| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 128,966 | $14.39M | $13.16M | -$1.23M | -8.53% |
| PEP Philip E. Passafiume Protective Life Corp | 1,054 | $83,835.16 | $109,268.18 | $25,433.02 | 30.34% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 42 | $4,023.89 | $4,274.26 | $250.37 | 6.22% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 26,709 | $2.38M | $2.73M | $349,623.1 | 14.72% |
Jeff Ameen Spire Wealth Management | 110 | $9,290.6 | $10,387.3 | $1,096.7 | 11.8% |
Daren Blonski Fermata Advisors LLC | 3,831 | $304,717.74 | $361,761.33 | $57,043.59 | 18.72% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 12,297 | $1.24M | $1.16M | -$79,994.19 | -6.44% |
Kyle P. Smith NewEdge Wealth LLC | 106,688 | $9.49M | $10.88M | $1.39M | 14.7% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 213 | $14,750.25 | $20,113.59 | $5,363.34 | 36.36% |
Timothy J. Landolt Endowment Wealth Management Inc. | 7,689 | $831,063.27 | $725,708.58 | -$105,354.69 | -12.68% |
Jonathan Yarger Yarger Wealth Strategies LLC | 73,375 | $6.7M | $6.93M | $230,346.22 | 3.44% |
Timothy Carne SFG Wealth Management LLC | 3,680 | $338,449.6 | $347,502.4 | $9,052.8 | 2.67% |
Caroline Jankowski Operose Advisors LLC | 95 | $8,196.43 | $9,949.35 | $1,752.92 | 21.39% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 20,494 | $1.38M | $1.94M | $559,945.62 | 40.71% |
Dalila Toledo Ascent Group LLC | 2,987 | $262,710.56 | $282,062.41 | $19,351.85 | 7.37% |
Vito Collacuro Sutton Place Investors LLC | 2,509 | $271,184.52 | $236,806.19 | -$34,378.33 | -12.68% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 84 | $5,842.68 | $7,932.12 | $2,089.44 | 35.76% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 182,483 | $14.14M | $18.92M | $4.78M | 33.78% |
Christopher D. Rich EnRich Financial Partners LLC | 6,121 | $682,807 | $578,006.03 | -$104,800.97 | -15.35% |
Michael Snyder Beaumont Financial Advisors LLC | 3,815 | $343,371.54 | $360,250.45 | $16,878.91 | 4.92% |