| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 188 | $15,216.71 | $22,826.96 | $7,610.25 | 50.01% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 1,666 | $193,805.78 | $206,883.88 | $13,078.1 | 6.75% |
Jeff Ameen Spire Wealth Management | 350 | $40,715.5 | $38,909.5 | -$1,806 | -4.44% |
Dipen Mehta Invst LLC | 14,676 | $1.05M | $1.82M | $775,820.91 | 74.12% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 4,675 | $368,951 | $519,719.75 | $150,768.75 | 40.86% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 24 | $2,689.92 | $2,980.32 | $290.4 | 10.8% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 134 | $9,589.96 | $14,896.78 | $5,306.82 | 55.34% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,843 | $206,563.44 | $223,537.47 | $16,974.03 | 8.22% |
Gregory Wood Concorde Financial Corp. | 2,571 | $210,744.87 | $319,266.78 | $108,521.91 | 51.49% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 101 | $11,776.58 | $11,228.17 | -$548.41 | -4.66% |
Bert D. Barre Colonial Trust Co. / SC | 100 | $11,633 | $11,995 | $362 | 3.11% |
Scott Register Register Financial Advisors LLC | 173 | $12,344.94 | $19,232.41 | $6,887.47 | 55.79% |
Christopher C. Powers Farther Finance Advisors, LLC | 445 | $50,040.32 | $49,470.65 | -$569.67 | -1.14% |
Rob Dainard Hara Capital LLC | 115 | $9,289 | $13,794.25 | $4,505.25 | 48.5% |
Jennifer Lutz Trademark Financial Management, LLC | 2,160 | $251,272.81 | $240,127.2 | -$11,145.61 | -4.44% |
| BPW BCS Private Wealth Management Inc. BCS Private Wealth Management Inc. | 18,400 | $1.56M | $2.05M | $485,740 | 31.14% |
SummitTX Capital LP SummitTX Capital LP | 1,098 | $127,730.29 | $136,349.64 | $8,619.35 | 6.75% |