| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 303,425 | $10.25M | $10.19M | -$65,490.74 | -0.64% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 75,206 | $1.68M | $2.52M | $839,057.82 | 50.02% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 20,382 | $624,107.6 | $684,223.74 | $60,116.14 | 9.63% |
Jeff Ameen Spire Wealth Management | 9,712 | $212,401.44 | $315,057.28 | $102,655.84 | 48.33% |
Shad Lamm Keystone Wealth Services LLC | 66,175 | $2.11M | $2.15M | $37,440.86 | 1.78% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 61,010 | $2.04M | $2.06M | $25,624.2 | 1.26% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 679 | $17,560.85 | $22,026.76 | $4,465.91 | 25.43% |
Timothy R. Guthrie Bullseye Investment Management LLC | 27,728 | $739,650.72 | $899,496.32 | $159,845.6 | 21.61% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 62,357 | $2.08M | $2.02M | -$61,109.86 | -2.93% |
Kristofer Gray Integrity Financial Corp. /WA | 4,945 | $132,542.23 | $160,415.8 | $27,873.57 | 21.03% |
Timothy Gerlach Novem Group | 16,500 | $464,890.07 | $535,260 | $70,369.93 | 15.14% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 163,225 | $2.93M | $5.3M | $2.37M | 81.02% |
| FIL FWG Investments LLC FWG Investments LLC | 75,801 | $2.16M | $2.46M | $300,367.16 | 13.91% |
Moises Valladares Insigneo Advisory Services LLC | 7,251 | $218,211.24 | $245,373.84 | $27,162.6 | 12.45% |
| JC Jared Calvert Buck Wealth Strategies LLC | 8,915 | $263,616.4 | $289,202.6 | $25,586.2 | 9.71% |
Andrew Agosta Prosperity Financial Group, Inc. | 14,837 | $378,491.86 | $481,312.28 | $102,820.42 | 27.17% |
Christopher C. Powers Farther Finance Advisors, LLC | 20,311 | $601,381.47 | $658,888.84 | $57,507.37 | 9.56% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,644 | $270,082 | $280,411.36 | $10,329.36 | 3.82% |
James Rankin Modern Wealth Management, LLC | 320,164 | $9.96M | $10.83M | $870,441.47 | 8.74% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 26,431 | $713,901.48 | $857,421.64 | $143,520.16 | 20.1% |