| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 20,066 | $866,650.54 | $966,177.9 | $99,527.36 | 11.48% |
| DMC Dana M. Capozzella CASCADE INVESTMENT GROUP Inc. | 40,550 | $1.41M | $1.95M | $542,558.97 | 38.48% |
| RAD Robert A. Dee AMERICAN FINANCIAL GROUP Inc. | 17,500 | $649,285.71 | $849,100 | $199,814.29 | 30.77% |
| GP Gregg Picillo Albert D. Mason Inc | 5,487 | $236,983.53 | $268,588.65 | $31,605.12 | 13.34% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 27,831 | $727,600.25 | $1.37M | $638,345.23 | 87.73% |
Jeff Ameen Spire Wealth Management | 500 | $17,660 | $24,540 | $6,880 | 38.96% |
Kyle P. Smith NewEdge Wealth LLC | 4,307 | $186,019.33 | $209,578.62 | $23,559.29 | 12.66% |
Barry Oliver Capital Performance Advisors LLP | 5,233 | $220,309.3 | $258,170.05 | $37,860.75 | 17.19% |
William Liberti Wealth Effects LLC | 9,050 | $262,511 | $446,436.5 | $183,925.5 | 70.06% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 5,000 | $228,150 | $244,750 | $16,600 | 7.28% |
| LWL Leo Wealth LLC Leo Wealth LLC | 14,500 | $668,789.14 | $715,285 | $46,495.86 | 6.95% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 537 | $18,671.46 | $25,985.43 | $7,313.97 | 39.17% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,109 | $902,085.16 | $823,798.35 | -$78,286.81 | -8.68% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,450 | $106,381.54 | $121,789.5 | $15,407.96 | 14.48% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 345 | $18,162.91 | $16,646.25 | -$1,516.66 | -8.35% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,000 | $85,340 | $96,300 | $10,960 | 12.84% |