| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 91,208 | $8.09M | $8.02M | -$67,530.72 | -0.84% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 15,975 | $1.03M | $1.4M | $375,178.03 | 36.45% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 3,165 | $234,620.55 | $272,648.92 | $38,028.37 | 16.21% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 6,206 | $443,527.02 | $531,264.63 | $87,737.61 | 19.78% |
| AEK A. Eric Kauders, Jr. Old Point Trust & Financial Services N A | 452 | $35,044 | $39,735.32 | $4,691.32 | 13.39% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 270,924 | $18.52M | $23.79M | $5.28M | 28.49% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 12,472 | $877,552.4 | $1.1M | $217,738.64 | 24.81% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,589 | $265,305.24 | $313,409.42 | $48,104.18 | 18.13% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,046 | $479,999.97 | $530,959.72 | $50,959.75 | 10.62% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 619 | $45,751.07 | $54,416.29 | $8,665.22 | 18.94% |
Loyd Stegent Stegent Equity Advisors Inc. | 3,197 | $219,569.96 | $281,080.24 | $61,510.28 | 28.01% |
Kathleen Thornhill Confluence Wealth Services Inc. | 9,544 | $704,772.56 | $819,638.72 | $114,866.16 | 16.3% |
| YH Yanjuan Huang Vienna Asset Management LLC | 41,564 | $2.98M | $3.63M | $655,103.04 | 22% |
Amanda Hawley Atria Wealth Solutions Inc. | 107,640 | $7.06M | $9.45M | $2.39M | 33.8% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,509 | $222,414 | $215,360.01 | -$7,053.99 | -3.17% |
Jessica Thayer Unique Wealth LLC | 12,913 | $1.09M | $1.12M | $26,914.08 | 2.47% |
Scott Register Register Financial Advisors LLC | 879 | $62,443.52 | $75,721.45 | $13,277.93 | 21.26% |
Moises Valladares Insigneo Advisory Services LLC | 4,261 | $298,278.89 | $364,187.67 | $65,908.78 | 22.1% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,129 | $95,259.45 | $99,250.39 | $3,990.94 | 4.19% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 2,858 | $253,362 | $249,374.79 | -$3,987.21 | -1.57% |