| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 10,422 | $524,045.11 | $586,602.27 | $62,557.16 | 11.94% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 200 | $10,408 | $11,257 | $849 | 8.16% |
| CE Curtis Ellergodt Rothschild Investment LLC | 330 | $15,708.33 | $18,574.05 | $2,865.72 | 18.24% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 5,414 | $269,481.85 | $303,075.72 | $33,593.87 | 12.47% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 8,327 | $414,518.06 | $468,685.19 | $54,167.13 | 13.07% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 54,688 | $2.8M | $3.07M | $275,422.94 | 9.85% |
| RC Robert Chess L.M. Kohn & Company | 11,754 | $570,914 | $661,573.89 | $90,659.89 | 15.88% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 2.74M | $112.03M | $153.15M | $41.13M | 36.71% |
| WJF William J. Fennie III FIDELITY D & D BAN Corp. Inc. | 12,982 | $688,110.91 | $729,134.03 | $41,023.12 | 5.96% |
| SS Scott Solod Kelly Financial Group LLC | 4,160 | $207,064 | $236,412.8 | $29,348.8 | 14.17% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 4,848 | $243,456.86 | $272,336.4 | $28,879.54 | 11.86% |
Chilton Investment Chilton Investment Co Inc. | 7,100 | $357,485 | $398,842.5 | $41,357.5 | 11.57% |
Private Capital Private Capital Management | 92,296 | $4.25M | $5.18M | $927,902.35 | 21.81% |
SkyOak Wealth SkyOak Wealth LLC | 16,040 | $684,141.44 | $900,726.2 | $216,584.76 | 31.66% |
Christian McGill CFC Planning Co. LLC | 12,164 | $614,665.83 | $683,069.42 | $68,403.59 | 11.13% |
| YA Yinka Akinsola Blue Trust Inc. | 118 | $5,941.3 | $6,633.37 | $692.07 | 11.65% |
Jeff Ameen Spire Wealth Management | 2,874 | $138,396.34 | $161,806.2 | $23,409.86 | 16.92% |
| MD Michelle Dubey Yousif Capital Management LLC | 37,938 | $1.97M | $2.12M | $149,475.72 | 7.57% |
Kyle P. Smith NewEdge Wealth LLC | 15,974 | $779,046.96 | $897,978.41 | $118,931.45 | 15.27% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 7,114 | $329,274.38 | $399,664.52 | $70,390.14 | 21.38% |