| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 11 | $500.39 | $651.46 | $151.07 | 30.19% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 43,455 | $2.61M | $2.64M | $25,003.7 | 0.96% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,452 | $233,418.36 | $269,012.1 | $35,593.74 | 15.25% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1.08M | $47.83M | $65.33M | $17.5M | 36.58% |
Brian Baylis Bell Investment Advisors Inc. | 174 | $7,798.68 | $10,568.76 | $2,770.08 | 35.52% |
Paul Elam Oak Harbor Wealth Partners LLC | 13,478 | $616,079.36 | $798,221.07 | $182,141.71 | 29.56% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,133 | $221,217.59 | $303,996.79 | $82,779.2 | 37.42% |
| LV Leah Vaden Redwood Financial Network Corp. | 5,816 | $233,369.54 | $353,205.68 | $119,836.14 | 51.35% |
Kevin Zemann WealthPlan Investment Management LLC | 4,807 | $252,031.01 | $284,689.77 | $32,658.76 | 12.96% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 661 | $33,127.78 | $39,147.06 | $6,019.28 | 18.17% |
Loni Adams Daymark Wealth Partners LLC | 3,530 | $212,382 | $209,060.72 | -$3,321.28 | -1.56% |
| QS Quentin Stoker Gallacher Capital Management LLC | 15,047 | $646,402.29 | $891,143.53 | $244,741.24 | 37.86% |
Andy Peters Goldstein Advisors LLC | 230,728 | $9.46M | $13.66M | $4.2M | 44.4% |
Kyle Kelley Family Capital Management Inc. | 65,362 | $2.88M | $3.87M | $995,107.58 | 34.6% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 116,107 | $5.36M | $6.88M | $1.52M | 28.35% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 7,391 | $370,922.07 | $437,724.58 | $66,802.51 | 18.01% |
Annmarie Young KPP Advisory Services LLC | 8,926 | $403,448.76 | $528,633.42 | $125,184.66 | 31.03% |
Christopher C. Powers Farther Finance Advisors, LLC | 620 | $31,218.38 | $36,718.88 | $5,500.5 | 17.62% |
James Rankin Modern Wealth Management, LLC | 10,634 | $559,878.77 | $651,545.18 | $91,666.41 | 16.37% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 110 | $5,548.03 | $6,674.08 | $1,126.05 | 20.3% |