| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 102,548 | $4.59M | $4.65M | $59,224.88 | 1.29% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 84,201 | $3.25M | $3.82M | $569,892.28 | 17.56% |
Jeff Ameen Spire Wealth Management | 4,699 | $169,164 | $211,595.97 | $42,431.97 | 25.08% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 20,780 | $818,170.23 | $944,243.2 | $126,072.97 | 15.41% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,255 | $44,866.45 | $56,512.65 | $11,646.2 | 25.96% |
Sean Reitenbach Prosperity Consulting Group LLC | 5,290 | $197,528.6 | $240,113.1 | $42,584.5 | 21.56% |
Michael O'Connor Capasso Planning Partners LLC | 5,616 | $238,118.4 | $255,023.68 | $16,905.28 | 7.1% |
Kristofer Gray Integrity Financial Corp. /WA | 26,825 | $977,065.33 | $1.21M | $230,864.39 | 23.63% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,240 | $382,361.6 | $461,107.19 | $78,745.59 | 20.59% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 4,725 | $200,038.45 | $212,766.75 | $12,728.3 | 6.36% |
Erik Brenner Hilltop Partners LLC | 4,501 | $201,341 | $203,834.09 | $2,493.09 | 1.24% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,010 | $35,249 | $45,763.1 | $10,514.1 | 29.83% |
| JC Jared Calvert Buck Wealth Strategies LLC | 13,431 | $515,567.79 | $604,797.92 | $89,230.13 | 17.31% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,968 | $319,091.26 | $358,759.2 | $39,667.94 | 12.43% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,718 | $211,048 | $212,451.54 | $1,403.54 | 0.67% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 33,877 | $1.31M | $1.53M | $225,551.73 | 17.23% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 32,783 | $1.11M | $1.48M | $366,268.81 | 33% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 293 | $11,594.01 | $13,193.79 | $1,599.78 | 13.8% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 566 | $23,596.77 | $25,690.74 | $2,093.97 | 8.87% |
Robert R Schulz Schulz Wealth, LTD. | 13,413 | $454,088.9 | $609,288.21 | $155,199.31 | 34.18% |