| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 500 | $9,985 | $10,580 | $595 | 5.96% |
Jeff Ameen Spire Wealth Management | 2,919 | $79,630.32 | $61,766.04 | -$17,864.28 | -22.43% |
Kyle P. Smith NewEdge Wealth LLC | 195,343 | $3.89M | $4.14M | $246,968.09 | 6.35% |
Mariana Coli Dunhill Financial LLC | 1,000 | $20,200 | $21,135 | $935 | 4.63% |
Kristy DeJarnette Financial Security Advisor, Inc. | 13,500 | $285,795 | $285,255 | -$540 | -0.19% |
Craig Silberg EVERPAR ADVISORS LLC | 13,290 | $244,934.4 | $280,817.7 | $35,883.3 | 14.65% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 23,911 | $491,652.19 | $504,522.1 | $12,869.91 | 2.62% |
Carmen McClennon WR Wealth Planners, LLC | 4,000 | $80,320 | $84,120 | $3,800 | 4.73% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 290 | $6,029.34 | $6,136.4 | $107.06 | 1.78% |
Neil Azous Rareview Capital LLC | 132,703 | $2.72M | $2.8M | $72,367.14 | 2.66% |
Nicole Reese WPG Advisers LLC | 412 | $8,412.55 | $8,639.64 | $227.09 | 2.7% |
Benjamin S. Smith Smith Asset Management Co LLC | 18,109 | $379,321.79 | $379,926.82 | $605.03 | 0.16% |
Wallace Jones WJ Financial Advisors LLC | 58,314 | $1.25M | $1.23M | -$29,746.9 | -2.37% |
William F. Blake PMG Family Office LLC | 27,750 | $596,351.72 | $587,467.5 | -$8,884.22 | -1.49% |