| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 70,553 | $1.82M | $1.63M | -$185,553.58 | -10.21% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,412 | $51,496.2 | $55,331.28 | $3,835.08 | 7.45% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 23,119 | $493,606.09 | $551,156.96 | $57,550.87 | 11.66% |
| BO Brian Oliveira Clear Street Group Inc. | 4,907 | $126,453 | $116,786.6 | -$9,666.4 | -7.64% |
Larry Herold Herold Advisors Inc. | 34,449 | $778,828.11 | $822,814.36 | $43,986.25 | 5.65% |
Bobby Adusumilli SJS Investment Consulting Inc. | 900 | $18,774 | $21,942 | $3,168 | 16.87% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 39,017 | $896,802.96 | $946,552.42 | $49,749.46 | 5.55% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,637 | $267,058.46 | $292,672.92 | $25,614.46 | 9.59% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 84,200 | $2.17M | $1.95M | -$223,138.42 | -10.28% |
Loni Adams Daymark Wealth Partners LLC | 13,150 | $279,681 | $302,318.5 | $22,637.5 | 8.09% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,460 | $51,758 | $56,518.5 | $4,760.5 | 9.2% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 17,373 | $344,103.21 | $399,405.27 | $55,302.06 | 16.07% |
Ashley Meredith Abel Hall, LLC | 10,000 | $208,600 | $230,200 | $21,600 | 10.35% |
Lee Larson Everstar Asset Management, LLC | 41,742 | $841,740.09 | $959,022.45 | $117,282.36 | 13.93% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 109 | $2,293.24 | $2,657.42 | $364.18 | 15.88% |
William F. Blake PMG Family Office LLC | 58,774 | $1.24M | $1.4M | $155,822.25 | 12.54% |