| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 5,982 | $475,329.72 | $436,805.62 | -$38,524.1 | -8.1% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 28,320 | $2.07M | $2.04M | -$28,032.8 | -1.35% |
| JM John Musgrave CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 36,400 | $1.54M | $2.65M | $1.11M | 72.33% |
Chilton Investment Chilton Investment Co Inc. | 4,533 | $298,906.03 | $330,455.7 | $31,549.67 | 10.56% |
| YA Yinka Akinsola Blue Trust Inc. | 25,055 | $1.77M | $1.83M | $60,834.76 | 3.44% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,058 | $230,389.72 | $219,747.88 | -$10,641.84 | -4.62% |
Joseph Castro Nuveen LLC | 18,977 | $1.39M | $1.38M | -$8,160.71 | -0.59% |
Ashish Sharma DGS Capital Management LLC | 8,582 | $613,415.19 | $626,657.61 | $13,242.42 | 2.16% |
| AS Audrey Soza Custos Family Office LLC | 5,564 | $399,550.84 | $403,056.16 | $3,505.32 | 0.88% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,078 | $205,241.04 | $224,755.55 | $19,514.51 | 9.51% |
Mark Mowrey Signature Resources Capital Management LLC | 600 | $38,886 | $43,812 | $4,926 | 12.67% |
Bree Pate Olisti Co. Wealth LLC | 427 | $29,279 | $31,179.54 | $1,900.54 | 6.49% |
Kelly Christopher Significant Wealth Partners LLC | 26,624 | $2M | $1.94M | -$51,986.4 | -2.6% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 4,211 | $289,076 | $307,487.21 | $18,411.21 | 6.37% |
Christopher C. Powers Farther Finance Advisors, LLC | 912 | $63,085.88 | $66,594.24 | $3,508.36 | 5.56% |
Kevin Bresler TD Waterhouse Canada Inc. | 1 | $73 | $73.02 | $0.02 | 0.03% |
Courtney Haddad Concurrent Investment Advisors, LLC | 23,481 | $1.45M | $1.71M | $264,144.2 | 18.21% |
Teresa Douberly Burford Brothers, Inc. | 10,000 | $676,920.86 | $730,199.97 | $53,279.11 | 7.87% |
Owen McCabe Tyche Wealth Partners LLC | 5,269 | $361,356.09 | $378,630.34 | $17,274.25 | 4.78% |
Neil Greenspan Fielder Capital Group LLC | 8,497 | $576,621.35 | $610,594.42 | $33,973.07 | 5.89% |