| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 356 | $14,772.23 | $19,718.84 | $4,946.61 | 33.49% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 90,960 | $4.92M | $5.04M | $116,417.4 | 2.37% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 794 | $42,939.18 | $43,979.66 | $1,040.48 | 2.42% |
Matthew Liebman Amplius Wealth Advisors LLC | 4,307 | $156,298.32 | $242,699.45 | $86,401.13 | 55.28% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,087 | $58,926.27 | $60,567.64 | $1,641.37 | 2.79% |
John Flavin Aspire Capital Advisors LLC | 13,581 | $705,750.56 | $763,931.25 | $58,180.69 | 8.24% |
Michael Topley Lansing Street Advisors | 42,412 | $2.01M | $2.39M | $374,982.3 | 18.65% |
Kevin Zemann WealthPlan Investment Management LLC | 35,113 | $1.46M | $1.94M | $489,826.35 | 33.66% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 9,200 | $370,601.75 | $518,783.4 | $148,181.65 | 39.98% |
Erik Brenner Hilltop Partners LLC | 10,686 | $394,740.9 | $601,087.5 | $206,346.6 | 52.27% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 7,270 | $281,413.29 | $405,084.4 | $123,671.11 | 43.95% |
| BG Becki Goebel TCP Asset Management LLC | 275,800 | $14.92M | $15.54M | $617,249.02 | 4.14% |
Jeffrey Hanson Breakwater Capital Group | 30,444 | $1.12M | $1.71M | $589,955.49 | 52.89% |
Jill Batley Gateway Wealth Partners LLC | 5,021 | $271,251.89 | $280,874.74 | $9,622.85 | 3.55% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 8,677 | $469,512 | $486,345.85 | $16,833.85 | 3.59% |
Courtney Holt Compound Planning, Inc. | 14,344 | $775,869.43 | $799,247.68 | $23,378.25 | 3.01% |
Elliot Kallen Prosperity Wealth Management, Inc. | 5,436 | $251,875.2 | $305,992.44 | $54,117.24 | 21.49% |
Christopher C. Powers Farther Finance Advisors, LLC | 19,637 | $1.07M | $1.09M | $13,163.69 | 1.23% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 16,749 | $906,288 | $934,091.73 | $27,803.73 | 3.07% |
Amir Har-El Savvy Advisors, Inc. | 6,067 | $239,362.63 | $338,144.24 | $98,781.61 | 41.27% |