| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 70,618 | $716,070 | $713,947.98 | -$2,122.02 | -0.3% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 900 | $8,517 | $9,099 | $582 | 6.83% |
| CS Craig Sneed Steel Grove Capital Advisors LLC | 11,325 | $92,525 | $114,495.75 | $21,970.75 | 23.75% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3,269 | $33,147.66 | $32,281.37 | -$866.29 | -2.61% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 470 | $3,463.9 | $4,751.7 | $1,287.8 | 37.18% |
Michael Stulic Astoria Portfolio Advisors LLC | 15,912 | $119,231.78 | $159,120 | $39,888.22 | 33.45% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 12,038 | $122,065 | $120,018.86 | -$2,046.14 | -1.68% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,853 | $26,188.19 | $28,843.83 | $2,655.64 | 10.14% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 79,223 | $803,323 | $781,138.78 | -$22,184.22 | -2.76% |
Ashley Meredith Abel Hall, LLC | 20,000 | $160,000 | $197,400 | $37,400 | 23.37% |
Michael Bailey MGB Wealth Management, LLC | 10,000 | $89,433.33 | $100,300 | $10,866.67 | 12.15% |
VestGen Advisors LLC VestGen Advisors LLC | 160,541 | $1.42M | $1.59M | $168,672.68 | 11.85% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 39,529 | $350,028.69 | $395,487.65 | $45,458.96 | 12.99% |
| DN Daniel Newman Noble Wealth Management PBC | 50,992 | $535,926.28 | $513,489.44 | -$22,436.84 | -4.19% |