| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 358,724 | $16.81M | $17.02M | $217,997.44 | 1.3% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 43,194 | $1.66M | $2.05M | $385,303.21 | 23.14% |
| MK Matthew Kolesky ARBOR CAPITAL MANAGEMENT Inc. /ADV | 6,352 | $229,551.32 | $301,244.24 | $71,692.92 | 31.23% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 7,826 | $330,165.82 | $371,382.83 | $41,217.01 | 12.48% |
Christian McGill CFC Planning Co. LLC | 20,336 | $891,182.23 | $964,333.12 | $73,150.89 | 8.21% |
Jeff Ameen Spire Wealth Management | 10,210 | $399,517.3 | $482,779.85 | $83,262.55 | 20.84% |
Shad Lamm Keystone Wealth Services LLC | 4,431 | $206,883.39 | $210,118.02 | $3,234.63 | 1.56% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 33,696 | $1.46M | $1.6M | $142,265.54 | 9.76% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,210 | $45,791.18 | $57,214.85 | $11,423.67 | 24.95% |
Sean Reitenbach Prosperity Consulting Group LLC | 59,449 | $1.78M | $2.82M | $1.04M | 58.42% |
Kristofer Gray Integrity Financial Corp. /WA | 20,568 | $799,554.95 | $972,557.88 | $173,002.93 | 21.64% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,054 | $801,560.97 | $1.09M | $288,547.42 | 36% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 47,252 | $2.06M | $2.23M | $172,706.06 | 8.38% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 10,946 | $438,762.42 | $519,442.43 | $80,680.01 | 18.39% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 23,537 | $1.04M | $1.11M | $75,432.19 | 7.27% |
| JC Jared Calvert Buck Wealth Strategies LLC | 9,527 | $381,390.95 | $450,484.19 | $69,093.24 | 18.12% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,124 | $457,815.39 | $525,998.34 | $68,182.95 | 14.89% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 16,825 | $658,362.35 | $795,570.12 | $137,207.77 | 20.84% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,027 | $219,310.13 | $238,556.28 | $19,246.15 | 8.78% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 6,544 | $282,937.39 | $309,433.04 | $26,495.65 | 9.36% |