| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 69,871 | $3.91M | $3.5M | -$403,156.77 | -10.32% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 21 | $1,046.3 | $1,052.73 | $6.43 | 0.61% |
| JL Jeremiah Ludington Mainstay Capital Management LLC /ADV | 6,507 | $305,946.48 | $326,195.91 | $20,249.43 | 6.62% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 6,284 | $228,234.88 | $316,521.94 | $88,287.06 | 38.68% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 68,647 | $3.32M | $3.46M | $140,710.15 | 4.24% |
Jeff Ameen Spire Wealth Management | 1,637 | $75,220.15 | $82,454.87 | $7,234.72 | 9.62% |
| KRB Kyle R. Bubeck Systelligence LLC | 335,628 | $14.03M | $16.82M | $2.79M | 19.9% |
Rick Hurley Heirloom Wealth Management | 5,657 | $280,134.64 | $286,583.62 | $6,448.98 | 2.3% |
Matthew Heller Willner & Heller LLC | 8,992 | $469,987.2 | $457,153.28 | -$12,833.92 | -2.73% |
Rachel Faulk Cape Investment Advisory Inc. | 950 | $53,105 | $47,851.02 | -$5,253.98 | -9.89% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 20,629 | $591,515.64 | $1.04M | $444,266.45 | 75.11% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 6,378 | $316,689.04 | $320,175.6 | $3,486.56 | 1.1% |
Sheila J. Lindsay Bensler LLC | 7,348 | $358,099.98 | $372,692.03 | $14,592.05 | 4.07% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 13,853 | $686,594.35 | $703,386.07 | $16,791.72 | 2.45% |
| PIL PFG Investments LLC PFG Investments LLC | 19,849 | $889,092.42 | $996,618.29 | $107,525.87 | 12.09% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,196 | $265,463.56 | $260,475.48 | -$4,988.08 | -1.88% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 19,979 | $660,843.71 | $1.01M | $347,596.31 | 52.6% |
David McNeely Darden Wealth Group Inc | 7,796 | $400,682.96 | $395,180.02 | -$5,502.94 | -1.37% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 36,958 | $2M | $1.86M | -$139,665.42 | -6.98% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 8,073 | $402,463.66 | $405,870.07 | $3,406.41 | 0.85% |