| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 3,142 | $186,488.7 | $218,425.56 | $31,936.86 | 17.13% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 317 | $19,629.64 | $22,037.21 | $2,407.57 | 12.26% |
Curtis Ellergodt Rothschild Investment LLC | 375 | $23,595 | $26,069.25 | $2,474.25 | 10.49% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 1.75M | $132.51M | $126.75M | -$5.76M | -4.35% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 21,409 | $988,617.08 | $1.56M | $570,172.21 | 57.67% |
| SBC Steven B. Crockett SOUTH PLAINS FINANCIAL Inc. | 743 | $43,881 | $54,380.17 | $10,499.17 | 23.93% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 113,347 | $4M | $8.34M | $4.34M | 108.33% |
SkyOak Wealth SkyOak Wealth LLC | 105,819 | $4.97M | $7.36M | $2.39M | 48.07% |
| RR rosemary richard WCG Wealth Advisors LLC | 35,886 | $1.97M | $2.64M | $669,019.01 | 33.94% |
| YA Yinka Akinsola Blue Trust Inc. | 357 | $21,577.08 | $24,817.93 | $3,240.85 | 15.02% |
Jeff Ameen Spire Wealth Management | 8,476 | $392,056.77 | $589,234.57 | $197,177.8 | 50.29% |
Shawn M. McHugh WealthTrust Asset Management LLC | 4,843 | $232,816.15 | $336,675.67 | $103,859.52 | 44.61% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,266 | $271,186.56 | $296,563.79 | $25,377.23 | 9.36% |
Joseph Castro Nuveen LLC | 4,036 | $306,187 | $293,391.37 | -$12,795.63 | -4.18% |
Richard Slavik Newbridge Financial Services Group Inc. | 264 | $16,610.88 | $19,420.9 | $2,810.02 | 16.92% |
Kimberly Cappellano Private Wealth Asset Management LLC | 545 | $41,355 | $39,618.01 | -$1,736.99 | -4.2% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 3,825 | $231,183 | $279,951.75 | $48,768.75 | 21.1% |
Andrew Endelman Independent Wealth Network Inc. | 4,972 | $288,483.91 | $345,643.5 | $57,159.59 | 19.81% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 464 | $35,208.32 | $32,256.35 | -$2,951.97 | -8.38% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 25,480 | $1.65M | $1.87M | $226,840.9 | 13.77% |