| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 318,342 | $11.71M | $11.91M | $201,192.62 | 1.72% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,771 | $217,943 | $253,066.12 | $35,123.12 | 16.12% |
| DC Diane Collins Rovin Capital /UT/ /ADV | 140,149 | $4.44M | $5.18M | $740,217.8 | 16.68% |
Joseph Castro Nuveen LLC | 12,891 | $474,196 | $482,252.31 | $8,056.31 | 1.7% |
Nicholas Shaheen FSA Advisors Inc. | 10,253 | $362,443.55 | $384,538.76 | $22,095.21 | 6.1% |
Amir Ali Monsefi Aire Advisors LLC | 71,771 | $1.92M | $2.69M | $769,979.61 | 40.07% |
Loyd Stegent Stegent Equity Advisors Inc. | 6,154 | $205,358.98 | $227,347.22 | $21,988.24 | 10.71% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 19,204 | $541,881.69 | $709,453.37 | $167,571.68 | 30.92% |
Jason Matthews Kfg Wealth Management LLC | 248,305 | $7.79M | $9.17M | $1.38M | 17.76% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,788 | $313,487.59 | $361,598.08 | $48,110.49 | 15.35% |
Rachel Faulk Cape Investment Advisory Inc. | 9,200 | $325,030 | $339,875.6 | $14,845.6 | 4.57% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 6,539 | $240,538 | $241,570.28 | $1,032.28 | 0.43% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 275,784 | $9.13M | $10.19M | $1.06M | 11.63% |
Christopher C. Powers Farther Finance Advisors, LLC | 63,870 | $2.21M | $2.36M | $149,136.15 | 6.75% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 41,530 | $1.43M | $1.53M | $100,185.62 | 6.99% |
| FTM F. Thomas Mosley Mosley Wealth Management | 21,720 | $794,951.88 | $802,401.96 | $7,450.08 | 0.94% |
Jade Eagles WEALTHGARDEN F.S. LLC | 34,434 | $1.12M | $1.27M | $154,251.32 | 13.8% |
Joel Top Planwiser Financial LLC | 7,347 | $262,338.86 | $274,899.03 | $12,560.17 | 4.79% |
| JW Jeffrey Waters OFC Financial Planning LLC | 28,088 | $901,271.46 | $1.04M | $136,383.52 | 15.13% |
Riverchase Wealth Management LLC Riverchase Wealth Management LLC | 6,237 | $229,428 | $230,413.49 | $985.49 | 0.43% |