| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 11,839 | $578,670 | $567,443.27 | -$11,226.73 | -1.94% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 6,567 | $215,450.74 | $317,645.79 | $102,195.05 | 47.43% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 19,359 | $753,881.43 | $928,004.64 | $174,123.21 | 23.1% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 8,737 | $275,101.63 | $418,764.41 | $143,662.78 | 52.22% |
Kyle P. Smith NewEdge Wealth LLC | 15,513 | $640,296.31 | $743,538.09 | $103,241.78 | 16.12% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 63,340 | $2.35M | $3.03M | $678,026.4 | 28.83% |
Bethany Wagner Level Financial Advisors | 8,715 | $301,791.12 | $401,770.21 | $99,979.09 | 33.13% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 13,537 | $621,493.83 | $624,069.24 | $2,575.41 | 0.41% |
Spencer Rand Five Oceans Advisors | 442,368 | $14.08M | $20.39M | $6.31M | 44.81% |
Alexander Eichhorn Tanager Wealth Management LLP | 5,845 | $222,460.7 | $269,460.34 | $46,999.64 | 21.13% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 2,457 | $101,067.94 | $113,270.16 | $12,202.22 | 12.07% |
Marc Dacanay Geometric Wealth Advisors | 4,145 | $199,730.97 | $197,790.7 | -$1,940.27 | -0.97% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 20,467 | $849,900.07 | $943,549.17 | $93,649.1 | 11.02% |
Matt Shibata Morling Financial Advisors LLC | 18,361 | $596,855.52 | $878,298.43 | $281,442.91 | 47.15% |
Joshua Moeller Hill Island Financial LLC | 55,204 | $2.1M | $2.63M | $531,667.01 | 25.29% |
John Gorlow Cardiff Park Advisors LLC | 2,377 | $82,223.13 | $115,574.49 | $33,351.36 | 40.56% |
Bill McVay Red Tortoise LLC | 1,663 | $50,277.08 | $76,665.96 | $26,388.88 | 52.49% |
Brett Lee Planning Center Inc. | 35,784 | $1.08M | $1.65M | $568,769.24 | 52.62% |
Sue Cox BetterWealth LLC | 13,068 | $415,008.7 | $602,447.87 | $187,439.17 | 45.17% |
Allison Tronnes Forum Financial Management LP | 365,681 | $11.48M | $16.86M | $5.38M | 46.86% |