| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 204,808 | $9.1M | $9.59M | $489,494.4 | 5.38% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,378 | $58,385.86 | $64,008.1 | $5,622.24 | 9.63% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 122,644 | $4.66M | $5.58M | $922,155.34 | 19.79% |
| EM Erin Mccann Simplicity Wealth LLC | 361,672 | $14.7M | $16.72M | $2.02M | 13.74% |
Jeffrey Gilbert Balboa Wealth Partners | 7,064 | $271,655.98 | $328,052.16 | $56,396.18 | 20.76% |
Loni Adams Daymark Wealth Partners LLC | 12,258 | $376,320.64 | $557,861.58 | $181,540.94 | 48.24% |
Sean O'Reilly Ffg Retirement Advisors LLC | 119,272 | $4.77M | $5.43M | $661,352.86 | 13.87% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 24,007 | $989,344.68 | $1.09M | $103,213.89 | 10.43% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 65,413 | $2.75M | $2.98M | $222,840.97 | 8.09% |
Joshua Stipcich Tidemark, LLC | 536 | $17,477 | $24,891.84 | $7,414.84 | 42.43% |
Nicole Davis Northwest Financial Advisors | 11,993 | $476,325.01 | $545,801.43 | $69,476.42 | 14.59% |
| FTM F. Thomas Mosley Mosley Wealth Management | 124 | $5,507 | $5,643.24 | $136.24 | 2.47% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 2,552 | $81,842.75 | $118,514.88 | $36,672.13 | 44.81% |
| ECC Elizabeth C. Carr CLG LLC | 8,142 | $349,992.22 | $370,542.42 | $20,550.2 | 5.87% |