| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 110,713 | $7.66M | $7.3M | -$365,360.9 | -4.77% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 7,889 | $546,144 | $537,122.56 | -$9,021.44 | -1.65% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 52,804 | $2.81M | $3.62M | $806,780.54 | 28.67% |
Jeff Ameen Spire Wealth Management | 18 | $1,233 | $1,186.74 | -$46.26 | -3.75% |
Loni Adams Daymark Wealth Partners LLC | 7,000 | $353,298 | $461,510 | $108,212 | 30.63% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,103 | $325,189 | $402,370.79 | $77,181.79 | 23.73% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 82,823 | $5.73M | $5.46M | -$273,315.61 | -4.77% |
Nicole Davis Northwest Financial Advisors | 392,205 | $27.15M | $25.86M | -$1.29M | -4.77% |
Ian Jameson American Capital Advisory, LLC | 9,206 | $431,037.23 | $606,951.58 | $175,914.35 | 40.81% |
Brady Green GGM Financials LLC | 31,259 | $1.73M | $2.06M | $332,201.49 | 19.22% |
| GHH Grace H. Holt GG Group Ventures, LLC | 17,431 | $893,462.98 | $1.15M | $255,762.85 | 28.63% |
Bradley Wilson Crews Bank & Trust | 9 | $623 | $593.37 | -$29.63 | -4.76% |