| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 255,992 | $8.5M | $8.52M | $15,363.85 | 0.18% |
| KW Kevin Warman INVESTMENT MANAGEMENT Corp. /VA/ /ADV | 60,390 | $1.63M | $2.02M | $390,632.29 | 24.03% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 325 | $9,994.41 | $10,812.75 | $818.34 | 8.19% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 26,390 | $669,933.91 | $882,745.5 | $212,811.59 | 31.77% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 8,272 | $277,136.82 | $276,326.16 | -$810.66 | -0.29% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 7,313 | $232,869.01 | $246,009.32 | $13,140.31 | 5.64% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 682 | $18,523.12 | $22,690.14 | $4,167.02 | 22.5% |
Matthew B. Boersen Straight Path Wealth Management | 15,800 | $465,740.99 | $531,986 | $66,245.01 | 14.22% |
Timothy R. Guthrie Bullseye Investment Management LLC | 2,144 | $66,120.96 | $71,834.72 | $5,713.76 | 8.64% |
| EM Erin Mccann Simplicity Wealth LLC | 14,688 | $487,524.1 | $490,579.2 | $3,055.1 | 0.63% |
Michael Byun SageView Advisory Group LLC | 7,365 | $209,275.85 | $246,248.77 | $36,972.92 | 17.67% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 39,331 | $1.1M | $1.32M | $218,306.43 | 19.87% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,559 | $221,025.16 | $252,848.55 | $31,823.39 | 14.4% |
Kevin Zemann WealthPlan Investment Management LLC | 12,033 | $371,732.76 | $400,337.91 | $28,605.15 | 7.7% |
Rachel Faulk Cape Investment Advisory Inc. | 100 | $3,321 | $3,345 | $24 | 0.72% |
Rebecca Sierp WPWealth LLP | 49,263 | $1.31M | $1.64M | $330,778.02 | 25.2% |
Matthew Zienty Cardinal Point Capital Management ULC | 26,550 | $659,847.84 | $889,690.5 | $229,842.66 | 34.83% |
Courtney Holt Compound Planning, Inc. | 9,966 | $266,934.09 | $333,163.38 | $66,229.29 | 24.81% |
Andrew Halac Talon Private Wealth, LLC | 58,470 | $1.85M | $1.96M | $112,554.58 | 6.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,525 | $377,912.5 | $416,706.75 | $38,794.25 | 10.27% |