| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 148,769 | $6.08M | $6.24M | $159,187.55 | 2.62% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 72,060 | $2.51M | $3.02M | $513,228.85 | 20.45% |
| BAR Bradley A. Ruppert Lcnb Corp | 29,869 | $1.07M | $1.25M | $183,673.76 | 17.18% |
Christian McGill CFC Planning Co. LLC | 22,942 | $890,611.34 | $962,302.19 | $71,690.85 | 8.05% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 18,176 | $678,714.9 | $762,664.96 | $83,950.06 | 12.37% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,224 | $43,322.17 | $51,346.8 | $8,024.63 | 18.52% |
Kristofer Gray Integrity Financial Corp. /WA | 16,899 | $638,865.29 | $708,237.09 | $69,371.8 | 10.86% |
Amanda Hawley Atria Wealth Solutions Inc. | 118,142 | $3.7M | $4.97M | $1.26M | 34.17% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 43,585 | $1.78M | $1.82M | $45,720.66 | 2.57% |
Rachel Faulk Cape Investment Advisory Inc. | 1,250 | $51,100 | $52,537.5 | $1,437.5 | 2.81% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 82,637 | $2.56M | $3.46M | $899,271.66 | 35.07% |
| JC Jared Calvert Buck Wealth Strategies LLC | 12,048 | $451,276.48 | $505,775.04 | $54,498.56 | 12.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,694 | $213,867.76 | $238,863.3 | $24,995.54 | 11.69% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 24,101 | $879,204.15 | $1.01M | $130,989.26 | 14.9% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 12,112 | $495,139 | $507,432.24 | $12,293.24 | 2.48% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 6,393 | $261,346 | $268,378.14 | $7,032.14 | 2.69% |
Andrea Butler Sequent Planning LLC | 11,924 | $487,453 | $499,734.84 | $12,281.84 | 2.52% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3,372 | $127,145.36 | $141,421.68 | $14,276.32 | 11.23% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,039 | $40,905.54 | $43,586.05 | $2,680.51 | 6.55% |
| MB Matthieu Balmer Climber Capital SA | 21,140 | $862,495 | $886,823 | $24,328 | 2.82% |