| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 75,513 | $4.8M | $5.66M | $868,751.24 | 18.12% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 129,788 | $10.05M | $10.02M | -$33,740.04 | -0.34% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,455 | $103,901.55 | $111,845.85 | $7,944.3 | 7.65% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 5,315 | $411,301.28 | $410,158.55 | -$1,142.73 | -0.28% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 12,482 | $786,749.53 | $936,212.38 | $149,462.85 | 19% |
Shad Lamm Keystone Wealth Services LLC | 6,100 | $390,832.2 | $457,530.48 | $66,698.28 | 17.07% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,511 | $377,109.54 | $413,352.54 | $36,243 | 9.61% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 8,615 | $569,315.73 | $646,168.05 | $76,852.32 | 13.5% |
Nicholas Shaheen FSA Advisors Inc. | 12,286 | $742,949.91 | $948,613.12 | $205,663.21 | 27.68% |
Michael Byun SageView Advisory Group LLC | 4,355 | $264,900 | $336,075.35 | $71,175.35 | 26.87% |
Jason Matthews Kfg Wealth Management LLC | 5,239 | $305,153.53 | $392,951.18 | $87,797.65 | 28.77% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,993 | $486,134.26 | $599,514.94 | $113,380.68 | 23.32% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,530 | $251,006 | $264,767.64 | $13,761.64 | 5.48% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,281 | $155,244.97 | $171,086.4 | $15,841.43 | 10.2% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 10,142 | $589,743.49 | $760,700.68 | $170,957.19 | 28.99% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 458 | $27,233 | $34,352.29 | $7,119.29 | 26.14% |
Jade Eagles WEALTHGARDEN F.S. LLC | 2,594 | $200,853 | $194,562.96 | -$6,290.04 | -3.13% |
Chad Warrick Summit Wealth Partners, LLC | 5,240 | $296,252.12 | $393,026.19 | $96,774.07 | 32.67% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 3,595 | $261,069 | $269,642.97 | $8,573.97 | 3.28% |
Sherod Bigelow Seros Financial LLC | 5,109 | $320,743.02 | $394,470.49 | $73,727.47 | 22.99% |