| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 3,338 | $293,895.27 | $317,844.36 | $23,949.09 | 8.15% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 400,727 | $39.92M | $39.52M | -$400,744.51 | -1% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,698 | $241,053.87 | $266,211.66 | $25,157.79 | 10.44% |
Hannah Tackett Penobscot Wealth Management | 39,321 | $2.88M | $3.74M | $867,113.38 | 30.14% |
Kurt Van Dyken Lifeworks Advisors LLC | 114,531 | $8.44M | $11.37M | $2.93M | 34.71% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 8,350 | $724,417.53 | $829,155 | $104,737.47 | 14.46% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,064 | $154,460 | $196,534.08 | $42,074.08 | 27.24% |
Candace Cavalier Congress Wealth Management LLC / DE / | 10,219 | $693,354.43 | $973,053.18 | $279,698.75 | 40.34% |
| RS Radon Stancil POM Investment Strategies LLC | 35 | $3,486 | $3,332.7 | -$153.3 | -4.4% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 4,125 | $291,773.25 | $392,782.5 | $101,009.25 | 34.62% |
Caroline Jankowski Operose Advisors LLC | 36 | $3,114.72 | $3,559.68 | $444.96 | 14.29% |
Cole Bruner Buska Wealth Management LLC | 29,049 | $1.98M | $2.77M | $786,837.61 | 39.76% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 16,732 | $964,456.22 | $1.65M | $690,003.94 | 71.54% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $81.94 | $95.22 | $13.28 | 16.21% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,471 | $1.19M | $1.66M | $473,329.49 | 39.77% |
| LV Leah Vaden Redwood Financial Network Corp. | 6,425 | $566,417.49 | $633,826.25 | $67,408.76 | 11.9% |
Craig Johnsen Fortitude Advisory Group LLC | 4,740 | $389,373.39 | $451,342.8 | $61,969.41 | 15.92% |
CJ Harrison DecisionPoint Financial LLC | 108 | $5,477 | $10,283.76 | $4,806.76 | 87.76% |
Mark Mowrey Signature Resources Capital Management LLC | 554 | $42,952 | $52,751.88 | $9,799.88 | 22.82% |
Mariana Coli Dunhill Financial LLC | 1,704 | $132,329.36 | $168,099.6 | $35,770.24 | 27.03% |