| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 585 | $67,070.75 | $78,202.8 | $11,132.05 | 16.6% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 369,927 | $56.13M | $50.45M | -$5.67M | -10.11% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,281 | $140,892.4 | $174,715.59 | $33,823.19 | 24.01% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 13,077 | $1.47M | $1.75M | $289,650.77 | 19.77% |
| NA Nizar Araji National Bank Of Canada /FI/ | 2,485 | $218,151.75 | $339,522.07 | $121,370.32 | 55.64% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 207 | $24,436.35 | $27,720.4 | $3,284.05 | 13.44% |
| SS Scott Solod Kelly Financial Group LLC | 10,827 | $1.17M | $1.48M | $311,980.31 | 26.78% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 8,655 | $556,441.63 | $1.18M | $626,078.9 | 112.51% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 20,103 | $2.34M | $2.75M | $410,212.91 | 17.56% |
Jeff Ameen Spire Wealth Management | 5,284 | $608,630.08 | $721,945.52 | $113,315.44 | 18.62% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 3,181 | $288,780.72 | $431,295.88 | $142,515.16 | 49.35% |
Rick Hurley Heirloom Wealth Management | 10,991 | $1.33M | $1.48M | $154,808.23 | 11.67% |
Matt Shibata Morling Financial Advisors LLC | 2,933 | $289,721.74 | $401,219.73 | $111,497.99 | 38.48% |
Penny A. Phillips Journey Strategic Wealth LLC | 3,349 | $316,524.01 | $448,481.33 | $131,957.32 | 41.69% |
Caroline Jankowski Operose Advisors LLC | 377 | $44,325.48 | $50,499.15 | $6,173.67 | 13.93% |
Bill McVay Red Tortoise LLC | 245 | $26,604.55 | $32,841.02 | $6,236.47 | 23.44% |
W. Travis McKinney HB Wealth Management LLC | 9,187 | $945,743.05 | $1.26M | $309,463.9 | 32.72% |
Missy Straw Nilsine Partners LLC | 8,265 | $1.25M | $1.11M | -$145,380.9 | -11.59% |
Michael Topley Lansing Street Advisors | 1,355 | $203,046.76 | $183,961.57 | -$19,085.19 | -9.4% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 130 | $15,132 | $17,413.5 | $2,281.5 | 15.08% |