| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 7,132 | $354,546 | $362,234.28 | $7,688.28 | 2.17% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 11,528 | $503,975.4 | $573,863.84 | $69,888.44 | 13.87% |
| NA Nizar Araji National Bank Of Canada /FI/ | 2,847 | $130,123 | $144,542.19 | $14,419.19 | 11.08% |
| AC Adam Claypool First Community Trust Na | 900 | $50,877 | $46,035 | -$4,842 | -9.52% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 6,085 | $248,268.96 | $307,109.95 | $58,840.99 | 23.7% |
Austin Private Wealth Austin Private Wealth LLC | 75,900 | $3.35M | $3.88M | $533,914.41 | 15.95% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 5,372 | $207,528.5 | $274,777.8 | $67,249.3 | 32.4% |
Kurt Van Dyken Lifeworks Advisors LLC | 5,360 | $254,760.8 | $270,519.2 | $15,758.4 | 6.19% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,255 | $62,386.05 | $63,339.85 | $953.8 | 1.53% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,577 | $112,683.93 | $131,813.55 | $19,129.62 | 16.98% |
Timothy J. Landolt Endowment Wealth Management Inc. | 5,310 | $236,379.21 | $271,606.5 | $35,227.29 | 14.9% |
Seth Scher Matrix Private Capital Group LLC | 20,050 | $917,771.24 | $1.01M | $94,152.26 | 10.26% |
John Gorlow Cardiff Park Advisors LLC | 1,591 | $62,051.74 | $80,297.77 | $18,246.03 | 29.4% |
Andrew Burkey Joseph Group Capital Management | 3,091 | $144,389.82 | $158,104.65 | $13,714.83 | 9.5% |
William Jollie Quent Capital LLC | 618,775 | $27.88M | $31.43M | $3.55M | 12.72% |
| EM Erin Mccann Simplicity Wealth LLC | 42,319 | $1.91M | $2.16M | $257,989.87 | 13.53% |
Michael Byun SageView Advisory Group LLC | 9,255 | $406,260.3 | $469,876.35 | $63,616.05 | 15.66% |
Timothy Dempsey DHK Financial Advisors Inc. | 25,481 | $1.39M | $1.3M | -$86,872.64 | -6.25% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 13,635 | $574,139.93 | $697,430.25 | $123,290.32 | 21.47% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 4,086 | $203,091 | $206,220.42 | $3,129.42 | 1.54% |