| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 21,941 | $3.36M | $3.27M | -$91,371.62 | -2.72% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,644 | $620,827.73 | $1.14M | $521,147.65 | 83.94% |
| NA Nizar Araji National Bank Of Canada /FI/ | 58 | $8,893.72 | $8,711.87 | -$181.85 | -2.04% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 100,056 | $5.92M | $15.03M | $9.11M | 153.72% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 4,720 | $344,615.97 | $708,965.71 | $364,349.74 | 105.73% |
Jeff Ameen Spire Wealth Management | 1,065 | $143,074.02 | $159,967.9 | $16,893.88 | 11.81% |
Kyle P. Smith NewEdge Wealth LLC | 14,189 | $1M | $2.12M | $1.11M | 111.18% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 222 | $15,444.63 | $33,300 | $17,855.37 | 115.61% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,234 | $574,339.62 | $786,170.88 | $211,831.26 | 36.88% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 4,230 | $272,528.58 | $634,500 | $361,971.42 | 132.82% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,145 | $168,754.71 | $328,354.03 | $159,599.32 | 94.57% |
Craig Kurth PCG Wealth Advisors LLC | 1,787 | $200,001.04 | $274,197.28 | $74,196.24 | 37.1% |
David Mailloux WealthCare Investment Partners LLC | 16,606 | $1.39M | $2.55M | $1.16M | 83.74% |
Samuel Miller Kraft, Davis & Associates LLC | 2,174 | $211,815.44 | $326,094.13 | $114,278.69 | 53.95% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,678 | $205,898.94 | $402,247.92 | $196,348.98 | 95.36% |
Bepin Serraj Richard W. Paul & Associates LLC | 16 | $1,125.26 | $2,400 | $1,274.74 | 113.28% |
Darren Tapley New England Capital Financial Advisors LLC | 264 | $16,560.43 | $39,600 | $23,039.57 | 139.12% |
Moises Valladares Insigneo Advisory Services LLC | 1,660 | $254,547 | $247,879.5 | -$6,667.5 | -2.62% |
Jill Batley Gateway Wealth Partners LLC | 1,567 | $175,376.18 | $231,916 | $56,539.82 | 32.24% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,329 | $203,791 | $198,406.41 | -$5,384.59 | -2.64% |