| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,386 | $127,218.11 | $148,645.4 | $21,427.29 | 16.84% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 9,049 | $268,824.61 | $396,979.63 | $128,155.02 | 47.67% |
| RR rosemary richard WCG Wealth Advisors LLC | 57,350 | $2.16M | $2.52M | $353,093.55 | 16.33% |
Lindsey Seagraves Carson Advisory Inc. | 18,070 | $513,730.1 | $795,080 | $281,349.9 | 54.77% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 19,134 | $610,637.13 | $841,513.32 | $230,876.19 | 37.81% |
| RM Russell Mohberg Regatta Capital Group LLC | 34,510 | $1.05M | $1.51M | $463,097.9 | 44.03% |
Michael Byun SageView Advisory Group LLC | 16,000 | $563,395 | $708,560 | $145,165 | 25.77% |
| RR Rosemarie Ranzie Stage Harbor Financial LLC | 5,755 | $183,723.49 | $255,119.15 | $71,395.66 | 38.86% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 6,652 | $257,466.84 | $295,548.36 | $38,081.52 | 14.79% |
| PIL PFG Investments LLC PFG Investments LLC | 11,632 | $450,971 | $515,879.2 | $64,908.2 | 14.39% |
Brett Pohl Invera Wealth Advisors, LLC | 58,153 | $1.84M | $2.58M | $735,970.61 | 39.92% |
Jorge Paganin Abacus Wealth Partners, LLC | 1.01M | $32.69M | $44.91M | $12.22M | 37.38% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,668 | $171,340.53 | $206,559 | $35,218.47 | 20.55% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 26,704 | $759,194.72 | $1.19M | $426,062.32 | 56.12% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 224 | $7,588.67 | $9,948.96 | $2,360.29 | 31.1% |
Steven D Urban Urban Financial Advisory Corp | 514 | $18,940.33 | $22,829.31 | $3,888.98 | 20.53% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 370 | $11,670 | $16,446.5 | $4,776.5 | 40.93% |
Alan Gilmore Private Wealth Management Group, LLC | 10,727 | $352,809.5 | $475,581.54 | $122,772.04 | 34.8% |
Bray Creech Joel Adams & Associates, Inc. | 5,427 | $195,643.18 | $240,931.66 | $45,288.48 | 23.15% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 2,598 | $100,723 | $115,390.17 | $14,667.17 | 14.56% |