| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 94,288 | $5.25M | $5.65M | $403,135.33 | 7.69% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 674 | $32,864.63 | $40,378.4 | $7,513.77 | 22.86% |
| CE Curtis Ellergodt Rothschild Investment LLC | 203,611 | $11.03M | $12.2M | $1.16M | 10.55% |
Means Investment Company Means Investment Company Inc. | 7,561 | $420,166.58 | $452,968.92 | $32,802.34 | 7.81% |
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 7,361 | $423,338.92 | $440,987.2 | $17,648.28 | 4.17% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 94,043 | $5.04M | $5.61M | $570,144.58 | 11.31% |
| ME Matthew Ellis Planning Directions Inc | 49,190 | $2.71M | $2.95M | $237,953.25 | 8.78% |
| JW Jamie Wilson CAPITAL ADVISORS Inc./OK | 1.39M | $74.82M | $83.54M | $8.73M | 11.67% |
| RC Robert Chess L.M. Kohn & Company | 3,740 | $203,456 | $224,058.16 | $20,602.16 | 10.13% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 63,163 | $3.42M | $3.8M | $380,000.21 | 11.11% |
| MEM Margaret E. Moloney Independent Investors Inc | 9,120 | $495,669.1 | $548,294.4 | $52,625.3 | 10.62% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 7,978 | $418,331.18 | $476,195.65 | $57,864.47 | 13.83% |
SkyOak Wealth SkyOak Wealth LLC | 5,850 | $320,592 | $349,098.75 | $28,506.75 | 8.89% |
| RR rosemary richard WCG Wealth Advisors LLC | 72,109 | $4.19M | $4.3M | $116,903.09 | 2.79% |
| YA Yinka Akinsola Blue Trust Inc. | 5,539 | $320,792.08 | $330,152.09 | $9,360.01 | 2.92% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 51,421 | $2.79M | $3.07M | $276,937.38 | 9.92% |
Jeff Ameen Spire Wealth Management | 140,657 | $7.95M | $8.47M | $516,530.57 | 6.5% |
Daren Blonski Fermata Advisors LLC | 14,546 | $805,793.05 | $867,087.06 | $61,294.01 | 7.61% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 25,526 | $1.39M | $1.52M | $135,278.31 | 9.75% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 4,000 | $216,714 | $238,700 | $21,986 | 10.15% |