| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 6,748 | $245,552 | $238,609.28 | -$6,942.72 | -2.83% |
Curtis Ellergodt Rothschild Investment LLC | 6,450 | $212,522.87 | $226,459.5 | $13,936.63 | 6.56% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 1.49M | $54.39M | $52.48M | -$1.91M | -3.52% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 87,912 | $2.92M | $3.09M | $165,229.26 | 5.66% |
Landaas & Company Landaas & Co | 23,736 | $752,128.65 | $843,933.48 | $91,804.83 | 12.21% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 11,133 | $405,129.87 | $392,104.26 | -$13,025.61 | -3.22% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 261,798 | $8.76M | $9.26M | $497,942.72 | 5.68% |
Jeff Ameen Spire Wealth Management | 254 | $6,148.07 | $8,981.44 | $2,833.37 | 46.09% |
Kyle P. Smith NewEdge Wealth LLC | 20,424 | $690,513.2 | $720,048.12 | $29,534.92 | 4.28% |
Shad Lamm Keystone Wealth Services LLC | 45,706 | $1.52M | $1.62M | $100,574.16 | 6.64% |
Jason E. Archambault SK Wealth Management LLC | 886,486 | $30.41M | $31.23M | $813,013.78 | 2.67% |
Jodi Greenlund Financial Council LLC | 19,617 | $644,400.12 | $692,382.01 | $47,981.89 | 7.45% |
Matthew Liebman Amplius Wealth Advisors LLC | 994,569 | $30.68M | $35.28M | $4.6M | 14.99% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 150 | $5,520 | $5,266.5 | -$253.5 | -4.59% |
Candace Cavalier Congress Wealth Management LLC / DE / | 19,244 | $499,959.12 | $677,966.12 | $178,007 | 35.6% |
Craig Kurth PCG Wealth Advisors LLC | 61,884 | $2.04M | $2.2M | $161,020.09 | 7.89% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 44,471 | $1.5M | $1.58M | $85,371.73 | 5.71% |
Kathleen Thornhill Confluence Wealth Services Inc. | 211,251 | $6.92M | $7.44M | $522,621.75 | 7.55% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 14,165 | $484,097.71 | $503,636.57 | $19,538.86 | 4.04% |
Patrick O'Connell Security Financial Services Inc. | 8,521 | $310,079.19 | $302,495.5 | -$7,583.69 | -2.45% |