| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 61,000 | $658,440 | $678,320 | $19,880 | 3.02% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 15,744 | $165,419.06 | $174,128.64 | $8,709.58 | 5.27% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 935,778 | $10.05M | $10.42M | $374,184.83 | 3.72% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 15,906 | $219,820.92 | $177,192.84 | -$42,628.08 | -19.39% |
| MS Michael Schneck Gridiron Partners LLC | 33,135 | $366,804.45 | $367,467.15 | $662.7 | 0.18% |
Daniel Guy Ethos Financial Group LLC | 14,861 | $146,001.56 | $164,511.27 | $18,509.71 | 12.68% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 398,047 | $3.94M | $4.41M | $470,169.4 | 11.94% |
Jesse Haller Compass Financial Group Inc./SD | 13,630 | $135,000 | $150,952.25 | $15,952.25 | 11.82% |
David Kronour Kapstone Financial Advisors LLC | 10,390 | $108,160 | $115,069.25 | $6,909.25 | 6.39% |
Christopher C. Powers Farther Finance Advisors, LLC | 596 | $6,409.07 | $6,591.76 | $182.69 | 2.85% |
Courtney Haddad Concurrent Investment Advisors, LLC | 15,666 | $154,005.13 | $173,500.95 | $19,495.82 | 12.66% |
Joshua Stipcich Tidemark, LLC | 13 | $133 | $144.04 | $11.04 | 8.3% |
Ashley Meredith Abel Hall, LLC | 10,000 | $102,300 | $110,800 | $8,500 | 8.31% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 19,000 | $207,225 | $210,520 | $3,295 | 1.59% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 300 | $3,123 | $3,339 | $216 | 6.92% |
| RN Ron New Whipplewood Advisors LLC | 94,081 | $965,897.07 | $1.04M | $75,109.19 | 7.78% |
George Hall II One8Zero8 LLC | 18,000 | $181,980 | $199,170 | $17,190 | 9.45% |
| DN Daniel Newman Noble Wealth Management PBC | 5,820 | $60,642.3 | $64,398.3 | $3,756 | 6.19% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 44,806 | $502,271 | $495,330.33 | -$6,940.67 | -1.38% |