| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 950 | $138,035 | $185,777.25 | $47,742.25 | 34.59% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 609 | $89,178.68 | $118,785.45 | $29,606.77 | 33.2% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 83,703 | $7.35M | $16.32M | $8.97M | 122.14% |
| YA Yinka Akinsola Blue Trust Inc. | 49 | $6,219.95 | $9,561.12 | $3,341.17 | 53.72% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,898 | $303,547.14 | $370,565.52 | $67,018.38 | 22.08% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 1,153 | $192,804.66 | $225,180.9 | $32,376.24 | 16.79% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 159 | $25,428.87 | $31,023.28 | $5,594.41 | 22% |
Candace Cavalier Congress Wealth Management LLC / DE / | 54,256 | $6.49M | $10.6M | $4.11M | 63.41% |
Christopher Pelch Vance Wealth LLC | 1,449 | $177,867.17 | $282,156.52 | $104,289.35 | 58.63% |
Michael Byun SageView Advisory Group LLC | 216 | $34,545 | $42,554.16 | $8,009.16 | 23.18% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,298 | $306,395.11 | $454,291.62 | $147,896.51 | 48.27% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 8,449 | $1.08M | $1.67M | $587,844.89 | 54.31% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 1,199 | $200,496.78 | $237,066.28 | $36,569.5 | 18.24% |
| JW Jacqueline Washburn Vawter Financial Ltd. | 2,061 | $321,248.02 | $407,480.31 | $86,232.29 | 26.84% |
Alexandra Stickelman Root Financial Partners, LLC | 1 | $156 | $197.48 | $41.48 | 26.59% |
Courtney Holt Compound Planning, Inc. | 1,874 | $270,647.86 | $370,077.52 | $99,429.66 | 36.74% |
Christopher C. Powers Farther Finance Advisors, LLC | 807 | $121,474.87 | $158,336.47 | $36,861.6 | 30.35% |
Matthew Wright Disciplina Capital Management LLC | 860 | $137,540 | $169,858.6 | $32,318.6 | 23.5% |
Kevin Orr Centennial Bank/AR/ | 259 | $34,470.25 | $51,178.4 | $16,708.15 | 48.47% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 2,714 | $361,777.06 | $536,897.05 | $175,119.99 | 48.41% |