| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 101,259 | $902,220 | $863,739.27 | -$38,480.73 | -4.27% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 55,313 | $414,959.81 | $478,457.45 | $63,497.64 | 15.3% |
| RC Robert Chess L.M. Kohn & Company | 22,836 | $181,256.08 | $189,538.8 | $8,282.72 | 4.57% |
Daniel L. Lippincott Karpus Management Inc. | 2.46M | $17.35M | $21.33M | $3.98M | 22.96% |
Jeff Ameen Spire Wealth Management | 4,660 | $51,073.6 | $38,678 | -$12,395.6 | -24.27% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 34,623 | $308,490.93 | $299,835.18 | -$8,655.75 | -2.81% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 26,705 | $223,888.2 | $221,651.5 | -$2,236.7 | -1% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,500 | $8,370 | $12,450 | $4,080 | 48.75% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,872 | $127,427.36 | $148,337.6 | $20,910.24 | 16.41% |
Bert D. Barre Colonial Trust Co. / SC | 3,301 | $23,965.26 | $28,685.69 | $4,720.43 | 19.7% |
Sheryl Stephens Stephens Consulting LLC | 200 | $1,364 | $1,660 | $296 | 21.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,633 | $76,542.97 | $88,253.9 | $11,710.93 | 15.3% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,959 | $106,787.38 | $124,159.7 | $17,372.32 | 16.27% |
Joshua Stipcich Tidemark, LLC | 2,400 | $13,848 | $20,472 | $6,624 | 47.83% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,994 | $26,677 | $24,850.2 | -$1,826.8 | -6.85% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 2.16M | $17.21M | $18.72M | $1.52M | 8.83% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 394,418 | $2.97M | $3.42M | $449,275.64 | 15.15% |
Heather Scully NWF Advisory Services Inc. | 32,600 | $219,292 | $270,580 | $51,288 | 23.39% |
Ameriflex Group Inc. Ameriflex Group Inc. | 500 | $3,770 | $4,335 | $565 | 14.99% |
William F. Blake PMG Family Office LLC | 64,344 | $487,127.82 | $534,055.2 | $46,927.38 | 9.63% |