| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 78,659 | $2.45M | $2.52M | $66,202.6 | 2.7% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,056 | $270,292.98 | $289,375.42 | $19,082.44 | 7.06% |
| AB Andrew Blass Atlantic Private Wealth LLC | 42,788 | $1.33M | $1.37M | $33,289.06 | 2.5% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 18,060 | $562,948.26 | $573,766.2 | $10,817.94 | 1.92% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,197 | $144,164.78 | $163,960.15 | $19,795.37 | 13.73% |
Jason Matthews Kfg Wealth Management LLC | 10,374 | $294,209.03 | $327,289.33 | $33,080.3 | 11.24% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 63,347 | $1.64M | $2M | $356,336.76 | 21.7% |
Jeffrey Jones Cypress Financial Planning LLC | 8,806 | $248,385.35 | $277,820.49 | $29,435.14 | 11.85% |
Rebecca Sierp WPWealth LLP | 34,099 | $852,319.13 | $1.09M | $239,493.41 | 28.1% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 10,325 | $286,416 | $330,595.16 | $44,179.16 | 15.42% |
Syon Capital LLC SYON CAPITAL LLC | 52,514 | $1.64M | $1.68M | $45,824.65 | 2.8% |
David Vollmer PFS Partners, LLC | 10,279 | $277,650.24 | $324,292.17 | $46,641.93 | 16.8% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 15,969 | $497,872 | $510,956.9 | $13,084.9 | 2.63% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 14,439 | $450,170 | $455,536.01 | $5,366.01 | 1.19% |
| DN Daniel Newman Noble Wealth Management PBC | 3,250 | $83,200 | $102,534.25 | $19,334.25 | 23.24% |
| HM Howard Morin Helium Advisors LLC | 6,420 | $200,159 | $205,112.58 | $4,953.58 | 2.47% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 7,046 | $173,472.24 | $222,294.25 | $48,822.01 | 28.14% |