| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 171,620 | $8.09M | $8.23M | $148,105.47 | 1.83% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 68,288 | $2.48M | $3.27M | $796,404.31 | 32.16% |
| MK Matthew Kolesky ARBOR CAPITAL MANAGEMENT Inc. /ADV | 4,714 | $184,766.2 | $222,797.78 | $38,031.58 | 20.58% |
Jeff Ameen Spire Wealth Management | 4,100 | $159,786.5 | $193,778.3 | $33,991.8 | 21.27% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 14,431 | $632,243.68 | $694,203.25 | $61,959.57 | 9.8% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,173 | $44,896.71 | $55,377.33 | $10,480.62 | 23.34% |
Kristofer Gray Integrity Financial Corp. /WA | 19,297 | $750,169.85 | $912,034.11 | $161,864.26 | 21.58% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,107 | $338,925.3 | $524,950.14 | $186,024.84 | 54.89% |
Adam Schwallier Schwallier Wealth Management LLC | 8,351 | $358,474.69 | $401,724.85 | $43,250.16 | 12.07% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 46,326 | $2.11M | $2.19M | $82,404.92 | 3.91% |
| NH Nathaniel Holden Core Wealth Partners LLC | 6,600 | $219,644.16 | $311,935.8 | $92,291.64 | 42.02% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 100,098 | $3.14M | $4.8M | $1.67M | 53.17% |
| JC Jared Calvert Buck Wealth Strategies LLC | 9,060 | $387,859 | $428,202.78 | $40,343.78 | 10.4% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,289 | $202,098 | $202,711.01 | $613.01 | 0.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,589 | $470,775.68 | $547,730.91 | $76,955.23 | 16.35% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 16,594 | $663,262.56 | $784,282.22 | $121,019.66 | 18.25% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 11,260 | $530,571 | $540,288.58 | $9,717.58 | 1.83% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 14,564 | $526,700.47 | $688,338.33 | $161,637.86 | 30.69% |
Andrea Butler Sequent Planning LLC | 5,011 | $236,118 | $241,054.15 | $4,936.15 | 2.09% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 18,308 | $783,765.69 | $865,291 | $81,525.31 | 10.4% |