| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 69,871 | $3.91M | $3.76M | -$143,236.65 | -3.67% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 21 | $1,046.3 | $1,124.34 | $78.04 | 7.46% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 68,647 | $3.32M | $3.76M | $438,672.45 | 13.22% |
Jeff Ameen Spire Wealth Management | 1,637 | $75,220.15 | $84,354.61 | $9,134.46 | 12.14% |
| TSR Ted S. Rich RiverTree Advisors LLC | 15,374 | $733,032.32 | $792,222.22 | $59,189.9 | 8.07% |
| KRB Kyle R. Bubeck Systelligence LLC | 335,628 | $14.03M | $17.29M | $3.27M | 23.29% |
Rick Hurley Heirloom Wealth Management | 8,197 | $405,915.44 | $422,391.41 | $16,475.97 | 4.06% |
Matthew Heller Willner & Heller LLC | 8,992 | $469,987.2 | $463,357.76 | -$6,629.44 | -1.41% |
Rachel Faulk Cape Investment Advisory Inc. | 950 | $53,105 | $48,953.5 | -$4,151.5 | -7.82% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 20,629 | $591,515.64 | $1.06M | $471,496.73 | 79.71% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 6,378 | $316,689.04 | $328,658.34 | $11,969.3 | 3.78% |
Sheila J. Lindsay Bensler LLC | 7,348 | $358,099.98 | $378,642.44 | $20,542.46 | 5.74% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 13,853 | $686,594.35 | $713,845.09 | $27,250.74 | 3.97% |
| PIL PFG Investments LLC PFG Investments LLC | 19,849 | $889,092.42 | $1.02M | $133,726.55 | 15.04% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,627 | $285,726.38 | $289,959.31 | $4,232.93 | 1.48% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 19,979 | $660,843.71 | $1.03M | $368,674.16 | 55.79% |
David McNeely Darden Wealth Group Inc | 7,796 | $400,682.96 | $401,727.88 | $1,044.92 | 0.26% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 32,122 | $1.74M | $1.66M | -$89,491.82 | -5.13% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 8,073 | $402,463.66 | $416,001.69 | $13,538.03 | 3.36% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 2,500 | $139,750 | $128,825 | -$10,925 | -7.82% |