| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 7,003 | $328,370 | $317,516.02 | -$10,853.98 | -3.31% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 13,973 | $643,736.11 | $652,259.64 | $8,523.53 | 1.32% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 6,000 | $276,420 | $253,740 | -$22,680 | -8.2% |
| YA Yinka Akinsola Blue Trust Inc. | 146 | $4,784.42 | $6,174.34 | $1,389.92 | 29.05% |
Timothy Carne SFG Wealth Management LLC | 23,249 | $1.07M | $983,200.21 | -$87,881.22 | -8.2% |
Loyd Stegent Stegent Equity Advisors Inc. | 43,631 | $2.01M | $1.85M | -$164,925.18 | -8.2% |
| PIL PFG Investments LLC PFG Investments LLC | 10,675 | $500,551 | $451,445.75 | -$49,105.25 | -9.81% |
Andy Warning Resolute Wealth Strategies LLC | 9,999 | $352,432.21 | $462,553.74 | $110,121.53 | 31.25% |
Jae Cho Marex Group plc | 18,790 | $881,063 | $877,117.2 | -$3,945.8 | -0.45% |
Charles Corkery PUREfi Wealth, LLC | 11,962 | $560,900 | $505,872.98 | -$55,027.02 | -9.81% |
David Vollmer PFS Partners, LLC | 5 | $235 | $211.45 | -$23.55 | -10.02% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 435 | $13,585 | $20,123.1 | $6,538.1 | 48.13% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 200 | $6,343 | $8,458 | $2,115 | 33.34% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 79,472 | $3.42M | $3.6M | $185,907.44 | 5.44% |
| DN Daniel Newman Noble Wealth Management PBC | 17 | $617.17 | $718.93 | $101.76 | 16.49% |
| RM Rich Mowrer Brookwood Investment Group LLC | 17,981 | $595,958.64 | $760,416.49 | $164,457.85 | 27.6% |