| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 232,241 | $3.11M | $3.17M | $60,382.06 | 1.94% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 495 | $5,776.65 | $6,870.6 | $1,093.95 | 18.94% |
Kyle P. Smith NewEdge Wealth LLC | 86,800 | $1.21M | $1.19M | -$21,767.91 | -1.8% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 245,720 | $3.77M | $3.27M | -$504,107.49 | -13.37% |
William Liberti Wealth Effects LLC | 39,995 | $497,619.15 | $531,533.55 | $33,914.4 | 6.82% |
Loni Adams Daymark Wealth Partners LLC | 14,223 | $179,210 | $189,023.67 | $9,813.67 | 5.48% |
Kelly Christopher Significant Wealth Partners LLC | 147,758 | $1.73M | $1.96M | $234,910.03 | 13.59% |
David Kronour Kapstone Financial Advisors LLC | 15,370 | $189,300.1 | $210,107.9 | $20,807.8 | 10.99% |
Gregg Zeoli Empire Financial Management Company LLC | 24,544 | $307,171.14 | $343,370.56 | $36,199.42 | 11.78% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,647 | $174,431.78 | $181,368.63 | $6,936.85 | 3.98% |
Courtney Haddad Concurrent Investment Advisors, LLC | 18,329 | $213,901 | $243,592.41 | $29,691.41 | 13.88% |
Ashley Meredith Abel Hall, LLC | 19,000 | $194,940 | $252,510 | $57,570 | 29.53% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 400 | $5,040 | $5,316 | $276 | 5.48% |
Heather Scully NWF Advisory Services Inc. | 10,900 | $125,677 | $144,861 | $19,184 | 15.26% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 37,260 | $412,696.7 | $495,185.4 | $82,488.7 | 19.99% |
Ameriflex Group Inc. Ameriflex Group Inc. | 10,850 | $130,479.31 | $151,791.5 | $21,312.19 | 16.33% |
William F. Blake PMG Family Office LLC | 29,295 | $367,166.38 | $389,330.55 | $22,164.17 | 6.04% |