| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 78,659 | $2.45M | $2.44M | -$9,074.14 | -0.37% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,056 | $270,292.98 | $281,297.47 | $11,004.49 | 4.07% |
| AB Andrew Blass Atlantic Private Wealth LLC | 42,788 | $1.33M | $1.34M | $4,663.89 | 0.35% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 18,060 | $562,948.26 | $566,903.4 | $3,955.14 | 0.7% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,197 | $144,164.78 | $161,429.21 | $17,264.43 | 11.98% |
Jason Matthews Kfg Wealth Management LLC | 10,374 | $294,209.03 | $323,876.28 | $29,667.25 | 10.08% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 63,347 | $1.64M | $1.98M | $337,712.74 | 20.56% |
Jeffrey Jones Cypress Financial Planning LLC | 8,651 | $244,085.65 | $269,954.45 | $25,868.8 | 10.6% |
Rebecca Sierp WPWealth LLP | 34,099 | $852,319.13 | $1.06M | $211,740.16 | 24.84% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 9,879 | $308,521.17 | $308,076.61 | -$444.56 | -0.14% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 10,325 | $286,416 | $322,759.5 | $36,343.5 | 12.69% |
Syon Capital LLC SYON CAPITAL LLC | 52,514 | $1.64M | $1.64M | $137.52 | 0.01% |
David Vollmer PFS Partners, LLC | 10,279 | $277,650.24 | $320,961.77 | $43,311.53 | 15.6% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 15,969 | $497,872 | $498,951.4 | $1,079.4 | 0.22% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 14,439 | $450,170 | $451,146.55 | $976.55 | 0.22% |
| DN Daniel Newman Noble Wealth Management PBC | 3,250 | $83,200 | $101,448.75 | $18,248.75 | 21.93% |
| HM Howard Morin Helium Advisors LLC | 6,420 | $200,159 | $200,336.1 | $177.1 | 0.09% |
William Mack & Associates Inc. William Mack & Associates Inc. | 7,046 | $173,472.24 | $219,870.43 | $46,398.19 | 26.75% |