| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 591,363 | $21.57M | $21.14M | -$434,659.56 | -2.01% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 68,580 | $2.38M | $2.43M | $51,225.51 | 2.15% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 24,862 | $716,097.47 | $888,692.19 | $172,594.72 | 24.1% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 77,396 | $2.51M | $2.72M | $212,771.51 | 8.47% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 49,072 | $1.64M | $1.76M | $115,763.67 | 7.05% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 258,075 | $7.34M | $9.22M | $1.88M | 25.65% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,855 | $159,769.85 | $173,541.97 | $13,772.12 | 8.62% |
Jonathan Yarger Yarger Wealth Strategies LLC | 63,629 | $2.21M | $2.26M | $55,538.03 | 2.51% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 2,500 | $73,100 | $88,537.5 | $15,437.5 | 21.12% |
Timothy R. Guthrie Bullseye Investment Management LLC | 6,955 | $238,417.4 | $245,998.35 | $7,580.95 | 3.18% |
| EM Erin Mccann Simplicity Wealth LLC | 277,136 | $8.4M | $9.89M | $1.48M | 17.65% |
Jill Batley Gateway Wealth Partners LLC | 9,932 | $332,821.58 | $349,606.4 | $16,784.82 | 5.04% |
Shawn Scholz Impact Partnership Wealth, LLC | 14,747 | $463,306.63 | $520,495.36 | $57,188.73 | 12.34% |
Christopher C. Powers Farther Finance Advisors, LLC | 194,307 | $6.27M | $6.95M | $679,490.17 | 10.84% |
PETER KRUSSEL Southland Equity Partners LLC | 97,137 | $2.73M | $3.44M | $703,549.91 | 25.73% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 25,795 | $769,722.47 | $920,623.55 | $150,901.08 | 19.6% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 62,466 | $2.05M | $2.2M | $149,758.88 | 7.29% |
Michael Herman Apollon Financial, LLC | 14,447 | $481,085 | $511,279.33 | $30,194.33 | 6.28% |
Chris Chatto Encompass More Asset Management | 7,558 | $275,716.11 | $266,041.6 | -$9,674.51 | -3.51% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 5,400 | $179,819.61 | $193,374 | $13,554.39 | 7.54% |