| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FJR Fred J. Ruopp Jr. Chelsea Counsel Co | 147 | $9,683 | $10,773.63 | $1,090.63 | 11.26% |
| MS Marc Seidenberg Basso Capital Management LP | 3,559 | $266,561 | $260,839.11 | -$5,721.89 | -2.15% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 218,767 | $14.41M | $16.13M | $1.71M | 11.89% |
| JM John Malone Amundi | 25,619 | $1.9M | $1.89M | -$12,802.45 | -0.67% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 216,756 | $12.35M | $15.98M | $3.63M | 29.38% |
| RR rosemary richard WCG Wealth Advisors LLC | 27,791 | $1.81M | $2.04M | $228,634.05 | 12.64% |
| YA Yinka Akinsola Blue Trust Inc. | 2,190 | $145,240.18 | $160,505.1 | $15,264.92 | 10.51% |
Jeff Ameen Spire Wealth Management | 2,124 | $154,669.68 | $156,560.04 | $1,890.36 | 1.22% |
Shawn M. McHugh WealthTrust Asset Management LLC | 2,728 | $199,525.92 | $200,999.04 | $1,473.12 | 0.74% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 72,862 | $5.23M | $5.34M | $105,660.84 | 2.02% |
Joseph Castro Nuveen LLC | 16,314 | $1.22M | $1.2M | -$26,206.94 | -2.14% |
Mark Hansen Hansen & Associates Financial Group Inc. | 34,871 | $2.56M | $2.57M | $5,660.96 | 0.22% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 13,000 | $791,830 | $952,770 | $160,940 | 20.33% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 174,543 | $11.64M | $12.87M | $1.23M | 10.53% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 659 | $41,121.6 | $48,298.11 | $7,176.51 | 17.45% |
Rick Hurley Heirloom Wealth Management | 10,002 | $731,546.28 | $729,945.96 | -$1,600.32 | -0.22% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 3,894 | $284,840.6 | $284,184.12 | -$656.48 | -0.23% |
| WB William Bromley Innova Wealth Partners | 13,030 | $947,976.84 | $950,929.4 | $2,952.56 | 0.31% |
Brian Baylis Bell Investment Advisors Inc. | 167,698 | $10.57M | $12.36M | $1.79M | 16.98% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1,564 | $117,143.6 | $115,282.44 | -$1,861.16 | -1.59% |