| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 12,644 | $284,072.25 | $310,915.96 | $26,843.71 | 9.45% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 29,330 | $735,890 | $715,065.4 | -$20,824.6 | -2.83% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,637 | $80,621.47 | $88,670.06 | $8,048.59 | 9.98% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 19,088 | $410,953.92 | $465,842.64 | $54,888.72 | 13.36% |
Kyle P. Smith NewEdge Wealth LLC | 19,787 | $456,288.2 | $484,979.37 | $28,691.17 | 6.29% |
Shad Lamm Keystone Wealth Services LLC | 42,142 | $1.03M | $1.03M | $2,782.48 | 0.27% |
Michael O'Connor Capasso Planning Partners LLC | 21,882 | $499,784.88 | $536,327.82 | $36,542.94 | 7.31% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,450 | $34,051.62 | $35,351 | $1,299.38 | 3.82% |
Michael Stringer Lane & Associates LLC | 11,752 | $254,631.75 | $288,629.12 | $33,997.37 | 13.35% |
Jefferson H. West Legacy Investment Solutions LLC | 72 | $1,568 | $1,751.76 | $183.76 | 11.72% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 73,676 | $1.68M | $1.8M | $115,236.54 | 6.86% |
Winnow Wealth LLC Winnow Wealth LLC | 14,456 | $338,111.6 | $355,617.6 | $17,506 | 5.18% |