| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 41,692 | $2.27M | $2.35M | $72,882.38 | 3.21% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 132 | $6,523.46 | $7,422.77 | $899.31 | 13.79% |
Allison Brooke Blake WorthPointe LLC | 69,792 | $3.45M | $3.77M | $321,810.87 | 9.34% |
Lukas Lindgren Abound Wealth Management | 101 | $5,482 | $5,454.1 | -$27.9 | -0.51% |
Justin Halverson Great Waters Wealth Management | 6,389 | $283,527.32 | $345,012.39 | $61,485.07 | 21.69% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 4,684 | $224,444.37 | $252,940.68 | $28,496.31 | 12.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 18,808 | $899,962.56 | $1.02M | $115,688.24 | 12.85% |
Chris Chatto Encompass More Asset Management | 44,966 | $2.13M | $2.43M | $298,004.57 | 13.99% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 4,888 | $212,004.75 | $263,956.89 | $51,952.14 | 24.51% |
Douglas E. Morisoli Fairman Group, LLC | 11,452 | $490,396.47 | $618,419.45 | $128,022.98 | 26.11% |
Carmen McClennon WR Wealth Planners, LLC | 550 | $22,260 | $29,700.55 | $7,440.55 | 33.43% |
| ECC Elizabeth C. Carr CLG LLC | 4,415 | $193,142.59 | $238,414.41 | $45,271.82 | 23.44% |