| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 102,548 | $4.59M | $4.7M | $116,149.27 | 2.53% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 84,201 | $3.25M | $3.86M | $615,790.25 | 18.97% |
| JM Jacob Myrvik FSB PREMIER WEALTH MANAGEMENT Inc. | 17,299 | $608,381.42 | $793,764.61 | $185,383.19 | 30.47% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 8,207 | $314,121.63 | $376,373.02 | $62,251.39 | 19.82% |
Jeff Ameen Spire Wealth Management | 4,699 | $169,164 | $215,496.14 | $46,332.14 | 27.39% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 20,780 | $818,170.23 | $953,076.78 | $134,906.55 | 16.49% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,130 | $40,503.95 | $51,827.56 | $11,323.61 | 27.96% |
Sean Reitenbach Prosperity Consulting Group LLC | 5,290 | $197,528.6 | $242,202.65 | $44,674.05 | 22.62% |
Michael O'Connor Capasso Planning Partners LLC | 5,616 | $238,118.4 | $257,634 | $19,515.6 | 8.2% |
Kristofer Gray Integrity Financial Corp. /WA | 26,825 | $977,065.33 | $1.23M | $253,129.17 | 25.91% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,240 | $382,361.6 | $469,708.8 | $87,347.2 | 22.84% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 4,725 | $200,038.45 | $216,334.12 | $16,295.67 | 8.15% |
Erik Brenner Hilltop Partners LLC | 4,501 | $201,341 | $206,730.93 | $5,389.93 | 2.68% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,010 | $35,249 | $46,318.6 | $11,069.6 | 31.4% |
| JC Jared Calvert Buck Wealth Strategies LLC | 13,431 | $515,567.79 | $616,147.12 | $100,579.33 | 19.51% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,640 | $268,985.83 | $304,544.26 | $35,558.43 | 13.22% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,718 | $211,048 | $216,414.66 | $5,366.66 | 2.54% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 33,877 | $1.31M | $1.55M | $244,014.69 | 18.64% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 31,478 | $1.07M | $1.45M | $380,166.53 | 35.67% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 293 | $11,594.01 | $13,442.84 | $1,848.83 | 15.95% |