| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 243,832 | $9.7M | $9.49M | -$209,671.92 | -2.16% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,128 | $36,663.7 | $43,924.32 | $7,260.62 | 19.8% |
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 16,977 | $449,538.58 | $660,235.53 | $210,696.95 | 46.87% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 36,835 | $1.04M | $1.45M | $405,423.68 | 38.94% |
| AL Acas LLC Acas LLC | 18,039 | $520,843.37 | $706,046.46 | $185,203.09 | 35.56% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 9,082 | $294,165.98 | $356,196.04 | $62,030.06 | 21.09% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 13,000 | $509,405 | $508,170 | -$1,235 | -0.24% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 7,044 | $237,301.47 | $274,293.36 | $36,991.89 | 15.59% |
Matthew B. Boersen Straight Path Wealth Management | 15,609 | $507,089.18 | $613,199.56 | $106,110.38 | 20.93% |
Nicholas Shaheen FSA Advisors Inc. | 16,575 | $500,981.27 | $646,756.5 | $145,775.23 | 29.1% |
Matthew Zienty Cardinal Point Capital Management ULC | 7,360 | $214,710 | $287,040 | $72,330 | 33.69% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 103,150 | $4.07M | $4.04M | -$31,151.3 | -0.77% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,501 | $163,431 | $175,268.94 | $11,837.94 | 7.24% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,054 | $458,587 | $507,800.6 | $49,213.6 | 10.73% |
David Vollmer PFS Partners, LLC | 22,339 | $712,185.02 | $869,098.79 | $156,913.77 | 22.03% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 8,637 | $255,745.39 | $335,590.63 | $79,845.24 | 31.22% |
Joe Miller Miller Financial Services LLC | 22,340 | $730,580.83 | $877,403.5 | $146,822.67 | 20.1% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 9,887 | $308,182.89 | $385,593 | $77,410.11 | 25.12% |
Vantage Point Financial LLC Vantage Point Financial LLC | 8,027 | $261,906.88 | $314,818.94 | $52,912.06 | 20.2% |
| DN Daniel Newman Noble Wealth Management PBC | 1,050 | $41,230 | $40,855.5 | -$374.5 | -0.91% |