| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 15 | $1,735.35 | $1,632.97 | -$102.38 | -5.9% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 16,313 | $1.89M | $1.8M | -$88,449.49 | -4.69% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 921 | $65,427.87 | $101,098.17 | $35,670.3 | 54.52% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 71,545 | $5.28M | $7.89M | $2.61M | 49.53% |
| NA Nizar Araji National Bank Of Canada /FI/ | 13,275 | $1.52M | $1.46M | -$58,420.35 | -3.84% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 21,574 | $1.33M | $2.37M | $1.04M | 78.5% |
Daniel L. Lippincott Karpus Management Inc. | 337,048 | $24.02M | $37.16M | $13.14M | 54.69% |
| DA Denise Anderson Greenwood Gearhart Inc | 287,920 | $33.31M | $31.75M | -$1.56M | -4.68% |
| TPL Todd P. Lowe Parthenon LLC | 31,229 | $1.86M | $3.45M | $1.59M | 85.5% |
| TG Tatiana Grecco Itau Unibanco Holding S.A. | 9,329 | $1.08M | $1.02M | -$56,253.86 | -5.21% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 7,013 | $514,330.44 | $773,323.51 | $258,993.07 | 50.36% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 5,275 | $253,224.51 | $579,036.75 | $325,812.24 | 128.67% |
| YA Yinka Akinsola Blue Trust Inc. | 125,233 | $8.99M | $13.81M | $4.82M | 53.65% |
Jeff Ameen Spire Wealth Management | 3,415 | $299,159.95 | $376,572.05 | $77,412.1 | 25.88% |
Donna Rittershausen Koss-Olinger Consulting LLC | 4,702 | $400,508.76 | $520,064.71 | $119,555.95 | 29.85% |
Kyle P. Smith NewEdge Wealth LLC | 7,167 | $522,345.16 | $787,259.11 | $264,913.95 | 50.72% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 27,197 | $2.4M | $2.99M | $585,993.34 | 24.38% |
Joseph Castro Nuveen LLC | 1,751 | $202,574 | $193,082.77 | -$9,491.23 | -4.69% |
Brian Baylis Bell Investment Advisors Inc. | 114 | $11,141.22 | $12,570.78 | $1,429.56 | 12.83% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 85,921 | $7.02M | $9.47M | $2.46M | 35.03% |