| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 22,010 | $854,007.04 | $1.12M | $267,182.36 | 31.29% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 8,978 | $362,254.04 | $459,538.93 | $97,284.89 | 26.86% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 5,305 | $177,038.33 | $270,767.2 | $93,728.87 | 52.94% |
| SN SueAnn Niehaus West Bancorporation Inc | 7,986 | $352,182.6 | $406,806.84 | $54,624.24 | 15.51% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 16,359 | $646,732.44 | $832,918.48 | $186,186.04 | 28.79% |
| RR rosemary richard WCG Wealth Advisors LLC | 222,001 | $9.75M | $11.3M | $1.55M | 15.92% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 4,804 | $190,321.59 | $244,595.66 | $54,274.07 | 28.52% |
Carrie Delgott Wescott Financial Advisory Group LLC | 51,511 | $2.05M | $2.62M | $573,563.06 | 27.99% |
Jason E. Archambault SK Wealth Management LLC | 14,704 | $620,061.96 | $748,654.16 | $128,592.2 | 20.74% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 50,553 | $2.12M | $2.58M | $458,960.61 | 21.64% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 45,625 | $1.83M | $2.33M | $502,573.78 | 27.44% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 83,680 | $3.74M | $4.28M | $541,409.6 | 14.49% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 334 | $13,891.06 | $17,085.77 | $3,194.71 | 23% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 4,775 | $213,204 | $244,098 | $30,894 | 14.49% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 19,435 | $769,232.01 | $993,517.2 | $224,285.19 | 29.16% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 20,220 | $773,774.87 | $1.03M | $259,871.53 | 33.58% |
| MO Michael O'Connor Capasso Planning Partners LLC | 8,818 | $339,977.36 | $448,659.84 | $108,682.48 | 31.97% |
Michael Byun SageView Advisory Group LLC | 41,011 | $1.76M | $2.1M | $346,974.65 | 19.75% |
Christopher Warner WARNER FINANCIAL Inc. | 4,748 | $247,465.76 | $243,596.14 | -$3,869.62 | -1.56% |
Benjamin Cauley Carr Financial Group Corp. | 10,219 | $425,360.03 | $526,687.26 | $101,327.23 | 23.82% |