| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 84 | $2,773.68 | $2,565.78 | -$207.9 | -7.5% |
| RG Rafael Guijarro City National Bank Of Florida /MSD | 72,508 | $1.97M | $2.22M | $245,501.8 | 12.45% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 13,721 | $291,271.99 | $419,245.15 | $127,973.16 | 43.94% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 80,732 | $1.87M | $2.46M | $592,277.82 | 31.71% |
| JW Jamie Wilson CAPITAL ADVISORS Inc./OK | 5,861 | $207,714 | $178,965.63 | -$28,748.37 | -13.84% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 6,455 | $228,786 | $196,716.12 | -$32,069.88 | -14.02% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 853,305 | $11.41M | $25.97M | $14.56M | 127.63% |
| RR rosemary richard WCG Wealth Advisors LLC | 12,100 | $401,647.4 | $368,203 | -$33,444.4 | -8.33% |
| YA Yinka Akinsola Blue Trust Inc. | 3,254 | $104,271.7 | $98,872.79 | -$5,398.91 | -5.18% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 40,841 | $522,764.8 | $1.24M | $720,026.83 | 137.73% |
Jeff Ameen Spire Wealth Management | 16,493 | $545,967.86 | $504,355.94 | -$41,611.92 | -7.62% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 18,625 | $266,710 | $569,552.5 | $302,842.5 | 113.55% |
Kyle P. Smith NewEdge Wealth LLC | 234,115 | $4.01M | $7.11M | $3.1M | 77.4% |
Mack, Connie Clarity Financial LLC | 12,071 | $316,854.85 | $366,475.56 | $49,620.71 | 15.66% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8,893 | $315,167.92 | $270,569.52 | -$44,598.4 | -14.15% |
| TCL Therese C.D. Linden Bank of New Hampshire | 800 | $12,296 | $24,204 | $11,908 | 96.84% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 8,595 | $254,583.9 | $262,835.1 | $8,251.2 | 3.24% |
| SE Sima Elimelech Activest Wealth Management | 2 | $70.88 | $61.14 | -$9.74 | -13.74% |
Christina Forster Pazienza Guardian Partners Inc. | 85,261 | $2.82M | $2.59M | -$221,883.97 | -7.88% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 25,202 | $550,630.4 | $769,543.07 | $218,912.67 | 39.76% |