| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 11,345 | $358,720 | $371,015.53 | $12,295.53 | 3.43% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,329 | $65,112.81 | $76,165.29 | $11,052.48 | 16.97% |
| JM Jacob Myrvik FSB PREMIER WEALTH MANAGEMENT Inc. | 10,071 | $287,217.83 | $328,566.37 | $41,348.54 | 14.4% |
| HC Hubert Cheng Park Avenue Securities LLC | 15,759 | $455,318.18 | $516,510.68 | $61,192.5 | 13.44% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 57,652 | $1.7M | $1.88M | $182,269.51 | 10.74% |
Jeff Ameen Spire Wealth Management | 223 | $6,659.51 | $7,272.03 | $612.52 | 9.2% |
Kyle P. Smith NewEdge Wealth LLC | 17,922 | $504,508.09 | $583,809.15 | $79,301.06 | 15.72% |
| KC Kasey Cook Maripau Wealth Management LLC | 6,713 | $187,205.76 | $218,743.1 | $31,537.34 | 16.85% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,261 | $128,344.15 | $139,347.48 | $11,003.33 | 8.57% |
| EM Erin Mccann Simplicity Wealth LLC | 81,186 | $2.41M | $2.65M | $239,474.08 | 9.95% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,229 | $368,070.95 | $398,787.69 | $30,716.74 | 8.35% |
Jeffrey Gilbert Balboa Wealth Partners | 17,793 | $496,739.25 | $582,186.96 | $85,447.71 | 17.2% |
Jill Batley Gateway Wealth Partners LLC | 13,090 | $441,750.3 | $428,959.3 | -$12,791 | -2.9% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 15,264 | $427,921.51 | $499,361.76 | $71,440.25 | 16.69% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 9,901 | $288,383.7 | $324,257.75 | $35,874.05 | 12.44% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 6,910 | $188,047.27 | $226,233.4 | $38,186.13 | 20.31% |
Jessica Vickery BlueChip Wealth Advisors LLC | 15,411 | $433,976.72 | $502,167.43 | $68,190.71 | 15.71% |
Matthew Richmond Richmond Investment Services, LLC | 8,432 | $233,792.07 | $274,166.48 | $40,374.41 | 17.27% |
Samira Kadam Synergy Investment Management LLC | 2,414 | $81,448 | $78,732.61 | -$2,715.39 | -3.33% |
Rossby Financial LLC Rossby Financial LLC | 5,029 | $152,034.98 | $163,995.69 | $11,960.71 | 7.87% |