| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 319,322 | $15.93M | $16.62M | $692,939.79 | 4.35% |
| JK Jessica Kardos Towle & Co | 4,874 | $243,115 | $256,859.8 | $13,744.8 | 5.65% |
Jeff Ameen Spire Wealth Management | 43,294 | $1.26M | $2.22M | $959,138.57 | 76.01% |
Kyle P. Smith NewEdge Wealth LLC | 88,203 | $2.78M | $4.59M | $1.81M | 65.16% |
John Mezzasalma Mezzasalma Advisors LLC | 17,504 | $734,879.73 | $911,608.36 | $176,728.63 | 24.05% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 4,190 | $208,985 | $214,947 | $5,962 | 2.85% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 69 | $3,396.18 | $3,640.44 | $244.26 | 7.19% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 128,631 | $4.56M | $6.79M | $2.22M | 48.73% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 68 | $2,772.77 | $3,488.4 | $715.63 | 25.81% |
Matthew B. Boersen Straight Path Wealth Management | 19,080 | $812,619.35 | $978,804 | $166,184.65 | 20.45% |
Candace Cavalier Congress Wealth Management LLC / DE / | 20,432 | $830,560.8 | $1.05M | $217,600.8 | 26.2% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 153,838 | $5.88M | $8.12M | $2.24M | 38.12% |
Joel A. Schreiber SFI Advisors LLC | 5,064 | $225,145.44 | $259,783.2 | $34,637.76 | 15.38% |
Courtney Lawson Autumn Glory Partners LLC | 13,623 | $491,252.22 | $698,859.9 | $207,607.68 | 42.26% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 9,266 | $468,710.52 | $475,345.8 | $6,635.28 | 1.42% |
Jason Matthews Kfg Wealth Management LLC | 4,105 | $213,706 | $210,586.5 | -$3,119.5 | -1.46% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 6,337 | $272,064.7 | $325,088.1 | $53,023.4 | 19.49% |
Stephen Smith Kestra Investment Management LLC | 155,518 | $6.42M | $7.97M | $1.55M | 24.14% |
Courtney Holt Compound Planning, Inc. | 21,672 | $897,535.14 | $1.11M | $214,238.46 | 23.87% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,607 | $83,407 | $82,439.1 | -$967.9 | -1.16% |