| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 14,200 | $2.23M | $2.14M | -$95,783 | -4.29% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,437 | $195,537.27 | $216,440.94 | $20,903.67 | 10.69% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 11,001 | $1.08M | $1.68M | $603,369.14 | 56.11% |
Jeff Ameen Spire Wealth Management | 37 | $3,959.58 | $5,646.01 | $1,686.43 | 42.59% |
Candace Cavalier Congress Wealth Management LLC / DE / | 85,695 | $8.48M | $13.05M | $4.57M | 53.94% |
Mark Astrinos Libra Wealth LLC | 1,463 | $200,544 | $222,800.27 | $22,256.27 | 11.1% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 1,674 | $209,257.11 | $255,059.01 | $45,801.9 | 21.89% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 12,562 | $1.34M | $1.92M | $578,046.55 | 43.21% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,501 | $205,694.62 | $230,035.75 | $24,341.13 | 11.83% |
Courtney Holt Compound Planning, Inc. | 2,150 | $274,397.67 | $327,283.75 | $52,886.08 | 19.27% |
Christopher C. Powers Farther Finance Advisors, LLC | 59 | $6,686.64 | $8,886.58 | $2,199.94 | 32.9% |
Daniel Dorval DORVAL Corp | 80,869 | $9.32M | $12.31M | $2.99M | 32.08% |
Joshua Stipcich Tidemark, LLC | 162 | $18,228 | $24,649.11 | $6,421.11 | 35.23% |
Ryan M Palmer Optimist Retirement Group LLC | 1,324 | $208,348 | $201,936.48 | -$6,411.52 | -3.08% |
| GJM Gabriel J. Markiz Portland Financial Advisors Inc. | 4,631 | $603,440.3 | $704,953.97 | $101,513.67 | 16.82% |
| JH Julie Hazzard 10Elms LLP | 91 | $13,558 | $13,815.62 | $257.62 | 1.9% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 3,939 | $521,175.86 | $598,688.61 | $77,512.75 | 14.87% |