| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 67,297 | $757,760 | $718,731.96 | -$39,028.04 | -5.15% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 15,827 | $166,353.64 | $170,615.06 | $4,261.42 | 2.56% |
| NA Nizar Araji National Bank Of Canada /FI/ | 3,600 | $44,208 | $38,412 | -$5,796 | -13.11% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 14,675 | $148,906.45 | $159,957.5 | $11,051.05 | 7.42% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 935,778 | $10.05M | $9.7M | -$341,685.34 | -3.4% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 15,906 | $219,820.92 | $169,876.08 | -$49,944.84 | -22.72% |
Michael Schneck Gridiron Partners LLC | 10,324 | $114,286.68 | $107,059.88 | -$7,226.8 | -6.32% |
Daniel Guy Ethos Financial Group LLC | 14,861 | $146,001.56 | $154,108.57 | $8,107.01 | 5.55% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 354,956 | $3.51M | $3.68M | $169,990.81 | 4.84% |
Jesse Haller Compass Financial Group Inc./SD | 13,630 | $135,000 | $141,343.1 | $6,343.1 | 4.7% |
David Kronour Kapstone Financial Advisors LLC | 10,390 | $108,160 | $110,861.3 | $2,701.3 | 2.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,874 | $65,840.94 | $60,913.38 | -$4,927.56 | -7.48% |
Courtney Haddad Concurrent Investment Advisors, LLC | 15,666 | $154,005.13 | $162,456.42 | $8,451.29 | 5.49% |
Joshua Stipcich Tidemark, LLC | 13 | $133 | $138.71 | $5.71 | 4.29% |
Ashley Meredith Abel Hall, LLC | 10,000 | $102,300 | $103,700 | $1,400 | 1.37% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 26,800 | $295,053 | $277,916 | -$17,137 | -5.81% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 300 | $3,123 | $3,111 | -$12 | -0.38% |
| RN Ron New Whipplewood Advisors LLC | 93,479 | $959,738.61 | $969,377.23 | $9,638.62 | 1% |
George Hall II One8Zero8 LLC | 18,000 | $181,980 | $192,060 | $10,080 | 5.54% |
| DN Daniel Newman Noble Wealth Management PBC | 5,820 | $60,642.3 | $60,353.4 | -$288.9 | -0.48% |