| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 9,681 | $734,690 | $721,815.36 | -$12,874.64 | -1.75% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 477 | $29,802.74 | $35,565.12 | $5,762.38 | 19.34% |
| AVO Anthony Van Ore NOTTINGHAM ADVISORS Inc. | 8,297 | $529,266 | $618,624.32 | $89,358.32 | 16.88% |
| YA Yinka Akinsola Blue Trust Inc. | 66 | $4,957.26 | $4,920.96 | -$36.3 | -0.73% |
Joseph Castro Nuveen LLC | 6,799 | $515,977 | $506,933.44 | -$9,043.56 | -1.75% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1,370 | $65,613.46 | $102,147.2 | $36,533.74 | 55.68% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 3 | $160.98 | $220.59 | $59.61 | 37.03% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 5,934 | $286,493.24 | $437,513.82 | $151,020.58 | 52.71% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 9,487 | $617,278.1 | $694,163.79 | $76,885.69 | 12.46% |
John Canning Mi LLCreek Capital Advisors LLC | 10,521 | $507,948.64 | $771,978.37 | $264,029.73 | 51.98% |
Andrew Parsons Corrigan Financial, Inc. | 126,730 | $4.83M | $9.29M | $4.46M | 92.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,499 | $104,566.96 | $111,765.44 | $7,198.48 | 6.88% |
MICHAEL DE LUZ Williams & Novak, LLC | 20,457 | $1.2M | $1.51M | $304,655.52 | 25.32% |
Andy Bloom MB Generational Wealth, LLC | 7,645 | $441,957 | $563,665.85 | $121,708.85 | 27.54% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 40 | $2,692 | $2,982.4 | $290.4 | 10.79% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,521 | $798,439 | $777,922.74 | -$20,516.26 | -2.57% |
Brian Krause Cascade Financial Partners, LLC | 5,808 | $376,649 | $426,162 | $49,513 | 13.15% |
Bruce Barton Parkworth Wealth Management, Inc. | 454 | $26,417.58 | $33,473.42 | $7,055.84 | 26.71% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 12,095 | $767,247.85 | $887,470.62 | $120,222.77 | 15.67% |
| VRI Valued Retirements Inc. Valued Retirements Inc. | 3,190 | $184,575.06 | $235,453.9 | $50,878.84 | 27.57% |