| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 16,473 | $968,780 | $998,428.53 | $29,648.53 | 3.06% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 724 | $37,735.1 | $43,881.64 | $6,146.54 | 16.29% |
| TB Thomas Baker Blue Oak Capital LLC | 35,862 | $1.73M | $2.17M | $445,186.82 | 25.76% |
Jeff Ameen Spire Wealth Management | 190 | $9,816.55 | $6,230.76 | -$3,585.79 | -36.53% |
Bradley W. Clark Paladin Advisory Group LLC | 95 | $4,578.63 | $5,755.1 | $1,176.47 | 25.69% |
Ashish Sharma DGS Capital Management LLC | 149,243 | $5.84M | $9M | $3.16M | 54.01% |
Loni Adams Daymark Wealth Partners LLC | 41,261 | $1.99M | $2.49M | $496,933.19 | 24.99% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 38,369 | $1.85M | $2.32M | $474,525.05 | 25.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,278 | $133,874.21 | $138,069.58 | $4,195.37 | 3.13% |
James Rankin Modern Wealth Management, LLC | 15,136 | $677,627.67 | $918,452.48 | $240,824.81 | 35.54% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 7,661 | $399,538.77 | $462,034.91 | $62,496.14 | 15.64% |
Wesley W. Melbrod M Wealth Management, LLC | 4,008 | $174,072.65 | $242,804.64 | $68,731.99 | 39.48% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 41,242 | $2.01M | $2.51M | $504,330.23 | 25.1% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 338,741 | $18.88M | $20.52M | $1.65M | 8.72% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 23,321 | $1.01M | $764,777.21 | -$246,600.84 | -24.38% |
Promus Capital LLC Promus Capital LLC | 248,459 | $11.21M | $15.05M | $3.85M | 34.32% |
| CL Colton Loder Cohalo Advisory LLC | 4,026 | $194,060.47 | $242,526.24 | $48,465.77 | 24.97% |