| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 2,022 | $271,744.01 | $320,992.5 | $49,248.49 | 18.12% |
| BA Brook Anderson Cutler Investment Counsel LLC | 1,499 | $267,770 | $238,595.83 | -$29,174.17 | -10.9% |
| CSF Cathy S. Freeman Cadence Bank | 3,811 | $531,596.39 | $606,596.87 | $75,000.48 | 14.11% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 189,884 | $22.43M | $30.57M | $8.14M | 36.3% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 8,283 | $820,659.44 | $1.32M | $497,497.18 | 60.62% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 3,116 | $393,576.6 | $495,973.72 | $102,397.12 | 26.02% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 88,324 | $11.25M | $14.22M | $2.97M | 26.41% |
| YA Yinka Akinsola Blue Trust Inc. | 1,290 | $182,812.6 | $205,329.3 | $22,516.7 | 12.32% |
Jeff Ameen Spire Wealth Management | 267 | $34,680.03 | $42,989.67 | $8,309.64 | 23.96% |
| AL Acas LLC Acas LLC | 6,641 | $798,669.52 | $1.07M | $266,580.08 | 33.38% |
Kyle P. Smith NewEdge Wealth LLC | 1,451 | $205,135.56 | $232,457.6 | $27,322.04 | 13.32% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,367 | $162,344.36 | $220,986.76 | $58,642.4 | 36.12% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,911 | $276,540.81 | $306,209.08 | $29,668.27 | 10.73% |
| TCL Therese C.D. Linden Bank of New Hampshire | 128 | $15,397.99 | $20,325.76 | $4,927.77 | 32% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 1,561 | $207,675.44 | $250,478.06 | $42,802.62 | 20.61% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 15,914 | $1.91M | $2.55M | $646,112.82 | 33.9% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,090 | $148,625 | $174,596.2 | $25,971.2 | 17.47% |
Sima Elimelech Activest Wealth Management | 44 | $6,367.24 | $7,003.48 | $636.24 | 9.99% |
Robert Tutela Essex LLC | 2,530 | $342,631.7 | $405,774.05 | $63,142.35 | 18.43% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 390 | $48,804.6 | $62,793.9 | $13,989.3 | 28.66% |