| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 16,205 | $2.94M | $2.92M | -$17,806.2 | -0.61% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 12,828 | $2.16M | $2.31M | $149,366.93 | 6.9% |
| WGS Wilson G. Saville BARRETT & COMPANY Inc. | 1,054 | $130,705.82 | $192,982.13 | $62,276.31 | 47.65% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 4,751 | $747,159.22 | $865,014.57 | $117,855.35 | 15.77% |
Jeff Ameen Spire Wealth Management | 50 | $8,424.5 | $9,103.5 | $679 | 8.06% |
Kyle P. Smith NewEdge Wealth LLC | 1,594 | $283,891.42 | $290,689.81 | $6,798.39 | 2.39% |
Richard Slavik Newbridge Financial Services Group Inc. | 306 | $46,686.42 | $55,190.16 | $8,503.74 | 18.21% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 3,514 | $495,114.34 | $642,534.9 | $147,420.56 | 29.78% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 2,371 | $367,673.12 | $435,517.13 | $67,844.01 | 18.45% |
Andrew Endelman Independent Wealth Network Inc. | 6,362 | $989,981.05 | $1.16M | $174,901.15 | 17.67% |
Bradley W. Clark Paladin Advisory Group LLC | 66 | $9,028.8 | $12,098.13 | $3,069.33 | 33.99% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,315 | $411,103.97 | $421,839.3 | $10,735.33 | 2.61% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 41 | $6,656.03 | $7,394.76 | $738.73 | 11.1% |
Candace Cavalier Congress Wealth Management LLC / DE / | 187,919 | $25.11M | $34.25M | $9.13M | 36.37% |
Timothy Carne SFG Wealth Management LLC | 2,312 | $419,535.54 | $421,096.12 | $1,560.58 | 0.37% |
John Gorlow Cardiff Park Advisors LLC | 2,666 | $371,700.36 | $488,131.27 | $116,430.91 | 31.32% |
Russell Mohberg Regatta Capital Group LLC | 14,808 | $2.62M | $2.72M | $97,073.59 | 3.7% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 212 | $35,409.32 | $38,841.58 | $3,432.26 | 9.69% |
David T. Morgan High Net Worth Advisory Group LLC | 2,200 | $331,452 | $403,051 | $71,599 | 21.6% |
Dan Mohr Retireful LLC | 2,097 | $373,380.56 | $382,377.46 | $8,996.9 | 2.41% |