| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 13,872 | $293,530 | $286,456.8 | -$7,073.2 | -2.41% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 500 | $9,985 | $10,335 | $350 | 3.51% |
Jeff Ameen Spire Wealth Management | 2,919 | $79,630.32 | $60,073.02 | -$19,557.3 | -24.56% |
Kyle P. Smith NewEdge Wealth LLC | 116,907 | $2.44M | $2.41M | -$24,836.73 | -1.02% |
| BO Brian Oliveira Clear Street Group Inc. | 61 | $1,291 | $1,255.99 | -$35.01 | -2.71% |
Andrew Endelman Independent Wealth Network Inc. | 36,395 | $764,658.95 | $749,009.1 | -$15,649.85 | -2.05% |
Mariana Coli Dunhill Financial LLC | 1,000 | $20,200 | $20,650 | $450 | 2.23% |
Kristy DeJarnette Financial Security Advisor, Inc. | 13,500 | $285,795 | $279,855 | -$5,940 | -2.08% |
Craig Silberg EVERPAR ADVISORS LLC | 13,290 | $244,934.4 | $273,508.2 | $28,573.8 | 11.67% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 23,913 | $491,694.51 | $492,368.67 | $674.16 | 0.14% |
Carmen McClennon WR Wealth Planners, LLC | 4,000 | $80,320 | $82,320 | $2,000 | 2.49% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 290 | $6,029.34 | $5,968.2 | -$61.14 | -1.01% |
Neil Azous Rareview Capital LLC | 145,557 | $2.99M | $3M | $1,537.55 | 0.05% |
Nicole Reese WPG Advisers LLC | 475 | $9,745.63 | $9,775.5 | $29.87 | 0.31% |
Benjamin S. Smith Smith Asset Management Co LLC | 18,109 | $379,321.79 | $372,683.22 | -$6,638.57 | -1.75% |
Wallace Jones WJ Financial Advisors LLC | 65,947 | $1.42M | $1.36M | -$58,589.64 | -4.14% |
William F. Blake PMG Family Office LLC | 29,361 | $630,440.49 | $604,249.38 | -$26,191.11 | -4.15% |