| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Woodard & Co Asset Management Woodard & Co Asset Management Group Inc. | 14 | $1,359.12 | $1,450.4 | $91.28 | 6.72% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,333 | $126,195.48 | $138,152.12 | $11,956.64 | 9.47% |
| JJ James Jones Sterling Investment Advisors LLC /ADV | 10,882 | $953,487.69 | $1.13M | $175,410.99 | 18.4% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 6,289 | $600,279.03 | $651,477.51 | $51,198.48 | 8.53% |
Field & Main Bank Field & Main Bank | 75 | $6,898.5 | $7,776 | $877.5 | 12.72% |
Daniel Russell Naviter Wealth LLC | 26,194 | $2.47M | $2.72M | $249,554.16 | 10.12% |
| YA Yinka Akinsola Blue Trust Inc. | 1,053 | $98,227.01 | $109,469.88 | $11,242.87 | 11.45% |
Jeff Ameen Spire Wealth Management | 426 | $40,767.06 | $44,129.34 | $3,362.28 | 8.25% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,612 | $246,990.72 | $271,830.84 | $24,840.12 | 10.06% |
| TCL Therese C.D. Linden Bank of New Hampshire | 10 | $877.4 | $1,058.35 | $180.95 | 20.62% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,730 | $347,113.8 | $387,920 | $40,806.2 | 11.76% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 580 | $67,361.2 | $61,532.2 | -$5,829 | -8.65% |
Bradley W. Clark Paladin Advisory Group LLC | 3,444 | $292,395.6 | $357,607.74 | $65,212.14 | 22.3% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 54,104 | $5.36M | $5.62M | $253,546.39 | 4.73% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 4,754 | $433,177.79 | $492,894.72 | $59,716.93 | 13.79% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 312 | $29,502.72 | $32,374.68 | $2,871.96 | 9.73% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 449 | $42,551.73 | $46,484.97 | $3,933.24 | 9.24% |
| WRC William Reid Culp III TAGStone Capital Inc. | 7,492 | $761,687.45 | $777,407.38 | $15,719.93 | 2.06% |
Bill Ryan Manhattan West Asset Management LLC | 2,592 | $230,640.68 | $268,738.56 | $38,097.88 | 16.52% |
Laurel Mason Passaic Partners LLC | 183,304 | $17.33M | $19.02M | $1.69M | 9.73% |