| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 330 | $11,583 | $15,648.6 | $4,065.6 | 35.1% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 616,836 | $28.31M | $29.25M | $943,784.12 | 3.33% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 47,276 | $1.9M | $2.24M | $346,499.92 | 18.28% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 25,194 | $1.06M | $1.19M | $126,544.38 | 11.89% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 28,356 | $919,103.85 | $1.35M | $427,806.15 | 46.55% |
Jeff Ameen Spire Wealth Management | 20,849 | $759,654.77 | $990,327.5 | $230,672.73 | 30.37% |
Shad Lamm Keystone Wealth Services LLC | 4,583 | $209,580.59 | $217,302.94 | $7,722.35 | 3.68% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 71,470 | $2.58M | $3.39M | $813,246.83 | 31.57% |
Joseph Castro Nuveen LLC | 13,250 | $608,043 | $628,315 | $20,272 | 3.33% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 11,601 | $407,195.1 | $551,105.5 | $143,910.4 | 35.34% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 119,116 | $4.54M | $5.65M | $1.1M | 24.3% |
Nicholas Shaheen FSA Advisors Inc. | 28,994 | $1.05M | $1.38M | $326,467.94 | 31.11% |
Jonathan Yarger Yarger Wealth Strategies LLC | 69,115 | $2.17M | $3.29M | $1.12M | 51.64% |
W. Travis McKinney HB Wealth Management LLC | 21,701 | $814,917.29 | $1.03M | $215,880.21 | 26.49% |
Brian Clay Clay Northam Wealth Management LLC | 11,075 | $403,088.75 | $526,616.25 | $123,527.5 | 30.65% |
Jason Matthews Kfg Wealth Management LLC | 80,604 | $2.82M | $3.83M | $1.01M | 35.59% |
Allison Brooke Blake WorthPointe LLC | 4,914 | $188,795.88 | $233,611.56 | $44,815.68 | 23.74% |
Amanda Hawley Atria Wealth Solutions Inc. | 65,925 | $2.39M | $3.13M | $741,310.08 | 31.02% |
Nolan Baker Retirement Guys Formula LLC | 43,030 | $1.87M | $2.05M | $176,809.3 | 9.46% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,310 | $100,207.8 | $109,193.7 | $8,985.9 | 8.97% |