| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 12,105 | $294,030.25 | $289,672.65 | -$4,357.6 | -1.48% |
Curtis Ellergodt Rothschild Investment LLC | 92 | $1,781 | $2,201.56 | $420.56 | 23.61% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 74,880 | $1.85M | $1.78M | -$60,652.8 | -3.29% |
| RG Rafael Guijarro City National Bank Of Florida /MSD | 38,696 | $953,469.44 | $925,995.28 | -$27,474.16 | -2.88% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 12,637 | $313,271.66 | $311,754.79 | -$1,516.87 | -0.48% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 815 | $19,796.35 | $20,106.05 | $309.7 | 1.56% |
| PL Patrick Lannon VALLEY FORGE INVESTMENT CONSULTANTS Inc. ADV | 9,560 | $232,212.4 | $227,814.8 | -$4,397.6 | -1.89% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 8,565 | $167,274.45 | $204,103.95 | $36,829.5 | 22.02% |
| AH Andrew Heistad Mason Street Advisors LLC | 540,495 | $11.97M | $13.33M | $1.36M | 11.39% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 24,557 | $547,139.99 | $587,649.01 | $40,509.02 | 7.4% |
| YA Yinka Akinsola Blue Trust Inc. | 303,239 | $6.67M | $7.26M | $584,645.89 | 8.76% |
Kyle P. Smith NewEdge Wealth LLC | 53,048 | $1.15M | $1.26M | $115,571.31 | 10.06% |
John Mezzasalma Mezzasalma Advisors LLC | 24,100 | $585,389 | $574,303 | -$11,086 | -1.89% |
Andrew Endelman Independent Wealth Network Inc. | 12,624 | $306,767.86 | $302,092.32 | -$4,675.54 | -1.52% |
Jonathan Davison Austin Asset Management Co. Inc. | 29,020 | $589,420.36 | $694,448.6 | $105,028.24 | 17.82% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,798 | $67,931.07 | $66,956.14 | -$974.93 | -1.44% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 12,067 | $235,673.8 | $296,244.85 | $60,571.05 | 25.7% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 75 | $1,557.75 | $1,794.75 | $237 | 15.21% |
Bill McVay Red Tortoise LLC | 7,561 | $152,740.49 | $180,934.73 | $28,194.24 | 18.46% |
Randy D. Kurtz Upper Left Wealth Management LLC | 355,096 | $7.47M | $8.5M | $1.02M | 13.69% |