| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 882 | $61,568 | $66,917.34 | $5,349.34 | 8.69% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 3,460 | $269,075 | $262,060.4 | -$7,014.6 | -2.61% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 323 | $22,838.14 | $24,506.01 | $1,667.87 | 7.3% |
| NW Nathan Woodruff Dimension Capital Management LLC | 4,040 | $296,132 | $302,717.2 | $6,585.2 | 2.22% |
| SS Scott Solod Kelly Financial Group LLC | 19,907 | $1.12M | $1.51M | $390,820.37 | 34.91% |
Jeff Ameen Spire Wealth Management | 916 | $45,121.98 | $69,606.84 | $24,484.86 | 54.26% |
Drew Waldron Canvas Wealth Advisors LLC | 2,730 | $207,862.2 | $205,241.4 | -$2,620.8 | -1.26% |
Katie Smith Delos Wealth Advisors LLC | 88 | $5,936.48 | $6,615.84 | $679.36 | 11.44% |
Richard Slavik Newbridge Financial Services Group Inc. | 117 | $8,549.4 | $8,877.96 | $328.56 | 3.84% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 358 | $25,922.78 | $27,204.42 | $1,281.64 | 4.94% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 12 | $879.6 | $896.28 | $16.68 | 1.9% |
Steve Wachs Legacy CG LLC | 402,641 | $27.04M | $30.52M | $3.49M | 12.89% |
Brian Kenney Afg Fiduciary Services Limited Partnership | 21,249 | $1.34M | $1.61M | $265,262.03 | 19.73% |
Caroline Jankowski Operose Advisors LLC | 10 | $761.4 | $749.3 | -$12.1 | -1.59% |
William Jollie Quent Capital LLC | 784 | $59,693.76 | $59,576.16 | -$117.6 | -0.2% |
Edward Lowndes Angeles Wealth Management LLC | 3,308 | $242,476.4 | $247,868.44 | $5,392.04 | 2.22% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,140 | $63,179 | $86,412 | $23,233 | 36.77% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 4,267 | $312,771.1 | $319,726.31 | $6,955.21 | 2.22% |
| BP Brett Pohl Kingdom Financial Group LLC | 144 | $10,547.67 | $10,916.64 | $368.97 | 3.5% |
Amy Ardeel Icon Wealth Advisors LLC | 6,311 | $462,601.09 | $472,883.23 | $10,282.14 | 2.22% |