| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 7,666 | $64,777.73 | $71,638.77 | $6,861.04 | 10.59% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 314,308 | $2.74M | $2.93M | $189,963.17 | 6.93% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 25,053 | $217,358.53 | $233,493.96 | $16,135.43 | 7.42% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 989,489 | $8.99M | $9.21M | $225,065.03 | 2.5% |
Joseph Castro Nuveen LLC | 28,582 | $244,090 | $266,098.42 | $22,008.42 | 9.02% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,964 | $27,005 | $27,787.5 | $782.5 | 2.9% |
Michael Byun SageView Advisory Group LLC | 238 | $2,171 | $2,230.06 | $59.06 | 2.72% |
Jim Clark Worth Asset Management LLC | 28,576 | $271,186.24 | $267,757.12 | -$3,429.12 | -1.26% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,556 | $197,163.72 | $219,659.7 | $22,495.98 | 11.41% |
| BG Becki Goebel TCP Asset Management LLC | 22,919 | $198,479 | $215,438.6 | $16,959.6 | 8.54% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 83,679 | $719,112.5 | $780,306.67 | $61,194.17 | 8.51% |
David Bach River Street Advisors LLC | 19,610 | $164,136 | $182,765.2 | $18,629.2 | 11.35% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 1,497 | $12,964.15 | $13,892.16 | $928.01 | 7.16% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,032 | $245,841 | $259,856.64 | $14,015.64 | 5.7% |
| TAL TPG Advisors LLC TPG Advisors LLC | 14,761 | $126,152.92 | $136,686.86 | $10,533.94 | 8.35% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 470 | $4,121.9 | $4,418 | $296.1 | 7.18% |
| RN Ron New Whipplewood Advisors LLC | 113,584 | $980,912.39 | $1.05M | $69,171.69 | 7.05% |
Kevin Painter LeConte Wealth Management LLC | 584,255 | $4.99M | $5.39M | $392,984.29 | 7.87% |