| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 133,540 | $5.32M | $5.48M | $159,713.49 | 3% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 174,568 | $5.92M | $7.16M | $1.24M | 20.88% |
| JM Jacob Myrvik FSB PREMIER WEALTH MANAGEMENT Inc. | 18,116 | $646,861.87 | $743,208.9 | $96,347.03 | 14.89% |
| BD Brian Durkin Gries Financial LLC | 6,930 | $233,380.92 | $284,132.78 | $50,751.86 | 21.75% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 9,090 | $306,605.7 | $373,508.1 | $66,902.4 | 21.82% |
Jeff Ameen Spire Wealth Management | 2,500 | $84,325 | $102,725 | $18,400 | 21.82% |
Kurt Van Dyken Lifeworks Advisors LLC | 7,834 | $244,849.01 | $321,311.51 | $76,462.5 | 31.23% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 25,271 | $955,749.22 | $1.04M | $82,004.39 | 8.58% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 13,823 | $550,272.23 | $568,125.3 | $17,853.07 | 3.24% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 10,933 | $366,501.47 | $448,257.38 | $81,755.91 | 22.31% |
Michael O'Connor Capasso Planning Partners LLC | 5,303 | $211,218.49 | $217,688.15 | $6,469.66 | 3.06% |
Timothy R. Guthrie Bullseye Investment Management LLC | 25,286 | $802,516.31 | $1.04M | $234,209.69 | 29.18% |
Kristofer Gray Integrity Financial Corp. /WA | 4,258 | $139,491.36 | $174,705.74 | $35,214.38 | 25.24% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 250 | $9,455 | $10,227.5 | $772.5 | 8.17% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 42,501 | $1.49M | $1.74M | $256,316.21 | 17.23% |
Gregory Turcotte Alpha Financial Partners LLC | 6,645 | $251,296 | $273,109.5 | $21,813.5 | 8.68% |
Christopher C. Powers Farther Finance Advisors, LLC | 129,957 | $5.19M | $5.33M | $138,381.64 | 2.67% |
Courtney Haddad Concurrent Investment Advisors, LLC | 39,516 | $1.39M | $1.62M | $235,122.85 | 16.93% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 19,841 | $679,749 | $813,778.61 | $134,029.61 | 19.72% |
Andrea Butler Sequent Planning LLC | 16,920 | $581,469.29 | $694,227.6 | $112,758.31 | 19.39% |