| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 176,888 | $8.93M | $9.18M | $247,360.83 | 2.77% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 81,511 | $3.28M | $4.23M | $948,076.69 | 28.89% |
| DMC Dana M. Capozzella CASCADE INVESTMENT GROUP Inc. | 8,259 | $391,228.85 | $428,566.12 | $37,337.27 | 9.54% |
| NA Nizar Araji National Bank Of Canada /FI/ | 850 | $35,827.5 | $44,187.25 | $8,359.75 | 23.33% |
| JG James Gambaccini ACORN FINANCIAL ADVISORY SERVICES Inc. /ADV | 5,875 | $254,276.74 | $305,176.87 | $50,900.13 | 20.02% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 44,062 | $1.5M | $2.29M | $794,455.29 | 53.1% |
Christian McGill CFC Planning Co. LLC | 6,270 | $266,164.98 | $325,757.85 | $59,592.87 | 22.39% |
Jeff Ameen Spire Wealth Management | 3,454 | $145,586.1 | $179,556.19 | $33,970.09 | 23.33% |
Shad Lamm Keystone Wealth Services LLC | 32,896 | $1.56M | $1.71M | $146,178.03 | 9.37% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 11,508 | $536,502.79 | $597,610.44 | $61,107.65 | 11.39% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 32,916 | $1.57M | $1.71M | $142,069.07 | 9.07% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 996 | $39,977.08 | $51,683.24 | $11,706.16 | 29.28% |
Penny A. Phillips Journey Strategic Wealth LLC | 11,751 | $459,828.05 | $608,173 | $148,344.95 | 32.26% |
Timothy R. Guthrie Bullseye Investment Management LLC | 1,000 | $50,125.34 | $51,920 | $1,794.66 | 3.58% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 6,109 | $265,224.39 | $317,000.9 | $51,776.51 | 19.52% |
Kristofer Gray Integrity Financial Corp. /WA | 24,233 | $1.03M | $1.26M | $230,097.03 | 22.38% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,685 | $197,472.75 | $243,549.72 | $46,076.97 | 23.33% |
Kevin Zemann WealthPlan Investment Management LLC | 9,065 | $364,044.25 | $470,390.1 | $106,345.85 | 29.21% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 14,420 | $671,106.8 | $746,667.6 | $75,560.8 | 11.26% |
Loni Adams Daymark Wealth Partners LLC | 4,919 | $233,956.3 | $254,509.06 | $20,552.76 | 8.78% |