| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 80,040 | $4.46M | $4.49M | $24,808.36 | 0.56% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,342 | $61,900.73 | $75,149.45 | $13,248.72 | 21.4% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 16,197 | $513,153.35 | $870,426.78 | $357,273.43 | 69.62% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 16,347 | $729,948.49 | $916,695.64 | $186,747.15 | 25.58% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 10,055 | $389,132 | $566,423.29 | $177,291.29 | 45.56% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 286,779 | $12.43M | $16.3M | $3.87M | 31.12% |
| RR rosemary richard WCG Wealth Advisors LLC | 634,759 | $27.65M | $36.08M | $8.43M | 30.51% |
| YA Yinka Akinsola Blue Trust Inc. | 167 | $7,585.14 | $8,974.58 | $1,389.44 | 18.32% |
Jeff Ameen Spire Wealth Management | 7,227 | $248,809.43 | $388,378.98 | $139,569.55 | 56.09% |
Daren Blonski Fermata Advisors LLC | 5,697 | $241,603.95 | $306,156.78 | $64,552.83 | 26.72% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 3,923 | $218,785.71 | $210,822.02 | -$7,963.69 | -3.64% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 22,558 | $1.04M | $1.26M | $223,575.47 | 21.6% |
Sima Elimelech Activest Wealth Management | 259 | $11,895.39 | $13,918.66 | $2,023.27 | 17.01% |
Brian Baylis Bell Investment Advisors Inc. | 32,144 | $1.3M | $1.8M | $506,014.58 | 39.03% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 427 | $23,813.79 | $24,053.98 | $240.19 | 1.01% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 124 | $5,632.08 | $6,663.76 | $1,031.68 | 18.32% |
David Spratt Badgley Phelps Wealth Managers LLC | 5,175 | $194,038.5 | $278,104.5 | $84,066 | 43.32% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 4,885 | $272,436.45 | $277,663.4 | $5,226.95 | 1.92% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 3,881 | $123,401.16 | $220,596.04 | $97,194.88 | 78.76% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,720 | $222,829.35 | $307,392.8 | $84,563.45 | 37.95% |