| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 550 | $24,998 | $25,415.5 | $417.5 | 1.67% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 145,797 | $7.19M | $6.74M | -$456,328.63 | -6.34% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 71,904 | $3.5M | $3.32M | -$173,769.53 | -4.97% |
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 27,060 | $1.14M | $1.27M | $130,860.53 | 11.51% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 22,268 | $726,308.63 | $1.03M | $300,246.17 | 41.34% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 65,156 | $2.74M | $3M | $261,449.14 | 9.53% |
| RR rosemary richard WCG Wealth Advisors LLC | 18,250 | $821,432.5 | $852,183.75 | $30,751.25 | 3.74% |
| YA Yinka Akinsola Blue Trust Inc. | 227 | $9,639.69 | $10,489.67 | $849.98 | 8.82% |
Jeff Ameen Spire Wealth Management | 61 | $2,001.59 | $2,812.1 | $810.51 | 40.49% |
Katie Smith Delos Wealth Advisors LLC | 169,859 | $6.12M | $7.93M | $1.82M | 29.67% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 177 | $6,106.88 | $8,179.17 | $2,072.29 | 33.93% |
Thomas Pappas Cottonwood Capital Advisors LLC | 12,106 | $422,838.64 | $559,236.67 | $136,398.03 | 32.26% |
Barry Oliver Capital Performance Advisors LLP | 368,598 | $18.28M | $17.21M | -$1.07M | -5.84% |
William Liberti Wealth Effects LLC | 6,898 | $225,495.62 | $321,964.15 | $96,468.53 | 42.78% |
Michael Hackman HFG Advisors Inc. | 23,400 | $980,738.73 | $1.08M | $97,299.27 | 9.92% |
W. Travis McKinney HB Wealth Management LLC | 9,357 | $464,013.63 | $431,357.7 | -$32,655.93 | -7.04% |
Jeremy Baltz Raleigh Capital Management Inc. | 499 | $24,678.66 | $23,280.84 | -$1,397.82 | -5.66% |
William Jollie Quent Capital LLC | 8 | $396.72 | $368.8 | -$27.92 | -7.04% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 13,641 | $629,660.56 | $636,966.49 | $7,305.93 | 1.16% |
Missy Straw Nilsine Partners LLC | 5,876 | $264,478.76 | $274,350.44 | $9,871.68 | 3.73% |