| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 1,378 | $15,365.51 | $16,232.84 | $867.33 | 5.64% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 138,030 | $1.67M | $1.63M | -$38,644.8 | -2.31% |
| HL Howard Lu FIRST WILSHIRE SECURITIES MANAGEMENT Inc. | 32,450 | $343,657.68 | $385,506 | $41,848.32 | 12.18% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 24,637 | $290,979.88 | $288,745.64 | -$2,234.24 | -0.77% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 8,969 | $105,923.89 | $106,282.65 | $358.76 | 0.34% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 10,095 | $121,140 | $119,928.6 | -$1,211.4 | -1% |
Daren Blonski Fermata Advisors LLC | 11,500 | $112,085 | $134,780 | $22,695 | 20.25% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 518,286 | $5.91M | $6.07M | $161,449.14 | 2.73% |
Kyle P. Smith NewEdge Wealth LLC | 38,600 | $448,709 | $457,024 | $8,315 | 1.85% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 15,202 | $180,114.17 | $180,599.76 | $485.59 | 0.27% |
Taylor Jobe MKT Advisors LLC | 12,418 | $194,217.52 | $145,538.96 | -$48,678.56 | -25.06% |
Russell Mohberg Regatta Capital Group LLC | 22,280 | $247,085.2 | $264,240.8 | $17,155.6 | 6.94% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 49,816 | $551,108.98 | $583,843.52 | $32,734.54 | 5.94% |
| NH Nathaniel Holden Core Wealth Partners LLC | 29,699 | $326,985.65 | $348,072.28 | $21,086.63 | 6.45% |
| PIL PFG Investments LLC PFG Investments LLC | 199,004 | $2.2M | $2.33M | $131,931.38 | 6% |
Bradley Harsch Strategic Advocates LLC | 10,400 | $100,360 | $123,344 | $22,984 | 22.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 27,962 | $331,707.31 | $327,714.64 | -$3,992.67 | -1.2% |
PETER KRUSSEL Southland Equity Partners LLC | 184,440 | $2.1M | $2.16M | $61,175.54 | 2.91% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,240 | $14,073.87 | $14,706.4 | $632.53 | 4.49% |
Jonathan Chatfield LM Advisors LLC | 334,729 | $4.06M | $3.97M | -$85,302.65 | -2.1% |