| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 80,304 | $2.82M | $2.97M | $154,970.24 | 5.5% |
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 6,233 | $216,472.09 | $231,618.28 | $15,146.19 | 7% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 446 | $15,489.58 | $16,573.36 | $1,083.78 | 7% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,053 | $97,183.1 | $113,495.27 | $16,312.17 | 16.78% |
Austin Private Wealth Austin Private Wealth LLC | 19,394 | $614,207.01 | $698,377.91 | $84,170.9 | 13.7% |
Ben Rothwell Keystone Financial Services | 11,932 | $385,208.43 | $440,171.48 | $54,963.05 | 14.27% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 31,479 | $997,770.09 | $1.16M | $163,490.22 | 16.39% |
Ryan Charles Stout Theory Financial LLC | 9,408 | $302,876.86 | $338,782.06 | $35,905.2 | 11.85% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,737 | $56,859.36 | $62,549.37 | $5,690.01 | 10.01% |
Michael Byun SageView Advisory Group LLC | 67,752 | $2M | $2.51M | $505,481.08 | 25.22% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 9,673 | $339,619 | $348,324.71 | $8,705.71 | 2.56% |
| TT Thaddeus Toal RCS Financial Planning LLC | 8,964 | $287,470.3 | $322,793.62 | $35,323.32 | 12.29% |
Jill Batley Gateway Wealth Partners LLC | 12,131 | $386,154 | $436,837.29 | $50,683.29 | 13.13% |
Christopher C. Powers Farther Finance Advisors, LLC | 19,292 | $630,813.49 | $694,704.89 | $63,891.4 | 10.13% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 588,537 | $18.69M | $21.19M | $2.5M | 13.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,682 | $373,346.52 | $420,668.8 | $47,322.28 | 12.68% |
Anthony Blagrove Traveka Wealth, LLC | 6,487 | $227,759 | $233,596.86 | $5,837.86 | 2.56% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 6,282 | $220,577 | $226,214.81 | $5,637.81 | 2.56% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 7,923 | $278,177 | $296,161.74 | $17,984.74 | 6.47% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 7,702 | $266,986.93 | $277,349.01 | $10,362.08 | 3.88% |