| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 166,573 | $5.57M | $6.25M | $680,540.49 | 12.21% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 125,507 | $4.69M | $4.67M | -$15,059.32 | -0.32% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,141 | $38,417.47 | $42,490.84 | $4,073.37 | 10.6% |
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 17,447 | $464,202 | $648,243.28 | $184,041.28 | 39.65% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 24,478 | $642,697.04 | $918,904.12 | $276,207.08 | 42.98% |
| AL Acas LLC Acas LLC | 15,193 | $423,678.91 | $568,066.27 | $144,387.36 | 34.08% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 8,751 | $289,107.52 | $327,156.13 | $38,048.61 | 13.16% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,849 | $217,175.96 | $255,056.76 | $37,880.8 | 17.44% |
Nicholas Shaheen FSA Advisors Inc. | 11,984 | $342,072.51 | $446,883.36 | $104,810.85 | 30.64% |
Timothy R. Guthrie Bullseye Investment Management LLC | 8,240 | $250,166.4 | $306,981.2 | $56,814.8 | 22.71% |
Michael Byun SageView Advisory Group LLC | 163,752 | $5.35M | $6.09M | $738,853.64 | 13.82% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 13,699 | $461,245 | $510,219.25 | $48,974.25 | 10.62% |
Nolan Baker Retirement Guys Formula LLC | 18,541 | $542,695.07 | $694,638.56 | $151,943.49 | 28% |
Rachel Faulk Cape Investment Advisory Inc. | 18,450 | $621,211.5 | $692,613 | $71,401.5 | 11.49% |
Christopher C. Powers Farther Finance Advisors, LLC | 180 | $6,132 | $6,703.2 | $571.2 | 9.32% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,779 | $752,269.32 | $855,123.66 | $102,854.34 | 13.67% |
David Vollmer PFS Partners, LLC | 10,776 | $354,760.88 | $400,543.92 | $45,783.04 | 12.91% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 100 | $3,050 | $3,737.5 | $687.5 | 22.54% |
Robert R Schulz Schulz Wealth, LTD. | 5,930 | $221,545 | $221,604.1 | $59.1 | 0.03% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,238 | $39,668.61 | $46,010.27 | $6,341.66 | 15.99% |