| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ED Eric Duncan NorthCrest Asset Manangement LLC | 12,917 | $649,801.33 | $636,419.3 | -$13,382.03 | -2.06% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 27,846 | $1.05M | $1.37M | $320,027.46 | 30.45% |
| DC Donie Carlson DMC Group LLC | 6,826 | $343,962.14 | $336,043.98 | -$7,918.16 | -2.3% |
| MAL Mason & Associates LLC Mason & Associates LLC | 388,895 | $13.8M | $19.17M | $5.37M | 38.95% |
Nancy Williamson Helen Stephens Group LLC | 5,293 | $193,502.13 | $260,574.39 | $67,072.26 | 34.66% |
David Spratt Badgley Phelps Wealth Managers LLC | 4,108 | $207,002.12 | $202,236.84 | -$4,765.28 | -2.3% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 272,830 | $10.31M | $13.58M | $3.27M | 31.69% |
Kevin Batstone BayBridge Capital Group LLC | 120,665 | $4.13M | $5.96M | $1.83M | 44.46% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 4,360 | $199,034.09 | $215,100.6 | $16,066.51 | 8.07% |
Bradley W. Clark Paladin Advisory Group LLC | 30,320 | $979,071.47 | $1.49M | $513,582.13 | 52.46% |
Ashish Sharma DGS Capital Management LLC | 5,055 | $204,676.95 | $248,857.65 | $44,180.7 | 21.59% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 4,101 | $206,649.39 | $202,261.32 | -$4,388.07 | -2.12% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 11,177 | $496,370.57 | $553,485.04 | $57,114.47 | 11.51% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 25,541 | $772,013.79 | $1.26M | $485,369.64 | 62.87% |
Brandon Collier Collier Financial | 210,651 | $7.63M | $10.37M | $2.74M | 35.85% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 4,700 | $236,833 | $231,381 | -$5,452 | -2.3% |
Dominic Corabi Wedmont Private Capital | 43,372 | $1.54M | $2.14M | $597,469.47 | 38.75% |
Candace Cavalier Congress Wealth Management LLC / DE / | 177,017 | $6.2M | $8.74M | $2.53M | 40.85% |
Matt Shibata Morling Financial Advisors LLC | 2,801 | $96,018.28 | $137,893.23 | $41,874.95 | 43.61% |
cullen roche Orcam Financial Group | 17,365 | $875,022.35 | $858,442.25 | -$16,580.1 | -1.89% |