| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 653,190 | $23.19M | $23.74M | $548,684.63 | 2.37% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,072 | $73,927 | $75,296.48 | $1,369.48 | 1.85% |
Alexandria Fry Dentgroup LLC | 11,461 | $375,221.45 | $421,650.19 | $46,428.74 | 12.37% |
Kimberly Cappellano Private Wealth Asset Management LLC | 110 | $3,903 | $4,041.4 | $138.4 | 3.55% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,500 | $56,715 | $54,510 | -$2,205 | -3.89% |
Lukas Lindgren Abound Wealth Management | 1 | $35.68 | $36.77 | $1.09 | 3.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,801 | $133,617.35 | $174,468.34 | $40,850.99 | 30.57% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 9,088 | $322,733.87 | $338,346.24 | $15,612.37 | 4.84% |
Margaret Nickens Elm3 Financial Group, LLC | 37,258 | $1.13M | $1.39M | $260,882.08 | 23.18% |
| AWM Apex Wealth Management LLC Apex Wealth Management LLC | 93,411 | $3.06M | $3.43M | $376,600.5 | 12.33% |