| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 54,660 | $4.68M | $4.89M | $202,865.26 | 4.33% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 797 | $44,710.69 | $71,228.93 | $26,518.24 | 59.31% |
| RB Robert Braglia AMERICAN FINANCIAL & TAX STRATEGIES Inc. | 3,245 | $267,184 | $290,005.65 | $22,821.65 | 8.54% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 10,785 | $976,614.11 | $963,869.47 | -$12,744.64 | -1.3% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 289,647 | $12.87M | $25.91M | $13.04M | 101.28% |
Joseph Castro Nuveen LLC | 5,757 | $493,145 | $514,510.57 | $21,365.57 | 4.33% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 27,861 | $1.95M | $2.48M | $533,816.76 | 27.44% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,215 | $435,160.43 | $556,007.57 | $120,847.14 | 27.77% |
Drew Phillips Fortitude Family Office LLC | 13,600 | $1.02M | $1.22M | $193,138.92 | 18.87% |
Stephen Smith Kestra Investment Management LLC | 3,932 | $287,129.25 | $344,187.62 | $57,058.37 | 19.87% |
Jill Batley Gateway Wealth Partners LLC | 11,794 | $975,832.6 | $1.03M | $53,960.51 | 5.53% |
| PIL PFG Investments LLC PFG Investments LLC | 9,016 | $651,029.56 | $805,985.32 | $154,955.76 | 23.8% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,055 | $82,024.08 | $94,286.72 | $12,262.64 | 14.95% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 52,655 | $3.94M | $4.65M | $712,710.78 | 18.09% |
Barry Carpenter Cascades Capital Asset Management, LLC | 13,925 | $1.02M | $1.24M | $222,080.24 | 21.84% |
| DN Daniel Newman Noble Wealth Management PBC | 700 | $52,683 | $61,201 | $8,518 | 16.17% |
May Hill Capital LLC May Hill Capital LLC | 5,464 | $415,420.61 | $482,799.04 | $67,378.43 | 16.22% |
Rossby Financial LLC Rossby Financial LLC | 3,960 | $303,918.75 | $354,270.31 | $50,351.56 | 16.57% |