| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 23,419 | $1.7M | $1.54M | -$164,861.56 | -9.68% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,129 | $170,328.63 | $205,418.85 | $35,090.22 | 20.6% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 4,219 | $243,601.81 | $297,270.74 | $53,668.93 | 22.03% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 49,286 | $2.36M | $3.23M | $874,645.55 | 37.07% |
Brandon Collier Collier Financial | 1,117 | $55,340 | $76,458.65 | $21,118.65 | 38.16% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 84,996 | $4.55M | $5.92M | $1.37M | 30.06% |
Matthew Heller Willner & Heller LLC | 11,339 | $623,608.88 | $776,154.55 | $152,545.67 | 24.46% |
Victoria Latham Fiduciary Alliance LLC | 2,818 | $204,853 | $184,860.8 | -$19,992.2 | -9.76% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 4,445 | $243,224.07 | $291,614.22 | $48,390.15 | 19.9% |
Dina Fliss Global View Capital Management LLC | 53,946 | $3.92M | $3.69M | -$228,963.3 | -5.84% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,904 | $211,105 | $198,778.8 | -$12,326.2 | -5.84% |
| RFL Rossby Financial LLC Rossby Financial LLC | 222 | $10,158 | $14,906.19 | $4,748.19 | 46.74% |