| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 35,213 | $1.27M | $1.35M | $84,171.33 | 6.64% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 26,306 | $880,058.41 | $1.01M | $130,355.05 | 14.81% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 31,975 | $1.08M | $1.23M | $151,529.02 | 14.08% |
| YA Yinka Akinsola Blue Trust Inc. | 1,461 | $52,449.9 | $56,117.01 | $3,667.11 | 6.99% |
Michael Stulic Astoria Portfolio Advisors LLC | 7,142 | $228,891.52 | $272,967.24 | $44,075.72 | 19.26% |
Justin Dausch ALM First Financial Advisors LLC | 1.56M | $40.11M | $59.71M | $19.6M | 48.87% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 151,060 | $5.44M | $5.79M | $348,948.8 | 6.41% |
Jeffrey Hanson Breakwater Capital Group | 6,354 | $240,454 | $242,945.19 | $2,491.19 | 1.04% |
Christopher C. Powers Farther Finance Advisors, LLC | 43,508 | $1.31M | $1.67M | $360,127.69 | 27.47% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 180 | $5,665 | $6,885 | $1,220 | 21.54% |
Chris Chatto Encompass More Asset Management | 18,743 | $649,630.03 | $717,575.75 | $67,945.72 | 10.46% |
Jennifer Lutz Trademark Financial Management, LLC | 22,124 | $739,330.4 | $849,119.12 | $109,788.72 | 14.85% |
Adam Stalnaker Rockport Wealth LLC | 298,366 | $9.35M | $11.44M | $2.09M | 22.36% |
Nicholas Munoz IronOak Wealth LLC. | 44,038 | $1.2M | $1.69M | $487,940.78 | 40.69% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 6,250 | $225,131 | $239,906.25 | $14,775.25 | 6.56% |
| MAI McGrath & Associates Inc. McGrath & Associates Inc. | 43,389 | $923,843.32 | $1.66M | $731,230.08 | 79.15% |
| JMF Jeremy Morris Finger Riverbend Wealth Management LLC | 48,198 | $1.74M | $1.85M | $114,726.1 | 6.61% |
Justin Boggs Optima Capital LLC | 190,686 | $5.6M | $7.31M | $1.71M | 30.53% |