| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 8,612 | $341,390.89 | $387,195.52 | $45,804.63 | 13.42% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 172,379 | $7.96M | $8.07M | $106,879.2 | 1.34% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 59 | $2,122.82 | $2,774.08 | $651.26 | 30.68% |
| AC Adam Claypool First Community Trust Na | 1,500 | $41,250 | $67,440 | $26,190 | 63.49% |
Kyle P. Smith NewEdge Wealth LLC | 47,586 | $1.77M | $2.23M | $455,507.29 | 25.71% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 49,192 | $1.68M | $2.21M | $531,590.07 | 31.64% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 13,702 | $626,592.46 | $644,953.14 | $18,360.68 | 2.93% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 304 | $11,885.8 | $13,667.84 | $1,782.04 | 14.99% |
Jordan Szekely Cherrydale Wealth Management LLC | 10,420 | $447,919.76 | $468,483.2 | $20,563.44 | 4.59% |
Christopher Schurmann Summit Investment Advisory Services LLC | 4,731 | $218,491 | $212,705.76 | -$5,785.24 | -2.65% |
Michael Byun SageView Advisory Group LLC | 5,985 | $235,796 | $280,092.01 | $44,296.01 | 18.79% |
Kristofer Gray Integrity Financial Corp. /WA | 10,441 | $389,576.26 | $469,427.36 | $79,851.1 | 20.5% |
Kevin Zemann WealthPlan Investment Management LLC | 14,521 | $573,978.54 | $652,864.16 | $78,885.62 | 13.74% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 19,520 | $737,983.23 | $877,619.2 | $139,635.97 | 18.92% |
Bert D. Barre Colonial Trust Co. / SC | 4,900 | $193,060 | $230,034.42 | $36,974.42 | 19.15% |
Jeffrey Hanson Breakwater Capital Group | 46,237 | $1.56M | $2.08M | $516,085.04 | 33.02% |
United Advisor Group LLC United Advisor Group, LLC | 11,478 | $443,716.93 | $516,050.88 | $72,333.95 | 16.3% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 24,083 | $971,143.49 | $1.08M | $111,628.19 | 11.49% |
Wealth Watch Advisors Inc. Wealth Watch Advisors Inc. | 51,756 | $2.39M | $2.44M | $46,062.92 | 1.93% |
VestGen Advisors LLC VestGen Advisors LLC | 5,658 | $233,073.38 | $265,619.34 | $32,545.96 | 13.96% |