| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 7,194 | $290,623.19 | $309,557.81 | $18,934.62 | 6.52% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 83,832 | $3.84M | $3.96M | $121,557.04 | 3.17% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,528 | $193,936.83 | $215,125.28 | $21,188.45 | 10.93% |
| MA mason adams PVG ASSET MANAGEMENT Corp. | 6,359 | $298,053 | $273,627.76 | -$24,425.24 | -8.19% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 8,696 | $376,608.08 | $415,842.72 | $39,234.64 | 10.42% |
| RR rosemary richard WCG Wealth Advisors LLC | 424,562 | $18.23M | $20.39M | $2.16M | 11.88% |
Shad Lamm Keystone Wealth Services LLC | 19,070 | $858,673.36 | $820,582.08 | -$38,091.28 | -4.44% |
Barry Oliver Capital Performance Advisors LLP | 4,661 | $213,333.97 | $223,867.83 | $10,533.86 | 4.94% |
Cole Bruner Buska Wealth Management LLC | 38,200 | $1.73M | $1.64M | -$90,745.55 | -5.23% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 21,345 | $624,419.06 | $918,475.33 | $294,056.27 | 47.09% |
| EM Erin Mccann Simplicity Wealth LLC | 13,366 | $600,981.62 | $575,138.97 | -$25,842.65 | -4.3% |
Loni Adams Daymark Wealth Partners LLC | 139,107 | $6.22M | $5.99M | -$233,718.01 | -3.76% |
Stephen Smith Kestra Investment Management LLC | 4,785 | $219,020 | $205,898.55 | -$13,121.45 | -5.99% |
Moises Valladares Insigneo Advisory Services LLC | 28,150 | $1.29M | $1.35M | $63,618.47 | 4.94% |
Robert B. LaRue Owen LaRue LLC | 26,800 | $750,547.94 | $1.15M | $402,656.03 | 53.65% |
Steven Trigili Garden State Investment Advisory Services LLC | 75,097 | $3.36M | $3.57M | $203,577.74 | 6.05% |
Jill Batley Gateway Wealth Partners LLC | 9,261 | $414,027 | $398,500.82 | -$15,526.18 | -3.75% |
Andrew Agosta Prosperity Financial Group, Inc. | 105,943 | $3.34M | $4.56M | $1.22M | 36.51% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,158 | $73,641.46 | $92,858.74 | $19,217.28 | 26.1% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 4,793 | $214,426.49 | $229,968.14 | $15,541.65 | 7.25% |