| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 14,137 | $294,340 | $305,217.83 | $10,877.83 | 3.7% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 19,075 | $240,368.72 | $410,112.5 | $169,743.78 | 70.62% |
Jeff Ameen Spire Wealth Management | 875 | $21,568.75 | $18,690 | -$2,878.75 | -13.35% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 34,828 | $764,947.35 | $754,026.2 | -$10,921.15 | -1.43% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,481 | $76,790.86 | $74,354.16 | -$2,436.7 | -3.17% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 31,579 | $657,475 | $674,527.44 | $17,052.44 | 2.59% |
| PIL PFG Investments LLC PFG Investments LLC | 12,297 | $256,021 | $262,663.92 | $6,642.92 | 2.59% |
Courtney Haddad Concurrent Investment Advisors, LLC | 34,450 | $759,967 | $735,852 | -$24,115 | -3.17% |
Amir Har-El Savvy Advisors, Inc. | 15,079 | $375,919 | $322,087.44 | -$53,831.56 | -14.32% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 308,991 | $6.82M | $6.69M | -$126,686.06 | -1.86% |
Ashley Meredith Abel Hall, LLC | 15,000 | $330,900 | $320,400 | -$10,500 | -3.17% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 10,321 | $193,828 | $220,456.56 | $26,628.56 | 13.74% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 9,547 | $210,606 | $203,923.92 | -$6,682.08 | -3.17% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 150 | $2,817 | $3,204 | $387 | 13.74% |
Neil Azous Rareview Capital LLC | 98,718 | $2.29M | $2.11M | -$184,453.63 | -8.04% |
| DN Daniel Newman Noble Wealth Management PBC | 51,425 | $1.12M | $1.1M | -$17,096.31 | -1.53% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 1,965 | $36,903 | $42,542.25 | $5,639.25 | 15.28% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 11,700 | $245,232 | $249,912 | $4,680 | 1.91% |
Virtue Asset Management LLC Virtue Asset Management LLC | 27,956 | $696,952.66 | $597,140.16 | -$99,812.5 | -14.32% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 4,651 | $86,254.57 | $99,345.36 | $13,090.79 | 15.18% |