| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 319,322 | $15.93M | $16.19M | $261,855.41 | 1.64% |
| SW Steve Wilkes Hutchinson Capital MANAGEMENT/CA | 5,000 | $260,300 | $253,500 | -$6,800 | -2.61% |
| AW Anne-Lise Wiegand SENTINEL TRUST Co. LBA | 99,035 | $4.87M | $5.08M | $205,992.8 | 4.23% |
| JK Jessica Kardos Towle & Co | 4,874 | $243,115 | $248,086.6 | $4,971.6 | 2.04% |
| SA Sheila Asher LAFFER TENGLER INVESTMENTS Inc. | 20,000 | $1.04M | $1.01M | -$27,200.02 | -2.61% |
Jeff Ameen Spire Wealth Management | 43,294 | $1.26M | $2.21M | $947,016.25 | 75.05% |
Kyle P. Smith NewEdge Wealth LLC | 88,203 | $2.78M | $4.48M | $1.7M | 61.03% |
John Mezzasalma Mezzasalma Advisors LLC | 17,023 | $716,563.25 | $872,598.98 | $156,035.73 | 21.78% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 4,685 | $233,805.58 | $239,872 | $6,066.42 | 2.59% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 69 | $3,396.18 | $3,515.89 | $119.71 | 3.52% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 128,631 | $4.56M | $6.58M | $2.02M | 44.3% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 48 | $1,959.77 | $2,433.6 | $473.83 | 24.18% |
Matthew B. Boersen Straight Path Wealth Management | 19,080 | $812,619.35 | $980,044.2 | $167,424.85 | 20.6% |
Candace Cavalier Congress Wealth Management LLC / DE / | 20,558 | $835,874.22 | $1.04M | $208,574.97 | 24.95% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 153,838 | $5.88M | $7.9M | $2.02M | 34.36% |
Joel A. Schreiber SFI Advisors LLC | 5,064 | $225,145.44 | $257,858.88 | $32,713.44 | 14.53% |
Courtney Lawson Autumn Glory Partners LLC | 13,623 | $491,252.22 | $698,314.98 | $207,062.76 | 42.15% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 9,266 | $468,710.52 | $474,975.16 | $6,264.64 | 1.34% |
Jason Matthews Kfg Wealth Management LLC | 4,105 | $213,706 | $210,463.35 | -$3,242.65 | -1.52% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 6,337 | $272,064.7 | $325,088.1 | $53,023.4 | 19.49% |