| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 52,134 | $1.57M | $1.47M | -$91,761.82 | -5.86% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 33,198 | $836,925.19 | $938,507.46 | $101,582.27 | 12.14% |
| MB Mark Bloom Anchor Capital Management Group Inc. | 35,000 | $775,250 | $966,000 | $190,750 | 24.6% |
Daniel L. Lippincott Karpus Management Inc. | 483,321 | $10.44M | $13.31M | $2.87M | 27.46% |
| AW Anne-Lise Wiegand SENTINEL TRUST Co. LBA | 10,022 | $207,956.5 | $313,087.28 | $105,130.78 | 50.55% |
Kyle P. Smith NewEdge Wealth LLC | 10,347 | $203,192.4 | $289,094.15 | $85,901.75 | 42.28% |
Sima Elimelech Activest Wealth Management | 1,607 | $36,334.27 | $45,429.89 | $9,095.62 | 25.03% |
Matthew Liebman Amplius Wealth Advisors LLC | 14,525 | $283,630.29 | $399,873.25 | $116,242.96 | 40.98% |
William Liberti Wealth Effects LLC | 8,890 | $261,099.3 | $244,563.9 | -$16,535.4 | -6.33% |
Caroline Jankowski Operose Advisors LLC | 303 | $8,899.11 | $8,332.5 | -$566.61 | -6.37% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 6,800 | $204,204 | $187,408 | -$16,796 | -8.23% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,233 | $318,180.96 | $509,612.35 | $191,431.39 | 60.16% |
Brian Dechow SWAN Capital LLC | 250 | $5,178 | $6,885 | $1,707 | 32.97% |
Nolan Langford Left Brain Wealth Management LLC | 7,838 | $235,375 | $217,582.88 | -$17,792.12 | -7.56% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 50,993 | $1.53M | $1.42M | -$114,479.5 | -7.48% |
| PIL PFG Investments LLC PFG Investments LLC | 29,012 | $571,233.81 | $805,663.24 | $234,429.43 | 41.04% |
| KB Kyle Bubeck TrueMark Investments LLC | 64,075 | $1.45M | $1.78M | $322,330.53 | 22.17% |
Courtney Holt Compound Planning, Inc. | 26,361 | $644,763 | $731,781.36 | $87,018.36 | 13.5% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 12,136 | $364,444 | $334,650.2 | -$29,793.8 | -8.18% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,556 | $101,589.46 | $100,528.12 | -$1,061.34 | -1.04% |