| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 148,769 | $6.08M | $6.18M | $102,060.25 | 1.68% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 72,060 | $2.51M | $2.99M | $483,633.81 | 19.27% |
Christian McGill CFC Planning Co. LLC | 22,942 | $890,611.34 | $942,572.05 | $51,960.71 | 5.83% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 18,176 | $678,714.9 | $757,393.92 | $78,679.02 | 11.59% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,076 | $37,177.21 | $44,207.46 | $7,030.25 | 18.91% |
Kristofer Gray Integrity Financial Corp. /WA | 16,899 | $638,865.29 | $694,295.4 | $55,430.11 | 8.68% |
Amanda Hawley Atria Wealth Solutions Inc. | 118,142 | $3.7M | $4.85M | $1.15M | 31.16% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 43,585 | $1.78M | $1.79M | $14,121.49 | 0.79% |
Rachel Faulk Cape Investment Advisory Inc. | 1,250 | $51,100 | $51,356.25 | $256.25 | 0.5% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 82,637 | $2.56M | $3.43M | $870,844.53 | 33.96% |
| JC Jared Calvert Buck Wealth Strategies LLC | 12,728 | $476,589.47 | $522,929.87 | $46,340.4 | 9.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,262 | $235,048.51 | $257,274.27 | $22,225.76 | 9.46% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 24,101 | $879,204.15 | $990,189.56 | $110,985.41 | 12.62% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 12,112 | $495,139 | $503,447.39 | $8,308.39 | 1.68% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 6,393 | $261,346 | $262,656.4 | $1,310.4 | 0.5% |
Andrea Butler Sequent Planning LLC | 11,924 | $487,453 | $496,873.08 | $9,420.08 | 1.93% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3,372 | $127,145.36 | $138,538.62 | $11,393.26 | 8.96% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,039 | $40,905.54 | $43,222.4 | $2,316.86 | 5.66% |
| MB Matthieu Balmer Climber Capital SA | 21,140 | $862,495 | $868,536.88 | $6,041.88 | 0.7% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 6,257 | $256,162 | $257,068.84 | $906.84 | 0.35% |