| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 5,627 | $989,170 | $1.02M | $28,022.79 | 2.83% |
| JP John Peralta Roof Eidam Maycock Peralta LLC | 9,034 | $893,630.61 | $1.63M | $739,445.57 | 82.75% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 2,017 | $255,311.86 | $367,104.08 | $111,792.22 | 43.79% |
Loraine Ell Better Money Decisions LLC | 3,044 | $385,741.87 | $553,703.6 | $167,961.73 | 43.54% |
Lee McGowan Monument Group Wealth Advisors LLC | 9,630 | $1.55M | $1.75M | $206,484.12 | 13.35% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 1,743 | $160,052.43 | $318,062.64 | $158,010.21 | 98.72% |
Gregg Zeoli Empire Financial Management Company LLC | 1,474 | $146,393.88 | $268,975.52 | $122,581.64 | 83.73% |
| AW Ariel Weisbard Values Added Financial LLC | 1,270 | $223,253 | $231,603.55 | $8,350.55 | 3.74% |
Christopher C. Powers Farther Finance Advisors, LLC | 325 | $50,222.99 | $58,750.25 | $8,527.26 | 16.98% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 186 | $27,564 | $33,623.22 | $6,059.22 | 21.98% |
Cass A. Gilbert Gilbert Capital Group, Inc. | 4,295 | $630,619.23 | $780,208.22 | $149,588.99 | 23.72% |
| SIA SGL Investment Advisors Inc. SGL Investment Advisors Inc. | 6,827 | $964,710.28 | $1.25M | $281,387.89 | 29.17% |
Caldwell Trust Co Caldwell Trust Co | 395 | $37,275.08 | $71,388.35 | $34,113.27 | 91.52% |