| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SA Sheila Asher LAFFER TENGLER INVESTMENTS Inc. | 2,924 | $383,745.76 | $386,874.44 | $3,128.68 | 0.82% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 3,384 | $354,844.86 | $455,892.48 | $101,047.62 | 28.48% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 3,294 | $318,101.58 | $435,829.14 | $117,727.56 | 37.01% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 46,168 | $5.28M | $6.2M | $917,844.71 | 17.38% |
Point72 Asset Management LP Point72 Asset Management LP | 17,219 | $2.13M | $2.31M | $179,827.2 | 8.43% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 11,465 | $874,509.61 | $1.54M | $663,348.16 | 75.85% |
| YA Yinka Akinsola Blue Trust Inc. | 1,172 | $143,468.18 | $155,067.32 | $11,599.14 | 8.08% |
Jeff Ameen Spire Wealth Management | 725 | $83,609.71 | $97,367.5 | $13,757.79 | 16.45% |
John Nowicki LCM Capital Management Inc. | 63,009 | $4.97M | $8.46M | $3.5M | 70.36% |
Kyle P. Smith NewEdge Wealth LLC | 3,562 | $418,592.74 | $478,056.02 | $59,463.28 | 14.21% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 6,150 | $560,079.25 | $821,886 | $261,806.75 | 46.74% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,778 | $696,114.79 | $775,638.72 | $79,523.93 | 11.42% |
Joseph Castro Nuveen LLC | 4,076 | $536,402 | $539,295.56 | $2,893.56 | 0.54% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,148 | $103,836.6 | $154,756.14 | $50,919.54 | 49.04% |
Hannah Tackett Penobscot Wealth Management | 48,290 | $5.02M | $6.48M | $1.47M | 29.24% |
Richard Slavik Newbridge Financial Services Group Inc. | 115 | $11,486.2 | $15,215.65 | $3,729.45 | 32.47% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 925 | $123,478.25 | $124,227.5 | $749.25 | 0.61% |
Andrew Endelman Independent Wealth Network Inc. | 1,682 | $221,351.2 | $226,464.48 | $5,113.28 | 2.31% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 18,344 | $1.91M | $2.45M | $543,116.33 | 28.48% |
Bobby Adusumilli SJS Investment Consulting Inc. | 60 | $5,603.4 | $8,058 | $2,454.6 | 43.81% |