| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 30,525 | $1.55M | $1.49M | -$57,694.5 | -3.73% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 18,447 | $921,357.55 | $900,582.54 | -$20,775.01 | -2.25% |
| MB Mark Bloom Anchor Capital Management Group Inc. | 18,000 | $658,080 | $859,500 | $201,420 | 30.61% |
| DMC Dana M. Capozzella CASCADE INVESTMENT GROUP Inc. | 4,775 | $242,140 | $233,115.5 | -$9,024.5 | -3.73% |
Daniel L. Lippincott Karpus Management Inc. | 639,482 | $24.35M | $30.98M | $6.62M | 27.2% |
Jeff Ameen Spire Wealth Management | 199 | $6,521.51 | $9,661.45 | $3,139.94 | 48.15% |
Larry Herold Herold Advisors Inc. | 6,103 | $223,255.12 | $295,629.32 | $72,374.2 | 32.42% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 500 | $24,985 | $24,410 | -$575 | -2.3% |
William Liberti Wealth Effects LLC | 16,755 | $813,271.24 | $811,612.2 | -$1,659.04 | -0.2% |
Tyler Glazier New Millennium Group LLC | 1 | $38.17 | $48.15 | $9.98 | 26.15% |
| CB Catherine Bluvol Next Level Private LLC | 15,174 | $510,782.93 | $728,831.5 | $218,048.57 | 42.69% |
Mark Fiskio Empirical Asset Management LLC | 5,000 | $253,550 | $240,775 | -$12,775 | -5.04% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,482 | $476,437.94 | $606,001.1 | $129,563.16 | 27.19% |
Loni Adams Daymark Wealth Partners LLC | 5,975 | $228,066 | $284,081.37 | $56,015.37 | 24.56% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 4,100 | $207,911 | $196,759 | -$11,152 | -5.36% |
Courtney Holt Compound Planning, Inc. | 16,863 | $738,742.72 | $811,700.5 | $72,957.78 | 9.88% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 6,914 | $350,609 | $333,185.66 | -$17,423.34 | -4.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 150 | $5,602.43 | $7,323 | $1,720.57 | 30.71% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 201 | $7,569.11 | $9,619.86 | $2,050.75 | 27.09% |
Joshua Stipcich Tidemark, LLC | 42 | $1,536 | $2,006.34 | $470.34 | 30.62% |