| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 22,453 | $1.96M | $1.84M | -$112,786.05 | -5.76% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 169 | $12,546.56 | $13,883.35 | $1,336.79 | 10.65% |
| WJF William J. Fennie III FIDELITY D & D BAN Corp. Inc. | 92,813 | $6.81M | $7.64M | $829,444.9 | 12.18% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 6,552 | $347,234.25 | $536,903.64 | $189,669.39 | 54.62% |
| RE Rod Ehrlich Wayfinding Financial LLC | 4,952 | $373,903.76 | $406,881.08 | $32,977.32 | 8.82% |
Matthew Liebman Amplius Wealth Advisors LLC | 2,879 | $152,546.22 | $235,530.99 | $82,984.77 | 54.4% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 15,133 | $911,897.78 | $1.25M | $334,456.1 | 36.68% |
Paul Elam Oak Harbor Wealth Partners LLC | 248 | $18,757.54 | $20,288.88 | $1,531.34 | 8.16% |
Dalila Toledo Ascent Group LLC | 4,426 | $332,841.44 | $359,081.38 | $26,239.94 | 7.88% |
Adam Schwallier Schwallier Wealth Management LLC | 59,168 | $5.16M | $4.84M | -$318,619.28 | -6.18% |
Jessica Thayer Unique Wealth LLC | 9,479 | $753,327.2 | $776,424.89 | $23,097.69 | 3.07% |
Jill Batley Gateway Wealth Partners LLC | 3,101 | $230,245.91 | $251,971.75 | $21,725.84 | 9.44% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 2,307 | $201,113 | $188,897.16 | -$12,215.84 | -6.07% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 2,267 | $170,255.48 | $185,077.88 | $14,822.4 | 8.71% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,422 | $368,687.61 | $363,267.3 | -$5,420.31 | -1.47% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,445 | $300,318 | $283,385.7 | -$16,932.3 | -5.64% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,736 | $289,338.1 | $307,696.96 | $18,358.86 | 6.35% |
Joshua Stipcich Tidemark, LLC | 5,562 | $324,466.26 | $453,970.44 | $129,504.18 | 39.91% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 24,334 | $1.81M | $1.98M | $178,125 | 9.86% |
Heather Fowler A4 Wealth Advisors LLC | 29,248 | $2.55M | $2.4M | -$153,993.24 | -6.04% |