| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 18,927 | $1.06M | $1.09M | $29,041.45 | 2.73% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 30,262 | $1.91M | $1.85M | -$60,110.05 | -3.14% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 122 | $7,548.14 | $7,476.16 | -$71.98 | -0.95% |
Chilton Investment Chilton Investment Co Inc. | 12,422 | $664,636.89 | $778,449.47 | $113,812.58 | 17.12% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 8,025 | $375,645.31 | $502,902.67 | $127,257.36 | 33.88% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 46,846 | $2.16M | $2.71M | $542,417.46 | 25.06% |
Jeffrey Gilbert Balboa Wealth Partners | 5,393 | $237,154.35 | $329,961 | $92,806.65 | 39.13% |
Define Financial LLC DEFINE FINANCIAL, LLC | 3,206 | $202,523 | $185,265.12 | -$17,257.88 | -8.52% |
Heather Scully NWF Advisory Services Inc. | 7,930 | $500,939 | $458,250.91 | -$42,688.09 | -8.52% |