| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 3,604 | $120,986.28 | $139,979.36 | $18,993.08 | 15.7% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 121,112 | $4.5M | $4.71M | $208,312.39 | 4.63% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 87,186 | $2.92M | $3.38M | $461,757.55 | 15.82% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 90,899 | $3.05M | $3.53M | $479,613.08 | 15.75% |
| RR rosemary richard WCG Wealth Advisors LLC | 13,488 | $497,167.68 | $522,794.88 | $25,627.2 | 5.15% |
Kyle P. Smith NewEdge Wealth LLC | 23,714 | $839,712.74 | $919,273.21 | $79,560.47 | 9.47% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 247,451 | $8.02M | $9.62M | $1.6M | 19.91% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 15,700 | $578,702 | $609,003 | $30,301 | 5.24% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 57,575 | $2.04M | $2.24M | $198,345.87 | 9.73% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 40,124 | $1.48M | $1.56M | $79,445.52 | 5.37% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 17,608 | $589,086.37 | $684,511 | $95,424.63 | 16.2% |
Jonathan Yarger Yarger Wealth Strategies LLC | 9,015 | $283,048.73 | $345,995.7 | $62,946.97 | 22.24% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 18,328 | $497,016.44 | $703,428.64 | $206,412.2 | 41.53% |
Ana-Maria Ignat Covestor Ltd | 194 | $6,869.54 | $7,518.47 | $648.93 | 9.45% |
Brian Kellett Kellett Wealth Advisors LLC | 52,372 | $1.67M | $2.04M | $365,680.87 | 21.9% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 10,112 | $317,415.68 | $392,446.72 | $75,031.04 | 23.64% |
Michael Byun SageView Advisory Group LLC | 1,217 | $44,859 | $47,207.43 | $2,348.43 | 5.24% |
Jason Matthews Kfg Wealth Management LLC | 10,795 | $382,251 | $418,360.22 | $36,109.22 | 9.45% |
Allison Brooke Blake WorthPointe LLC | 81,620 | $2.91M | $3.17M | $252,826.9 | 8.68% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 5,918 | $181,150.32 | $229,943.89 | $48,793.57 | 26.94% |