| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 611,347 | $20.68M | $21.38M | $696,923.6 | 3.37% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 15,531 | $496,154.46 | $541,565.97 | $45,411.51 | 9.15% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 242,173 | $7.6M | $8.52M | $916,857.77 | 12.06% |
Jeff Ameen Spire Wealth Management | 4,048 | $125,452.29 | $138,117.76 | $12,665.47 | 10.1% |
Dipen Mehta Invst LLC | 44,997 | $1.42M | $1.58M | $159,390.25 | 11.2% |
Kevin B. Crawford JB Capital LLC | 168,381 | $5.36M | $5.75M | $381,082.29 | 7.1% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 8,300 | $280,789 | $283,196 | $2,407 | 0.86% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 12 | $380.16 | $409.44 | $29.28 | 7.7% |
| CB Catherine Bluvol Next Level Private LLC | 195,796 | $6.27M | $6.68M | $413,009.86 | 6.59% |
Kathleen Thornhill Confluence Wealth Services Inc. | 46,679 | $1.38M | $1.59M | $212,237.1 | 15.37% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 310,798 | $9.87M | $10.93M | $1.06M | 10.78% |
| EM Erin Mccann Simplicity Wealth LLC | 67,464 | $2.28M | $2.35M | $62,741.52 | 2.75% |
Patrick O'Connell Security Financial Services Inc. | 15,881 | $514,667.89 | $541,859.72 | $27,191.83 | 5.28% |
Brian Levy West Wealth Group LLC | 8,254 | $254,614.27 | $286,909.04 | $32,294.77 | 12.68% |
Amanda Hawley Atria Wealth Solutions Inc. | 16,899 | $507,985.67 | $576,593.88 | $68,608.21 | 13.51% |
Matthew Heller Willner & Heller LLC | 6,397 | $191,017.37 | $218,265.64 | $27,248.27 | 14.26% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 80,714 | $2.55M | $2.75M | $202,073.61 | 7.92% |
Bert D. Barre Colonial Trust Co. / SC | 6 | $202.98 | $210.06 | $7.08 | 3.49% |
Amy Ardeel Icon Wealth Advisors LLC | 10,553 | $325,137.93 | $360,068.36 | $34,930.43 | 10.74% |
Helen Semus Semus Wealth Partners LLC | 92,395 | $2.83M | $3.23M | $405,361.8 | 14.35% |