| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 193,815 | $6.62M | $6.67M | $53,969.14 | 0.82% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 22,246 | $679,764.41 | $765,480.41 | $85,716 | 12.61% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 10,073 | $306,723.88 | $345,443.46 | $38,719.58 | 12.62% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 12,534 | $427,221.38 | $431,420.28 | $4,198.9 | 0.98% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 6,741 | $211,397.76 | $231,175.85 | $19,778.09 | 9.36% |
Michael O'Connor Capasso Planning Partners LLC | 39,170 | $1.26M | $1.35M | $87,003.32 | 6.9% |
Timothy R. Guthrie Bullseye Investment Management LLC | 24,311 | $724,978.17 | $833,721.43 | $108,743.26 | 15% |
Michael Byun SageView Advisory Group LLC | 7,242 | $223,633.36 | $249,197.22 | $25,563.86 | 11.43% |
Kristofer Gray Integrity Financial Corp. /WA | 7,631 | $248,770.6 | $261,697.51 | $12,926.91 | 5.2% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 11,953 | $355,601.95 | $409,916.18 | $54,314.23 | 15.27% |
| JC Jared Calvert Buck Wealth Strategies LLC | 8,400 | $269,810 | $288,069.6 | $18,259.6 | 6.77% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 44,259 | $1.36M | $1.52M | $158,426.95 | 11.65% |
Anthony Moeller MN Wealth Advisors, LLC | 7,650 | $229,117 | $262,349.1 | $33,232.1 | 14.5% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 18,356 | $560,303.8 | $631,629.96 | $71,326.16 | 12.73% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 5,972 | $203,834 | $204,803.77 | $969.77 | 0.48% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 5,503 | $181,900.27 | $188,719.88 | $6,819.61 | 3.75% |
| MB Matthieu Balmer Climber Capital SA | 13,798 | $470,017 | $473,188.61 | $3,171.61 | 0.67% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 7,770 | $260,140 | $266,464.38 | $6,324.38 | 2.43% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 39,909 | $1.28M | $1.37M | $89,597.58 | 6.98% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 16,629 | $494,711.96 | $570,274.93 | $75,562.97 | 15.27% |