| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 11,345 | $358,720 | $348,745.3 | -$9,974.7 | -2.78% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,329 | $65,112.81 | $72,734.67 | $7,621.86 | 11.71% |
Jeff Ameen Spire Wealth Management | 223 | $6,659.51 | $6,954.25 | $294.74 | 4.43% |
Kyle P. Smith NewEdge Wealth LLC | 17,922 | $504,508.09 | $550,922.28 | $46,414.19 | 9.2% |
| KC Kasey Cook Maripau Wealth Management LLC | 6,713 | $187,205.76 | $209,244.21 | $22,038.45 | 11.77% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,419 | $102,005.55 | $106,621.51 | $4,615.96 | 4.53% |
| EM Erin Mccann Simplicity Wealth LLC | 81,186 | $2.41M | $2.5M | $88,468.12 | 3.68% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,229 | $368,070.95 | $381,361.36 | $13,290.41 | 3.61% |
Jeffrey Gilbert Balboa Wealth Partners | 17,793 | $496,739.25 | $546,956.82 | $50,217.57 | 10.11% |
Jill Batley Gateway Wealth Partners LLC | 75,573 | $2.36M | $2.36M | -$3,877.7 | -0.16% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 15,264 | $427,921.51 | $475,778.88 | $47,857.37 | 11.18% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 13,492 | $380,197.88 | $420,748.02 | $40,550.14 | 10.67% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 9,179 | $256,854.73 | $286,247.11 | $29,392.38 | 11.44% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 6,910 | $188,047.27 | $212,413.4 | $24,366.13 | 12.96% |
Jessica Vickery BlueChip Wealth Advisors LLC | 15,411 | $433,976.72 | $480,592.03 | $46,615.31 | 10.74% |
Matthew Richmond Richmond Investment Services, LLC | 8,432 | $233,792.07 | $262,951.92 | $29,159.85 | 12.47% |
Samira Kadam Synergy Investment Management LLC | 2,414 | $81,448 | $74,604.67 | -$6,843.33 | -8.4% |
| RFL Rossby Financial LLC Rossby Financial LLC | 4,987 | $150,706.94 | $155,519.59 | $4,812.65 | 3.19% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 84 | $2,834.63 | $2,619.54 | -$215.09 | -7.59% |