| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 47,438 | $1.74M | $1.78M | $43,596.98 | 2.51% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,375 | $60,901.75 | $89,045.4 | $28,143.65 | 46.21% |
Jessica Thayer Unique Wealth LLC | 52,631 | $1.84M | $1.93M | $86,700.43 | 4.71% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 37,266 | $913,424.21 | $1.36M | $450,101.46 | 49.28% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 6,122 | $224,484 | $232,243.58 | $7,759.58 | 3.46% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,917 | $287,824.11 | $362,853.11 | $75,029 | 26.07% |
One Degree Advisors Inc. One Degree Advisors Inc | 38,853 | $1.13M | $1.42M | $289,784.05 | 25.6% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 15,725 | $495,512.21 | $596,542.03 | $101,029.82 | 20.39% |
Ameriflex Group Inc. Ameriflex Group Inc. | 2,797 | $97,224.71 | $106,725.13 | $9,500.42 | 9.77% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 9,054 | $294,436 | $331,276.81 | $36,840.81 | 12.51% |