| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 207,528 | $10.66M | $10.98M | $326,898.92 | 3.07% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 16,323 | $797,180.9 | $864,139.62 | $66,958.72 | 8.4% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 117,838 | $4.82M | $6.24M | $1.41M | 29.34% |
| MK Matthew Kolesky ARBOR CAPITAL MANAGEMENT Inc. /ADV | 5,414 | $231,755.23 | $286,725.44 | $54,970.21 | 23.72% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 15,979 | $531,141.88 | $846,966.89 | $315,825.01 | 59.46% |
Jeff Ameen Spire Wealth Management | 450 | $19,291.5 | $23,852.25 | $4,560.75 | 23.64% |
Shad Lamm Keystone Wealth Services LLC | 25,048 | $1.2M | $1.33M | $125,991.44 | 10.5% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 14,789 | $756,531.3 | $782,710.78 | $26,179.48 | 3.46% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 965 | $39,795.01 | $51,072.82 | $11,277.81 | 28.34% |
Penny A. Phillips Journey Strategic Wealth LLC | 19,453 | $786,821.13 | $1.03M | $240,686.33 | 30.59% |
Michael O'Connor Capasso Planning Partners LLC | 8,053 | $393,308.52 | $426,809 | $33,500.48 | 8.52% |
Kristofer Gray Integrity Financial Corp. /WA | 8,487 | $347,693.81 | $449,556.39 | $101,862.58 | 29.3% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,964 | $298,546.68 | $369,126.82 | $70,580.14 | 23.64% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 6,735 | $315,332.7 | $355,776.37 | $40,443.67 | 12.83% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 4,676 | $240,113 | $247,991.66 | $7,878.66 | 3.28% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 63,336 | $2.19M | $3.35M | $1.16M | 53.01% |
| JC Jared Calvert Buck Wealth Strategies LLC | 22,233 | $956,574.72 | $1.18M | $220,884.96 | 23.09% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,256 | $438,466.84 | $542,800.85 | $104,334.01 | 23.8% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 107,362 | $4.53M | $5.69M | $1.16M | 25.63% |
Amir Har-El Savvy Advisors, Inc. | 3,941 | $202,370 | $208,715.36 | $6,345.36 | 3.14% |