| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 47,714 | $1.99M | $1.96M | -$28,741.91 | -1.44% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 52,879 | $1.86M | $2.18M | $313,480.94 | 16.82% |
| WGS Wilson G. Saville BARRETT & COMPANY Inc. | 2,000 | $62,940 | $82,420 | $19,480 | 30.95% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 30,574 | $1.14M | $1.26M | $123,452.28 | 10.87% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 19,362 | $675,066.56 | $797,908.02 | $122,841.46 | 18.2% |
Jill Batley Gateway Wealth Partners LLC | 19,354 | $755,471.94 | $797,578.34 | $42,106.4 | 5.57% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,664 | $65,486.01 | $68,514.37 | $3,028.36 | 4.62% |
Todd A. Rustman Clarity Capital Partners LLC | 7,923 | $291,029.4 | $325,872.99 | $34,843.59 | 11.97% |
Chris Bulman Inc. Chris Bulman Inc | 105,914 | $4.16M | $4.4M | $239,205.39 | 5.75% |
REAP Financial Group LLC REAP Financial Group LLC | 736 | $25,346.89 | $30,330.56 | $4,983.67 | 19.66% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 410 | $13,922 | $16,896.1 | $2,974.1 | 21.36% |
Elizabeth Arce Sovran Advisors LLC | 9,235 | $356,179.46 | $380,574.35 | $24,394.89 | 6.85% |
Candy Palugi Claris Financial LLC | 6,393 | $255,386.14 | $264,989.85 | $9,603.71 | 3.76% |