| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 6,350 | $237,484.12 | $275,463 | $37,978.88 | 15.99% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 885,095 | $38.26M | $39.01M | $752,320.39 | 1.97% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 61,614 | $2.59M | $2.71M | $126,621.82 | 4.9% |
Jeff Ameen Spire Wealth Management | 18,908 | $646,088.75 | $820,229.04 | $174,140.29 | 26.95% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 31,800 | $1.17M | $1.38M | $209,280.3 | 17.88% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 110,772 | $3.97M | $4.81M | $839,014.92 | 21.15% |
| AB Andrew Blass Atlantic Private Wealth LLC | 19,726 | $850,111.72 | $869,324.82 | $19,213.1 | 2.26% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 209,382 | $7.73M | $9.08M | $1.35M | 17.47% |
Matthew B. Boersen Straight Path Wealth Management | 5,354 | $212,875.04 | $232,256.52 | $19,381.48 | 9.1% |
Nicholas Shaheen FSA Advisors Inc. | 14,744 | $552,172.95 | $650,313.61 | $98,140.66 | 17.77% |
Jonathan Yarger Yarger Wealth Strategies LLC | 60,872 | $2.1M | $2.64M | $541,471.31 | 25.79% |
| EM Erin Mccann Simplicity Wealth LLC | 5,221 | $225,004.22 | $226,486.98 | $1,482.76 | 0.66% |
Brian Clay Clay Northam Wealth Management LLC | 7,530 | $230,319 | $331,847.1 | $101,528.1 | 44.08% |
Kristofer Gray Integrity Financial Corp. /WA | 3,655 | $114,753.37 | $158,553.9 | $43,800.53 | 38.17% |
Jason Matthews Kfg Wealth Management LLC | 63,148 | $2.38M | $2.74M | $361,317.28 | 15.19% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,665 | $344,267.3 | $419,267.7 | $75,000.4 | 21.79% |
Kevin Zemann WealthPlan Investment Management LLC | 5,249 | $196,942.48 | $227,701.62 | $30,759.14 | 15.62% |
Rachel Faulk Cape Investment Advisory Inc. | 50,500 | $2.13M | $2.19M | $63,633.75 | 2.99% |
Rebecca Sierp WPWealth LLP | 30,176 | $1.07M | $1.33M | $255,289.06 | 23.75% |
Matthew Zienty Cardinal Point Capital Management ULC | 12,770 | $404,425.8 | $553,962.6 | $149,536.8 | 36.98% |