| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 188,091 | $7.16M | $7.34M | $175,128.37 | 2.45% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,326 | $120,667.28 | $129,447.92 | $8,780.64 | 7.28% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,736 | $175,679.56 | $220,950.72 | $45,271.16 | 25.77% |
Matthew B. Boersen Straight Path Wealth Management | 7,297 | $264,665.4 | $281,080.44 | $16,415.04 | 6.2% |
Dalila Toledo Ascent Group LLC | 5,666 | $181,164.69 | $218,254.32 | $37,089.63 | 20.47% |
| EM Erin Mccann Simplicity Wealth LLC | 12,680 | $481,282.08 | $489,595.09 | $8,313.01 | 1.73% |
Michael Byun SageView Advisory Group LLC | 10,007 | $313,190.29 | $390,379.08 | $77,188.79 | 24.65% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 11,889 | $451,258.88 | $457,964.28 | $6,705.4 | 1.49% |
Kevin Zemann WealthPlan Investment Management LLC | 10,872 | $393,679.3 | $418,789.44 | $25,110.14 | 6.38% |
Nolan Baker Retirement Guys Formula LLC | 25,938 | $941,030.64 | $999,131.76 | $58,101.12 | 6.17% |
Jeffrey Jones Cypress Financial Planning LLC | 7,146 | $259,256.88 | $275,263.92 | $16,007.04 | 6.17% |
Rebecca Sierp WPWealth LLP | 58,977 | $1.78M | $2.3M | $516,010.4 | 28.91% |
Matthew Zienty Cardinal Point Capital Management ULC | 6,100 | $208,656 | $234,972 | $26,316 | 12.61% |
Jeffrey D. Munjack JDM Financial Group LLC | 82,524 | $2.98M | $3.21M | $225,430.81 | 7.55% |
Andrew Halac Talon Private Wealth, LLC | 51,909 | $1.88M | $2M | $116,275.68 | 6.17% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,303 | $44,570.25 | $50,191.56 | $5,621.31 | 12.61% |
David Vollmer PFS Partners, LLC | 13,964 | $492,157.7 | $537,893.28 | $45,735.58 | 9.29% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 51,909 | $1.88M | $2M | $121,490.76 | 6.47% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 4,649 | $152,588.96 | $179,079.48 | $26,490.52 | 17.36% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 42,968 | $1.49M | $1.68M | $190,095.43 | 12.79% |