| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 125,033 | $4.02M | $4.13M | $110,036.65 | 2.74% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 255 | $6,771.27 | $8,420.1 | $1,648.83 | 24.35% |
| DGB Douglas G. Bambeck INVESTMENT PARTNERS Ltd. | 51,942 | $1.29M | $1.72M | $424,001.86 | 32.84% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 22,583 | $516,837.04 | $757,433.82 | $240,596.78 | 46.55% |
| RR rosemary richard WCG Wealth Advisors LLC | 1.14M | $33.67M | $38.41M | $4.74M | 14.08% |
| KC Kasey Cook Maripau Wealth Management LLC | 8,130 | $220,648.2 | $275,525.7 | $54,877.5 | 24.87% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 22,562 | $715,001.02 | $755,714.19 | $40,713.17 | 5.69% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,750 | $56,717.5 | $57,785 | $1,067.5 | 1.88% |
Bill McVay Red Tortoise LLC | 721 | $17,672.7 | $24,362.59 | $6,689.89 | 37.85% |
W. Travis McKinney HB Wealth Management LLC | 10,523 | $249,964.71 | $352,941.42 | $102,976.71 | 41.2% |
Timothy R. Guthrie Bullseye Investment Management LLC | 282 | $8,739.18 | $9,523.14 | $783.96 | 8.97% |
Amna Ali Khan GDS Wealth Management | 22,826 | $676,036.04 | $773,459.01 | $97,422.97 | 14.41% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 5,400 | $167,453.65 | $182,196 | $14,742.35 | 8.8% |
Michael Radoff LGT Financial Advisors LLC | 505 | $14,857.08 | $17,094.25 | $2,237.17 | 15.06% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 858 | $27,746 | $28,734.42 | $988.42 | 3.56% |
Denise Reinert CGC Financial Services, LLC | 3,948 | $126,889 | $133,304.22 | $6,415.22 | 5.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 33,918 | $1.08M | $1.12M | $35,415.12 | 3.27% |
Derek Ripp Austin Wealth Management, LLC | 20,239 | $548,216.41 | $683,066.25 | $134,849.84 | 24.6% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 17,376 | $532,196.91 | $589,654.56 | $57,457.65 | 10.8% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 8,130 | $223,664.44 | $274,712.7 | $51,048.26 | 22.82% |