| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 204,808 | $9.1M | $9.03M | -$69,631.44 | -0.77% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,378 | $58,385.86 | $60,728.46 | $2,342.6 | 4.01% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 36,858 | $1.3M | $1.64M | $341,437.46 | 26.36% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 142,152 | $5.52M | $6.26M | $740,085.74 | 13.4% |
| EM Erin Mccann Simplicity Wealth LLC | 361,672 | $14.7M | $16M | $1.29M | 8.8% |
Jeffrey Gilbert Balboa Wealth Partners | 7,064 | $271,655.98 | $313,359.04 | $41,703.06 | 15.35% |
Loni Adams Daymark Wealth Partners LLC | 12,258 | $376,320.64 | $543,029.4 | $166,708.76 | 44.3% |
Sean O'Reilly Ffg Retirement Advisors LLC | 119,272 | $4.77M | $5.28M | $518,226.46 | 10.87% |
Christopher C. Powers Farther Finance Advisors, LLC | 15,783 | $699,976 | $695,556.81 | -$4,419.19 | -0.63% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 24,007 | $989,344.68 | $1.06M | $75,125.7 | 7.59% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 66,902 | $2.82M | $2.97M | $150,306.36 | 5.33% |
Joshua Stipcich Tidemark, LLC | 536 | $17,477 | $23,699.24 | $6,222.24 | 35.6% |
Nicole Davis Northwest Financial Advisors | 11,993 | $476,325.01 | $531,889.55 | $55,564.54 | 11.67% |
| FTM F. Thomas Mosley Mosley Wealth Management | 124 | $5,507 | $5,493.2 | -$13.8 | -0.25% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 2,552 | $81,842.75 | $113,308.8 | $31,466.05 | 38.45% |
| ECC Elizabeth C. Carr CLG LLC | 8,463 | $364,228.04 | $378,465.36 | $14,237.32 | 3.91% |