| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 5,358 | $215,321.08 | $276,847.86 | $61,526.78 | 28.57% |
Curtis Ellergodt Rothschild Investment LLC | 671 | $32,188 | $34,670.57 | $2,482.57 | 7.71% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 51,924 | $2.77M | $2.68M | -$86,206.92 | -3.11% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,352 | $107,462.88 | $121,527.84 | $14,064.96 | 13.09% |
| JW Jamie Wilson CAPITAL ADVISORS Inc./OK | 14,370 | $529,068.55 | $741,492 | $212,423.45 | 40.15% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 5,156 | $246,056.71 | $266,049.6 | $19,992.89 | 8.13% |
| BS Benjamin Schmitt Finward Bancorp | 13,407 | $714,997 | $692,739.69 | -$22,257.31 | -3.11% |
| NA Nizar Araji National Bank Of Canada /FI/ | 46,436 | $2.22M | $2.4M | $175,992.44 | 7.92% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 48,477 | $1.93M | $2.5M | $571,019.92 | 29.53% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 52,329 | $2.11M | $2.7M | $589,387.13 | 27.96% |
Joseph Castro Nuveen LLC | 79,667 | $4.25M | $4.12M | -$132,248.11 | -3.11% |
Katie Smith Delos Wealth Advisors LLC | 5,333 | $256,090.66 | $275,822.76 | $19,732.1 | 7.71% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 128 | $4,787.2 | $6,588.8 | $1,801.6 | 37.63% |
Eddie Wilcox Rollins Financial Advisors LLC | 100,317 | $5.03M | $5.22M | $182,157.31 | 3.62% |
Brian Baylis Bell Investment Advisors Inc. | 12,139 | $563,395.89 | $627,222.13 | $63,826.24 | 11.33% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 84,924 | $3.85M | $4.37M | $518,153.2 | 13.46% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 119,296 | $6.36M | $6.14M | -$221,893.88 | -3.49% |
Matthew B. Boersen Straight Path Wealth Management | 298,739 | $13.76M | $15.54M | $1.78M | 12.9% |
Lynn A. Jackson Dopkins Wealth Management LLC | 49,392 | $1.83M | $2.54M | $718,971.4 | 39.39% |
Candace Cavalier Congress Wealth Management LLC / DE / | 8,930 | $408,011.7 | $459,895 | $51,883.3 | 12.72% |