| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 171,620 | $8.09M | $8.27M | $186,376.73 | 2.3% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 68,288 | $2.48M | $3.29M | $815,265.46 | 32.92% |
| MK Matthew Kolesky ARBOR CAPITAL MANAGEMENT Inc. /ADV | 4,714 | $184,766.2 | $227,356.22 | $42,590.02 | 23.05% |
Jeff Ameen Spire Wealth Management | 4,100 | $159,786.5 | $198,030 | $38,243.5 | 23.93% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 14,431 | $632,243.68 | $695,660.79 | $63,417.11 | 10.03% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,060 | $40,684.07 | $51,098.36 | $10,414.29 | 25.6% |
Timothy R. Guthrie Bullseye Investment Management LLC | 1,500 | $67,860 | $72,210 | $4,350 | 6.41% |
Kristofer Gray Integrity Financial Corp. /WA | 19,297 | $750,169.85 | $929,343.52 | $179,173.67 | 23.88% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,107 | $338,925.3 | $536,468.1 | $197,542.8 | 58.29% |
Adam Schwallier Schwallier Wealth Management LLC | 8,351 | $358,474.69 | $402,852.24 | $44,377.55 | 12.38% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 46,326 | $2.11M | $2.23M | $117,936.96 | 5.6% |
| NH Nathaniel Holden Core Wealth Partners LLC | 6,600 | $219,644.16 | $318,681 | $99,036.84 | 45.09% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 100,098 | $3.14M | $4.82M | $1.69M | 53.74% |
| JC Jared Calvert Buck Wealth Strategies LLC | 10,005 | $432,387.44 | $482,491.12 | $50,103.68 | 11.59% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,289 | $202,098 | $206,922.8 | $4,824.8 | 2.39% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,053 | $493,025.81 | $581,026.92 | $88,001.11 | 17.85% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 16,594 | $663,262.56 | $799,001.1 | $135,738.54 | 20.47% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 11,260 | $530,571 | $541,943.8 | $11,372.8 | 2.14% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 14,051 | $508,176.04 | $678,593.04 | $170,417 | 33.54% |
Andrea Butler Sequent Planning LLC | 5,011 | $236,118 | $241,354.81 | $5,236.81 | 2.22% |