| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 3,789 | $209,360 | $211,729.32 | $2,369.32 | 1.13% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 130 | $5,404.1 | $7,261.8 | $1,857.7 | 34.38% |
| CGP Corey G. Prestidge Hilltop Holdings Inc. | 5,500 | $221,243 | $305,910 | $84,667 | 38.27% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 15,233 | $610,515.82 | $845,126.84 | $234,611.02 | 38.43% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 5,006 | $230,439.42 | $279,885.46 | $49,446.04 | 21.46% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 21,450 | $714,836.94 | $1.2M | $482,716.56 | 67.53% |
Kevin Zemann WealthPlan Investment Management LLC | 144,227 | $6.79M | $8.06M | $1.27M | 18.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,749 | $292,555.21 | $321,426.59 | $28,871.38 | 9.87% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 304,649 | $12.87M | $16.89M | $4.01M | 31.19% |
Luke Bunch OxenFree Capital LLC | 528,465 | $20.21M | $29.54M | $9.33M | 46.17% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 69,129 | $2.91M | $3.83M | $927,463.37 | 31.93% |
Balance Wealth LLC Balance Wealth LLC | 4,062 | $224,476 | $225,705.03 | $1,229.03 | 0.55% |