| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 113,391 | $4.73M | $4.85M | $123,710.13 | 2.62% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 12,943 | $498,724.24 | $553,511.28 | $54,787.04 | 10.99% |
| JM Jacob Myrvik FSB PREMIER WEALTH MANAGEMENT Inc. | 14,200 | $549,241.08 | $607,263 | $58,021.92 | 10.56% |
Jeff Ameen Spire Wealth Management | 3,552 | $134,513.38 | $152,149.92 | $17,636.54 | 13.11% |
Shad Lamm Keystone Wealth Services LLC | 24,653 | $997,706.91 | $1.05M | $55,962.31 | 5.61% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 28,073 | $871,760.06 | $1.2M | $330,185.43 | 37.88% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 11,999 | $498,558.45 | $513,557.2 | $14,998.75 | 3.01% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 10,675 | $443,546.25 | $456,996.75 | $13,450.5 | 3.03% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 10,213 | $373,791.26 | $436,762.01 | $62,970.75 | 16.85% |
Sean Reitenbach Prosperity Consulting Group LLC | 7,173 | $263,536.02 | $306,036.04 | $42,500.02 | 16.13% |
Timothy R. Guthrie Bullseye Investment Management LLC | 1,210 | $48,387.9 | $51,709.35 | $3,321.45 | 6.86% |
Kristofer Gray Integrity Financial Corp. /WA | 4,431 | $161,407.19 | $189,491.71 | $28,084.52 | 17.4% |
Eric Dahm Range Financial Group LLC | 22,688 | $907,120.92 | $971,727.04 | $64,606.12 | 7.12% |
Nolan Baker Retirement Guys Formula LLC | 12,154 | $465,619.74 | $520,677.36 | $55,057.62 | 11.82% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,515 | $100,574.85 | $107,302.47 | $6,727.62 | 6.69% |
Stephen Smith Kestra Investment Management LLC | 7,148 | $280,593.44 | $304,754.98 | $24,161.54 | 8.61% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 33,966 | $1.21M | $1.45M | $238,527.87 | 19.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,312 | $179,686.37 | $184,403.97 | $4,717.6 | 2.63% |
Courtney Haddad Concurrent Investment Advisors, LLC | 312,203 | $12.29M | $13.37M | $1.09M | 8.84% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 17,931 | $658,782.87 | $766,819.21 | $108,036.34 | 16.4% |