| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 590,351 | $34.39M | $35.46M | $1.07M | 3.11% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 32,188 | $1.65M | $1.93M | $284,446.72 | 17.25% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 466,086 | $21.16M | $28.09M | $6.93M | 32.75% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 18,422 | $897,980.41 | $1.11M | $212,129.31 | 23.62% |
| RR rosemary richard WCG Wealth Advisors LLC | 16,349 | $704,771.81 | $975,626.57 | $270,854.76 | 38.43% |
Jeff Ameen Spire Wealth Management | 5,601 | $213,230.07 | $337,516.26 | $124,286.19 | 58.29% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 18,982 | $1.01M | $1.14M | $131,265.02 | 13% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 10,397 | $577,865.19 | $622,260.45 | $44,395.26 | 7.68% |
Richard Slavik Newbridge Financial Services Group Inc. | 388 | $16,254.61 | $23,384.76 | $7,130.15 | 43.87% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 17,313 | $920,510.59 | $1.04M | $123,117.05 | 13.37% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 866 | $43,106.34 | $52,020.62 | $8,914.28 | 20.68% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 21,903 | $1.15M | $1.32M | $163,184.47 | 14.15% |
Caroline Jankowski Operose Advisors LLC | 1,207 | $63,427.85 | $71,931.16 | $8,503.31 | 13.41% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 3,757 | $218,882.82 | $225,833.27 | $6,950.45 | 3.18% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,203 | $220,489 | $250,877.07 | $30,388.07 | 13.78% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,491 | $203,385.66 | $209,180.72 | $5,795.06 | 2.85% |
| YH Yanjuan Huang Vienna Asset Management LLC | 62,632 | $3.23M | $3.77M | $534,424.09 | 16.53% |
Amanda Hawley Atria Wealth Solutions Inc. | 50,306 | $2.49M | $3.03M | $539,841.58 | 21.67% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 4,225 | $224,980 | $253,246.5 | $28,266.5 | 12.56% |
Mariana Coli Dunhill Financial LLC | 262 | $15,264 | $15,788.12 | $524.12 | 3.43% |