| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 74 | $2,227 | $4,396.34 | $2,169.34 | 97.41% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,288 | $119,102.62 | $136,044.48 | $16,941.86 | 14.22% |
| YA Yinka Akinsola Blue Trust Inc. | 13,716 | $656,999.58 | $818,845.2 | $161,845.62 | 24.63% |
Jeff Ameen Spire Wealth Management | 5,958 | $251,065.66 | $360,459 | $109,393.34 | 43.57% |
Alexandria Fry Dentgroup LLC | 30,452 | $1.06M | $1.82M | $753,048.08 | 70.75% |
Bradley W. Clark Paladin Advisory Group LLC | 1,025 | $44,843.75 | $61,330.87 | $16,487.12 | 36.77% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,916 | $331,016.22 | $414,268.4 | $83,252.18 | 25.15% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 1,270 | $82,257.9 | $75,920.6 | -$6,337.3 | -7.7% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 104,254 | $5.87M | $6.25M | $376,278.01 | 6.41% |
| TP Thomas Pappas Cottonwood Capital Advisors LLC | 19,966 | $800,575.51 | $1.19M | $392,991.97 | 49.09% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 1,550 | $71,329.5 | $92,845 | $21,515.5 | 30.16% |
| SS Seth Scher Matrix Private Capital Group LLC | 1,890 | $122,415.3 | $113,211 | -$9,204.3 | -7.52% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 9,969 | $461,085.62 | $598,239.69 | $137,154.07 | 29.75% |
| CC Cheung Chan Chemistry Wealth Management LLC | 6,976 | $285,457.92 | $418,629.76 | $133,171.84 | 46.65% |
Marc H. Stone Tyler-Stone Wealth Management | 5,883 | $257,346.29 | $356,862.78 | $99,516.49 | 38.67% |
Michael Byun SageView Advisory Group LLC | 10 | $476 | $605.5 | $129.5 | 27.21% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 5,315 | $244,756 | $322,407.9 | $77,651.9 | 31.73% |
Mark Fiskio Empirical Asset Management LLC | 10,245 | $512,758.59 | $620,334.75 | $107,576.16 | 20.98% |
| TL Timothy Low Forte Asset Management LLC | 65,203 | $2.96M | $3.95M | $991,618.08 | 33.54% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 10,635 | $688,828.95 | $644,693.7 | -$44,135.25 | -6.41% |