| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 30,365 | $838,980 | $839,592.25 | $612.25 | 0.07% |
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 7,760 | $214,408.8 | $214,486.4 | $77.6 | 0.04% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 16,818 | $435,034.09 | $464,356.75 | $29,322.66 | 6.74% |
Shawn M. McHugh WealthTrust Asset Management LLC | 20,029 | $506,169.61 | $549,715.93 | $43,546.32 | 8.6% |
Matthew Liebman Amplius Wealth Advisors LLC | 20,500 | $496,654.15 | $562,643 | $65,988.85 | 13.29% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,456 | $274,995.55 | $314,421.38 | $39,425.83 | 14.34% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 7,700 | $188,760 | $211,334.2 | $22,574.2 | 11.96% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 9,515 | $237,063 | $263,228.67 | $26,165.67 | 11.04% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,552 | $255,942.42 | $262,164.19 | $6,221.77 | 2.43% |
Christian J. Cyr Cyr Financial Inc. | 8,132 | $212,732 | $223,190.87 | $10,458.87 | 4.92% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 5,799 | $156,656 | $159,159.35 | $2,503.35 | 1.6% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 49,128 | $1.29M | $1.35M | $63,183.35 | 4.92% |