| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 48,047 | $944,600 | $947,006.37 | $2,406.37 | 0.25% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,376 | $100,961.28 | $105,960.96 | $4,999.68 | 4.95% |
| WGS Wilson G. Saville BARRETT & COMPANY Inc. | 750 | $10,575 | $14,666.25 | $4,091.25 | 38.69% |
| RR rosemary richard WCG Wealth Advisors LLC | 20,874 | $411,818.16 | $408,191.07 | -$3,627.09 | -0.88% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 73,852 | $1.37M | $1.46M | $81,131.12 | 5.9% |
Timothy R. Guthrie Bullseye Investment Management LLC | 1,300 | $26,728 | $25,493 | -$1,235 | -4.62% |
Jonathan Straus Commons Capital LLC | 27,766 | $550,740.28 | $547,406.69 | -$3,333.59 | -0.61% |
Amanda Hawley Atria Wealth Solutions Inc. | 20,580 | $354,076.24 | $405,631.8 | $51,555.56 | 14.56% |
Bert D. Barre Colonial Trust Co. / SC | 7,000 | $104,510 | $138,075 | $33,565 | 32.12% |
Christopher C. Powers Farther Finance Advisors, LLC | 39,902 | $770,793.98 | $786,468.42 | $15,674.44 | 2.03% |
Luke Bunch OxenFree Capital LLC | 91,364 | $1.63M | $1.8M | $167,079.29 | 10.23% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 509 | $9,279.07 | $10,134.19 | $855.12 | 9.22% |
| HAS Hayley A. Snell LRI Investments, LLC | 618 | $11,273.73 | $12,180.78 | $907.05 | 8.05% |
Kara Lilian Lynx Investment Advisory | 55,505 | $1.09M | $1.09M | -$1.7 | - |
| TAL TPG Advisors LLC TPG Advisors LLC | 96,020 | $1.88M | $1.89M | $11,809.31 | 0.63% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 150 | $3,150 | $2,957.25 | -$192.75 | -6.12% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 916 | $17,202 | $17,894.06 | $692.06 | 4.02% |
William F. Blake PMG Family Office LLC | 84,502 | $1.76M | $1.67M | -$90,956.12 | -5.17% |