| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 16,560 | $404,266.19 | $551,613.6 | $147,347.41 | 36.45% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 20,244 | $678,842.05 | $666,837.36 | -$12,004.69 | -1.77% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,456 | $188,823.82 | $212,660.64 | $23,836.82 | 12.62% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 14,301 | $450,825.7 | $476,366.31 | $25,540.61 | 5.67% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 14,190 | $475,833.27 | $472,810.8 | -$3,022.47 | -0.64% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 22,320 | $666,252 | $740,466 | $74,214 | 11.14% |
Ryan Fink Treasure Coast Financial Planning | 80,286 | $1.71M | $2.66M | $949,343.22 | 55.45% |
Michael Byun SageView Advisory Group LLC | 8,220 | $275,641.26 | $273,397.2 | -$2,244.06 | -0.81% |
Jeffrey Gilbert Balboa Wealth Partners | 21,030 | $655,369.52 | $698,511.45 | $43,141.93 | 6.58% |
Lukas Lindgren Abound Wealth Management | 987 | $30,739.13 | $32,862.16 | $2,123.03 | 6.91% |
William Frye RPOA Advisors Inc. | 9.73M | $286.39M | $323.17M | $36.77M | 12.84% |
Denise Reinert CGC Financial Services, LLC | 720 | $15,660 | $23,990.4 | $8,330.4 | 53.2% |
Christopher C. Powers Farther Finance Advisors, LLC | 15,764 | $363,470.55 | $519,266.16 | $155,795.61 | 42.86% |
NICOLE MARTIN Arlington Trust Co LLC | 3,000 | $100,599 | $99,705 | -$894 | -0.89% |
Stephanie Ternes Wealth Forward, LLC | 213,216 | $6.38M | $7.14M | $760,710.7 | 11.92% |
Kings Path Partners LLC Kings Path Partners LLC | 588 | $17,551.8 | $19,583.34 | $2,031.54 | 11.57% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 349,674 | $11.28M | $11.61M | $331,231.17 | 2.94% |
VestGen Advisors LLC VestGen Advisors LLC | 207,015 | $6.45M | $6.88M | $429,970.16 | 6.67% |
Crux Wealth Advisors Crux Wealth Advisors | 52,128 | $1.48M | $1.75M | $272,495.46 | 18.45% |
Terry Everett Parham Jr. Innovative Wealth Building LLC | 125,030 | $3.48M | $4.17M | $691,300.84 | 19.88% |