| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 228 | $28,983.11 | $40,454.04 | $11,470.93 | 39.58% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 80,903 | $16.68M | $14.68M | -$2M | -12.01% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 3,439 | $384,273.86 | $610,181.74 | $225,907.88 | 58.79% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 32,630 | $4.36M | $5.91M | $1.56M | 35.73% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 9,456 | $1.16M | $1.72M | $552,059.69 | 47.45% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 2,462 | $427,654.59 | $436,832.64 | $9,178.05 | 2.15% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 23,631 | $3.16M | $4.52M | $1.36M | 43.19% |
Jeff Ameen Spire Wealth Management | 638 | $131,542.83 | $113,200.33 | -$18,342.5 | -13.94% |
Richard Slavik Newbridge Financial Services Group Inc. | 150 | $21,736.5 | $28,722.75 | $6,986.25 | 32.14% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 6,603 | $558,386.31 | $1.17M | $613,183.91 | 109.81% |
| KRB Kyle R. Bubeck Systelligence LLC | 102,704 | $16.83M | $18.22M | $1.39M | 8.25% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 114 | $12,561.66 | $20,227.02 | $7,665.36 | 61.02% |
Thomas Pappas Cottonwood Capital Advisors LLC | 2,391 | $256,891.2 | $424,235.11 | $167,343.91 | 65.14% |
Candace Cavalier Congress Wealth Management LLC / DE / | 98,642 | $10.9M | $17.5M | $6.6M | 60.53% |
Craig Kurth PCG Wealth Advisors LLC | 8,011 | $653,424.45 | $1.42M | $767,967.2 | 117.53% |
William Liberti Wealth Effects LLC | 1,296 | $215,343.36 | $229,949.27 | $14,605.91 | 6.78% |
Clint Dunn Beaird Harris Wealth Management LLC | 274 | $21,558.32 | $48,615.82 | $27,057.5 | 125.51% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,572 | $324,114.94 | $278,919.94 | -$45,195 | -13.94% |
Marc H. Stone Tyler-Stone Wealth Management | 2,972 | $345,537.14 | $527,321.93 | $181,784.79 | 52.61% |
Samuel Miller Kraft, Davis & Associates LLC | 4,501 | $354,138.68 | $798,612.38 | $444,473.7 | 125.51% |