| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 425 | $4,985.25 | $5,333.75 | $348.5 | 6.99% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 155,836 | $1.98M | $1.98M | -$6,231.16 | -0.31% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,786 | $33,878.3 | $35,215.04 | $1,336.74 | 3.95% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 16,500 | $196,063.35 | $206,250 | $10,186.65 | 5.2% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1.16M | $15.02M | $14.54M | -$478,111.83 | -3.18% |
Joseph Castro Nuveen LLC | 19,251 | $230,434 | $243,332.64 | $12,898.64 | 5.6% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,358 | $16,461 | $16,975 | $514 | 3.12% |
Michael Schneck Gridiron Partners LLC | 13,456 | $168,872.8 | $168,200 | -$672.8 | -0.4% |
Craig Johnsen Fortitude Advisory Group LLC | 28,520 | $421,343.3 | $356,500 | -$64,843.3 | -15.39% |
Rodrigo Diaz Plan Group Financial LLC | 12,865 | $161,456 | $160,812.5 | -$643.5 | -0.4% |
David Bach River Street Advisors LLC | 12,514 | $145,663 | $156,425 | $10,762 | 7.39% |
Courtney Haddad Concurrent Investment Advisors, LLC | 24,431 | $292,777.15 | $305,387.5 | $12,610.35 | 4.31% |
Owen McCabe Tyche Wealth Partners LLC | 34,840 | $409,328.2 | $437,242 | $27,913.8 | 6.82% |
Kevyn Hill Hilltop National Bank | 4,208 | $48,981 | $52,600 | $3,619 | 7.39% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 470 | $5,898.5 | $5,875 | -$23.5 | -0.4% |
| RN Ron New Whipplewood Advisors LLC | 80,630 | $945,223.85 | $1.01M | $62,651.15 | 6.63% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 12,160 | $152,973 | $152,608 | -$365 | -0.24% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 13,926 | $169,373.67 | $174,771.3 | $5,397.63 | 3.19% |