| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 318,342 | $11.71M | $11.98M | $265,688.71 | 2.27% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,771 | $217,943 | $254,722.31 | $36,779.31 | 16.88% |
| DC Diane Collins Rovin Capital /UT/ /ADV | 140,149 | $4.44M | $5.28M | $840,704.63 | 18.95% |
Joseph Castro Nuveen LLC | 12,891 | $474,196 | $484,954.26 | $10,758.26 | 2.27% |
Nicholas Shaheen FSA Advisors Inc. | 10,253 | $362,443.55 | $385,769.12 | $23,325.57 | 6.44% |
Amir Ali Monsefi Aire Advisors LLC | 71,771 | $1.92M | $2.71M | $784,333.81 | 40.82% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 19,204 | $541,881.69 | $722,934.58 | $181,052.89 | 33.41% |
Jason Matthews Kfg Wealth Management LLC | 248,305 | $7.79M | $9.35M | $1.56M | 19.98% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,788 | $313,487.59 | $369,399.12 | $55,911.53 | 17.84% |
Rachel Faulk Cape Investment Advisory Inc. | 9,450 | $334,391.82 | $356,643 | $22,251.18 | 6.65% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 6,539 | $240,538 | $245,147.11 | $4,609.11 | 1.92% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 275,784 | $9.13M | $10.4M | $1.28M | 13.99% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,886 | $376,764.51 | $409,526.97 | $32,762.46 | 8.7% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 41,530 | $1.43M | $1.56M | $129,754.98 | 9.05% |
| FTM F. Thomas Mosley Mosley Wealth Management | 21,720 | $794,951.88 | $813,196.8 | $18,244.92 | 2.3% |
Jade Eagles WEALTHGARDEN F.S. LLC | 34,434 | $1.12M | $1.3M | $180,317.86 | 16.13% |
Joel Top Planwiser Financial LLC | 7,347 | $262,338.86 | $276,651.28 | $14,312.42 | 5.46% |
| JW Jeffrey Waters OFC Financial Planning LLC | 28,088 | $901,271.46 | $1.06M | $155,960.86 | 17.3% |
Riverchase Wealth Management LLC Riverchase Wealth Management LLC | 6,237 | $229,428 | $234,885.42 | $5,457.42 | 2.38% |
William Mack & Associates Inc. William Mack & Associates Inc. | 21,378 | $684,255.25 | $806,057.49 | $121,802.24 | 17.8% |