| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 2,489 | $298,030 | $288,873.34 | -$9,156.66 | -3.07% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2 | $195.58 | $235 | $39.42 | 20.16% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 112,530 | $14.15M | $13.89M | -$258,819 | -1.83% |
Jeff Ameen Spire Wealth Management | 640 | $65,806.1 | $72,377.6 | $6,571.5 | 9.99% |
Jason Kaplan Howard Capital Management Group LLC | 1,753 | $220,352.1 | $198,246.76 | -$22,105.34 | -10.03% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 45,769 | $3.66M | $5.18M | $1.52M | 41.56% |
James Langer Redmont Wealth Advisors LLC | 75 | $5,535 | $8,481.75 | $2,946.75 | 53.24% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 11 | $935 | $1,243.99 | $308.99 | 33.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 185 | $17,308.21 | $20,921.65 | $3,613.44 | 20.88% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,767 | $213,684.58 | $312,920.02 | $99,235.44 | 46.44% |
Mark Weber DecisionMap Wealth Management, LLC | 2,437 | $291,837 | $275,600.32 | -$16,236.68 | -5.56% |
KKM Financial LLC KKM Financial LLC | 5,460 | $653,780 | $673,764 | $19,984 | 3.06% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 9,629 | $1.15M | $1.09M | -$64,032.43 | -5.55% |
Joshua Stipcich Tidemark, LLC | 240 | $22,079.58 | $27,856.8 | $5,777.22 | 26.17% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 8,540 | $1.02M | $991,237.8 | -$31,332.2 | -3.06% |
Jeremy Wallace Wallace Hart LLC | 27,107 | $3.25M | $3.31M | $66,683.4 | 2.05% |
Tudor Financial Inc. Tudor Financial Inc. | 18,799 | $2.36M | $2.16M | -$204,514.32 | -8.65% |
VestGen Advisors LLC VestGen Advisors LLC | 29,564 | $2.93M | $3.45M | $515,364.6 | 17.58% |
| SC Stacey Cole Haven Private LLC | 6,513 | $732,235.07 | $736,555.14 | $4,320.07 | 0.59% |
Ameriflex Group Inc. Ameriflex Group Inc. | 485 | $58,074 | $59,849 | $1,775 | 3.06% |