| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 73,921 | $3.64M | $3.72M | $74,807.93 | 2.05% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 47,920 | $1.88M | $2.41M | $534,591.4 | 28.51% |
Jeff Ameen Spire Wealth Management | 3,009 | $128,063.76 | $151,743.87 | $23,680.11 | 18.49% |
Kyle P. Smith NewEdge Wealth LLC | 5,989 | $254,891.84 | $301,635.98 | $46,744.14 | 18.34% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 20,402 | $948,207.95 | $1.03M | $80,052.85 | 8.44% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,009 | $41,424.28 | $50,744.63 | $9,320.35 | 22.5% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 6,860 | $337,091.06 | $345,003.12 | $7,912.06 | 2.35% |
Kristofer Gray Integrity Financial Corp. /WA | 14,030 | $607,909.36 | $705,498.55 | $97,589.19 | 16.05% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 34,730 | $1.61M | $1.74M | $127,111.8 | 7.87% |
Moises Valladares Insigneo Advisory Services LLC | 4,700 | $188,324.49 | $235,470 | $47,145.51 | 25.03% |
| NH Nathaniel Holden Core Wealth Partners LLC | 4,581 | $213,021 | $231,019.83 | $17,998.83 | 8.45% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 47,164 | $1.67M | $2.37M | $699,988.99 | 41.87% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,704 | $362,386 | $386,779.32 | $24,393.32 | 6.73% |
| JC Jared Calvert Buck Wealth Strategies LLC | 14,125 | $613,586.82 | $711,335 | $97,748.18 | 15.93% |
Andrew Halac Talon Private Wealth, LLC | 4,392 | $206,594.05 | $221,115.24 | $14,521.19 | 7.03% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,132 | $183,784.98 | $207,806.54 | $24,021.56 | 13.07% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,544 | $424,572.43 | $481,303.92 | $56,731.49 | 13.36% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 7,357 | $313,092.17 | $369,909.96 | $56,817.79 | 18.15% |
Amir Har-El Savvy Advisors, Inc. | 5,291 | $260,740 | $266,534.12 | $5,794.12 | 2.22% |
Andrea Butler Sequent Planning LLC | 89,956 | $4.37M | $4.52M | $151,616.83 | 3.47% |