| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 48,355 | $3.66M | $3.73M | $61,686.2 | 1.68% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 5,784 | $357,278.22 | $446,293.44 | $89,015.22 | 24.91% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 49,244 | $2.93M | $3.82M | $895,709.93 | 30.6% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 35,976 | $1.88M | $2.73M | $850,115.84 | 45.26% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,735 | $207,258.3 | $209,456.42 | $2,198.12 | 1.06% |
Richard Slavik Newbridge Financial Services Group Inc. | 632 | $30,727.84 | $49,062.16 | $18,334.32 | 59.67% |
Ryan Charles Stout Theory Financial LLC | 109,393 | $6.85M | $8.3M | $1.45M | 21.14% |
Matthew Liebman Amplius Wealth Advisors LLC | 13,382 | $870,581.34 | $1.01M | $144,309.54 | 16.58% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 228 | $17,277.84 | $17,699.64 | $421.8 | 2.44% |
M. Katherine Pieper Unionview LLC | 6,283 | $353,461.02 | $476,502.72 | $123,041.7 | 34.81% |
Caroline Jankowski Operose Advisors LLC | 24 | $1,603.2 | $1,851.84 | $248.64 | 15.51% |
William Jollie Quent Capital LLC | 84 | $6,006.32 | $6,473.04 | $466.72 | 7.77% |
| EM Erin Mccann Simplicity Wealth LLC | 4,226 | $320,246.28 | $323,642.72 | $3,396.44 | 1.06% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,377 | $208,597.29 | $256,111.68 | $47,514.39 | 22.78% |
David Hunter Horizons Wealth Management | 1,233 | $56,681.01 | $93,510.72 | $36,829.71 | 64.98% |
Jeffrey Hanson Breakwater Capital Group | 77,786 | $4.21M | $5.9M | $1.69M | 40.07% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 3,450 | $215,073 | $261,648 | $46,575 | 21.66% |
Dana Anspach Sensible Money LLC | 11,866 | $576,925.49 | $899,917.44 | $322,991.95 | 55.99% |
Bradley Harsch Strategic Advocates LLC | 8 | $527 | $617.28 | $90.28 | 17.13% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,106 | $141,906.41 | $159,719.04 | $17,812.63 | 12.55% |