| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 3,514 | $304,853.52 | $395,114.16 | $90,260.64 | 29.61% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 695,633 | $81.43M | $77.86M | -$3.57M | -4.39% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 10,957 | $972,495.52 | $1.23M | $253,866.7 | 26.1% |
| ME Matthew Ellis Planning Directions Inc | 1,943 | $227,447.58 | $218,645.79 | -$8,801.79 | -3.87% |
| RB Robert Braglia AMERICAN FINANCIAL & TAX STRATEGIES Inc. | 4,397 | $341,067.41 | $483,274.27 | $142,206.86 | 41.69% |
| HC Hubert Cheng Park Avenue Securities LLC | 12,181 | $1.14M | $1.34M | $194,408.76 | 16.99% |
| RS Richard Stram Marino, Stram & Associates LLC | 5,771 | $541,917.56 | $645,919.17 | $104,001.61 | 19.19% |
| MS Marc Seidenberg Basso Capital Management LP | 4,943 | $578,628 | $553,245.27 | -$25,382.73 | -4.39% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 9,086 | $637,493.7 | $1.02M | $384,136.14 | 60.26% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 19,657 | $1.43M | $2.21M | $782,934.45 | 54.85% |
| RR rosemary richard WCG Wealth Advisors LLC | 70,682 | $6.86M | $7.79M | $930,543.45 | 13.57% |
Richard Zito Flynn Zito Capital Management LLC | 3,245 | $267,463.32 | $362,093.32 | $94,630 | 35.38% |
Carrie Delgott Wescott Financial Advisory Group LLC | 12,829 | $910,118.27 | $1.43M | $516,338.24 | 56.73% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,439 | $195,920.94 | $384,394.22 | $188,473.28 | 96.2% |
Ryan Sanford Elevation Capital Advisory LLC | 22,154 | $2.59M | $2.48M | -$118,080.78 | -4.55% |
Joseph Castro Nuveen LLC | 7,998 | $936,246 | $895,176.15 | -$41,069.85 | -4.39% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 15,571 | $1.77M | $1.73M | -$44,827.49 | -2.53% |
Adam J. Peck Riverwater Partners LLC | 2,212 | $218,854.6 | $246,084.78 | $27,230.18 | 12.44% |
Eddie Wilcox Rollins Financial Advisors LLC | 3,096 | $245,689.66 | $346,272.12 | $100,582.46 | 40.94% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 99,015 | $11.59M | $11.08M | -$505,966.45 | -4.37% |