| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 14,629 | $604,620 | $557,555.08 | -$47,064.92 | -7.78% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,035 | $291,378.97 | $344,350.95 | $52,971.98 | 18.18% |
| JM Jacob Myrvik FSB PREMIER WEALTH MANAGEMENT Inc. | 5,883 | $209,939.79 | $229,142.85 | $19,203.06 | 9.15% |
| NA Nizar Araji National Bank Of Canada /FI/ | 6,973 | $266,453.69 | $269,391.4 | $2,937.71 | 1.1% |
| HC Hubert Cheng Park Avenue Securities LLC | 12,646 | $450,324.06 | $491,078.32 | $40,754.26 | 9.05% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 15,563 | $514,045.89 | $601,253.16 | $87,207.27 | 16.96% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 13,228 | $282,257.95 | $511,043.94 | $228,785.99 | 81.06% |
| YA Yinka Akinsola Blue Trust Inc. | 34 | $1,405.22 | $1,295.84 | -$109.38 | -7.78% |
Jeff Ameen Spire Wealth Management | 265 | $9,356.88 | $10,237.88 | $881 | 9.42% |
Kyle P. Smith NewEdge Wealth LLC | 14,119 | $429,316.59 | $545,275.78 | $115,959.19 | 27.01% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 167 | $6,310.93 | $6,451.79 | $140.86 | 2.23% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 7,361 | $234,153.41 | $284,281.82 | $50,128.41 | 21.41% |
Missy Straw Nilsine Partners LLC | 31,843 | $1.07M | $1.23M | $163,855.98 | 15.33% |
Timothy Gerlach Novem Group | 6,256 | $226,908.13 | $242,169.76 | $15,261.63 | 6.73% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,332 | $392,280.92 | $476,428.32 | $84,147.4 | 21.45% |
Loni Adams Daymark Wealth Partners LLC | 122,082 | $4.42M | $4.74M | $320,464.92 | 7.26% |
Jill Batley Gateway Wealth Partners LLC | 21,947 | $725,824.97 | $849,897.57 | $124,072.6 | 17.09% |
| JC Jared Calvert Buck Wealth Strategies LLC | 135 | $5,580 | $5,211 | -$369 | -6.61% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 417 | $15,839.68 | $15,893.12 | $53.44 | 0.34% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,647 | $59,563.07 | $63,629.37 | $4,066.3 | 6.83% |