| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 9,456 | $260,898.12 | $271,670.88 | $10,772.76 | 4.13% |
Curtis Ellergodt Rothschild Investment LLC | 3,600 | $99,309 | $103,356 | $4,047 | 4.08% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 147,873 | $4.17M | $4.25M | $76,151.28 | 1.83% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,839 | $216,832.96 | $225,214.47 | $8,381.51 | 3.87% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 12,239 | $344,956.22 | $351,381.69 | $6,425.47 | 1.86% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,735 | $130,668.08 | $135,941.85 | $5,273.77 | 4.04% |
Nicholas Shaheen FSA Advisors Inc. | 7,580 | $209,100 | $218,304 | $9,204 | 4.4% |
Michelle McCarthy Vantage Financial Partners LLC | 7,925 | $210,131.38 | $228,240 | $18,108.62 | 8.62% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 9,288 | $256,435.61 | $266,844.24 | $10,408.63 | 4.06% |
Jason Matthews Kfg Wealth Management LLC | 37,599 | $1.02M | $1.08M | $64,184.58 | 6.3% |
Jeffrey D. Munjack JDM Financial Group LLC | 386 | $9,947.22 | $11,116.8 | $1,169.58 | 11.76% |
Jennifer Henry Continuum Wealth Advisors LLC | 18,877 | $511,193 | $542,524.98 | $31,331.98 | 6.13% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 37,689 | $1.01M | $1.08M | $72,370.17 | 7.16% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,683 | $197,990.52 | $220,578.93 | $22,588.41 | 11.41% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 9,100 | $251,030.37 | $261,534 | $10,503.63 | 4.18% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,814 | $212,573.91 | $224,496.22 | $11,922.31 | 5.61% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,114 | $224,029.74 | $223,831.54 | -$198.2 | -0.09% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 12,898 | $332,381 | $371,462.4 | $39,081.4 | 11.76% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 6,602 | $175,707.14 | $189,543.42 | $13,836.28 | 7.87% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 23,311 | $621,528.64 | $671,356.8 | $49,828.16 | 8.02% |