| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 228 | $28,983.11 | $38,627.76 | $9,644.65 | 33.28% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 80,903 | $16.68M | $14.01M | -$2.67M | -16.02% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 2,864 | $320,023.36 | $492,880.08 | $172,856.72 | 54.01% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 32,630 | $4.36M | $5.65M | $1.29M | 29.7% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 9,456 | $1.16M | $1.61M | $450,135.36 | 38.69% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 2,775 | $483,424.93 | $480,491.22 | -$2,933.71 | -0.61% |
| JL Jeremiah Ludington Mainstay Capital Management LLC /ADV | 1,242 | $256,075.55 | $215,052.29 | -$41,023.26 | -16.02% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 2,279 | $279,587.44 | $396,112.99 | $116,525.55 | 41.68% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 15,275 | $2.44M | $2.65M | $212,443.01 | 8.7% |
Jeff Ameen Spire Wealth Management | 638 | $131,542.83 | $110,890.78 | -$20,652.05 | -15.7% |
Richard Slavik Newbridge Financial Services Group Inc. | 150 | $21,736.5 | $25,972.5 | $4,236 | 19.49% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 6,603 | $558,386.31 | $1.12M | $565,312.23 | 101.24% |
| KRB Kyle R. Bubeck Systelligence LLC | 102,704 | $16.83M | $17.67M | $832,917.69 | 4.95% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 8,552 | $1.76M | $1.48M | -$287,560.91 | -16.31% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 114 | $12,561.66 | $19,739.1 | $7,177.44 | 57.14% |
Thomas Pappas Cottonwood Capital Advisors LLC | 2,391 | $256,891.2 | $411,909.52 | $155,018.32 | 60.34% |
Candace Cavalier Congress Wealth Management LLC / DE / | 98,905 | $10.94M | $17.02M | $6.08M | 55.59% |
Craig Kurth PCG Wealth Advisors LLC | 8,034 | $658,166.59 | $1.38M | $725,047.19 | 110.16% |
William Liberti Wealth Effects LLC | 1,296 | $215,343.36 | $222,419.52 | $7,076.16 | 3.29% |
Clint Dunn Beaird Harris Wealth Management LLC | 274 | $21,558.32 | $46,651.24 | $25,092.92 | 116.4% |