| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 48,483 | $1.15M | $1.58M | $433,616.98 | 37.73% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 44,448 | $1.42M | $1.46M | $36,041.4 | 2.53% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 134,363 | $4.1M | $4.41M | $311,238.16 | 7.6% |
| JM Jacob Myrvik FSB PREMIER WEALTH MANAGEMENT Inc. | 9,218 | $203,070.67 | $296,911.78 | $93,841.11 | 46.21% |
| DMC Dana M. Capozzella CASCADE INVESTMENT GROUP Inc. | 14,838 | $475,548.62 | $486,686.4 | $11,137.78 | 2.34% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 58,165 | $1.38M | $1.9M | $515,506.57 | 37.26% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 28,850 | $861,340.97 | $941,952.5 | $80,611.53 | 9.36% |
| YA Yinka Akinsola Blue Trust Inc. | 60 | $1,919.4 | $1,968 | $48.6 | 2.53% |
Jeff Ameen Spire Wealth Management | 551 | $12,825.08 | $17,990.15 | $5,165.07 | 40.27% |
Kyle P. Smith NewEdge Wealth LLC | 35,045 | $888,622.65 | $1.14M | $253,669.12 | 28.55% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 137,010 | $4.1M | $4.44M | $331,677.69 | 8.08% |
| DW Darren Woolson Asset Allocation Strategies LLC | 8,644 | $276,515 | $279,719.84 | $3,204.84 | 1.16% |
Timothy Gerlach Novem Group | 7,773 | $233,252.07 | $250,679.25 | $17,427.18 | 7.47% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 14,376 | $318,147.11 | $468,945.12 | $150,798.01 | 47.4% |
Victoria Latham Fiduciary Alliance LLC | 144,394 | $4.65M | $4.64M | -$12,995.72 | -0.28% |
Belena Vincetti Fortis Capital Advisors LLC | 8,785 | $263,377.82 | $283,140.55 | $19,762.73 | 7.5% |
| BG Becki Goebel TCP Asset Management LLC | 455,273 | $13.67M | $14.7M | $1.03M | 7.54% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,387 | $205,741 | $205,980.75 | $239.75 | 0.12% |
Jill Batley Gateway Wealth Partners LLC | 94,697 | $2.84M | $3.05M | $208,928.23 | 7.37% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 14,308 | $337,778.28 | $461,433 | $123,654.72 | 36.61% |