| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 54,453 | $6.7M | $6.11M | -$583,573.92 | -8.72% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 369 | $36,908.41 | $41,516.19 | $4,607.78 | 12.48% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 6,148 | $601,089.96 | $698,781.68 | $97,691.72 | 16.25% |
| RR rosemary richard WCG Wealth Advisors LLC | 339,471 | $32.06M | $38.58M | $6.52M | 20.35% |
| YA Yinka Akinsola Blue Trust Inc. | 107 | $10,289.12 | $11,549.58 | $1,260.46 | 12.25% |
Shawn M. McHugh WealthTrust Asset Management LLC | 2,583 | $257,120.47 | $278,809.02 | $21,688.55 | 8.44% |
James D. King Lindenwold Advisors Inc. | 5,756 | $562,303.64 | $621,302.64 | $58,999 | 10.49% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 4,544 | $310,900.48 | $490,479.36 | $179,578.88 | 57.76% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 4,540 | $558,204 | $490,047.6 | -$68,156.4 | -12.21% |
Matthew Liebman Amplius Wealth Advisors LLC | 1,717 | $204,683.57 | $185,332.98 | -$19,350.59 | -9.45% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1 | $97.69 | $107.94 | $10.25 | 10.49% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 61 | $5,500.37 | $6,584.34 | $1,083.97 | 19.71% |
Timothy Carne SFG Wealth Management LLC | 14,782 | $1.47M | $1.6M | $127,477.66 | 8.68% |
Brendan Corcoran Valence8 US LP | 54,694 | $5.26M | $6.16M | $903,320.52 | 17.18% |
Matthew Zienty Cardinal Point Capital Management ULC | 20,215 | $1.98M | $2.18M | $205,491.34 | 10.4% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 37,663 | $2.61M | $4.07M | $1.45M | 55.51% |
Jessica Thayer Unique Wealth LLC | 136,013 | $11.03M | $14.68M | $3.65M | 33.11% |
Jill Batley Gateway Wealth Partners LLC | 5,722 | $554,780.44 | $617,632.68 | $62,852.24 | 11.33% |
Staci Compagno Portside Wealth Group, LLC | 13,379 | $878,511.26 | $1.44M | $565,618 | 64.38% |
Annmarie Young KPP Advisory Services LLC | 32,757 | $3.25M | $3.54M | $287,734.56 | 8.86% |