| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 69,180 | $2.05M | $2.6M | $550,985.77 | 26.93% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 428,174 | $15.84M | $16.24M | $398,198.09 | 2.51% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,164 | $40,262.4 | $44,167.86 | $3,905.46 | 9.7% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,313 | $67,821.21 | $86,816.14 | $18,994.93 | 28.01% |
Matthew B. Boersen Straight Path Wealth Management | 5,849 | $215,781.31 | $219,536.37 | $3,755.06 | 1.74% |
| EM Erin Mccann Simplicity Wealth LLC | 13,017 | $480,223.16 | $491,652.09 | $11,428.93 | 2.38% |
Michael Byun SageView Advisory Group LLC | 216,854 | $7.12M | $8.22M | $1.1M | 15.46% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 28,995 | $910,229.45 | $1.09M | $178,068.88 | 19.56% |
Kevin Zemann WealthPlan Investment Management LLC | 11,401 | $398,186.64 | $427,925.13 | $29,738.49 | 7.47% |
Jeffrey Jones Cypress Financial Planning LLC | 11,176 | $316,748.8 | $419,479.98 | $102,731.18 | 32.43% |
Rebecca Sierp WPWealth LLP | 54,176 | $1.39M | $2.05M | $665,630.5 | 47.93% |
Andrew Halac Talon Private Wealth, LLC | 53,724 | $1.88M | $2.02M | $133,450.62 | 7.09% |
Christopher C. Powers Farther Finance Advisors, LLC | 500 | $16,436.8 | $18,767 | $2,330.2 | 14.18% |
David Vollmer PFS Partners, LLC | 5,602 | $188,991.55 | $210,265.47 | $21,273.92 | 11.26% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 53,724 | $1.87M | $2.02M | $141,958.35 | 7.57% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 873 | $29,195.09 | $32,767.18 | $3,572.09 | 12.24% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 43,402 | $1.46M | $1.65M | $185,919.34 | 12.74% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 222 | $7,781 | $8,332.55 | $551.55 | 7.09% |
Jade Eagles WEALTHGARDEN F.S. LLC | 26,340 | $836,844.13 | $988,645.56 | $151,801.43 | 18.14% |
Chad Warrick Summit Wealth Partners, LLC | 8,285 | $255,053.6 | $310,969.19 | $55,915.59 | 21.92% |