| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 662 | $6,349 | $7,500.46 | $1,151.46 | 18.14% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 563,686 | $7.58M | $6.39M | -$1.19M | -15.7% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 273,702 | $3.62M | $3.1M | -$515,305.86 | -14.25% |
| WGS Wilson G. Saville BARRETT & COMPANY Inc. | 7,750 | $74,865 | $86,567.5 | $11,702.5 | 15.63% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 333,792 | $3.7M | $3.8M | $90,681.23 | 2.45% |
| YA Yinka Akinsola Blue Trust Inc. | 227 | $3,050.88 | $2,580.99 | -$469.89 | -15.4% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 13,250 | $156,875.28 | $150,122.5 | -$6,752.78 | -4.3% |
Candace Cavalier Congress Wealth Management LLC / DE / | 32,996 | $347,117.92 | $372,689.82 | $25,571.9 | 7.37% |
William Liberti Wealth Effects LLC | 18,472 | $265,058.53 | $207,257.69 | -$57,800.84 | -21.81% |
Sara S. Alexander Sonora Investment Management Group LLC | 16,350 | $189,518 | $184,019.25 | -$5,498.75 | -2.9% |
Timothy Gerlach Novem Group | 16,592 | $174,562.55 | $186,411.12 | $11,848.57 | 6.79% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,194 | $142,634.68 | $161,385.78 | $18,751.1 | 13.15% |
Rachel Faulk Cape Investment Advisory Inc. | 402 | $5,403 | $4,570.74 | -$832.26 | -15.4% |
Erik Brenner Hilltop Partners LLC | 18,305 | $192,569 | $208,677 | $16,108 | 8.36% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 35,661 | $402,693.38 | $404,752.35 | $2,058.97 | 0.51% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 11,819 | $124,315.33 | $133,909.27 | $9,593.94 | 7.72% |
| PIL PFG Investments LLC PFG Investments LLC | 29,804 | $313,797.82 | $337,381.28 | $23,583.46 | 7.52% |
| JC Jared Calvert Buck Wealth Strategies LLC | 200 | $2,688 | $2,259 | -$429 | -15.96% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,140 | $109,401.84 | $92,226.2 | -$17,175.64 | -15.7% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,456 | $235,866.23 | $255,324.72 | $19,458.49 | 8.25% |