| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 188,091 | $7.16M | $7.18M | $21,984.3 | 0.31% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,326 | $120,667.28 | $127,042.56 | $6,375.28 | 5.28% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 19,529 | $570,599.85 | $750,499.47 | $179,899.62 | 31.53% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 12,241 | $470,176.81 | $469,319.94 | -$856.87 | -0.18% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,736 | $175,679.56 | $219,096.84 | $43,417.28 | 24.71% |
Matthew B. Boersen Straight Path Wealth Management | 7,297 | $264,665.4 | $282,211.47 | $17,546.07 | 6.63% |
Dalila Toledo Ascent Group LLC | 5,666 | $181,164.69 | $217,517.74 | $36,353.05 | 20.07% |
| EM Erin Mccann Simplicity Wealth LLC | 12,680 | $481,282.08 | $486,214.6 | $4,932.52 | 1.02% |
Michael Byun SageView Advisory Group LLC | 10,007 | $313,190.29 | $384,218.76 | $71,028.47 | 22.68% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 11,889 | $451,258.88 | $456,656.49 | $5,397.61 | 1.2% |
Kevin Zemann WealthPlan Investment Management LLC | 10,347 | $374,695.3 | $395,222.29 | $20,526.99 | 5.48% |
Nolan Baker Retirement Guys Formula LLC | 25,938 | $941,030.64 | $1M | $61,213.68 | 6.5% |
Rebecca Sierp WPWealth LLP | 58,977 | $1.78M | $2.26M | $479,998.98 | 26.89% |
Matthew Zienty Cardinal Point Capital Management ULC | 6,100 | $208,656 | $234,819.5 | $26,163.5 | 12.54% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 54,126 | $2.08M | $2.08M | -$3,518.19 | -0.17% |
Jeffrey D. Munjack JDM Financial Group LLC | 82,524 | $2.98M | $3.17M | $190,217.82 | 6.37% |
Andrew Halac Talon Private Wealth, LLC | 51,059 | $1.85M | $1.97M | $116,924.64 | 6.31% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,030 | $35,232.05 | $39,342.7 | $4,110.65 | 11.67% |
David Vollmer PFS Partners, LLC | 13,964 | $492,157.7 | $536,147.78 | $43,990.08 | 8.94% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 51,141 | $1.85M | $1.96M | $113,101.15 | 6.11% |