| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 7,643 | $342,782 | $353,335.89 | $10,553.89 | 3.08% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,142 | $142,238.56 | $143,010.96 | $772.4 | 0.54% |
| NA Nizar Araji National Bank Of Canada /FI/ | 10,228 | $422,676.32 | $472,840.44 | $50,164.12 | 11.87% |
| MWH Michael W. Hazelwood ARVEST INVESTMENTS Inc. | 204,883 | $8.59M | $9.43M | $845,748.99 | 9.85% |
| MN Marcia Nakamura Fairview Capital Investment Management LLC | 152,061 | $6.79M | $6.92M | $122,477.23 | 1.8% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 17,930 | $803,422.81 | $815,635.7 | $12,212.89 | 1.52% |
| YA Yinka Akinsola Blue Trust Inc. | 1,555 | $69,815.95 | $71,576.65 | $1,760.7 | 2.52% |
Jeff Ameen Spire Wealth Management | 96 | $4,583.04 | $4,418.88 | -$164.16 | -3.58% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 41,799 | $1.8M | $1.92M | $119,617.56 | 6.63% |
Matt Hunter Heartland Bank & Trust Co. | 104,657 | $4.65M | $4.79M | $135,224.04 | 2.9% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 62,866 | $2.79M | $2.89M | $91,155.7 | 3.26% |
Joseph Castro Nuveen LLC | 8,811 | $395,174 | $401,040.59 | $5,866.59 | 1.48% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 69,091 | $3.23M | $3.18M | -$47,903.44 | -1.48% |
Bobby Adusumilli SJS Investment Consulting Inc. | 10,000 | $403,634.32 | $460,299.99 | $56,665.67 | 14.04% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 16,866 | $774,674.58 | $776,341.96 | $1,667.38 | 0.22% |
Lynn A. Jackson Dopkins Wealth Management LLC | 37,734 | $1.54M | $1.74M | $198,023.02 | 12.87% |
Dominic Corabi Wedmont Private Capital | 12,632 | $582,291.4 | $581,450.95 | -$840.45 | -0.14% |
Timothy J. Landolt Endowment Wealth Management Inc. | 30,184 | $1.44M | $1.39M | -$58,476.37 | -4.05% |
Amir Ali Monsefi Aire Advisors LLC | 27,000 | $1.15M | $1.23M | $76,014.1 | 6.6% |
| CC Cortney Cost Kraft Asset Management LLC | 19,163 | $807,528.82 | $882,072.87 | $74,544.05 | 9.23% |