| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 2,165 | $31,408.37 | $36,829.68 | $5,421.31 | 17.26% |
| PEP Philip E. Passafiume Protective Life Corp | 404 | $6,997.28 | $6,874.06 | -$123.22 | -1.76% |
| WH William Herlihy RESOURCES MANAGEMENT Corp. /CT/ /ADV | 224 | $3,111.43 | $3,810.55 | $699.12 | 22.47% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 72,943 | $1.12M | $1.24M | $123,361.98 | 11.04% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 86,340 | $1.45M | $1.47M | $16,934.56 | 1.16% |
| JS Jeffrey Schropp POTOMAC FUND MANAGEMENT Inc. /ADV | 1.68M | $29.14M | $28.62M | -$519,228.11 | -1.78% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 14,515 | $192,323.75 | $249,222.55 | $56,898.8 | 29.58% |
David Einhorn Greenlight Capital Re Ltd. | 96,990 | $1.38M | $1.65M | $273,026.65 | 19.8% |
| RR rosemary richard WCG Wealth Advisors LLC | 14,022 | $242,861.04 | $239,004.99 | -$3,856.05 | -1.59% |
| YA Yinka Akinsola Blue Trust Inc. | 6,441 | $87,728.51 | $109,915.66 | $22,187.15 | 25.29% |
Kyle P. Smith NewEdge Wealth LLC | 41,065 | $551,241.41 | $700,774.22 | $149,532.81 | 27.13% |
John Ledford FWG Holdings LLC | 25,224 | $436,879.68 | $430,195.32 | -$6,684.36 | -1.53% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 44,572 | $634,725.78 | $761,289.76 | $126,563.98 | 19.94% |
Kurt Van Dyken Lifeworks Advisors LLC | 203,752 | $2.72M | $3.48M | $758,503.19 | 27.91% |
Kimberly Cappellano Private Wealth Asset Management LLC | 108,265 | $1.48M | $1.85M | $364,117.92 | 24.55% |
| WB William Bromley Innova Wealth Partners | 133,149 | $1.77M | $2.27M | $504,313.89 | 28.49% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 61,238 | $1.06M | $1.04M | -$15,921.72 | -1.5% |
| RCS Ryan Charles Stout Theory Financial LLC | 285,094 | $4.26M | $4.86M | $599,152.4 | 14.06% |
Ashish Sharma DGS Capital Management LLC | 21,409 | $295,400.5 | $366,629.12 | $71,228.62 | 24.11% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 498,704 | $6.61M | $8.55M | $1.94M | 29.4% |