| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 11,839 | $578,670 | $555,533.24 | -$23,136.76 | -4% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 6,567 | $215,450.74 | $303,822.25 | $88,371.51 | 41.02% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 19,359 | $753,881.43 | $908,401.72 | $154,520.29 | 20.5% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 8,737 | $275,101.63 | $404,785.21 | $129,683.58 | 47.14% |
Kyle P. Smith NewEdge Wealth LLC | 15,513 | $640,296.31 | $721,044.24 | $80,747.93 | 12.61% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 63,340 | $2.35M | $2.94M | $592,200.7 | 25.18% |
Bethany Wagner Level Financial Advisors | 8,682 | $300,697.83 | $403,376.14 | $102,678.31 | 34.15% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 13,424 | $616,806.99 | $618,040.96 | $1,233.97 | 0.2% |
Spencer Rand Five Oceans Advisors | 442,368 | $14.08M | $20.47M | $6.38M | 45.32% |
Alexander Eichhorn Tanager Wealth Management LLP | 5,845 | $222,460.7 | $270,594.27 | $48,133.57 | 21.64% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 2,457 | $101,067.94 | $112,604.31 | $11,536.37 | 11.41% |
Marc Dacanay Geometric Wealth Advisors | 4,145 | $199,730.97 | $192,581.67 | -$7,149.3 | -3.58% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 20,467 | $849,900.07 | $956,013.57 | $106,113.5 | 12.49% |
Matt Shibata Morling Financial Advisors LLC | 18,361 | $596,855.52 | $853,970.11 | $257,114.59 | 43.08% |
Joshua Moeller Hill Island Financial LLC | 55,204 | $2.1M | $2.56M | $462,292.14 | 21.99% |
John Gorlow Cardiff Park Advisors LLC | 2,377 | $82,223.13 | $109,437.08 | $27,213.95 | 33.1% |
Bill McVay Red Tortoise LLC | 1,663 | $50,277.08 | $76,564.52 | $26,287.44 | 52.29% |
Brett Lee Planning Center Inc. | 35,784 | $1.08M | $1.66M | $582,331.38 | 53.87% |
Sue Cox BetterWealth LLC | 13,490 | $435,412.4 | $633,004.76 | $197,592.36 | 45.38% |
Allison Tronnes Forum Financial Management LP | 365,681 | $11.48M | $16.84M | $5.36M | 46.67% |