| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 1.21M | $60.43M | $64.59M | $4.16M | 6.89% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 24,383 | $933,082.32 | $1.31M | $377,747.76 | 40.48% |
| NA Nizar Araji National Bank Of Canada /FI/ | 2,332 | $83,548.92 | $124,608.79 | $41,059.87 | 49.14% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 71,631 | $2.88M | $3.86M | $981,828.96 | 34.14% |
Loraine Ell Better Money Decisions LLC | 20,516 | $782,123.08 | $1.06M | $278,348.96 | 35.59% |
Erica Nortman Capitol Family Office Inc. | 134 | $5,617.28 | $6,926.46 | $1,309.18 | 23.31% |
Carrie Delgott Wescott Financial Advisory Group LLC | 24,418 | $948,839.37 | $1.26M | $313,327.05 | 33.02% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8,591 | $429,464.09 | $456,268.01 | $26,803.92 | 6.24% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 19,251 | $804,013.63 | $995,084.19 | $191,070.56 | 23.76% |
Hannah Tackett Penobscot Wealth Management | 11,763 | $509,298.9 | $608,029.47 | $98,730.57 | 19.39% |
Adam J. Peck Riverwater Partners LLC | 6,809 | $287,788.85 | $366,664.65 | $78,875.8 | 27.41% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 5,211 | $260,498 | $269,356.59 | $8,858.59 | 3.4% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,158 | $278,786.28 | $331,608.3 | $52,822.02 | 18.95% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,957 | $76,941.34 | $101,157.33 | $24,215.99 | 31.47% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 75,631 | $3.02M | $3.91M | $888,890.37 | 29.43% |
Amir Ali Monsefi Aire Advisors LLC | 4,355 | $217,706.45 | $234,516.75 | $16,810.3 | 7.72% |
Penny A. Phillips Journey Strategic Wealth LLC | 30,399 | $1.22M | $1.57M | $352,558.6 | 28.93% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 4,741 | $198,965.5 | $253,332.02 | $54,366.52 | 27.32% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 4,402 | $220,055.98 | $227,539.38 | $7,483.4 | 3.4% |
Kathleen Thornhill Confluence Wealth Services Inc. | 10,326 | $387,502.1 | $533,750.94 | $146,248.84 | 37.74% |