| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 124,973 | $9.29M | $9.15M | -$144,524.12 | -1.56% |
| NA Nizar Araji National Bank Of Canada /FI/ | 2,939 | $193,533.15 | $216,281.01 | $22,747.86 | 11.75% |
| RS Richard Stram Marino, Stram & Associates LLC | 160 | $7,760 | $11,713.23 | $3,953.23 | 50.94% |
| YA Yinka Akinsola Blue Trust Inc. | 1,377 | $61,411.46 | $100,807 | $39,395.54 | 64.15% |
Larry Herold Herold Advisors Inc. | 10,572 | $654,478.68 | $782,380.86 | $127,902.18 | 19.54% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 645 | $47,852.55 | $47,484.9 | -$367.65 | -0.77% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 10,292 | $509,514.58 | $753,453.65 | $243,939.07 | 47.88% |
Candace Cavalier Congress Wealth Management LLC / DE / | 52,434 | $2.55M | $3.85M | $1.3M | 50.75% |
John Gorlow Cardiff Park Advisors LLC | 2,461 | $117,418.36 | $181,671.02 | $64,252.66 | 54.72% |
Christopher Pelch Vance Wealth LLC | 6,150 | $303,871.5 | $455,100 | $151,228.5 | 49.77% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 81,807 | $4.02M | $6.05M | $2.03M | 50.38% |
Anu Prabhu Altrius Capital Management Inc. | 5,289 | $239,408.39 | $388,397.71 | $148,989.32 | 62.23% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 644 | $30,377.6 | $47,145.76 | $16,768.16 | 55.2% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,167 | $146,694.36 | $158,641.09 | $11,946.73 | 8.14% |
Matthew J. Syverson Sound Stewardship, LLC | 2,753 | $204,763 | $203,666.94 | -$1,096.06 | -0.54% |
Benj Foor Frazier Financial Advisors, LLC | 4,230 | $208,361.12 | $311,454.9 | $103,093.78 | 49.48% |
United Advisor Group LLC United Advisor Group, LLC | 3,770 | $259,740.08 | $277,471.62 | $17,731.54 | 6.83% |
Cody Gehman Stonebridge Financial Group, LLC | 9,325 | $461,028.15 | $690,096.62 | $229,068.47 | 49.69% |
Kevin Stillman Evernest Financial Advisors, LLC | 91,533 | $4.55M | $6.79M | $2.25M | 49.37% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 5,246 | $326,588 | $388,099.08 | $61,511.08 | 18.83% |