| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 330 | $11,583 | $15,255.9 | $3,672.9 | 31.71% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 616,836 | $28.31M | $28.87M | $566,897.32 | 2% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 47,276 | $1.9M | $2.21M | $315,770.52 | 16.66% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 25,194 | $1.06M | $1.18M | $114,683.04 | 10.77% |
Jeff Ameen Spire Wealth Management | 20,849 | $759,654.77 | $963,849.27 | $204,194.5 | 26.88% |
Shad Lamm Keystone Wealth Services LLC | 4,583 | $209,580.59 | $211,872.09 | $2,291.5 | 1.09% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 71,470 | $2.58M | $3.3M | $728,197.53 | 28.27% |
Joseph Castro Nuveen LLC | 13,250 | $608,043 | $619,967.5 | $11,924.5 | 1.96% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 11,601 | $407,195.1 | $536,314.23 | $129,119.13 | 31.71% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 124,245 | $4.72M | $5.74M | $1.02M | 21.59% |
Nicholas Shaheen FSA Advisors Inc. | 28,994 | $1.05M | $1.36M | $308,346.69 | 29.38% |
Jonathan Yarger Yarger Wealth Strategies LLC | 69,115 | $2.17M | $3.2M | $1.03M | 47.43% |
W. Travis McKinney HB Wealth Management LLC | 21,701 | $814,917.29 | $1M | $188,319.94 | 23.11% |
Brian Clay Clay Northam Wealth Management LLC | 11,100 | $403,883.25 | $519,369 | $115,485.75 | 28.59% |
Jason Matthews Kfg Wealth Management LLC | 80,604 | $2.82M | $3.73M | $901,972.71 | 31.94% |
Allison Brooke Blake WorthPointe LLC | 4,914 | $188,795.88 | $227,174.22 | $38,378.34 | 20.33% |
Amanda Hawley Atria Wealth Solutions Inc. | 65,925 | $2.39M | $3.05M | $657,585.33 | 27.51% |
Nolan Baker Retirement Guys Formula LLC | 43,030 | $1.87M | $1.99M | $119,794.55 | 6.41% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,310 | $100,207.8 | $106,791.3 | $6,583.5 | 6.57% |
Jeffrey Jones Cypress Financial Planning LLC | 5,633 | $211,156.36 | $260,413.59 | $49,257.23 | 23.33% |