| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 9,610 | $645,510 | $627,408.07 | -$18,101.93 | -2.8% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 554 | $35,949.06 | $36,169 | $219.94 | 0.61% |
Jessica Clark Caerus Investment Advisors LLC | 11,374 | $655,460.46 | $745,508.83 | $90,048.37 | 13.74% |
Timothy Carne SFG Wealth Management LLC | 25,460 | $1.65M | $1.67M | $20,113.4 | 1.22% |
Caroline Jankowski Operose Advisors LLC | 15,114 | $980,747.46 | $987,170.91 | $6,423.45 | 0.65% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 15,609 | $853,638.88 | $1.02M | $170,233.47 | 19.94% |
MICHAEL DE LUZ Williams & Novak, LLC | 168,519 | $7.7M | $11.09M | $3.39M | 44.03% |
Derek Ripp Austin Wealth Management, LLC | 446,808 | $18.52M | $29.35M | $10.83M | 58.45% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 184,309 | $10.46M | $12.04M | $1.58M | 15.13% |
| EWA EQ Wealth Advisors LLC EQ Wealth Advisors LLC | 3,189 | $214,213 | $209,294.07 | -$4,918.93 | -2.3% |
| JS Jeffrey Socha Entrewealth LLC | 158,732 | $8.39M | $10.4M | $2.01M | 23.91% |