| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 11,137 | $246,025 | $241,338.79 | -$4,686.21 | -1.9% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 315,871 | $6.98M | $7.02M | $41,068.63 | 0.59% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 56,769 | $1.18M | $1.26M | $81,829.8 | 6.95% |
| MB Mark Bloom Anchor Capital Management Group Inc. | 74,000 | $1.54M | $1.6M | $62,900 | 4.08% |
| TSR Ted S. Rich RiverTree Advisors LLC | 174,311 | $3.42M | $3.78M | $356,570 | 10.42% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 221,703 | $4.83M | $4.97M | $132,622.1 | 2.74% |
Marc H. Stone Tyler-Stone Wealth Management | 18,104 | $372,216.98 | $392,313.68 | $20,096.7 | 5.4% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 19,170 | $371,496.06 | $415,413.9 | $43,917.84 | 11.82% |
| DW Darren Woolson Asset Allocation Strategies LLC | 13,967 | $308,533 | $312,860.8 | $4,327.8 | 1.4% |
Timothy Gerlach Novem Group | 23,862 | $489,723.75 | $517,089.54 | $27,365.79 | 5.59% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,058 | $208,443.3 | $239,626.86 | $31,183.56 | 14.96% |
Jeffrey Gilbert Balboa Wealth Partners | 44,236 | $867,485.36 | $982,923.92 | $115,438.56 | 13.31% |
Rachel Faulk Cape Investment Advisory Inc. | 374 | $8,262 | $8,104.58 | -$157.42 | -1.91% |
Mariana Coli Dunhill Financial LLC | 6,042 | $118,181.45 | $134,253.24 | $16,071.79 | 13.6% |
Kelly Christopher Significant Wealth Partners LLC | 90,151 | $1.8M | $1.95M | $154,808.58 | 8.61% |
| NH Nathaniel Holden Core Wealth Partners LLC | 28,054 | $546,060.42 | $607,930.18 | $61,869.76 | 11.33% |
Robert B. LaRue Owen LaRue LLC | 9,902 | $218,735 | $214,576.34 | -$4,158.66 | -1.9% |
Jill Batley Gateway Wealth Partners LLC | 54,486 | $1.1M | $1.18M | $84,356.92 | 7.69% |
David Kronour Kapstone Financial Advisors LLC | 13,520 | $280,163.36 | $300,414.4 | $20,251.04 | 7.23% |
| PIL PFG Investments LLC PFG Investments LLC | 24,224 | $503,164.99 | $524,934.08 | $21,769.09 | 4.33% |