| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 4,741 | $234,100 | $219,305.86 | -$14,794.14 | -6.32% |
| NA Nizar Araji National Bank Of Canada /FI/ | 504 | $24,630.48 | $23,349.01 | -$1,281.47 | -5.2% |
| CD Charlie Durham Sterling Capital Management LLC | 550,972 | $21.15M | $25.49M | $4.34M | 20.51% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 399 | $15,317.61 | $18,456.66 | $3,139.05 | 20.49% |
| EM Erin Mccann Simplicity Wealth LLC | 170,066 | $6.53M | $7.86M | $1.33M | 20.34% |
Rachel Faulk Cape Investment Advisory Inc. | 100 | $4,938 | $4,632.74 | -$305.26 | -6.18% |
| FIL FWG Investments LLC FWG Investments LLC | 44,189 | $1.7M | $2.05M | $348,886.95 | 20.57% |
| BP Brett Pohl Kingdom Financial Group LLC | 28,423 | $1.09M | $1.3M | $204,937.65 | 18.78% |
Michael R. Panico Arcadia Wealth Management LLC | 9,338 | $358,456.14 | $432,115.95 | $73,659.81 | 20.55% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 4,610 | $227,622 | $211,875.6 | -$15,746.4 | -6.92% |
Chad Tobin Slagle Financial, LLC | 5,054 | $194,003.33 | $232,610.35 | $38,607.02 | 19.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 164 | $6,314.74 | $7,586.2 | $1,271.46 | 20.13% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 14,238 | $546,530.93 | $647,615.43 | $101,084.5 | 18.5% |
Curtis Harrell Tounjian Advisory Partners LLC | 11,446 | $565,191 | $521,880.37 | -$43,310.63 | -7.66% |
Smart Wealth LLC Smart Wealth LLC | 4,170 | $169,157.68 | $191,173.65 | $22,015.97 | 13.02% |
| AS Alex Sutherland LifePlan Investment Advisors Inc. | 31,639 | $1.21M | $1.45M | $240,139.32 | 19.77% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 1,119 | $55,244 | $51,166.27 | -$4,077.73 | -7.38% |