| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 6,350 | $237,484.12 | $281,432 | $43,947.88 | 18.51% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 885,095 | $38.26M | $39.16M | $893,933.82 | 2.34% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 61,614 | $2.59M | $2.73M | $139,252.69 | 5.38% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 21,114 | $759,537.78 | $935,772.48 | $176,234.7 | 23.2% |
Jeff Ameen Spire Wealth Management | 18,908 | $646,088.75 | $838,002.56 | $191,913.81 | 29.7% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 31,800 | $1.17M | $1.41M | $236,628.3 | 20.22% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 110,772 | $3.97M | $4.91M | $939,263.58 | 23.68% |
| AB Andrew Blass Atlantic Private Wealth LLC | 19,726 | $850,111.72 | $872,579.61 | $22,467.89 | 2.64% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 206,314 | $7.64M | $9.13M | $1.48M | 19.42% |
Matthew B. Boersen Straight Path Wealth Management | 5,354 | $212,875.04 | $237,583.75 | $24,708.71 | 11.61% |
Nicholas Shaheen FSA Advisors Inc. | 14,744 | $552,172.95 | $652,200.84 | $100,027.89 | 18.12% |
Jonathan Yarger Yarger Wealth Strategies LLC | 60,872 | $2.1M | $2.7M | $601,430.23 | 28.65% |
W. Travis McKinney HB Wealth Management LLC | 28,005 | $1.21M | $1.24M | $34,278.09 | 2.84% |
| EM Erin Mccann Simplicity Wealth LLC | 5,221 | $225,004.22 | $231,316.4 | $6,312.18 | 2.81% |
Brian Clay Clay Northam Wealth Management LLC | 7,530 | $230,319 | $334,068.45 | $103,749.45 | 45.05% |
Kristofer Gray Integrity Financial Corp. /WA | 3,655 | $114,753.37 | $161,678.92 | $46,925.55 | 40.89% |
Jason Matthews Kfg Wealth Management LLC | 63,148 | $2.38M | $2.8M | $418,781.96 | 17.61% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,665 | $344,267.3 | $428,352.8 | $84,085.5 | 24.42% |
Kevin Zemann WealthPlan Investment Management LLC | 5,249 | $196,942.48 | $232,215.76 | $35,273.28 | 17.91% |
Rachel Faulk Cape Investment Advisory Inc. | 50,500 | $2.13M | $2.24M | $111,103.75 | 5.22% |