| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 550 | $24,998 | $26,664 | $1,666 | 6.66% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 145,797 | $7.19M | $7.01M | -$183,687.95 | -2.55% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 71,904 | $3.5M | $3.45M | -$44,342.33 | -1.27% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 65,156 | $2.74M | $3.17M | $430,203.18 | 15.69% |
| RR rosemary richard WCG Wealth Advisors LLC | 18,250 | $821,432.5 | $888,592.5 | $67,160 | 8.18% |
| YA Yinka Akinsola Blue Trust Inc. | 226 | $9,590.35 | $10,956.48 | $1,366.13 | 14.24% |
Jeff Ameen Spire Wealth Management | 61 | $2,001.59 | $2,957.28 | $955.69 | 47.75% |
Katie Smith Delos Wealth Advisors LLC | 169,859 | $6.12M | $8.27M | $2.15M | 35.18% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 146 | $4,739.16 | $7,078.08 | $2,338.92 | 49.35% |
Thomas Pappas Cottonwood Capital Advisors LLC | 12,106 | $422,838.64 | $586,898.88 | $164,060.24 | 38.8% |
Barry Oliver Capital Performance Advisors LLP | 368,598 | $18.28M | $17.95M | -$331,738.2 | -1.81% |
William Liberti Wealth Effects LLC | 6,898 | $225,495.62 | $334,415.04 | $108,919.42 | 48.3% |
Michael Hackman HFG Advisors Inc. | 23,400 | $980,738.73 | $1.13M | $144,333.32 | 14.72% |
W. Travis McKinney HB Wealth Management LLC | 25,601 | $1.15M | $1.24M | $88,483.27 | 7.68% |
Jeremy Baltz Raleigh Capital Management Inc. | 499 | $24,678.66 | $24,191.52 | -$487.14 | -1.97% |
William Jollie Quent Capital LLC | 8 | $396.72 | $384.64 | -$12.08 | -3.04% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 13,641 | $629,660.56 | $664,180.29 | $34,519.73 | 5.48% |
Missy Straw Nilsine Partners LLC | 5,876 | $264,478.76 | $284,868.48 | $20,389.72 | 7.71% |
Owen Schrum Schrum Private Wealth Management LLC | 7,668 | $290,591.78 | $368,639.11 | $78,047.33 | 26.86% |
| DW Darren Woolson Asset Allocation Strategies LLC | 28,721 | $1.18M | $1.4M | $223,318.65 | 19% |