| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 23,661 | $4.25M | $4.27M | $19,020.13 | 0.45% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,696 | $1.2M | $1.21M | $12,168.51 | 1.02% |
| MN Marcia Nakamura Fairview Capital Investment Management LLC | 1,215 | $213,742 | $223,857.67 | $10,115.67 | 4.73% |
| KS Kimberlyann Smith CENTRAL BANK & TRUST Co. | 130 | $11,230.9 | $23,442.9 | $12,212 | 108.74% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 19,858 | $3.54M | $3.61M | $67,062.47 | 1.89% |
Field & Main Bank Field & Main Bank | 311 | $30,368.82 | $56,897.45 | $26,528.63 | 87.35% |
Point72 Asset Management LP Point72 Asset Management LP | 3,346 | $600,707 | $608,202.42 | $7,495.42 | 1.25% |
| YA Yinka Akinsola Blue Trust Inc. | 20 | $3,518.4 | $3,606.6 | $88.2 | 2.51% |
Jeff Ameen Spire Wealth Management | 2,628 | $337,125.49 | $477,691.56 | $140,566.07 | 41.7% |
Robert Tutela Essex LLC | 3,162 | $395,759.07 | $581,523.42 | $185,764.35 | 46.94% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,541 | $815,245.73 | $818,878.53 | $3,632.8 | 0.45% |
Thomas Pappas Cottonwood Capital Advisors LLC | 3,597 | $433,812.44 | $651,776.4 | $217,963.96 | 50.24% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 130 | $18,201.3 | $23,754.9 | $5,553.6 | 30.51% |
M. Katherine Pieper Unionview LLC | 4,224 | $590,862.14 | $765,409.92 | $174,547.78 | 29.54% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 1,659 | $229,821.49 | $300,444.9 | $70,623.41 | 30.73% |
Michael Hackman HFG Advisors Inc. | 2,576 | $366,235.26 | $468,522.88 | $102,287.62 | 27.93% |
Mark Fiskio Empirical Asset Management LLC | 3,469 | $485,694.69 | $633,526.12 | $147,831.43 | 30.44% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,442 | $201,894.42 | $262,112.34 | $60,217.92 | 29.83% |
Jeffrey Gilbert Balboa Wealth Partners | 7,364 | $1.32M | $1.34M | $20,876.94 | 1.58% |
Edward Lowndes Angeles Wealth Management LLC | 230 | $40,461.6 | $42,003.75 | $1,542.15 | 3.81% |