| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 11,137 | $246,025 | $248,466.47 | $2,441.47 | 0.99% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 315,871 | $6.98M | $7.04M | $60,020.89 | 0.86% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 56,769 | $1.18M | $1.26M | $88,074.39 | 7.48% |
| MB Mark Bloom Anchor Capital Management Group Inc. | 74,000 | $1.54M | $1.62M | $79,550 | 5.16% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 105,493 | $2.15M | $2.35M | $206,229.7 | 9.6% |
| TSR Ted S. Rich RiverTree Advisors LLC | 209,205 | $4.19M | $4.66M | $463,948.91 | 11.06% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 221,703 | $4.83M | $4.95M | $112,668.83 | 2.33% |
Craig Kurth PCG Wealth Advisors LLC | 13,690 | $300,221.7 | $303,575.75 | $3,354.05 | 1.12% |
Marc H. Stone Tyler-Stone Wealth Management | 18,760 | $385,048.34 | $413,470.4 | $28,422.06 | 7.38% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 19,170 | $371,496.06 | $423,848.7 | $52,352.64 | 14.09% |
| DW Darren Woolson Asset Allocation Strategies LLC | 13,967 | $308,533 | $310,276.9 | $1,743.9 | 0.57% |
Timothy Gerlach Novem Group | 23,862 | $489,723.75 | $524,295.86 | $34,572.11 | 7.06% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,058 | $208,443.3 | $246,703.98 | $38,260.68 | 18.36% |
Jeffrey Gilbert Balboa Wealth Partners | 44,236 | $867,485.36 | $969,874.3 | $102,388.94 | 11.8% |
Rachel Faulk Cape Investment Advisory Inc. | 1,554 | $34,411.07 | $34,669.74 | $258.67 | 0.75% |
Mariana Coli Dunhill Financial LLC | 6,042 | $118,181.45 | $134,797.02 | $16,615.57 | 14.06% |
Kelly Christopher Significant Wealth Partners LLC | 90,151 | $1.8M | $2.01M | $210,702.2 | 11.71% |
| NH Nathaniel Holden Core Wealth Partners LLC | 28,054 | $546,060.42 | $622,518.26 | $76,457.84 | 14% |
Robert B. LaRue Owen LaRue LLC | 9,902 | $218,735 | $219,774.89 | $1,039.89 | 0.48% |
Jill Batley Gateway Wealth Partners LLC | 43,897 | $875,895.99 | $961,124.81 | $85,228.82 | 9.73% |