| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 56,422 | $1.63M | $1.95M | $317,066.15 | 19.43% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 282,048 | $9.63M | $9.8M | $162,167.05 | 1.68% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 439 | $14,026.05 | $15,246.47 | $1,220.42 | 8.7% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 18,328 | $433,499.12 | $633,049.12 | $199,550 | 46.03% |
| AB Andrew Blass Atlantic Private Wealth LLC | 2,000 | $68,150 | $68,640 | $490 | 0.72% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 26,598 | $834,166.26 | $918,295.95 | $84,129.69 | 10.09% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,161 | $52,036.88 | $75,051.53 | $23,014.65 | 44.23% |
Michael Byun SageView Advisory Group LLC | 120,129 | $3.51M | $4.12M | $602,316.71 | 17.15% |
Rachel Faulk Cape Investment Advisory Inc. | 1,435 | $49,796.8 | $49,564.9 | -$231.9 | -0.47% |
Rebecca Sierp WPWealth LLP | 26,952 | $697,573.13 | $930,383.04 | $232,809.91 | 33.37% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,575 | $95,276.25 | $124,159.75 | $28,883.5 | 30.32% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 958 | $30,331 | $32,758.81 | $2,427.81 | 8% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 21,003 | $548,369.24 | $722,818.24 | $174,449 | 31.81% |
Jade Eagles WEALTHGARDEN F.S. LLC | 6,561 | $205,853.12 | $225,731.2 | $19,878.08 | 9.66% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 6,026 | $170,299.89 | $206,812.32 | $36,512.43 | 21.44% |
| RN Ron New Whipplewood Advisors LLC | 1,301 | $37,061.82 | $44,611.29 | $7,549.47 | 20.37% |
| DN Daniel Newman Noble Wealth Management PBC | 5,200 | $138,528 | $177,840 | $39,312 | 28.38% |
Winnow Wealth LLC Winnow Wealth LLC | 6,011 | $192,352 | $207,619.94 | $15,267.94 | 7.94% |
William Mack & Associates Inc. William Mack & Associates Inc. | 6,867 | $234,543 | $237,289.18 | $2,746.18 | 1.17% |