| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 7,003 | $328,370 | $318,846.59 | -$9,523.41 | -2.9% |
| WGS Wilson G. Saville BARRETT & COMPANY Inc. | 225 | $10,550 | $9,828.16 | -$721.84 | -6.84% |
| JL Jeremiah Ludington Mainstay Capital Management LLC /ADV | 13,720 | $503,249.6 | $624,671.6 | $121,422 | 24.13% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 13,973 | $643,736.11 | $636,470.15 | -$7,265.96 | -1.13% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 6,000 | $276,420 | $265,140 | -$11,280 | -4.08% |
| YA Yinka Akinsola Blue Trust Inc. | 146 | $4,784.42 | $6,647.38 | $1,862.96 | 38.94% |
Eddie Wilcox Rollins Financial Advisors LLC | 7,875 | $369,259 | $351,855 | -$17,404 | -4.71% |
Craig Kurth PCG Wealth Advisors LLC | 8,403 | $387,126.21 | $373,177.23 | -$13,948.98 | -3.6% |
Timothy Carne SFG Wealth Management LLC | 23,249 | $1.07M | $1.06M | -$11,508.26 | -1.07% |
Loyd Stegent Stegent Equity Advisors Inc. | 17,561 | $809,035.27 | $800,342.57 | -$8,692.7 | -1.07% |
| PIL PFG Investments LLC PFG Investments LLC | 10,675 | $500,551 | $483,684.25 | -$16,866.75 | -3.37% |
Andy Warning Resolute Wealth Strategies LLC | 9,999 | $352,432.21 | $448,355.16 | $95,922.95 | 27.22% |
Jae Cho Marex Group plc | 18,790 | $881,063 | $843,201.25 | -$37,861.75 | -4.3% |
Charles Corkery PUREfi Wealth, LLC | 11,962 | $560,900 | $527,883.06 | -$33,016.94 | -5.89% |
David Vollmer PFS Partners, LLC | 5 | $235 | $218.64 | -$16.36 | -6.96% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 435 | $13,585 | $19,805.55 | $6,220.55 | 45.79% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 200 | $6,343 | $9,110 | $2,767 | 43.62% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 79,472 | $3.42M | $3.51M | $92,527.84 | 2.71% |
| DN Daniel Newman Noble Wealth Management PBC | 17 | $617.17 | $740.86 | $123.69 | 20.04% |
| RM Rich Mowrer Brookwood Investment Group LLC | 17,981 | $595,958.64 | $784,690.84 | $188,732.2 | 31.67% |