| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 19,551 | $767,677.88 | $847,535.85 | $79,857.97 | 10.4% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 260,839 | $11.01M | $11.3M | $293,442.67 | 2.67% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 77,245 | $2.9M | $3.35M | $445,091.78 | 15.34% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 8,540 | $318,456.6 | $369,312.3 | $50,855.7 | 15.97% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 27,148 | $883,172.42 | $1.18M | $293,693.38 | 33.25% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 11,064 | $432,823.68 | $479,735.04 | $46,911.36 | 10.84% |
Jeff Ameen Spire Wealth Management | 29,166 | $892,787.5 | $1.26M | $371,558.6 | 41.62% |
Shad Lamm Keystone Wealth Services LLC | 11,071 | $396,610.94 | $479,595.72 | $82,984.78 | 20.92% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 109,956 | $3.33M | $4.76M | $1.43M | 42.89% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 17,307 | $747,316.26 | $750,344.98 | $3,028.72 | 0.41% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 18,286 | $650,766.78 | $793,703.83 | $142,937.05 | 21.96% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 115,226 | $3.95M | $4.99M | $1.04M | 26.23% |
Matthew B. Boersen Straight Path Wealth Management | 31,026 | $1.16M | $1.35M | $185,591.7 | 15.97% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 8,685 | $287,451.45 | $377,015.85 | $89,564.4 | 31.16% |
Nicholas Shaheen FSA Advisors Inc. | 24,392 | $827,062.72 | $1.06M | $230,086.56 | 27.82% |
Jonathan Yarger Yarger Wealth Strategies LLC | 19,204 | $668,751.02 | $832,685.44 | $163,934.42 | 24.51% |
W. Travis McKinney HB Wealth Management LLC | 47,555 | $1.94M | $2.06M | $117,063.37 | 6.02% |
Timothy R. Guthrie Bullseye Investment Management LLC | 12,595 | $437,655.1 | $545,867.3 | $108,212.2 | 24.73% |
| EM Erin Mccann Simplicity Wealth LLC | 52,282 | $2.2M | $2.26M | $62,215.58 | 2.83% |
Brian Clay Clay Northam Wealth Management LLC | 11,515 | $315,919.85 | $499,635.85 | $183,716 | 58.15% |