| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 58 | $1,994.86 | $2,650.6 | $655.74 | 32.87% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 166,293 | $7.66M | $7.55M | -$104,784.88 | -1.37% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,993 | $193,207.38 | $226,732.13 | $33,524.75 | 17.35% |
| KRW Kevin R. Worthley WEALTH MANAGEMENT RESOURCES Inc. | 284,437 | $10.59M | $13M | $2.41M | 22.78% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 6,740 | $243,971.42 | $309,366 | $65,394.58 | 26.8% |
Jeff Ameen Spire Wealth Management | 2,990 | $103,688.24 | $137,241 | $33,552.76 | 32.36% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,711 | $200,781.39 | $215,858.02 | $15,076.63 | 7.51% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 19,779 | $857,463.99 | $903,306.93 | $45,842.94 | 5.35% |
Christopher Davis Burns Matteson Capital Management LLC | 30,570 | $1.04M | $1.4M | $365,573.94 | 35.26% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,494 | $242,422.75 | $252,174.6 | $9,751.85 | 4.02% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,382 | $107,593.2 | $108,166.62 | $573.42 | 0.53% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 9,942 | $384,840.94 | $456,188.67 | $71,347.73 | 18.54% |
Russell Mohberg Regatta Capital Group LLC | 30,632 | $1.31M | $1.41M | $93,036.36 | 7.08% |
David T. Morgan High Net Worth Advisory Group LLC | 7,123 | $266,092.35 | $326,162.17 | $60,069.82 | 22.57% |
Dennis Wallace Fortune Financial Advisors LLC | 5,348 | $183,652.34 | $245,553.42 | $61,901.08 | 33.71% |
Scott Highmark Mosaic Family Wealth Partners LLC | 8,899 | $313,258.26 | $406,328.34 | $93,070.08 | 29.71% |
| MWS MFA Wealth Services MFA Wealth Services | 19,376 | $805,833.28 | $888,777.12 | $82,943.84 | 10.29% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,849 | $167,346.9 | $174,783.09 | $7,436.19 | 4.44% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,157 | $473,715.49 | $558,006.3 | $84,290.81 | 17.79% |
James Rankin Modern Wealth Management, LLC | 59,023 | $2.46M | $2.71M | $252,362.08 | 10.27% |