| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 611,347 | $20.68M | $21.18M | $495,179.09 | 2.39% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 15,531 | $496,154.46 | $537,993.84 | $41,839.38 | 8.43% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 242,173 | $7.6M | $8.4M | $798,193 | 10.5% |
Jeff Ameen Spire Wealth Management | 4,048 | $125,452.29 | $140,425.12 | $14,972.83 | 11.94% |
Dipen Mehta Invst LLC | 44,997 | $1.42M | $1.55M | $127,667.36 | 8.97% |
Kevin B. Crawford JB Capital LLC | 168,381 | $5.36M | $5.81M | $444,225.16 | 8.28% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 8,300 | $280,789 | $287,981.78 | $7,192.78 | 2.56% |
| CB Catherine Bluvol Next Level Private LLC | 195,796 | $6.27M | $6.8M | $537,340.32 | 8.57% |
Kathleen Thornhill Confluence Wealth Services Inc. | 46,679 | $1.38M | $1.6M | $222,273.08 | 16.1% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 310,798 | $9.87M | $10.78M | $913,828.74 | 9.26% |
| EM Erin Mccann Simplicity Wealth LLC | 67,464 | $2.28M | $2.34M | $55,320.48 | 2.42% |
Patrick O'Connell Security Financial Services Inc. | 15,881 | $514,667.89 | $549,323.79 | $34,655.9 | 6.73% |
Brian Levy West Wealth Group LLC | 8,256 | $254,683.19 | $285,533.76 | $30,850.57 | 12.11% |
Amanda Hawley Atria Wealth Solutions Inc. | 16,899 | $507,985.67 | $586,226.31 | $78,240.64 | 15.4% |
Matthew Heller Willner & Heller LLC | 6,397 | $191,017.37 | $221,783.99 | $30,766.62 | 16.11% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 80,714 | $2.55M | $2.77M | $221,041.4 | 8.66% |
Bert D. Barre Colonial Trust Co. / SC | 6 | $202.98 | $208.17 | $5.19 | 2.56% |
Amy Ardeel Icon Wealth Advisors LLC | 10,553 | $325,137.93 | $363,603.61 | $38,465.68 | 11.83% |
Helen Semus Semus Wealth Partners LLC | 92,395 | $2.83M | $3.21M | $380,877.12 | 13.48% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 156,701 | $5.15M | $5.4M | $246,636.5 | 4.79% |