| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 217 | $8,372 | $12,525.24 | $4,153.24 | 49.61% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 167,236 | $9.81M | $10.02M | $209,038.04 | 2.13% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 15,701 | $767,150.86 | $937,977.74 | $170,826.88 | 22.27% |
| TB Thomas Baker Blue Oak Capital LLC | 16,148 | $693,351.98 | $934,000.32 | $240,648.34 | 34.71% |
Chilton Investment Chilton Investment Co Inc. | 7,063 | $307,483.6 | $427,382.13 | $119,898.53 | 38.99% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 5,768 | $289,518.27 | $349,021.68 | $59,503.41 | 20.55% |
| YA Yinka Akinsola Blue Trust Inc. | 36,590 | $1.64M | $2.11M | $476,755.72 | 29.16% |
Jeff Ameen Spire Wealth Management | 4,870 | $183,179.98 | $281,096.4 | $97,916.42 | 53.45% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 22,820 | $880,989.79 | $1.32M | $436,180.61 | 49.51% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 5,486 | $321,700 | $316,651.92 | -$5,048.08 | -1.57% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 10,994 | $644,688.16 | $665,246.94 | $20,558.78 | 3.19% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,046 | $255,328.53 | $348,975.12 | $93,646.59 | 36.68% |
| JB Joel Blattner Avaii Wealth Management LLC | 4,290 | $203,797.28 | $256,928.1 | $53,130.82 | 26.07% |
Sam Sweitzer Anson Capital Inc. | 4,226 | $200,735 | $243,924.72 | $43,189.72 | 21.52% |
Ana-Maria Ignat Covestor Ltd | 173 | $8,452.78 | $10,360.97 | $1,908.19 | 22.57% |
Kathleen Thornhill Confluence Wealth Services Inc. | 53,182 | $2.08M | $3.07M | $992,665.65 | 47.79% |
Dalila Toledo Ascent Group LLC | 5,377 | $242,778.81 | $310,360.44 | $67,581.63 | 27.84% |
Kevin Zemann WealthPlan Investment Management LLC | 12,483 | $640,100.46 | $720,518.76 | $80,418.3 | 12.56% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 719 | $35,281.47 | $41,500.68 | $6,219.21 | 17.63% |
Loni Adams Daymark Wealth Partners LLC | 55,472 | $2.38M | $3.2M | $817,446.26 | 34.28% |