| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,799 | $53,664.58 | $54,660.61 | $996.03 | 1.86% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 16,169 | $152,797 | $184,164.91 | $31,367.91 | 20.53% |
Jeff Ameen Spire Wealth Management | 1,563 | $16,705.92 | $17,802.57 | $1,096.65 | 6.56% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 848 | $7,615.04 | $9,658.72 | $2,043.68 | 26.84% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 661,046 | $6.42M | $7.53M | $1.11M | 17.37% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 24,019 | $244,289.4 | $273,576.41 | $29,287.01 | 11.99% |
Marc H. Stone Tyler-Stone Wealth Management | 33,944 | $320,716.5 | $386,622.16 | $65,905.66 | 20.55% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 36,687 | $352,929.69 | $417,864.93 | $64,935.24 | 18.4% |
Alexandra Stickelman Root Financial Partners, LLC | 334 | $4,025 | $3,804.26 | -$220.74 | -5.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 82,824 | $801,571.37 | $943,365.36 | $141,793.99 | 17.69% |
Joshua Stipcich Tidemark, LLC | 64 | $771 | $728.96 | -$42.04 | -5.45% |
Ashley Meredith Abel Hall, LLC | 48,000 | $443,640 | $546,720 | $103,080 | 23.24% |
Teresa Coleman Creekside Partners | 14,882 | $138,323.22 | $169,505.98 | $31,182.76 | 22.54% |
| TKP Tallon Kerry Patrick Tallon Kerry Patrick | 13,825 | $120,139 | $157,466.75 | $37,327.75 | 31.07% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 250 | $2,828 | $2,847.5 | $19.5 | 0.69% |
Post Resch Tallon Group Inc. Post Resch Tallon Group Inc. | 11,275 | $97,979.55 | $128,422.25 | $30,442.7 | 31.07% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 2,016 | $24,289 | $22,962.24 | -$1,326.76 | -5.46% |
Nicole Reese WPG Advisers LLC | 2,155 | $20,084.39 | $24,545.45 | $4,461.06 | 22.21% |