| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 255,992 | $8.5M | $8.73M | $227,836.7 | 2.68% |
| KW Kevin Warman INVESTMENT MANAGEMENT Corp. /VA/ /ADV | 60,390 | $1.63M | $2.03M | $406,333.69 | 25% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 325 | $9,994.41 | $11,074.05 | $1,079.64 | 10.8% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 7,313 | $232,869.01 | $246,045.88 | $13,176.87 | 5.66% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 682 | $18,523.12 | $22,945.89 | $4,422.77 | 23.88% |
Matthew B. Boersen Straight Path Wealth Management | 15,800 | $465,740.99 | $531,591 | $65,850.01 | 14.14% |
| EM Erin Mccann Simplicity Wealth LLC | 14,688 | $487,524.1 | $494,177.76 | $6,653.66 | 1.36% |
Michael Byun SageView Advisory Group LLC | 7,365 | $209,275.85 | $251,143.57 | $41,867.72 | 20.01% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 39,331 | $1.1M | $1.32M | $224,796.04 | 20.46% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,559 | $221,025.16 | $254,322.55 | $33,297.39 | 15.06% |
Kevin Zemann WealthPlan Investment Management LLC | 12,715 | $392,765.64 | $427,796.17 | $35,030.53 | 8.92% |
Rachel Faulk Cape Investment Advisory Inc. | 100 | $3,321 | $3,364.5 | $43.5 | 1.31% |
Rebecca Sierp WPWealth LLP | 49,263 | $1.31M | $1.68M | $367,213.03 | 27.98% |
Matthew Zienty Cardinal Point Capital Management ULC | 26,550 | $659,847.84 | $893,274.75 | $233,426.91 | 35.38% |
Courtney Holt Compound Planning, Inc. | 10,393 | $278,334.14 | $349,672.48 | $71,338.34 | 25.63% |
Andrew Halac Talon Private Wealth, LLC | 61,146 | $1.94M | $2.06M | $120,763.17 | 6.24% |
Christopher C. Powers Farther Finance Advisors, LLC | 47,703 | $1.41M | $1.6M | $193,478.06 | 13.71% |
David Vollmer PFS Partners, LLC | 281,188 | $7.62M | $9.46M | $1.84M | 24.14% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 61,146 | $1.89M | $2.06M | $163,014.67 | 8.61% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 12,321 | $322,309.54 | $414,540.04 | $92,230.5 | 28.62% |