| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 52,134 | $1.57M | $1.57M | $2,600.72 | 0.17% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 33,198 | $836,925.19 | $996,603.96 | $159,678.77 | 19.08% |
| MB Mark Bloom Anchor Capital Management Group Inc. | 35,000 | $775,250 | $1.04M | $269,150 | 34.72% |
Daniel L. Lippincott Karpus Management Inc. | 483,321 | $10.44M | $15.21M | $4.77M | 45.7% |
Kyle P. Smith NewEdge Wealth LLC | 10,347 | $203,192.4 | $311,574.04 | $108,381.64 | 53.34% |
Sima Elimelech Activest Wealth Management | 1,607 | $36,334.27 | $45,687.01 | $9,352.74 | 25.74% |
Matthew Liebman Amplius Wealth Advisors LLC | 14,525 | $283,630.29 | $412,945.75 | $129,315.46 | 45.59% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 562 | $12,453.92 | $15,977.66 | $3,523.74 | 28.29% |
William Liberti Wealth Effects LLC | 8,890 | $261,099.3 | $263,144 | $2,044.7 | 0.78% |
Caroline Jankowski Operose Advisors LLC | 303 | $8,899.11 | $9,332.4 | $433.29 | 4.87% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 6,800 | $204,204 | $193,324 | -$10,880 | -5.33% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,233 | $318,180.96 | $518,364.19 | $200,183.23 | 62.91% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,600 | $31,966.91 | $45,488 | $13,521.09 | 42.3% |
Brian Dechow SWAN Capital LLC | 250 | $5,178 | $7,700 | $2,522 | 48.71% |
Nolan Langford Left Brain Wealth Management LLC | 7,838 | $235,375 | $222,834.34 | -$12,540.66 | -5.33% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 50,993 | $1.53M | $1.45M | -$81,589.01 | -5.33% |
| PIL PFG Investments LLC PFG Investments LLC | 29,012 | $571,233.81 | $824,811.16 | $253,577.35 | 44.39% |
| KB Kyle Bubeck TrueMark Investments LLC | 64,075 | $1.45M | $1.82M | $367,823.78 | 25.3% |
Courtney Holt Compound Planning, Inc. | 12,150 | $215,541.48 | $345,424.5 | $129,883.02 | 60.26% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 12,136 | $364,444 | $345,026.48 | -$19,417.52 | -5.33% |