| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 290,288 | $22.62M | $23.78M | $1.15M | 5.1% |
Woodard & Co Asset Management Woodard & Co Asset Management Group Inc. | 31 | $2,240.37 | $2,568.19 | $327.82 | 14.63% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,384 | $401,863.01 | $440,987.29 | $39,124.28 | 9.74% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 8,797 | $541,696.39 | $721,441.97 | $179,745.58 | 33.18% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 8,095 | $577,316.35 | $669,294.6 | $91,978.25 | 15.93% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 18,860 | $1.11M | $1.56M | $447,699.39 | 40.32% |
Jeff Ameen Spire Wealth Management | 282 | $19,107.87 | $23,315.76 | $4,207.89 | 22.02% |
Kasey Fegan Corsicana & Co. | 360 | $28,056.24 | $29,674.8 | $1,618.56 | 5.77% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,663 | $519,274.24 | $550,830.21 | $31,555.97 | 6.08% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,265 | $259,135.86 | $349,333.35 | $90,197.49 | 34.81% |
| AS Audrey Soza Custos Family Office LLC | 123,100 | $7.21M | $10.16M | $2.95M | 40.88% |
| JB Joel Blattner Avaii Wealth Management LLC | 4,305 | $190,914.48 | $356,647.72 | $165,733.24 | 86.81% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 14 | $887.13 | $1,149.61 | $262.48 | 29.59% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 46,798 | $2.66M | $3.88M | $1.22M | 45.7% |
Daniel Forbes Forbes Financial Planning Inc. | 24,627 | $1.48M | $2.02M | $535,384.5 | 36.14% |
Michelle McCarthy Vantage Financial Partners LLC | 121,298 | $7.29M | $10.02M | $2.73M | 37.47% |
Dalila Toledo Ascent Group LLC | 6,087 | $381,628.3 | $498,951.39 | $117,323.09 | 30.74% |
Amanda Hawley Atria Wealth Solutions Inc. | 27,598 | $1.55M | $2.28M | $735,168.63 | 47.53% |
Kevin Zemann WealthPlan Investment Management LLC | 3,082 | $213,890.8 | $254,819.76 | $40,928.96 | 19.14% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,141 | $296,070.99 | $421,382.06 | $125,311.07 | 42.32% |