| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 11,117 | $423,569 | $425,336.42 | $1,767.42 | 0.42% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 112,717 | $3.26M | $4.23M | $970,644.87 | 29.79% |
Jeff Ameen Spire Wealth Management | 519 | $16,269.57 | $19,472.88 | $3,203.31 | 19.69% |
Daren Blonski Fermata Advisors LLC | 5,806 | $152,449.36 | $221,121.51 | $68,672.15 | 45.05% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8,576 | $327,688.96 | $322,028.8 | -$5,660.16 | -1.73% |
James D. King Lindenwold Advisors Inc. | 16,803 | $544,585.23 | $630,448.56 | $85,863.33 | 15.77% |
John Flavin Aspire Capital Advisors LLC | 107,865 | $4.14M | $4.09M | -$45,920.65 | -1.11% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 125 | $3,942.8 | $4,786.25 | $843.45 | 21.39% |
Ana-Maria Ignat Covestor Ltd | 254 | $9,751.54 | $9,530.08 | -$221.46 | -2.27% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 62,444 | $1.68M | $2.34M | $658,940.43 | 39.11% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,000 | $560,892.78 | $675,360 | $114,467.22 | 20.41% |
Michael Stulic Astoria Portfolio Advisors LLC | 34,180 | $1.17M | $1.31M | $139,637.9 | 11.98% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 10,660 | $261,782.17 | $408,171.4 | $146,389.23 | 55.92% |
Moises Valladares Insigneo Advisory Services LLC | 9,933 | $213,804.36 | $382,370.83 | $168,566.47 | 78.84% |
Courtney Holt Compound Planning, Inc. | 19,269 | $516,899.93 | $724,225.36 | $207,325.43 | 40.11% |
Christopher C. Powers Farther Finance Advisors, LLC | 500 | $18,325 | $19,130 | $805 | 4.39% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,247 | $47,042 | $46,787.44 | -$254.56 | -0.54% |
Amir Har-El Savvy Advisors, Inc. | 6,631 | $253,368.56 | $248,994.05 | -$4,374.51 | -1.73% |
Ann Keitner Quantum Portfolio Management LLC | 2,804 | $106,832 | $107,084.76 | $252.76 | 0.24% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 34,931 | $1.13M | $1.33M | $200,154.96 | 17.68% |