| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 25,290 | $1.8M | $1.83M | $25,819.6 | 1.43% |
| NA Nizar Araji National Bank Of Canada /FI/ | 1,121 | $75,877.67 | $81,350.97 | $5,473.3 | 7.21% |
| TB Thomas Baker Blue Oak Capital LLC | 35,639 | $2.14M | $2.58M | $444,140.3 | 20.77% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 6,705 | $454,382.55 | $486,581.85 | $32,199.3 | 7.09% |
Jeff Ameen Spire Wealth Management | 89 | $6,038.43 | $6,458.73 | $420.3 | 6.96% |
| RE Rod Ehrlich Wayfinding Financial LLC | 9,669 | $583,993.45 | $703,178.02 | $119,184.57 | 20.41% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 232,001 | $16.3M | $16.84M | $538,865.85 | 3.31% |
Paul Elam Oak Harbor Wealth Partners LLC | 764 | $51,008.28 | $55,355.62 | $4,347.34 | 8.52% |
Dalila Toledo Ascent Group LLC | 20,971 | $1.33M | $1.51M | $174,251.66 | 13.08% |
Kevin Zemann WealthPlan Investment Management LLC | 26,006 | $1.7M | $1.88M | $181,261.82 | 10.68% |
Loni Adams Daymark Wealth Partners LLC | 13,724 | $808,891.82 | $986,069.4 | $177,177.58 | 21.9% |
Jessica Thayer Unique Wealth LLC | 17,272 | $1.13M | $1.25M | $117,679.73 | 10.37% |
Michael Radoff LGT Financial Advisors LLC | 104 | $7,038.18 | $7,535.32 | $497.14 | 7.06% |
Jill Batley Gateway Wealth Partners LLC | 3,589 | $234,242.67 | $257,690.2 | $23,447.53 | 10.01% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 4,748 | $282,579.94 | $343,351.62 | $60,771.68 | 21.51% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,157 | $224,729.92 | $228,061.68 | $3,331.76 | 1.48% |
Anthony Moeller MN Wealth Advisors, LLC | 5,293 | $319,805.62 | $384,668.77 | $64,863.15 | 20.28% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,718 | $351,448.14 | $414,869.49 | $63,421.35 | 18.05% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,817 | $253,332.46 | $276,560.73 | $23,228.27 | 9.17% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 33,513 | $2.1M | $2.41M | $306,296.07 | 14.57% |