| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 2,392 | $200,306 | $155,090.82 | -$45,215.18 | -22.57% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 76,173 | $6.38M | $4.98M | -$1.4M | -22% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,576 | $281,173.28 | $298,872.29 | $17,699.01 | 6.29% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 3,663 | $227,740.47 | $237,499.03 | $9,758.56 | 4.28% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 7,015 | $436,276.84 | $454,833.66 | $18,556.82 | 4.25% |
Kyle P. Smith NewEdge Wealth LLC | 8,548 | $329,581.76 | $554,252.32 | $224,670.56 | 68.17% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 15,285 | $641,026.89 | $998,309.2 | $357,282.31 | 55.74% |
David Mailloux WealthCare Investment Partners LLC | 35,606 | $1.86M | $2.31M | $452,993.16 | 24.38% |
Joel A. Schreiber SFI Advisors LLC | 38,282 | $1.63M | $2.46M | $830,485.38 | 50.87% |
Kristofer Gray Integrity Financial Corp. /WA | 1,710 | $65,725.92 | $110,517.3 | $44,791.38 | 68.15% |
| DW Darren Woolson Asset Allocation Strategies LLC | 14,756 | $604,343.84 | $956,779.04 | $352,435.2 | 58.32% |
| SCM Sebold Capital Management Inc. Sebold Capital Management Inc. | 5,970 | $233,486.52 | $386,139.6 | $152,653.08 | 65.38% |
Benjamin J. Jones National Wealth Management Group, LLC | 2,974 | $249,004 | $192,090.66 | -$56,913.34 | -22.86% |
Shawn Scholz Impact Partnership Wealth, LLC | 17,373 | $1.01M | $1.12M | $112,978.31 | 11.2% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,460 | $369,242.38 | $291,295.98 | -$77,946.4 | -21.11% |
Courtney Haddad Concurrent Investment Advisors, LLC | 409,072 | $34.26M | $26.52M | -$7.73M | -22.57% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 34,965 | $1.48M | $2.26M | $780,161.36 | 52.78% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 3,449 | $288,812 | $223,064.07 | -$65,747.93 | -22.76% |
Rana Choubah Meridian Financial Advisors, LLC | 4,215 | $234,577.98 | $271,615.02 | $37,037.04 | 15.79% |