| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 243,832 | $9.7M | $9.81M | $110,479.5 | 1.14% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,128 | $36,663.7 | $45,345.71 | $8,682.01 | 23.68% |
| AL Acas LLC Acas LLC | 18,039 | $520,843.37 | $716,635.35 | $195,791.98 | 37.59% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 9,082 | $294,165.98 | $364,823.94 | $70,657.96 | 24.02% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 13,000 | $509,405 | $525,694 | $16,289 | 3.2% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 7,145 | $240,412.27 | $283,849.41 | $43,437.14 | 18.07% |
Matthew B. Boersen Straight Path Wealth Management | 15,609 | $507,089.18 | $620,098.74 | $113,009.56 | 22.29% |
Nicholas Shaheen FSA Advisors Inc. | 16,575 | $500,981.27 | $668,675.28 | $167,694.01 | 33.47% |
Matthew Zienty Cardinal Point Capital Management ULC | 7,360 | $214,710 | $292,390.72 | $77,680.72 | 36.18% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,501 | $163,431 | $178,811.23 | $15,380.23 | 9.41% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,054 | $458,587 | $518,596.26 | $60,009.26 | 13.09% |
David Vollmer PFS Partners, LLC | 22,339 | $712,185.02 | $887,461.45 | $175,276.43 | 24.61% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 8,637 | $255,745.39 | $343,122.1 | $87,376.71 | 34.17% |
Joe Miller Miller Financial Services LLC | 22,340 | $730,580.83 | $887,501.18 | $156,920.35 | 21.48% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 9,887 | $308,182.89 | $398,865.31 | $90,682.42 | 29.42% |
Vantage Point Financial LLC Vantage Point Financial LLC | 8,027 | $261,906.88 | $324,595.83 | $62,688.95 | 23.94% |
| DN Daniel Newman Noble Wealth Management PBC | 1,080 | $42,256 | $42,905.16 | $649.16 | 1.54% |
| RCM Riggs Capital Management LLC Riggs Capital Management LLC | 11,101 | $363,034 | $441,009.43 | $77,975.43 | 21.48% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 41,913 | $1.36M | $1.69M | $326,774.4 | 23.96% |
Cole Dimond Caliber Wealth Management LLC / KS | 8,438 | $315,639.87 | $335,216.43 | $19,576.56 | 6.2% |