| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 1,396 | $146,119 | $169,781.52 | $23,662.52 | 16.19% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 182,053 | $22.26M | $22.14M | -$121,964.13 | -0.55% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 10,989 | $1.24M | $1.34M | $98,298.62 | 7.94% |
| BS Benjamin Schmitt Finward Bancorp | 19,434 | $2.04M | $2.36M | $327,163.95 | 16.07% |
| NA Nizar Araji National Bank Of Canada /FI/ | 830 | $86,567.61 | $102,521.6 | $15,953.99 | 18.43% |
| BD Brian Durkin Gries Financial LLC | 2,141 | $213,843.45 | $260,388.42 | $46,544.97 | 21.77% |
| KRW Kevin R. Worthley WEALTH MANAGEMENT RESOURCES Inc. | 10,387 | $1.06M | $1.27M | $212,744.18 | 20.05% |
| CGP Corey G. Prestidge Hilltop Holdings Inc. | 18,370 | $1.74M | $2.26M | $518,969.49 | 29.86% |
| CSF Cathy S. Freeman Cadence Bank | 2,281 | $239,231.28 | $277,415.22 | $38,183.94 | 15.96% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 112,584 | $10.23M | $13.91M | $3.68M | 35.94% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 26,392 | $2.34M | $3.26M | $917,361.52 | 39.16% |
| CAL CSM Advisors LLC CSM Advisors LLC | 13,500 | $1.34M | $1.66M | $314,021.5 | 23.35% |
| TCL Therese C.D. Linden Bank of New Hampshire | 4,745 | $471,072.55 | $581,499.75 | $110,427.2 | 23.44% |
Ryan Sanford Elevation Capital Advisory LLC | 80,162 | $9.36M | $9.87M | $507,587.67 | 5.42% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 649 | $59,142.34 | $79,534.95 | $20,392.61 | 34.48% |
Sima Elimelech Activest Wealth Management | 108 | $11,622.96 | $13,134.96 | $1,512 | 13.01% |
Larry Herold Herold Advisors Inc. | 2,071 | $192,525.16 | $255,447.49 | $62,922.33 | 32.68% |
Andrew J. Whalen Whalen Wealth Management Inc. | 9,136 | $985,790.65 | $1.13M | $146,342.47 | 14.85% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 4,140 | $506,280.6 | $511,579.8 | $5,299.2 | 1.05% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 107 | $11,394.43 | $13,013.34 | $1,618.91 | 14.21% |