| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 261,662 | $5.04M | $6.31M | $1.27M | 25.13% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 16,634 | $434,980 | $412,024.18 | -$22,955.82 | -5.28% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,799 | $173,181.97 | $193,025.25 | $19,843.28 | 11.46% |
Joseph Castro Nuveen LLC | 17,486 | $457,259 | $437,150 | -$20,109 | -4.4% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,900 | $201,134 | $194,024 | -$7,110 | -3.53% |
Candace Cavalier Congress Wealth Management LLC / DE / | 92,753 | $1.83M | $2.24M | $408,614.03 | 22.36% |
| CB Catherine Bluvol Next Level Private LLC | 46,181 | $804,687.83 | $1.11M | $308,736.08 | 38.37% |
Courtney Holt Compound Planning, Inc. | 14,033 | $254,903.19 | $338,335.63 | $83,432.44 | 32.73% |
Kristy DeJarnette Financial Security Advisor, Inc. | 24,022 | $489,913.82 | $600,550 | $110,636.18 | 22.58% |
Owen McCabe Tyche Wealth Partners LLC | 22,494 | $429,541.35 | $542,330.34 | $112,788.99 | 26.26% |
Cody Gehman Stonebridge Financial Group, LLC | 17,255 | $347,580.39 | $416,018.05 | $68,437.66 | 19.69% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 137 | $3,187.13 | $3,303.07 | $115.94 | 3.64% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,594 | $87,119.95 | $113,747.44 | $26,627.49 | 30.56% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 9,416 | $178,904 | $233,140.16 | $54,236.16 | 30.32% |
| TAL TPG Advisors LLC TPG Advisors LLC | 60,956 | $1.25M | $1.47M | $217,560.74 | 17.38% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 18,848 | $380,117.72 | $454,425.28 | $74,307.56 | 19.55% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 204,940 | $3.87M | $5.07M | $1.21M | 31.2% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 131 | $3,047.14 | $3,158.41 | $111.27 | 3.65% |
George Hall II One8Zero8 LLC | 63,853 | $1.29M | $1.6M | $308,492.63 | 23.95% |
| AFL AGP Franklin LLC AGP Franklin LLC | 12,618 | $254,489.83 | $304,219.98 | $49,730.15 | 19.54% |