| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 29,472 | $1.02M | $1.07M | $53,358.04 | 5.25% |
| RG Rafael Guijarro City National Bank Of Florida /MSD | 13,003 | $401,533 | $468,888.19 | $67,355.19 | 16.77% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 21,926 | $638,448.97 | $790,651.58 | $152,202.61 | 23.84% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,624 | $104,764.74 | $133,399.44 | $28,634.7 | 27.33% |
| MC Matt Coyne DAVIDSON TRUST Co. | 14,857 | $512,719 | $534,257.72 | $21,538.72 | 4.2% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 15,585 | $555,166.59 | $573,995.55 | $18,828.96 | 3.39% |
Daren Blonski Fermata Advisors LLC | 23,551 | $729,325.1 | $849,249.08 | $119,923.98 | 16.44% |
Ryan Sanford Elevation Capital Advisory LLC | 5,922 | $214,080.3 | $213,547.33 | -$532.97 | -0.25% |
Joseph Castro Nuveen LLC | 56,693 | $1.96M | $2.08M | $128,125.61 | 6.55% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 17,600 | $511,983.7 | $634,656.02 | $122,672.32 | 23.96% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 42,867 | $1.25M | $1.56M | $307,665.46 | 24.63% |
Kimberly Cappellano Private Wealth Asset Management LLC | 482,919 | $16.28M | $17.76M | $1.48M | 9.09% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 5,802 | $200,227 | $209,220.13 | $8,993.13 | 4.49% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 27,722 | $1M | $999,655.35 | -$2,494.95 | -0.25% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 4,615 | $159,263.65 | $169,970.45 | $10,706.8 | 6.72% |
Barry Oliver Capital Performance Advisors LLP | 412,457 | $12.46M | $15.19M | $2.73M | 21.95% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 51,623 | $1.61M | $1.86M | $249,007.81 | 15.44% |
D. Patrick Franklin First International Bank & Trust | 776,930 | $21.69M | $28.02M | $6.33M | 29.17% |
Dan Mohr Retireful LLC | 9,714 | $351,161.1 | $350,286.85 | -$874.25 | -0.25% |
Daniel Ronan Catalyst Financial Partners LLC | 176,949 | $5.67M | $6.38M | $706,151.71 | 12.44% |