| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 9,829 | $364,867.94 | $524,062.62 | $159,194.68 | 43.63% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 223,188 | $11.77M | $12.01M | $238,794.4 | 2.03% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,315 | $205,726.71 | $286,027.26 | $80,300.55 | 39.03% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 40,654 | $1.97M | $2.17M | $192,653.93 | 9.75% |
| RR rosemary richard WCG Wealth Advisors LLC | 12,186 | $509,131.08 | $657,130.05 | $147,998.97 | 29.07% |
Jeff Ameen Spire Wealth Management | 11,614 | $527,170.45 | $619,235.25 | $92,064.8 | 17.46% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 14,030 | $512,279.93 | $748,051.54 | $235,771.61 | 46.02% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,953 | $126,850.89 | $157,448.05 | $30,597.16 | 24.12% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 47,537 | $2.02M | $2.53M | $518,847.61 | 25.74% |
Nicholas Shaheen FSA Advisors Inc. | 31,004 | $1.16M | $1.67M | $512,462.17 | 44.26% |
Michelle McCarthy Vantage Financial Partners LLC | 9,499 | $418,330.23 | $506,467.68 | $88,137.45 | 21.07% |
Rachel Faulk Cape Investment Advisory Inc. | 1,100 | $58,003 | $58,649.8 | $646.8 | 1.12% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 5,233 | $205,564 | $279,013.09 | $73,449.09 | 35.73% |
Steven Trigili Garden State Investment Advisory Services LLC | 15,925 | $483,005.62 | $857,163.12 | $374,157.5 | 77.46% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,179 | $362,904.86 | $436,087.92 | $73,183.06 | 20.17% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,402 | $488,990.63 | $607,931.84 | $118,941.21 | 24.32% |
David W. Lewis Lewis Asset Management, LLC | 8,530 | $312,880.33 | $454,802.54 | $141,922.21 | 45.36% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 4,367 | $210,864.78 | $232,839.71 | $21,974.93 | 10.42% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 4,346 | $209,851 | $231,720.03 | $21,869.03 | 10.42% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 6,600 | $254,504.34 | $351,898.8 | $97,394.46 | 38.27% |