| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 9,681 | $734,690 | $721,843.43 | -$12,846.57 | -1.75% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 477 | $29,802.74 | $35,813.16 | $6,010.42 | 20.17% |
Joseph Castro Nuveen LLC | 6,799 | $515,977 | $508,973.14 | -$7,003.86 | -1.36% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1,370 | $65,613.46 | $95,516.4 | $29,902.94 | 45.57% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 3 | $160.98 | $209.16 | $48.18 | 29.93% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 6,187 | $298,708.06 | $431,357.64 | $132,649.58 | 44.41% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 9,487 | $617,278.1 | $661,433.64 | $44,155.54 | 7.15% |
John Canning Mi LLCreek Capital Advisors LLC | 10,521 | $507,948.64 | $733,524.12 | $225,575.48 | 44.41% |
Andrew Parsons Corrigan Financial, Inc. | 126,730 | $4.83M | $8.84M | $4.01M | 82.98% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,715 | $119,634.65 | $119,569.8 | -$64.85 | -0.05% |
MICHAEL DE LUZ Williams & Novak, LLC | 20,264 | $1.18M | $1.41M | $228,097.37 | 19.25% |
Andy Bloom MB Generational Wealth, LLC | 7,645 | $441,957 | $533,009.4 | $91,052.4 | 20.6% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 40 | $2,692 | $3,028.7 | $336.7 | 12.51% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,521 | $798,439 | $796,623.82 | -$1,815.18 | -0.23% |
Brian Krause Cascade Financial Partners, LLC | 5,808 | $376,649 | $404,933.76 | $28,284.76 | 7.51% |
Bruce Barton Parkworth Wealth Management, Inc. | 454 | $26,417.58 | $31,652.88 | $5,235.3 | 19.82% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 12,095 | $767,247.85 | $843,263.4 | $76,015.55 | 9.91% |
| VRI Valued Retirements Inc. Valued Retirements Inc. | 3,190 | $184,575.06 | $241,538.82 | $56,963.76 | 30.86% |
| DN Daniel Newman Noble Wealth Management PBC | 400 | $22,497 | $27,888 | $5,391 | 23.96% |
| LC Leslie Childs MB Levis & Associates LLC | 304 | $15,039.96 | $21,194.88 | $6,154.92 | 40.92% |