| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NA Nelson Arrington V. M. MANNING & CO. Inc. | 13,588 | $166,317.12 | $243,021.38 | $76,704.26 | 46.12% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 194,725 | $2.72M | $3.6M | $875,323.88 | 32.18% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 81,940 | $558,054.16 | $1.5M | $943,086.64 | 169% |
| YA Yinka Akinsola Blue Trust Inc. | 5,451 | $127,946.3 | $99,344.47 | -$28,601.83 | -22.35% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 80,179 | $574,765.73 | $1.47M | $894,113.55 | 155.56% |
Jeff Ameen Spire Wealth Management | 5,887 | $139,227.55 | $110,969.95 | -$28,257.6 | -20.3% |
Kyle P. Smith NewEdge Wealth LLC | 211,665 | $1.9M | $3.86M | $1.96M | 103.03% |
Mack, Connie Clarity Financial LLC | 15,548 | $139,815.74 | $283,051.34 | $143,235.6 | 102.45% |
Arthur Mallet Regency Capital Management Inc.\DE | 224,780 | $2.71M | $4.09M | $1.38M | 50.82% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 29,422 | $717,602.58 | $538,569.71 | -$179,032.87 | -24.95% |
| SE Sima Elimelech Activest Wealth Management | 7,046 | $171,851.94 | $130,562.38 | -$41,289.56 | -24.03% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 20,600 | $199,781 | $381,718 | $181,937 | 91.07% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 58,008 | $711,484.69 | $1.06M | $349,481.63 | 49.12% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 25,182 | $260,485.3 | $464,481.99 | $203,996.69 | 78.31% |
Armand Doucette Surience Private Wealth LLC | 36,928 | $890,119.3 | $687,599.36 | -$202,519.94 | -22.75% |
| DL David Lemanski Channing Global Advisors LLC | 51 | $591.6 | $949.62 | $358.02 | 60.52% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 130,751 | $1.73M | $2.43M | $706,721.92 | 40.95% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 114,126 | $1.01M | $2.13M | $1.12M | 111.32% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 17,405 | $218,279.31 | $322,775.72 | $104,496.41 | 47.87% |
| WTH William T. Hedges Hedges Asset Management LLC | 12,000 | $96,240 | $223,260 | $127,020 | 131.98% |