| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,010 | $136,318.36 | $137,199.41 | $881.05 | 0.65% |
| YA Yinka Akinsola Blue Trust Inc. | 1,555 | $69,815.95 | $70,814.7 | $998.75 | 1.43% |
Jeff Ameen Spire Wealth Management | 96 | $4,583.04 | $4,352.64 | -$230.4 | -5.03% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 41,799 | $1.8M | $1.91M | $102,689 | 5.69% |
Matt Hunter Heartland Bank & Trust Co. | 97,349 | $4.33M | $4.43M | $106,110.41 | 2.45% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 66,977 | $2.98M | $3.06M | $78,697.97 | 2.64% |
| SE Sima Elimelech Activest Wealth Management | 2 | $88.9 | $91.44 | $2.54 | 2.86% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 72,782 | $3.43M | $3.33M | -$99,698.51 | -2.91% |
Bobby Adusumilli SJS Investment Consulting Inc. | 10,000 | $403,634.32 | $457,650 | $54,015.68 | 13.38% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,411 | $339,720.24 | $339,090.3 | -$629.94 | -0.19% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 16,866 | $774,674.58 | $771,029.19 | -$3,645.39 | -0.47% |
Lynn A. Jackson Dopkins Wealth Management LLC | 37,734 | $1.54M | $1.72M | $183,684.14 | 11.94% |
| DC Dominic Corabi Wedmont Private Capital | 12,632 | $582,291.4 | $577,092.92 | -$5,198.48 | -0.89% |
| TJL Timothy J. Landolt Endowment Wealth Management Inc. | 29,230 | $1.4M | $1.34M | -$63,424.12 | -4.53% |
Amir Ali Monsefi Aire Advisors LLC | 28,370 | $1.21M | $1.3M | $86,370.35 | 7.13% |
| CC Cortney Cost Kraft Asset Management LLC | 19,163 | $807,528.82 | $876,036.54 | $68,507.72 | 8.48% |
John Gorlow Cardiff Park Advisors LLC | 38,198 | $1.91M | $1.75M | -$168,072.09 | -8.78% |
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 103,135 | $5.04M | $4.71M | -$329,531.86 | -6.54% |
| WTM W. Travis McKinney HB Wealth Management LLC | 6,954 | $318,771.36 | $316,928.55 | -$1,842.81 | -0.58% |
| FCI Family CFO Inc Family CFO Inc | 12,079 | $542,399.27 | $550,440.03 | $8,040.76 | 1.48% |