| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 1,485 | $52,628.4 | $66,167.14 | $13,538.74 | 25.73% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 315,570 | $13.96M | $14.17M | $206,401.59 | 1.48% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 18,037 | $707,393.68 | $808,959.45 | $101,565.77 | 14.36% |
Jeff Ameen Spire Wealth Management | 5,666 | $212,248.36 | $252,459.96 | $40,211.6 | 18.95% |
Shad Lamm Keystone Wealth Services LLC | 37,215 | $1.55M | $1.66M | $106,695.4 | 6.88% |
| TSR Ted S. Rich RiverTree Advisors LLC | 5,901 | $246,012.69 | $262,930.86 | $16,918.17 | 6.88% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 10,602 | $333,162.88 | $472,393.31 | $139,230.43 | 41.79% |
Rebecca Loeffler Corus Family Wealth Advisors | 7,619 | $296,760.05 | $339,479.78 | $42,719.73 | 14.4% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 9,043 | $327,813.67 | $402,928.95 | $75,115.28 | 22.91% |
Sean Reitenbach Prosperity Consulting Group LLC | 5,519 | $206,741.74 | $247,932.24 | $41,190.5 | 19.92% |
Timothy R. Guthrie Bullseye Investment Management LLC | 26,572 | $993,307.64 | $1.18M | $190,660.96 | 19.19% |
Kristofer Gray Integrity Financial Corp. /WA | 1,493 | $55,538.35 | $66,523.6 | $10,985.25 | 19.78% |
Eric Dahm Range Financial Group LLC | 17,155 | $657,657.29 | $764,375.33 | $106,718.04 | 16.23% |
Stephen Smith Kestra Investment Management LLC | 8,844 | $391,259 | $394,062.11 | $2,803.11 | 0.72% |
Moises Valladares Insigneo Advisory Services LLC | 11,031 | $385,336.14 | $496,229.53 | $110,893.39 | 28.78% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 26,430 | $988,348.33 | $1.19M | $198,189.52 | 20.05% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,759 | $281,782.54 | $301,160.76 | $19,378.22 | 6.88% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,085 | $753,797.05 | $761,256.34 | $7,459.29 | 0.99% |
Courtney Haddad Concurrent Investment Advisors, LLC | 18,605 | $775,642 | $828,982.98 | $53,340.98 | 6.88% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 20,041 | $735,847.56 | $892,966.84 | $157,119.28 | 21.35% |