| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 190,520 | $8.29M | $8.48M | $197,381.52 | 2.38% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 11,364 | $456,829.04 | $505,470.72 | $48,641.68 | 10.65% |
Jeff Ameen Spire Wealth Management | 4,923 | $180,526.41 | $215,922.78 | $35,396.37 | 19.61% |
Shad Lamm Keystone Wealth Services LLC | 14,788 | $603,054.64 | $648,601.68 | $45,547.04 | 7.55% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 6,257 | $242,083.15 | $274,432.02 | $32,348.87 | 13.36% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,276 | $227,553.88 | $235,520.64 | $7,966.76 | 3.5% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 9,000 | $270,690.5 | $401,760 | $131,069.5 | 48.42% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 9,276 | $329,131.18 | $406,845.36 | $77,714.18 | 23.61% |
| CB Catherine Bluvol Next Level Private LLC | 6,110 | $247,821.6 | $267,984.6 | $20,163 | 8.14% |
Nichole Raftopoulos Nvest Financial LLC | 13,865 | $517,609.75 | $608,118.9 | $90,509.15 | 17.49% |
Kristofer Gray Integrity Financial Corp. /WA | 15,304 | $528,871.75 | $671,233.44 | $142,361.69 | 26.92% |
Loni Adams Daymark Wealth Partners LLC | 14,199 | $575,921.36 | $622,768.14 | $46,846.78 | 8.13% |
Stephen Smith Kestra Investment Management LLC | 31,179 | $1.14M | $1.37M | $223,850.04 | 19.57% |
Moises Valladares Insigneo Advisory Services LLC | 4,992 | $193,140.93 | $222,842.88 | $29,701.95 | 15.38% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 17,783 | $590,534.81 | $791,805.86 | $201,271.05 | 34.08% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 34,000 | $1.38M | $1.49M | $112,200 | 8.14% |
Gregory Turcotte Alpha Financial Partners LLC | 10,793 | $441,446.66 | $480,612.29 | $39,165.63 | 8.87% |
Ian Laterreur Ergawealth Advisors Inc. | 7,369 | $298,887 | $328,112.09 | $29,225.09 | 9.78% |
Norden Group LLC NORDEN GROUP LLC | 10,434 | $375,937 | $457,635.24 | $81,698.24 | 21.73% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,650 | $374,750.26 | $379,389 | $4,638.74 | 1.24% |