| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 447,763 | $17.73M | $18.48M | $749,706.65 | 4.23% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,873 | $190,680.49 | $201,027.82 | $10,347.33 | 5.43% |
| RR rosemary richard WCG Wealth Advisors LLC | 11,873 | $482,306.99 | $489,701.88 | $7,394.89 | 1.53% |
Jeff Ameen Spire Wealth Management | 449 | $17,945.5 | $18,516.76 | $571.26 | 3.18% |
Jessica Clark Caerus Investment Advisors LLC | 268,687 | $10.75M | $11.08M | $336,968.1 | 3.14% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8,477 | $344,383.01 | $349,803.4 | $5,420.39 | 1.57% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 132,201 | $5.34M | $5.46M | $115,063.92 | 2.15% |
Kimberly Cappellano Private Wealth Asset Management LLC | 200 | $7,852 | $8,255 | $403 | 5.13% |
| AB Andrew Blass Atlantic Private Wealth LLC | 20,278 | $827,403.82 | $836,974.45 | $9,570.63 | 1.16% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 10,655 | $432,912.65 | $439,891.67 | $6,979.02 | 1.61% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 46,371 | $1.85M | $1.91M | $65,453.88 | 3.54% |
Brandon Collier Collier Financial | 3,112 | $122,025.25 | $128,478.92 | $6,453.67 | 5.29% |
Bridget Fagerholt MAS Advisors LLC | 17,003 | $727,673.91 | $702,138.88 | -$25,535.03 | -3.51% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 300 | $11,847 | $12,381 | $534 | 4.51% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 10,776 | $423,944.33 | $444,779.4 | $20,835.07 | 4.91% |
| EM Erin Mccann Simplicity Wealth LLC | 16,574 | $650,695.24 | $684,091.85 | $33,396.61 | 5.13% |
Michael Byun SageView Advisory Group LLC | 4,372 | $177,634 | $180,498.02 | $2,864.02 | 1.61% |
Daniel Bennett APS Management Group Inc. | 31,305 | $1.23M | $1.29M | $60,243.04 | 4.89% |
Amanda Hawley Atria Wealth Solutions Inc. | 52,037 | $2.08M | $2.15M | $70,115.72 | 3.37% |
| LV Leah Vaden Redwood Financial Network Corp. | 15,177 | $607,387.66 | $626,885.98 | $19,498.32 | 3.21% |