| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 23,419 | $1.7M | $1.45M | -$252,214.43 | -14.81% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,129 | $170,328.63 | $193,716.39 | $23,387.76 | 13.73% |
| JL Jeremiah Ludington Mainstay Capital Management LLC /ADV | 19,654 | $1.12M | $1.22M | $96,304.6 | 8.6% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 4,219 | $243,601.81 | $261,641.28 | $18,039.47 | 7.41% |
| MS Michael Seese Commonwealth Financial Services LLC | 6,192 | $249,351.84 | $381,860.64 | $132,508.8 | 53.14% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 49,286 | $2.36M | $3.05M | $688,344.47 | 29.17% |
Brandon Collier Collier Financial | 1,117 | $55,340 | $69,131.13 | $13,791.13 | 24.92% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 84,996 | $4.55M | $5.28M | $729,733.11 | 16.04% |
Matthew Heller Willner & Heller LLC | 11,339 | $623,608.88 | $699,672.99 | $76,064.11 | 12.2% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 3,920 | $214,059.27 | $243,020.4 | $28,961.13 | 13.53% |
Dina Fliss Global View Capital Management LLC | 53,946 | $3.92M | $3.34M | -$582,849.06 | -14.86% |
Rossby Financial LLC Rossby Financial LLC | 222 | $10,158 | $13,754.01 | $3,596.01 | 35.4% |