| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PEP Philip E. Passafiume Protective Life Corp | 29,697 | $564,243 | $571,815.73 | $7,572.73 | 1.34% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 55,226 | $1.03M | $1.06M | $31,119.3 | 3.01% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 15,416 | $298,381.99 | $296,835.08 | -$1,546.91 | -0.52% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 29,026 | $542,786.2 | $558,605.37 | $15,819.17 | 2.91% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 117,430 | $2.17M | $2.26M | $88,150.66 | 4.06% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 170,481 | $3.28M | $3.28M | $4,853.72 | 0.15% |
Jeff Ameen Spire Wealth Management | 18,417 | $310,695.57 | $354,435.16 | $43,739.59 | 14.08% |
| RT Robert Tutela Essex LLC | 645,831 | $12.35M | $12.44M | $88,281.44 | 0.71% |
Andrew Endelman Independent Wealth Network Inc. | 20,330 | $386,270 | $391,657.45 | $5,387.45 | 1.39% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 25,659 | $497,528.01 | $494,192.34 | -$3,335.67 | -0.67% |
Andrew D. W. Hill Andrew Hill Investment Advisors Inc. | 32,600 | $619,400 | $627,387 | $7,987 | 1.29% |
Bradley W. Clark Paladin Advisory Group LLC | 2,607 | $43,667.25 | $50,223.85 | $6,556.6 | 15.01% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 15,772 | $302,751.22 | $303,847.58 | $1,096.36 | 0.36% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 623,023 | $11.51M | $12M | $490,090.97 | 4.26% |
Justin Fulmer Shelton Wealth Management LLC | 50,154 | $902,545.61 | $966,216.81 | $63,671.2 | 7.05% |
| SW Steve Wachs Legacy CG LLC | 415,652 | $7.9M | $8.01M | $110,147.78 | 1.39% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 41,944 | $801,467.04 | $808,051.16 | $6,584.12 | 0.82% |
Kathryn Brown Morton Brown Family Wealth LLC | 285 | $5,526.15 | $5,491.95 | -$34.2 | -0.62% |
| GS Gery Sadzewicz Forum Private Client Group LLC | 29,995 | $535,984.43 | $578,003.65 | $42,019.22 | 7.84% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 278,397 | $5.23M | $5.36M | $126,835.01 | 2.42% |