| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 12,118 | $1.52M | $1.86M | $343,234.07 | 22.65% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 171 | $24,289 | $26,225.41 | $1,936.41 | 7.97% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 6,152 | $787,890.54 | $943,501.48 | $155,610.94 | 19.75% |
| CE Curtis Ellergodt Rothschild Investment LLC | 1,624 | $205,682.13 | $249,064.76 | $43,382.63 | 21.09% |
| WH William Herlihy RESOURCES MANAGEMENT Corp. /CT/ /ADV | 900 | $125,244 | $138,028.5 | $12,784.5 | 10.21% |
Woodard & Co Asset Management Woodard & Co Asset Management Group Inc. | 1,525 | $164,044.25 | $233,881.62 | $69,837.37 | 42.57% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 27,986 | $3.85M | $4.28M | $432,003.94 | 11.22% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 62,974 | $6.3M | $9.66M | $3.36M | 53.31% |
| ME Matthew Ellis Planning Directions Inc | 17,873 | $2.14M | $2.74M | $604,584.1 | 28.3% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 1,621 | $220,860.46 | $248,604.66 | $27,744.2 | 12.56% |
| JW Jamie Wilson CAPITAL ADVISORS Inc./OK | 9,188 | $1.13M | $1.41M | $274,426.31 | 24.25% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 65,729 | $8.47M | $10.02M | $1.55M | 18.32% |
Texas Capital Bancshares Inc. Texas Capital Bancshares Inc. | 165 | $23,108 | $25,243.35 | $2,135.35 | 9.24% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 6,967 | $825,078.04 | $1.07M | $241,151.64 | 29.23% |
| SN SueAnn Niehaus West Bancorporation Inc | 2,685 | $310,662.02 | $410,778.15 | $100,116.13 | 32.23% |
SkyOak Wealth SkyOak Wealth LLC | 3,308 | $424,253.14 | $506,157.08 | $81,903.94 | 19.31% |
| RR rosemary richard WCG Wealth Advisors LLC | 13,162 | $1.84M | $2.01M | $170,421.92 | 9.24% |
| YA Yinka Akinsola Blue Trust Inc. | 4,725 | $623,573.67 | $723,704.62 | $100,130.95 | 16.06% |
Jeff Ameen Spire Wealth Management | 14,038 | $1.73M | $2.15M | $423,270.88 | 24.54% |
Daren Blonski Fermata Advisors LLC | 1,399 | $204,207.5 | $214,305.81 | $10,098.31 | 4.95% |