| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 50,296 | $1.22M | $1.53M | $307,411.23 | 25.12% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 74,614 | $2.33M | $2.29M | -$45,373.18 | -1.95% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 23,823 | $547,424.9 | $724,933.89 | $177,508.99 | 32.43% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 30,403 | $949,070.94 | $924,859.26 | -$24,211.68 | -2.55% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,390 | $154,037.66 | $195,725.7 | $41,688.04 | 27.06% |
Matthew B. Boersen Straight Path Wealth Management | 23,338 | $654,833.86 | $707,258.09 | $52,424.23 | 8.01% |
W. Travis McKinney HB Wealth Management LLC | 9,068 | $283,193.64 | $276,029.92 | -$7,163.72 | -2.53% |
| EM Erin Mccann Simplicity Wealth LLC | 13,052 | $407,613.96 | $396,585.02 | -$11,028.94 | -2.71% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 6,029 | $188,285.67 | $181,834.64 | -$6,451.03 | -3.43% |
Allison Brooke Blake WorthPointe LLC | 21,575 | $528,344.29 | $656,527.25 | $128,182.96 | 24.26% |
Kevin Zemann WealthPlan Investment Management LLC | 9,797 | $290,961.36 | $300,082.11 | $9,120.75 | 3.13% |
Rachel Faulk Cape Investment Advisory Inc. | 32,968 | $984,123.41 | $1M | $19,422.51 | 1.97% |
Rebecca Sierp WPWealth LLP | 18,871 | $480,669.68 | $574,055.82 | $93,386.14 | 19.43% |
Jeffrey D. Munjack JDM Financial Group LLC | 71 | $2,054.67 | $2,145.97 | $91.3 | 4.44% |
Andrew Halac Talon Private Wealth, LLC | 57,137 | $1.71M | $1.73M | $22,506.6 | 1.32% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,961 | $153,017.65 | $151,955.43 | -$1,062.22 | -0.69% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 65,852 | $1.97M | $1.99M | $17,243.38 | 0.88% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 166 | $4,804 | $4,995.77 | $191.77 | 3.99% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 43,594 | $1.24M | $1.31M | $75,866.22 | 6.12% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 217 | $6,485 | $6,605.48 | $120.48 | 1.86% |