| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 830 | $34,997.66 | $38,586.7 | $3,589.04 | 10.26% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 6,426 | $272,586.17 | $298,262.79 | $25,676.62 | 9.42% |
| RR rosemary richard WCG Wealth Advisors LLC | 45,435 | $2.16M | $2.11M | -$46,288.64 | -2.15% |
Jason E. Archambault SK Wealth Management LLC | 10,092 | $452,323.44 | $467,814.66 | $15,491.22 | 3.42% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 72,614 | $3.45M | $3.38M | -$68,787.9 | -1.99% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 340 | $14,592.8 | $15,833.8 | $1,241 | 8.5% |
Amir Ali Monsefi Aire Advisors LLC | 5,347 | $178,901.29 | $248,902.85 | $70,001.56 | 39.13% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 10,229 | $441,628.93 | $476,006.51 | $34,377.58 | 7.78% |
Michael Byun SageView Advisory Group LLC | 13,300 | $630,607.76 | $615,790 | -$14,817.76 | -2.35% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,745 | $337,593.04 | $360,800.82 | $23,207.78 | 6.87% |
Mariana Coli Dunhill Financial LLC | 1,157 | $49,835.41 | $53,898.84 | $4,063.43 | 8.15% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 5,037 | $180,531.62 | $233,842.72 | $53,311.1 | 29.53% |
| PIL PFG Investments LLC PFG Investments LLC | 33,466 | $1.37M | $1.55M | $176,360.1 | 12.83% |
Courtney Holt Compound Planning, Inc. | 6,070 | $288,203.75 | $281,344.5 | -$6,859.25 | -2.38% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,779 | $174,536.13 | $174,128.38 | -$407.75 | -0.23% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 14,156 | $518,958.96 | $655,352.02 | $136,393.06 | 26.28% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 187 | $7,340.79 | $8,668.38 | $1,327.59 | 18.09% |
CARL LYMANGOOD Petros Family Wealth, LLC | 6,462 | $313,083.74 | $299,546.01 | -$13,537.73 | -4.32% |
Steven D Urban Urban Financial Advisory Corp | 479 | $21,365.95 | $22,204.04 | $838.09 | 3.92% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 1,944 | $79,859 | $90,126.56 | $10,267.56 | 12.86% |