| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 354,662 | $13.68M | $13.6M | -$81,572.3 | -0.6% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 3,035 | $101,884.95 | $116,392.25 | $14,507.3 | 14.24% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 1.59M | $61.37M | $62.05M | $683,998.33 | 1.11% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 124,774 | $4.64M | $4.9M | $256,095.38 | 5.52% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 97,124 | $3.3M | $3.79M | $487,490.84 | 14.76% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 105,626 | $3.61M | $4.05M | $437,137.5 | 12.1% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 49,482 | $1.89M | $1.95M | $57,903.62 | 3.06% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 25,246 | $974,564 | $985,098.92 | $10,534.92 | 1.08% |
| RR rosemary richard WCG Wealth Advisors LLC | 10,718 | $395,065.48 | $421,967.66 | $26,902.18 | 6.81% |
Jeff Ameen Spire Wealth Management | 26 | $1,003.08 | $997.1 | -$5.98 | -0.6% |
Kyle P. Smith NewEdge Wealth LLC | 22,061 | $781,180.01 | $860,599.61 | $79,419.6 | 10.17% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 247,451 | $8.02M | $9.49M | $1.47M | 18.34% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 15,700 | $578,702 | $602,095 | $23,393 | 4.04% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 9,343 | $360,453 | $358,304.05 | -$2,148.95 | -0.6% |
| KC Kasey Cook Maripau Wealth Management LLC | 13,904 | $536,416.32 | $542,534.08 | $6,117.76 | 1.14% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 92,180 | $3.49M | $3.63M | $141,835.48 | 4.07% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 17,608 | $589,086.37 | $675,266.8 | $86,180.43 | 14.63% |
Jonathan Yarger Yarger Wealth Strategies LLC | 6,469 | $203,129.79 | $248,086.15 | $44,956.36 | 22.13% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 18,328 | $497,016.44 | $702,878.8 | $205,862.36 | 41.42% |
Ana-Maria Ignat Covestor Ltd | 550 | $20,604.02 | $21,455.5 | $851.48 | 4.13% |