| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 2,489 | $298,030 | $277,598.17 | -$20,431.83 | -6.86% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2 | $195.58 | $223.06 | $27.48 | 14.05% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 112,530 | $14.15M | $12.55M | -$1.59M | -11.27% |
Jeff Ameen Spire Wealth Management | 640 | $65,806.1 | $71,379.2 | $5,573.1 | 8.47% |
Jason Kaplan Howard Capital Management Group LLC | 1,753 | $220,352.1 | $192,891.35 | -$27,460.75 | -12.46% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 3,232 | $363,373.76 | $355,907.84 | -$7,465.92 | -2.05% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 45,769 | $3.66M | $5.09M | $1.43M | 39.13% |
James Langer Redmont Wealth Advisors LLC | 75 | $5,535 | $8,167.87 | $2,632.87 | 47.57% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 11 | $935 | $1,226.83 | $291.83 | 31.21% |
Christopher C. Powers Farther Finance Advisors, LLC | 480 | $50,474.81 | $53,534.4 | $3,059.59 | 6.06% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,767 | $213,684.58 | $308,603.51 | $94,918.93 | 44.42% |
Mark Weber DecisionMap Wealth Management, LLC | 2,437 | $291,837 | $267,996.89 | -$23,840.11 | -8.17% |
KKM Financial LLC KKM Financial LLC | 5,460 | $653,780 | $601,773.9 | -$52,006.1 | -7.95% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 9,629 | $1.15M | $1.05M | -$102,163.23 | -8.86% |
Joshua Stipcich Tidemark, LLC | 240 | $22,079.58 | $26,412 | $4,332.42 | 19.62% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 8,540 | $1.02M | $938,973 | -$83,597 | -8.18% |
Jeremy Wallace Wallace Hart LLC | 27,107 | $3.25M | $2.99M | -$256,432.04 | -7.9% |
Tudor Financial Inc. Tudor Financial Inc. | 18,799 | $2.36M | $2.07M | -$294,486.34 | -12.46% |
VestGen Advisors LLC VestGen Advisors LLC | 29,564 | $2.93M | $3.26M | $333,043.41 | 11.36% |
| SC Stacey Cole Haven Private LLC | 6,513 | $732,235.07 | $717,830.29 | -$14,404.78 | -1.97% |