| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 100,949 | $4.23M | $3.85M | -$383,602.59 | -9.07% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 718 | $24,584.32 | $27,441.96 | $2,857.64 | 11.62% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 13,974 | $569,719.98 | $532,269.66 | -$37,450.32 | -6.57% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 6,160 | $210,918.4 | $238,823.2 | $27,904.8 | 13.23% |
John Mezzasalma Mezzasalma Advisors LLC | 37,245 | $1.52M | $1.42M | -$99,816.6 | -6.57% |
Michael Capobianco MWA Asset Management | 11,894 | $396,276.91 | $441,386.34 | $45,109.43 | 11.38% |
| JB Joel Blattner Avaii Wealth Management LLC | 42,155 | $1.51M | $1.61M | $98,550.89 | 6.54% |
Craig Kurth PCG Wealth Advisors LLC | 29,322 | $1M | $1.09M | $84,154.14 | 8.38% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 81,670 | $3.12M | $3.16M | $44,017.45 | 1.41% |
| CF Cheryl Fluker Members Advisory Group LLC | 480,790 | $15.34M | $17.84M | $2.5M | 16.3% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 5,370 | $218,934.9 | $208,194.9 | -$10,740 | -4.91% |
Daniel Bennett APS Management Group Inc. | 14,107 | $590,942 | $523,510.77 | -$67,431.23 | -11.41% |
Matthew Heller Willner & Heller LLC | 8,547 | $348,461.19 | $317,179.17 | -$31,282.02 | -8.98% |
Jeffrey Gilbert Balboa Wealth Partners | 25,003 | $1.02M | $952,364.27 | -$67,008.04 | -6.57% |
| JG John Ginter Callan Family Office LLC | 11,700 | $490,113 | $440,622 | -$49,491 | -10.1% |
Jessica Thayer Unique Wealth LLC | 15,068 | $631,199 | $559,173.48 | -$72,025.52 | -11.41% |
Moises Valladares Insigneo Advisory Services LLC | 7,473 | $264,022.85 | $289,728.21 | $25,705.36 | 9.74% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 329 | $9,517 | $12,209.19 | $2,692.19 | 28.29% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,506 | $52,424 | $55,887.66 | $3,463.66 | 6.61% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 11,077 | $402,448.94 | $429,455.29 | $27,006.35 | 6.71% |