| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 46,294 | $253,833.8 | $293,966.9 | $40,133.1 | 15.81% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 1.26M | $8.3M | $7.86M | -$440,935.94 | -5.31% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 447 | $2,645.08 | $2,851.86 | $206.78 | 7.82% |
Joseph Castro Nuveen LLC | 24,566 | $161,890 | $156,976.74 | -$4,913.26 | -3.03% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 41,239 | $271,753.28 | $261,867.65 | -$9,885.63 | -3.64% |
Larry Herold Herold Advisors Inc. | 11,212 | $67,832.6 | $71,196.2 | $3,363.6 | 4.96% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 163,484 | $1.02M | $1.04M | $17,754.33 | 1.74% |
Bridget Fagerholt MAS Advisors LLC | 74,512 | $482,196.29 | $473,151.2 | -$9,045.09 | -1.88% |
Sara S. Alexander Sonora Investment Management Group LLC | 15,919 | $119,795.72 | $101,085.65 | -$18,710.07 | -15.62% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 31,267 | $249,692.72 | $198,545.45 | -$51,147.27 | -20.48% |
Michelle McCarthy Vantage Financial Partners LLC | 16,771 | $87,207.7 | $106,495.85 | $19,288.15 | 22.12% |
Amanda Hawley Atria Wealth Solutions Inc. | 67,917 | $367,867 | $431,272.95 | $63,405.95 | 17.24% |
Jeffrey Gilbert Balboa Wealth Partners | 110,443 | $695,914.13 | $705,730.77 | $9,816.64 | 1.41% |
Scott Register Register Financial Advisors LLC | 17,293 | $100,844.25 | $109,810.55 | $8,966.3 | 8.89% |
| PIL PFG Investments LLC PFG Investments LLC | 17,182 | $95,080.78 | $109,105.7 | $14,024.92 | 14.75% |
Courtney Holt Compound Planning, Inc. | 27,980 | $168,718 | $177,673 | $8,955 | 5.31% |
Christopher C. Powers Farther Finance Advisors, LLC | 450 | $2,714 | $2,857.5 | $143.5 | 5.29% |
Ann Keitner Quantum Portfolio Management LLC | 4,948 | $32,607 | $32,112.52 | -$494.48 | -1.52% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 18,138 | $98,308 | $115,176.3 | $16,868.3 | 17.16% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 68 | $458 | $441.32 | -$16.68 | -3.64% |