| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 37,274 | $1.72M | $1.69M | -$33,556.84 | -1.95% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 125 | $5,830 | $5,667.5 | -$162.5 | -2.79% |
Chris Davis Davis Selected Advisers | 1.94M | $50.59M | $89M | $38.41M | 75.94% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 120,958 | $5.59M | $5.55M | -$39,555.42 | -0.71% |
Kathleen Thornhill Confluence Wealth Services Inc. | 6,191 | $207,737.31 | $285,312.23 | $77,574.92 | 37.34% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 33,853 | $1.29M | $1.56M | $268,872.08 | 20.82% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 46,088 | $1.99M | $2.11M | $121,696.82 | 6.11% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,991 | $218,656 | $229,270.07 | $10,614.07 | 4.85% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 4,575 | $200,431 | $210,289.87 | $9,858.87 | 4.92% |
James Rankin Modern Wealth Management, LLC | 7,600 | $275,956 | $349,334 | $73,378 | 26.59% |
Michael Bailey MGB Wealth Management, LLC | 14,423 | $580,559.35 | $664,683.95 | $84,124.6 | 14.49% |
| TS Thomas Stadum Fjell Capital LLC | 287,197 | $10.82M | $13.19M | $2.38M | 21.96% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,316 | $341,218.24 | $337,157.86 | -$4,060.38 | -1.19% |