| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 892 | $101,994.4 | $104,752.02 | $2,757.62 | 2.7% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,866 | $881,281.94 | $923,705.17 | $42,423.23 | 4.81% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 10,940 | $1.24M | $1.28M | $48,784.59 | 3.95% |
Daren Blonski Fermata Advisors LLC | 15,739 | $1.81M | $1.85M | $37,725.52 | 2.08% |
| AL Acas LLC Acas LLC | 79,686 | $8.87M | $9.36M | $490,849.88 | 5.53% |
| DM Dipen Mehta Invst LLC | 39,622 | $4.4M | $4.65M | $254,395.91 | 5.78% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 35,197 | $4.09M | $4.13M | $40,652.53 | 0.99% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 20,145 | $2.33M | $2.37M | $32,957.93 | 1.41% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 53,675 | $6.26M | $6.3M | $40,214.03 | 0.64% |
Kurt Van Dyken Lifeworks Advisors LLC | 36,307 | $4.09M | $4.26M | $173,002.85 | 4.23% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 12,354 | $1.41M | $1.45M | $40,435.83 | 2.87% |
| EW Enzi Wealth Enzi Wealth | 42,490 | $4.78M | $4.99M | $207,937.1 | 4.35% |
| WB William Bromley Innova Wealth Partners | 81,168 | $9.06M | $9.53M | $474,295.96 | 5.24% |
| AB Andrew Blass Atlantic Private Wealth LLC | 1,984 | $222,109.92 | $233,010.88 | $10,900.96 | 4.91% |
Matthew Liebman Amplius Wealth Advisors LLC | 227,846 | $25.42M | $26.77M | $1.35M | 5.33% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 59,007 | $6.75M | $6.93M | $177,867.6 | 2.63% |
Matthew B. Boersen Straight Path Wealth Management | 7,620 | $867,215.9 | $894,968.24 | $27,752.34 | 3.2% |
| SU Scott Ungar BlackDiamond Wealth Management LLC | 25,076 | $2.79M | $2.95M | $157,162.62 | 5.64% |
| DC Dominic Corabi Wedmont Private Capital | 23,492 | $2.71M | $2.76M | $50,012.16 | 1.85% |
| TJ Taylor Jobe MKT Advisors LLC | 2,493 | $266,678.35 | $292,802.85 | $26,124.5 | 9.8% |