| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 23,404 | $535,950 | $546,717.44 | $10,767.44 | 2.01% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 671 | $15,759.97 | $15,687.98 | -$71.99 | -0.46% |
| NA Nizar Araji National Bank Of Canada /FI/ | 92 | $1,896.12 | $2,149.12 | $253 | 13.34% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 69,170 | $1.45M | $1.62M | $167,161.6 | 11.53% |
Robert Glass AlphaCentric Advisors LLC | 21,627 | $470,986.39 | $499,367.43 | $28,381.04 | 6.03% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 16,317 | $374,825.19 | $376,759.53 | $1,934.34 | 0.52% |
| AK Alisha Kamadia United Community Bank | 496,225 | $10.86M | $11.66M | $791,338.53 | 7.28% |
Michael Bailey MGB Wealth Management, LLC | 6,000 | $130,200 | $138,540 | $8,340 | 6.41% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 6,981 | $148,964.89 | $161,191.29 | $12,226.4 | 8.21% |