| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 31,121 | $1.66M | $1.52M | -$143,469.67 | -8.64% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 13,372 | $504,992.94 | $660,041.92 | $155,048.98 | 30.7% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 10,925 | $415,067.73 | $539,258 | $124,190.27 | 29.92% |
| YA Yinka Akinsola Blue Trust Inc. | 22 | $1,173.48 | $1,072.06 | -$101.42 | -8.64% |
Joseph Castro Nuveen LLC | 23,884 | $1.27M | $1.16M | -$110,105.68 | -8.64% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 265 | $14,135.1 | $13,080.4 | -$1,054.7 | -7.46% |
Mark Fiskio Empirical Asset Management LLC | 35,343 | $1.57M | $1.73M | $152,970.56 | 9.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 717 | $27,870.34 | $34,939.41 | $7,069.07 | 25.36% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 20,356 | $1.09M | $1M | -$84,884.48 | -7.82% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,982 | $221,588.46 | $245,911.52 | $24,323.06 | 10.98% |
Benj Foor Frazier Financial Advisors, LLC | 14 | $544.56 | $683.62 | $139.06 | 25.54% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 4,639 | $174,473.02 | $228,030.04 | $53,557.02 | 30.7% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 31,765 | $1.35M | $1.56M | $216,901.21 | 16.09% |
Carlos Mendoza Solano Wealth Investment Advisors LLC | 94,721 | $3.75M | $4.63M | $879,162.71 | 23.46% |
| EJK Edward J. King Graney & King LLC | 12,928 | $512,145.19 | $632,114.56 | $119,969.37 | 23.42% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,138 | $50,635.52 | $56,171.68 | $5,536.16 | 10.93% |
Rydar Equities Inc. Rydar Equities Inc. | 369 | $18,175 | $17,959.23 | -$215.77 | -1.19% |
Birchbrook Inc. Birchbrook Inc. | 228 | $12,162 | $11,165.16 | -$996.84 | -8.2% |