| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 425 | $69,488.54 | $74,370.75 | $4,882.21 | 7.03% |
Field & Main Bank Field & Main Bank | 321 | $31,344.27 | $56,126.85 | $24,782.58 | 79.07% |
| YA Yinka Akinsola Blue Trust Inc. | 20 | $3,518.4 | $3,502.7 | -$15.7 | -0.45% |
Jeff Ameen Spire Wealth Management | 2,624 | $336,407.37 | $466,520.96 | $130,113.59 | 38.68% |
| RT Robert Tutela Essex LLC | 3,539 | $442,718.19 | $621,448.4 | $178,730.21 | 40.37% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 20 | $3,518.4 | $3,537.2 | $18.8 | 0.53% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 61,497 | $10.98M | $10.86M | -$120,711.25 | -1.1% |
| TP Thomas Pappas Cottonwood Capital Advisors LLC | 3,608 | $435,107.47 | $638,110.88 | $203,003.41 | 46.66% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 130 | $18,201.3 | $22,627.8 | $4,426.5 | 24.32% |
M. Katherine Pieper Unionview LLC | 4,224 | $590,862.14 | $746,613.12 | $155,750.98 | 26.36% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 1,659 | $229,821.49 | $288,765.54 | $58,944.05 | 25.65% |
| MH Michael Hackman HFG Advisors Inc. | 2,576 | $366,235.26 | $451,057.6 | $84,822.34 | 23.16% |
Mark Fiskio Empirical Asset Management LLC | 3,469 | $485,694.69 | $609,191.09 | $123,496.4 | 25.43% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,442 | $201,894.42 | $253,431.5 | $51,537.08 | 25.53% |
| EL Edward Lowndes Angeles Wealth Management LLC | 232 | $40,813.44 | $40,794.88 | -$18.56 | -0.05% |
| JR James Rukstalis ESG Planning DBA Harper Investing | 1,238 | $217,788.96 | $217,689.92 | -$99.04 | -0.05% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 4,251 | $654,483.96 | $747,495.84 | $93,011.88 | 14.21% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 113 | $14,883.04 | $19,702.68 | $4,819.64 | 32.38% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 605 | $94,222.11 | $106,322.7 | $12,100.59 | 12.84% |
Lukas Lindgren Abound Wealth Management | 176 | $25,972.59 | $30,996.24 | $5,023.65 | 19.34% |