| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,776 | $118,250.95 | $187,840.08 | $69,589.13 | 58.85% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 46,572 | $1.9M | $1.83M | -$64,269.36 | -3.39% |
Jeff Ameen Spire Wealth Management | 2,644 | $105,303.48 | $103,988.52 | -$1,314.96 | -1.25% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 82,201 | $2.95M | $3.23M | $286,923.16 | 9.74% |
Bobby Adusumilli SJS Investment Consulting Inc. | 497 | $20,232.87 | $19,750.78 | -$482.09 | -2.38% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 23,804 | $927,895.68 | $938,591.72 | $10,696.04 | 1.15% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,087 | $247,801.77 | $241,708.68 | -$6,093.09 | -2.46% |
Craig Kurth PCG Wealth Advisors LLC | 37,335 | $1.52M | $1.48M | -$36,214.95 | -2.38% |
Dave Reichert Echo45 Advisors LLC | 26,359 | $933,263.73 | $1.03M | $100,536.25 | 10.77% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 19,974 | $535,904.44 | $793,766.76 | $257,862.32 | 48.12% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 10,466 | $387,396.88 | $415,918.84 | $28,521.96 | 7.36% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 15,995 | $651,156.45 | $635,641.3 | -$15,515.15 | -2.38% |
Michael Byun SageView Advisory Group LLC | 837 | $29,237 | $32,919.21 | $3,682.21 | 12.59% |
Amanda Hawley Atria Wealth Solutions Inc. | 29,095 | $698,878.57 | $1.15M | $448,773.7 | 64.21% |
Matthew Heller Willner & Heller LLC | 7,715 | $314,077.65 | $304,048.15 | -$10,029.5 | -3.19% |
Kevin Zemann WealthPlan Investment Management LLC | 9,873 | $401,929.83 | $389,094.93 | -$12,834.9 | -3.19% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,496 | $137,050.8 | $137,532.64 | $481.84 | 0.35% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 363,123 | $13.66M | $14.31M | $645,840.41 | 4.73% |
Marc White Clarendon Private LLC | 19,210 | $782,039 | $757,066.1 | -$24,972.9 | -3.19% |
| MV Moises Valladares Insigneo Advisory Services LLC | 5,623 | $228,912 | $221,124.47 | -$7,787.53 | -3.4% |