| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 4,973 | $480,425.99 | $521,220.13 | $40,794.14 | 8.49% |
| BN Beth Nauman UNIVEST FINANCIAL Corp. | 60,974 | $5.64M | $6.32M | $685,645.26 | 12.17% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 214,737 | $24.07M | $22.51M | -$1.56M | -6.49% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 24,102 | $2.25M | $2.53M | $280,214.67 | 12.48% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 9,184 | $797,926.64 | $948,936.8 | $151,010.16 | 18.93% |
| WGS Wilson G. Saville BARRETT & COMPANY Inc. | 33 | $3,699 | $3,406.92 | -$292.08 | -7.9% |
| RB Robert Braglia AMERICAN FINANCIAL & TAX STRATEGIES Inc. | 17,348 | $1.32M | $1.79M | $465,256.81 | 35.16% |
| RW Riley Wancket HANTZ FINANCIAL SERVICES Inc. | 304 | $27,909.04 | $31,339.36 | $3,430.32 | 12.29% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 8,112 | $700,815.24 | $850,218.72 | $149,403.48 | 21.32% |
| DH Doug Hutchinson Wrapmanager Inc | 2,321 | $170,301.77 | $242,451.66 | $72,149.89 | 42.37% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 53,328 | $4.56M | $5.59M | $1.03M | 22.49% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 4,575 | $439,017 | $473,100.75 | $34,083.75 | 7.76% |
| CP C Pace Texas Yale Capital Corp. | 7,000 | $671,720 | $721,630 | $49,910 | 7.43% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 39,435 | $2.99M | $4.13M | $1.14M | 38.18% |
| RR rosemary richard WCG Wealth Advisors LLC | 279,491 | $24.62M | $28.84M | $4.21M | 17.11% |
Jeff Ameen Spire Wealth Management | 19,439 | $1.73M | $2.04M | $312,176.57 | 18.09% |
| AL Acas LLC Acas LLC | 6,049 | $462,930.46 | $630,547.76 | $167,617.3 | 36.21% |
Donna Rittershausen Koss-Olinger Consulting LLC | 14,211 | $1.2M | $1.48M | $289,100.73 | 24.18% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8,753 | $784,714.97 | $910,530.82 | $125,815.85 | 16.03% |
Ryan Sanford Elevation Capital Advisory LLC | 44,680 | $5.01M | $4.64M | -$364,588.62 | -7.28% |