| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BS Barrett Schultz Ashton Thomas Securities LLC | 986 | $14,444.9 | $16,269 | $1,824.1 | 12.63% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 71,621 | $1.06M | $1.18M | $113,288.51 | 10.66% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 21,574 | $845,382.14 | $355,971 | -$489,411.14 | -57.89% |
Daniel L. Lippincott Karpus Management Inc. | 367,821 | $4.79M | $6.07M | $1.27M | 26.58% |
| TPL Todd P. Lowe Parthenon LLC | 32,993 | $1.08B | $544,384.5 | -$1.08B | -99.95% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 5,275 | $192,922.9 | $87,037.5 | -$105,885.4 | -54.88% |
| YA Yinka Akinsola Blue Trust Inc. | 130,907 | $1.86M | $2.16M | $297,795.4 | 15.99% |
Jeff Ameen Spire Wealth Management | 3,450 | $55,279.5 | $56,925 | $1,645.5 | 2.98% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 6,082 | $102,347.92 | $100,353 | -$1,994.92 | -1.95% |
Kyle P. Smith NewEdge Wealth LLC | 7,167 | $105,528.59 | $118,255.5 | $12,726.91 | 12.06% |
Arthur Mallet Regency Capital Management Inc.\DE | 72,425 | $1.17M | $1.2M | $20,387.07 | 1.74% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 28,624 | $479,807.28 | $472,296 | -$7,511.28 | -1.57% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 135,767 | $2.24M | $2.24M | -$844.63 | -0.04% |
Alexander Eichhorn Tanager Wealth Management LLP | 251,946 | $3.45M | $4.16M | $706,813.42 | 20.49% |
Matthew Liebman Amplius Wealth Advisors LLC | 6,680 | $108,282.8 | $110,220 | $1,937.2 | 1.79% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 54 | $894.49 | $891 | -$3.49 | -0.39% |
| DC Dominic Corabi Wedmont Private Capital | 23,010 | $332,523.24 | $379,665 | $47,141.76 | 14.18% |
Candace Cavalier Congress Wealth Management LLC / DE / | 18,019 | $307,404.12 | $297,313.5 | -$10,090.62 | -3.28% |
John Gorlow Cardiff Park Advisors LLC | 41,181 | $531,941.13 | $679,486.5 | $147,545.37 | 27.74% |
| EL Eric Lai Archvest Wealth Advisors Inc. | 2,163 | $35,062.23 | $35,689.5 | $627.27 | 1.79% |