| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 32,432 | $1.7M | $1.58M | -$120,636.92 | -7.1% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,381 | $64,814.74 | $67,240.89 | $2,426.15 | 3.74% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 75,919 | $2.75M | $3.75M | $998,920.63 | 36.35% |
| YA Yinka Akinsola Blue Trust Inc. | 38 | $1,754.97 | $1,850.22 | $95.25 | 5.43% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 145 | $7,599.45 | $7,060.05 | -$539.4 | -7.1% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 103,862 | $4.35M | $5.13M | $778,347.14 | 17.89% |
Nabeed Zaman Eagle Strategies LLC | 13,437 | $595,876.83 | $666,945.49 | $71,068.66 | 11.93% |
Samantha Pierangeli City State Bank | 426 | $19,025.16 | $21,084.87 | $2,059.71 | 10.83% |
Michael Byun SageView Advisory Group LLC | 4,090 | $214,335 | $202,230.05 | -$12,104.95 | -5.65% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,093 | $50,682.34 | $54,098.03 | $3,415.69 | 6.74% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,377 | $64,099.48 | $67,046.13 | $2,946.65 | 4.6% |
Nathan Edwards IMG Wealth Management, Inc. | 832 | $39,293.16 | $41,138.24 | $1,845.08 | 4.7% |
Heather LeVar Roxbury Financial LLC | 1 | $45.53 | $49.47 | $3.94 | 8.65% |
| GJM Gabriel J. Markiz Portland Financial Advisors Inc. | 4,108 | $215,297 | $202,319 | -$12,978 | -6.03% |
| JH Julie Hazzard 10Elms LLP | 751 | $35,459.12 | $37,144.46 | $1,685.34 | 4.75% |
Berman McAleer LLC Berman McAleer LLC | 4,572 | $211,729 | $227,685.6 | $15,956.6 | 7.54% |