| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 124,973 | $9.29M | $9.6M | $308,165.58 | 3.32% |
| NA Nizar Araji National Bank Of Canada /FI/ | 2,939 | $193,533.15 | $225,788.67 | $32,255.52 | 16.67% |
| YA Yinka Akinsola Blue Trust Inc. | 1,377 | $61,411.46 | $103,853.34 | $42,441.88 | 69.11% |
Larry Herold Herold Advisors Inc. | 9,016 | $539,039.04 | $679,986.72 | $140,947.68 | 26.15% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 645 | $47,852.55 | $49,677.9 | $1,825.35 | 3.81% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 10,395 | $514,603.81 | $783,990.9 | $269,387.09 | 52.35% |
Candace Cavalier Congress Wealth Management LLC / DE / | 54,380 | $2.65M | $4.1M | $1.45M | 54.75% |
John Gorlow Cardiff Park Advisors LLC | 2,461 | $117,418.36 | $189,546.21 | $72,127.85 | 61.43% |
Christopher Pelch Vance Wealth LLC | 6,150 | $303,871.5 | $473,672.98 | $169,801.48 | 55.88% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 81,325 | $3.99M | $6.13M | $2.14M | 53.77% |
Anu Prabhu Altrius Capital Management Inc. | 5,289 | $239,408.39 | $406,424.74 | $167,016.35 | 69.76% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 714 | $33,679.51 | $53,849.88 | $20,170.37 | 59.89% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,172 | $146,970.66 | $163,812.24 | $16,841.58 | 11.46% |
Matthew J. Syverson Sound Stewardship, LLC | 2,753 | $204,763 | $207,631.26 | $2,868.26 | 1.4% |
Benj Foor Frazier Financial Advisors, LLC | 4,230 | $208,361.12 | $324,969.75 | $116,608.63 | 55.96% |
United Advisor Group LLC United Advisor Group, LLC | 3,770 | $259,740.08 | $284,333.4 | $24,593.32 | 9.47% |
Cody Gehman Stonebridge Financial Group, LLC | 9,325 | $461,028.15 | $703,291.5 | $242,263.35 | 52.55% |
Kevin Stillman Evernest Financial Advisors, LLC | 91,533 | $4.55M | $6.9M | $2.36M | 51.79% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 5,246 | $326,588 | $395,653.32 | $69,065.32 | 21.15% |
Brian Krause Cascade Financial Partners, LLC | 269,551 | $14.46M | $20.33M | $5.87M | 40.57% |