| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 35 | $867 | $998.72 | $131.72 | 15.19% |
| CE Curtis Ellergodt Rothschild Investment LLC | 10,950 | $312,531 | $312,458.25 | -$72.75 | -0.02% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 200 | $5,844 | $5,707 | -$137 | -2.34% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 31 | $840.48 | $888.15 | $47.67 | 5.67% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 1,106 | $31,377.22 | $31,603.95 | $226.73 | 0.72% |
| BG Bart Gancher Intech Investment Management LLC | 24,861 | $705,306.57 | $712,516.26 | $7,209.69 | 1.02% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 1.02M | $17.24M | $29.34M | $12.1M | 70.18% |
Adams Wealth Management Adams Wealth Management | 110,665 | $2.16M | $3.17M | $1.01M | 46.66% |
| YA Yinka Akinsola Blue Trust Inc. | 2,943 | $69,778.53 | $84,375.81 | $14,597.28 | 20.92% |
Jeff Ameen Spire Wealth Management | 271 | $7,407.78 | $7,612.39 | $204.61 | 2.76% |
| MD Michelle Dubey Yousif Capital Management LLC | 67,298 | $965,224.45 | $1.89M | $925,176.37 | 95.85% |
Kyle P. Smith NewEdge Wealth LLC | 2.45M | $47.11M | $70.31M | $23.2M | 49.23% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 28,745 | $815,273.77 | $820,238.57 | $4,964.8 | 0.61% |
| TCL Therese C.D. Linden Bank of New Hampshire | 76,709 | $1.74M | $2.25M | $505,741.09 | 28.99% |
Joseph Castro Nuveen LLC | 1.02M | $27.02M | $29.19M | $2.18M | 8.06% |
| JDK James D. King Lindenwold Advisors Inc. | 15,786 | $343,574.8 | $450,453.51 | $106,878.71 | 31.11% |
| SE Sima Elimelech Activest Wealth Management | 295 | $8,619.9 | $8,286.55 | -$333.35 | -3.87% |
Brian Baylis Bell Investment Advisors Inc. | 580 | $10,883.48 | $16,361.8 | $5,478.32 | 50.34% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 23,982 | $598,371.52 | $679,170.24 | $80,798.72 | 13.5% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 35,553 | $729,807.85 | $998,683.77 | $268,875.92 | 36.84% |