| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 113,391 | $4.73M | $4.8M | $77,752.76 | 1.65% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 12,943 | $498,724.24 | $548,154.17 | $49,429.93 | 9.91% |
Jeff Ameen Spire Wealth Management | 3,552 | $134,513.38 | $148,789.73 | $14,276.35 | 10.61% |
Shad Lamm Keystone Wealth Services LLC | 24,653 | $997,706.91 | $1.04M | $45,731.31 | 4.58% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 28,073 | $871,760.06 | $1.18M | $304,189.84 | 34.89% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 10,675 | $443,546.25 | $453,634.12 | $10,087.87 | 2.27% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 9,433 | $340,581.2 | $395,148.37 | $54,567.17 | 16.02% |
Sean Reitenbach Prosperity Consulting Group LLC | 7,173 | $263,536.02 | $304,204.78 | $40,668.76 | 15.43% |
Kristofer Gray Integrity Financial Corp. /WA | 4,431 | $161,407.19 | $185,610.16 | $24,202.97 | 14.99% |
Eric Dahm Range Financial Group LLC | 22,688 | $907,120.92 | $950,377.63 | $43,256.71 | 4.77% |
Nolan Baker Retirement Guys Formula LLC | 12,154 | $465,619.74 | $509,118.91 | $43,499.17 | 9.34% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,515 | $100,574.85 | $105,350.83 | $4,775.98 | 4.75% |
Stephen Smith Kestra Investment Management LLC | 7,148 | $280,593.44 | $302,539.1 | $21,945.66 | 7.82% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 33,966 | $1.21M | $1.44M | $224,771.64 | 18.51% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,742 | $196,424.96 | $198,637.64 | $2,212.68 | 1.13% |
Courtney Haddad Concurrent Investment Advisors, LLC | 194,238 | $7.37M | $8.14M | $765,778.66 | 10.39% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 17,931 | $658,782.87 | $751,111.66 | $92,328.79 | 14.02% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 11,136 | $445,974.92 | $471,720.96 | $25,746.04 | 5.77% |
Andrea Butler Sequent Planning LLC | 27,503 | $1.08M | $1.17M | $84,070.38 | 7.75% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,384 | $53,020.3 | $57,974.38 | $4,954.08 | 9.34% |