| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 243,399 | $10.95M | $10.88M | -$63,270.72 | -0.58% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 16,487 | $645,349.04 | $735,979.68 | $90,630.64 | 14.04% |
Steve Wachs Legacy CG LLC | 437,775 | $17.2M | $19.82M | $2.63M | 15.27% |
Craig Kurth PCG Wealth Advisors LLC | 10,809 | $444,279.66 | $489,431.52 | $45,151.86 | 10.16% |
April Lamb Sovereign Investment Advisors LLC | 696,182 | $25.63M | $31.08M | $5.45M | 21.25% |
David Mailloux WealthCare Investment Partners LLC | 18,952 | $789,399.78 | $847,343.92 | $57,944.14 | 7.34% |
Patrick O'Connell Security Financial Services Inc. | 7,235 | $325,357.95 | $327,600.8 | $2,242.85 | 0.69% |
Michael Stulic Astoria Portfolio Advisors LLC | 9,136 | $363,243.47 | $413,678.08 | $50,434.61 | 13.88% |
James Rankin Modern Wealth Management, LLC | 466,169 | $18.21M | $20.81M | $2.6M | 14.27% |
Chris Chatto Encompass More Asset Management | 5,838 | $262,535 | $264,344.64 | $1,809.64 | 0.69% |
Jennifer Lutz Trademark Financial Management, LLC | 14,390 | $580,127.2 | $651,579.2 | $71,452 | 12.32% |
James J. Karabas Embree Financial Group | 5,680 | $255,434 | $257,190.4 | $1,756.4 | 0.69% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 29,911 | $1.33M | $1.34M | $4,804.82 | 0.36% |
| HAS Hayley A. Snell LRI Investments, LLC | 30,001 | $1.35M | $1.36M | $9,300.28 | 0.69% |
Samantha Cox Capital Investment Counsel, LLC | 300,440 | $13.51M | $13.6M | $93,136.19 | 0.69% |
Camaron Barta BXM Wealth LLC | 22,625 | $971,583.04 | $1.02M | $52,876.96 | 5.44% |
| SC Stacey Cole Haven Private LLC | 10,922 | $491,162 | $494,548.16 | $3,386.16 | 0.69% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 6,215 | $214,956.23 | $281,415.2 | $66,458.97 | 30.92% |
| RM Rich Mowrer Brookwood Investment Group LLC | 68,041 | $3.06M | $3.08M | $21,092.48 | 0.69% |
Reliant Investment Partners LLC Reliant Investment Partners LLC | 5,830 | $259,926.93 | $259,901.4 | -$25.53 | -0.01% |