| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 30,365 | $838,980 | $843,995.17 | $5,015.17 | 0.6% |
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 7,760 | $214,408.8 | $215,146 | $737.2 | 0.34% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 16,818 | $435,034.09 | $467,456.31 | $32,422.22 | 7.45% |
Shawn M. McHugh WealthTrust Asset Management LLC | 20,029 | $506,169.61 | $556,806.2 | $50,636.59 | 10% |
Matthew Liebman Amplius Wealth Advisors LLC | 20,500 | $496,654.15 | $568,157.5 | $71,503.35 | 14.4% |
Candace Cavalier Congress Wealth Management LLC / DE / | 7,971 | $208,521.36 | $221,314.81 | $12,793.45 | 6.14% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,456 | $274,995.55 | $318,476.8 | $43,481.25 | 15.81% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,621 | $100,738 | $100,518.96 | -$219.04 | -0.22% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 7,700 | $188,760 | $213,251.5 | $24,491.5 | 12.97% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 9,515 | $237,063 | $264,279.12 | $27,216.12 | 11.48% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,552 | $255,942.42 | $265,545.6 | $9,603.18 | 3.75% |
Christian J. Cyr Cyr Financial Inc. | 8,132 | $212,732 | $225,784.98 | $13,052.98 | 6.14% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 5,799 | $156,656 | $161,183.2 | $4,527.2 | 2.89% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 49,128 | $1.29M | $1.36M | $77,626.98 | 6.04% |