| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 260 | $7,750.6 | $8,144.5 | $393.9 | 5.08% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 93,264 | $2.92M | $2.9M | -$12,719.04 | -0.44% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 113,838 | $3.39M | $3.54M | $151,969.28 | 4.48% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 6,760 | $201,515.6 | $210,506.4 | $8,990.8 | 4.46% |
| AB Andrew Blass Atlantic Private Wealth LLC | 950 | $28,319.5 | $29,849 | $1,529.5 | 5.4% |
Matthew B. Boersen Straight Path Wealth Management | 15,236 | $436,919.4 | $480,771.98 | $43,852.58 | 10.04% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 13,757 | $359,353.17 | $431,625.87 | $72,272.7 | 20.11% |
Jeffrey Jones Cypress Financial Planning LLC | 7,500 | $223,575 | $235,087.5 | $11,512.5 | 5.15% |
Rebecca Sierp WPWealth LLP | 52,053 | $1.39M | $1.63M | $236,908.88 | 16.99% |
Jeffrey D. Munjack JDM Financial Group LLC | 761 | $20,387.19 | $23,883.98 | $3,496.79 | 17.15% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,987 | $387,150.49 | $406,298.29 | $19,147.8 | 4.95% |
Christopher C. Powers Farther Finance Advisors, LLC | 2 | $53.62 | $62.28 | $8.66 | 16.15% |
Syon Capital LLC SYON CAPITAL LLC | 63,162 | $1.88M | $1.98M | $92,810.08 | 4.93% |
David Vollmer PFS Partners, LLC | 9,567 | $292,346.07 | $299,973.28 | $7,627.21 | 2.61% |
Cody Gehman Stonebridge Financial Group, LLC | 13,938 | $389,760.05 | $437,931.96 | $48,171.91 | 12.36% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 935 | $26,714 | $29,242.12 | $2,528.12 | 9.46% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,305 | $38,903 | $40,885.65 | $1,982.65 | 5.1% |
Jade Eagles WEALTHGARDEN F.S. LLC | 22,019 | $656,399 | $694,699.45 | $38,300.45 | 5.83% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 11,369 | $338,917 | $358,521.41 | $19,604.41 | 5.78% |
| DN Daniel Newman Noble Wealth Management PBC | 600 | $17,886.6 | $18,801 | $914.4 | 5.11% |