 | $523,308.45 | $130,566.81 | 33.24% |
| TL Timothy Low Forte Asset Management LLC | 69,171 | $7.24M | $8M | $765,932.79 | 10.58% |