| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 75,513 | $4.8M | $5.9M | $1.1M | 22.98% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 129,788 | $10.05M | $10.13M | $83,328.61 | 0.83% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,455 | $103,901.55 | $113,594.76 | $9,693.21 | 9.33% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 5,315 | $411,301.28 | $408,643.77 | -$2,657.51 | -0.65% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 12,482 | $786,749.53 | $961,550.87 | $174,801.34 | 22.22% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 5,968 | $297,716.2 | $466,070.96 | $168,354.76 | 56.55% |
Shad Lamm Keystone Wealth Services LLC | 6,100 | $390,832.2 | $471,560.5 | $80,728.3 | 20.66% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,511 | $377,109.54 | $424,677.66 | $47,568.12 | 12.61% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 10,455 | $712,094.21 | $816,242.75 | $104,148.54 | 14.63% |
Nicholas Shaheen FSA Advisors Inc. | 12,286 | $742,949.91 | $950,813.54 | $207,863.63 | 27.98% |
Michael Byun SageView Advisory Group LLC | 4,355 | $264,900 | $335,661.62 | $70,761.62 | 26.71% |
Jason Matthews Kfg Wealth Management LLC | 5,175 | $301,463.99 | $398,009.25 | $96,545.26 | 32.03% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,993 | $486,134.26 | $624,213.33 | $138,079.07 | 28.4% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,530 | $251,006 | $272,974.9 | $21,968.9 | 8.75% |
PETER KRUSSEL Southland Equity Partners LLC | 8,755 | $688,406 | $677,155.47 | -$11,250.53 | -1.63% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,281 | $155,244.97 | $177,496.01 | $22,251.04 | 14.33% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 10,726 | $635,663.39 | $823,864.06 | $188,200.67 | 29.61% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 458 | $27,233 | $35,162.95 | $7,929.95 | 29.12% |
Jade Eagles WEALTHGARDEN F.S. LLC | 2,594 | $200,853 | $201,307.37 | $454.37 | 0.23% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 3,595 | $261,069 | $278,396.8 | $17,327.8 | 6.64% |