| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 9,456 | $260,898.12 | $268,592.95 | $7,694.83 | 2.95% |
Curtis Ellergodt Rothschild Investment LLC | 3,600 | $99,309 | $102,474 | $3,165 | 3.19% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 147,873 | $4.17M | $4.21M | $39,922.39 | 0.96% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,839 | $216,832.96 | $223,097.94 | $6,264.98 | 2.89% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 12,239 | $344,956.22 | $349,117.47 | $4,161.25 | 1.21% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,676 | $128,977.14 | $132,587.98 | $3,610.84 | 2.8% |
Nicholas Shaheen FSA Advisors Inc. | 7,580 | $209,100 | $215,954.2 | $6,854.2 | 3.28% |
Michelle McCarthy Vantage Financial Partners LLC | 7,925 | $210,131.38 | $224,713.37 | $14,581.99 | 6.94% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 9,288 | $256,435.61 | $263,361.24 | $6,925.63 | 2.7% |
Jason Matthews Kfg Wealth Management LLC | 37,599 | $1.02M | $1.07M | $47,453.02 | 4.66% |
Jeffrey D. Munjack JDM Financial Group LLC | 386 | $9,947.22 | $10,997.14 | $1,049.92 | 10.55% |
Jennifer Henry Continuum Wealth Advisors LLC | 18,877 | $511,193 | $535,257.33 | $24,064.33 | 4.71% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 37,689 | $1.01M | $1.07M | $58,236.79 | 5.76% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,683 | $197,990.52 | $217,851.46 | $19,860.94 | 10.03% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 9,100 | $251,030.37 | $259,259 | $8,228.63 | 3.28% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,689 | $235,772.79 | $246,376.59 | $10,603.8 | 4.5% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,799 | $215,142 | $221,140.64 | $5,998.64 | 2.79% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 12,898 | $332,381 | $365,722.79 | $33,341.79 | 10.03% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 6,602 | $175,707.14 | $187,199.71 | $11,492.57 | 6.54% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 23,311 | $621,528.64 | $660,983.4 | $39,454.76 | 6.35% |