| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 25,290 | $1.8M | $1.88M | $81,710.5 | 4.54% |
| NA Nizar Araji National Bank Of Canada /FI/ | 1,121 | $75,877.67 | $83,346.35 | $7,468.68 | 9.84% |
| TB Thomas Baker Blue Oak Capital LLC | 35,639 | $2.14M | $2.55M | $412,065.2 | 19.27% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 6,705 | $454,382.55 | $499,656.6 | $45,274.05 | 9.96% |
Jeff Ameen Spire Wealth Management | 89 | $6,038.43 | $6,426.69 | $388.26 | 6.43% |
| RE Rod Ehrlich Wayfinding Financial LLC | 9,669 | $583,993.45 | $719,276.91 | $135,283.46 | 23.17% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 232,001 | $16.3M | $17.29M | $991,267.8 | 6.08% |
Paul Elam Oak Harbor Wealth Partners LLC | 764 | $51,008.28 | $55,168.44 | $4,160.16 | 8.16% |
Dalila Toledo Ascent Group LLC | 28,596 | $1.77M | $2.06M | $294,651.22 | 16.64% |
Kevin Zemann WealthPlan Investment Management LLC | 242,169 | $15.99M | $17.49M | $1.49M | 9.34% |
Loni Adams Daymark Wealth Partners LLC | 13,724 | $808,891.82 | $991,010.04 | $182,118.22 | 22.51% |
Jessica Thayer Unique Wealth LLC | 17,272 | $1.13M | $1.25M | $112,757.21 | 9.94% |
Michael Radoff LGT Financial Advisors LLC | 104 | $7,038.18 | $7,509.84 | $471.66 | 6.7% |
Jill Batley Gateway Wealth Partners LLC | 13,825 | $874,503.58 | $998,303.25 | $123,799.67 | 14.16% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 4,748 | $282,579.94 | $342,853.08 | $60,273.14 | 21.33% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,299 | $616,887.44 | $671,480.79 | $54,593.35 | 8.85% |
Anthony Moeller MN Wealth Advisors, LLC | 5,293 | $319,805.62 | $382,207.53 | $62,401.91 | 19.51% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,718 | $351,448.14 | $412,896.78 | $61,448.64 | 17.48% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,817 | $253,332.46 | $283,946.63 | $30,614.17 | 12.08% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 33,513 | $2.1M | $2.49M | $389,575.88 | 18.53% |