| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 4,880 | $127,685.2 | $181,145.6 | $53,460.4 | 41.87% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 20,320 | $732,730 | $758,139.2 | $25,409.2 | 3.47% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,776 | $85,690.27 | $103,267.2 | $17,576.93 | 20.51% |
| NA Nizar Araji National Bank Of Canada /FI/ | 2,572 | $69,238.24 | $95,987.04 | $26,748.8 | 38.63% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 18,598 | $556,052.86 | $697,239.02 | $141,186.16 | 25.39% |
| YA Yinka Akinsola Blue Trust Inc. | 746 | $24,468.8 | $26,856 | $2,387.2 | 9.76% |
Carrie Delgott Wescott Financial Advisory Group LLC | 90,988 | $2.98M | $3.28M | $291,698.15 | 9.78% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,671 | $350,012.06 | $396,107.52 | $46,095.46 | 13.17% |
Joseph Castro Nuveen LLC | 7,798 | $281,178 | $290,865.4 | $9,687.4 | 3.45% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 236 | $6,551.57 | $8,496 | $1,944.43 | 29.68% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 10,123 | $267,688.76 | $364,428 | $96,739.24 | 36.14% |
Brian Baylis Bell Investment Advisors Inc. | 517 | $13,152.08 | $19,289.27 | $6,137.19 | 46.66% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 77,113 | $1.86M | $2.89M | $1.03M | 55.26% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 128,796 | $2.95M | $4.64M | $1.68M | 57.03% |
Caroline Jankowski Operose Advisors LLC | 20,553 | $741,141.2 | $766,832.43 | $25,691.23 | 3.47% |
Sean Reitenbach Prosperity Consulting Group LLC | 5,671 | $182,152.52 | $211,585.01 | $29,432.49 | 16.16% |
Bill McVay Red Tortoise LLC | 33,192 | $719,427 | $1.19M | $475,485 | 66.09% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 6,853 | $204,377.4 | $246,708 | $42,330.6 | 20.71% |
W. Travis McKinney HB Wealth Management LLC | 14,010 | $310,019.3 | $504,360 | $194,340.7 | 62.69% |
Allison Tronnes Forum Financial Management LP | 5,830 | $210,229.81 | $209,880 | -$349.81 | -0.17% |