| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 161,522 | $7.59M | $7.8M | $210,810.33 | 2.78% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 833 | $35,136.83 | $40,442.15 | $5,305.32 | 15.1% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 6,426 | $272,586.17 | $313,074.72 | $40,488.55 | 14.85% |
| RR rosemary richard WCG Wealth Advisors LLC | 59,018 | $2.79M | $2.91M | $121,366.97 | 4.36% |
Jason E. Archambault SK Wealth Management LLC | 7,268 | $325,751.76 | $354,096.96 | $28,345.2 | 8.7% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 140,216 | $6.59M | $6.91M | $319,159.34 | 4.85% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 340 | $14,592.8 | $15,653.6 | $1,060.8 | 7.27% |
Amir Ali Monsefi Aire Advisors LLC | 5,347 | $178,901.29 | $263,339.75 | $84,438.46 | 47.2% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 10,810 | $468,581.52 | $497,692.41 | $29,110.89 | 6.21% |
Michael Byun SageView Advisory Group LLC | 13,300 | $630,607.76 | $641,924.5 | $11,316.74 | 1.79% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,745 | $337,593.04 | $356,579.81 | $18,986.77 | 5.62% |
Rachel Faulk Cape Investment Advisory Inc. | 59 | $2,771 | $2,843.37 | $72.37 | 2.61% |
Mariana Coli Dunhill Financial LLC | 1,157 | $49,835.41 | $55,842.6 | $6,007.19 | 12.05% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 5,219 | $189,077.59 | $240,282.77 | $51,205.18 | 27.08% |
| PIL PFG Investments LLC PFG Investments LLC | 32,673 | $1.34M | $1.5M | $162,052.53 | 12.07% |
Courtney Holt Compound Planning, Inc. | 5,282 | $255,832.66 | $243,183.29 | -$12,649.37 | -4.94% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,805 | $833,197.25 | $819,564.15 | -$13,633.1 | -1.64% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 14,201 | $521,072.16 | $685,411.26 | $164,339.1 | 31.54% |
CARL LYMANGOOD Petros Family Wealth, LLC | 5,481 | $265,554.31 | $252,345.25 | -$13,209.06 | -4.97% |
Steven D Urban Urban Financial Advisory Corp | 479 | $21,365.95 | $22,560.9 | $1,194.95 | 5.59% |