| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 8,814 | $366,490.87 | $489,793.98 | $123,303.11 | 33.64% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 256,223 | $13.59M | $14.2M | $613,789.98 | 4.52% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,378 | $191,959.86 | $242,615.63 | $50,655.77 | 26.39% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 5,962 | $294,588.91 | $328,386.96 | $33,798.05 | 11.47% |
Jeff Ameen Spire Wealth Management | 18,240 | $840,657.24 | $1.01M | $172,939.56 | 20.57% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 458 | $17,619.26 | $25,226.64 | $7,607.38 | 43.18% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 10,593 | $436,357.19 | $587,032.28 | $150,675.09 | 34.53% |
Matthew B. Boersen Straight Path Wealth Management | 8,459 | $384,481.4 | $469,770.56 | $85,289.16 | 22.18% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 296,555 | $11.9M | $16.47M | $4.57M | 38.4% |
Nicholas Shaheen FSA Advisors Inc. | 38,464 | $1.51M | $2.13M | $618,557.45 | 40.97% |
Caroline Jankowski Operose Advisors LLC | 2,061 | $108,985.68 | $113,519.88 | $4,534.2 | 4.16% |
Michelle McCarthy Vantage Financial Partners LLC | 8,930 | $441,320.6 | $494,677.35 | $53,356.75 | 12.09% |
| EM Erin Mccann Simplicity Wealth LLC | 8,105 | $428,592.4 | $449,908.55 | $21,316.15 | 4.97% |
Jason Matthews Kfg Wealth Management LLC | 10,425 | $515,251 | $574,626 | $59,375 | 11.52% |
Rachel Faulk Cape Investment Advisory Inc. | 600 | $31,813 | $33,360 | $1,547 | 4.86% |
Rebecca Sierp WPWealth LLP | 9,582 | $464,082.38 | $532,807.11 | $68,724.73 | 14.81% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 3,661 | $201,454 | $203,002.45 | $1,548.45 | 0.77% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,500 | $381,412.03 | $414,000 | $32,587.97 | 8.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,697 | $179,949.91 | $204,876.65 | $24,926.74 | 13.85% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3,012 | $148,867 | $166,970.22 | $18,103.22 | 12.16% |