| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 1,679 | $210,351 | $229,964.23 | $19,613.23 | 9.32% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 12,998 | $1.9M | $1.76M | -$136,939.65 | -7.2% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 49,785 | $5.67M | $6.76M | $1.09M | 19.26% |
| WGS Wilson G. Saville BARRETT & COMPANY Inc. | 974 | $77,386.01 | $131,431.56 | $54,045.55 | 69.84% |
| RB Robert Braglia AMERICAN FINANCIAL & TAX STRATEGIES Inc. | 3,538 | $347,537.95 | $477,523.86 | $129,985.91 | 37.4% |
| GP Gustave Pollak Vantagepoint Investment Advisers LLC | 1.27M | $151.89M | $172.68M | $20.79M | 13.69% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 4,358 | $464,700.66 | $596,893.47 | $132,192.81 | 28.45% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 4,785 | $508,231.66 | $655,377.52 | $147,145.86 | 28.95% |
Jeff Ameen Spire Wealth Management | 208 | $22,686.69 | $28,488.72 | $5,802.03 | 25.57% |
S. Hardy Taylor Heritage Investment Group Inc. | 8,502 | $898,495.06 | $1.16M | $265,683.8 | 29.57% |
Kathryn Brown Morton Brown Family Wealth LLC | 1,936 | $179,048.58 | $261,853.68 | $82,805.1 | 46.25% |
Samantha Pierangeli City State Bank | 100 | $8,466 | $13,484 | $5,018 | 59.27% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 22,611 | $2.13M | $3.09M | $959,165.84 | 45.03% |
Christopher Schurmann Summit Investment Advisory Services LLC | 1,601 | $200,184 | $217,904.1 | $17,720.1 | 8.85% |
Michael Byun SageView Advisory Group LLC | 18,546 | $2.11M | $2.5M | $388,046.61 | 18.36% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,808 | $195,736.01 | $247,632.72 | $51,896.71 | 26.51% |
James Rukstalis ESG Planning DBA Harper Investing | 44,466 | $5.36M | $6.05M | $694,639.56 | 12.97% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 221 | $17,388.28 | $29,812.9 | $12,424.62 | 71.45% |
| FIL FWG Investments LLC FWG Investments LLC | 3,382 | $451,587.46 | $463,215.63 | $11,628.17 | 2.57% |
Daniel Guy Ethos Financial Group LLC | 6,843 | $823,150.83 | $922,060.03 | $98,909.2 | 12.02% |