| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 495 | $5,776.65 | $6,514.2 | $737.55 | 12.77% |
Kyle P. Smith NewEdge Wealth LLC | 86,800 | $1.21M | $1.14M | -$63,431.91 | -5.25% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 245,720 | $3.77M | $3.24M | -$528,679.49 | -14.02% |
| WL William Liberti Wealth Effects LLC | 40,095 | $498,905.15 | $528,853.05 | $29,947.9 | 6% |
Loni Adams Daymark Wealth Partners LLC | 14,223 | $179,210 | $190,517.08 | $11,307.08 | 6.31% |
Kelly Christopher Significant Wealth Partners LLC | 147,758 | $1.73M | $1.96M | $233,432.45 | 13.5% |
David Kronour Kapstone Financial Advisors LLC | 15,370 | $189,300.1 | $205,496.9 | $16,196.8 | 8.56% |
| GZ Gregg Zeoli Empire Financial Management Company LLC | 63,694 | $811,564.39 | $851,588.78 | $40,024.39 | 4.93% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,609 | $173,922.59 | $181,816.24 | $7,893.65 | 4.54% |
Courtney Haddad Concurrent Investment Advisors, LLC | 18,329 | $213,901 | $244,325.57 | $30,424.57 | 14.22% |
Ashley Meredith Abel Hall, LLC | 19,000 | $194,940 | $254,885 | $59,945 | 30.75% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 400 | $5,040 | $5,268 | $228 | 4.52% |
Heather Scully NWF Advisory Services Inc. | 12,400 | $142,972 | $165,788 | $22,816 | 15.96% |
Lyn Dippel Curio Wealth LLC | 1,473 | $17,190 | $19,804.48 | $2,614.48 | 15.21% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 37,360 | $413,797.7 | $503,426 | $89,628.3 | 21.66% |
Ameriflex Group Inc. Ameriflex Group Inc. | 10,850 | $130,479.31 | $145,390 | $14,910.69 | 11.43% |
William F. Blake PMG Family Office LLC | 27,444 | $342,362.98 | $363,084.12 | $20,721.14 | 6.05% |