| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 47,438 | $1.74M | $1.69M | -$48,954.56 | -2.81% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,375 | $60,901.75 | $84,640.25 | $23,738.5 | 38.98% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 79,453 | $2.25M | $2.84M | $582,962.34 | 25.86% |
Jessica Thayer Unique Wealth LLC | 52,631 | $1.84M | $1.89M | $53,042.9 | 2.88% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 36,510 | $895,091.32 | $1.3M | $408,709.99 | 45.66% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 6,122 | $224,484 | $218,621.52 | -$5,862.48 | -2.61% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,570 | $248,868.9 | $306,041.56 | $57,172.66 | 22.97% |
One Degree Advisors Inc. One Degree Advisors Inc | 41,132 | $1.22M | $1.47M | $249,583.01 | 20.53% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 15,725 | $495,512.21 | $563,269.5 | $67,757.29 | 13.67% |
Ameriflex Group Inc. Ameriflex Group Inc. | 2,797 | $97,224.71 | $99,883.11 | $2,658.4 | 2.73% |
Clark Asset Management LLC Clark Asset Management LLC | 9,054 | $294,436 | $324,314.28 | $29,878.28 | 10.15% |