| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 126,165 | $15.79M | $14.8M | -$992,588.5 | -6.28% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 692 | $69,670.09 | $80,880.96 | $11,210.87 | 16.09% |
| JW Jamie Wilson CAPITAL ADVISORS Inc./OK | 150,795 | $14.76M | $17.65M | $2.89M | 19.58% |
| WJF William J. Fennie III FIDELITY D & D BAN Corp. Inc. | 2,154 | $184,318.12 | $252,104.16 | $67,786.04 | 36.78% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 2,359 | $202,257.05 | $275,719.92 | $73,462.87 | 36.32% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 3,130 | $439,514.6 | $365,537.05 | -$73,977.55 | -16.83% |
Daniel Russell Naviter Wealth LLC | 12,814 | $1.2M | $1.5M | $300,552.37 | 25.13% |
Jeff Ameen Spire Wealth Management | 19,765 | $1.65M | $2.3M | $644,150.87 | 38.95% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 11,772 | $1.12M | $1.38M | $260,273.94 | 23.32% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 23,587 | $1.97M | $2.76M | $791,456.46 | 40.25% |
Bobby Adusumilli SJS Investment Consulting Inc. | 343 | $33,531.68 | $40,120.71 | $6,589.03 | 19.65% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 324 | $29,959.65 | $37,896.66 | $7,937.01 | 26.49% |
Candace Cavalier Congress Wealth Management LLC / DE / | 3,834 | $328,075.38 | $448,520.49 | $120,445.11 | 36.71% |
| JG Jaclyn Gilbert SAXON INTERESTS Inc. | 32,482 | $2.89M | $3.8M | $905,158.15 | 31.27% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 87,681 | $14.85M | $10.26M | -$4.59M | -30.91% |
Jason Whitby Stone Summit Wealth LLC | 3,692 | $528,273.24 | $431,834.78 | -$96,438.46 | -18.26% |
Clint Dunn Beaird Harris Wealth Management LLC | 4,122 | $381,685.68 | $482,026.68 | $100,341 | 26.29% |
Kathryn Brown Morton Brown Family Wealth LLC | 28 | $2,478 | $3,274.32 | $796.32 | 32.14% |
John Gorlow Cardiff Park Advisors LLC | 141 | $11,856.47 | $16,488.54 | $4,632.07 | 39.07% |
| WTM W. Travis McKinney HB Wealth Management LLC | 8,666 | $760,593.62 | $1.03M | $264,767.5 | 34.81% |