| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 4,880 | $127,685.2 | $180,218.4 | $52,533.2 | 41.14% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 20,320 | $732,730 | $750,417.6 | $17,687.6 | 2.41% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,776 | $85,690.27 | $102,517.68 | $16,827.41 | 19.64% |
| NA Nizar Araji National Bank Of Canada /FI/ | 2,572 | $69,238.24 | $95,318.32 | $26,080.08 | 37.67% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 18,598 | $556,052.86 | $689,241.88 | $133,189.02 | 23.95% |
| YA Yinka Akinsola Blue Trust Inc. | 871 | $28,976.3 | $32,166.03 | $3,189.73 | 11.01% |
Carrie Delgott Wescott Financial Advisory Group LLC | 93,807 | $3.09M | $3.46M | $378,769.52 | 12.28% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,671 | $350,012.06 | $394,453.51 | $44,441.45 | 12.7% |
Joseph Castro Nuveen LLC | 7,798 | $281,178 | $287,980.14 | $6,802.14 | 2.42% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 236 | $6,551.57 | $8,747.34 | $2,195.77 | 33.52% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 10,123 | $267,688.76 | $373,589.31 | $105,900.55 | 39.56% |
Brian Baylis Bell Investment Advisors Inc. | 517 | $13,152.08 | $19,160.02 | $6,007.94 | 45.68% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 77,113 | $1.86M | $2.84M | $973,052.84 | 52.26% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,400 | $51,716 | $51,702 | -$14 | -0.03% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 136,558 | $3.17M | $5.05M | $1.88M | 59.25% |
Caroline Jankowski Operose Advisors LLC | 20,553 | $741,141.2 | $752,753.62 | $11,612.42 | 1.57% |
Sean Reitenbach Prosperity Consulting Group LLC | 5,671 | $182,152.52 | $208,012.28 | $25,859.76 | 14.2% |
Bill McVay Red Tortoise LLC | 33,192 | $719,427 | $1.22M | $496,727.88 | 69.04% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 6,853 | $204,377.4 | $254,074.97 | $49,697.57 | 24.32% |
W. Travis McKinney HB Wealth Management LLC | 14,010 | $310,019.3 | $519,210.6 | $209,191.3 | 67.48% |