| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 1,282 | $367,970.63 | $489,993.22 | $122,022.59 | 33.16% |
| CE Curtis Ellergodt Rothschild Investment LLC | 751 | $189,417.01 | $287,039.71 | $97,622.7 | 51.54% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 3,110 | $721,174.1 | $1.19M | $467,530.1 | 64.83% |
| SAO Sherry A. O'Brien Anderson Hoagland & Co | 1,790 | $515,580.35 | $684,155.9 | $168,575.55 | 32.7% |
Vaughan & Co. Securities Inc. Vaughan & Co. Securities Inc. | 72,425 | $16.18M | $27.68M | $11.5M | 71.05% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,651 | $752,879.22 | $1.01M | $254,606.85 | 33.82% |
Texas Capital Bancshares Inc. Texas Capital Bancshares Inc. | 314 | $100,493 | $119,343.55 | $18,850.55 | 18.76% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 3,842 | $805,554.51 | $1.46M | $653,896.39 | 81.17% |
Austin Private Wealth Austin Private Wealth LLC | 683 | $218,587.32 | $259,449.5 | $40,862.18 | 18.69% |
SkyOak Wealth SkyOak Wealth LLC | 2,233 | $568,730.1 | $848,244.11 | $279,514.01 | 49.15% |
Daniel Russell Naviter Wealth LLC | 4,560 | $1.31M | $1.73M | $419,736.55 | 31.98% |
| YA Yinka Akinsola Blue Trust Inc. | 7,315 | $1.95M | $2.78M | $827,918 | 42.46% |
Jeff Ameen Spire Wealth Management | 2,501 | $729,059.15 | $955,281.96 | $226,222.81 | 31.03% |
Kyle P. Smith NewEdge Wealth LLC | 1,483 | $426,341.4 | $563,191.49 | $136,850.09 | 32.1% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 4,398 | $1.17M | $1.67M | $496,942.79 | 42.36% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,388 | $338,788.65 | $528,682.26 | $189,893.61 | 56.05% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 2,216 | $539,681.62 | $846,622.8 | $306,941.18 | 56.87% |
Carrie Delgott Wescott Financial Advisory Group LLC | 5,512 | $1.59M | $2.09M | $505,639.5 | 31.85% |
John Mezzasalma Mezzasalma Advisors LLC | 1,008 | $290,122.56 | $382,803.12 | $92,680.56 | 31.95% |
| SL Shad Lamm Keystone Wealth Services LLC | 1,197 | $329,008.45 | $455,931.31 | $126,922.86 | 38.58% |