| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 58 | $1,994.86 | $2,723.68 | $728.82 | 36.53% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 166,293 | $7.66M | $7.88M | $228,632.58 | 2.99% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,993 | $193,207.38 | $235,170.3 | $41,962.92 | 21.72% |
| KRW Kevin R. Worthley WEALTH MANAGEMENT RESOURCES Inc. | 284,437 | $10.59M | $13.36M | $2.77M | 26.18% |
Jeff Ameen Spire Wealth Management | 2,990 | $103,688.24 | $140,410.4 | $36,722.16 | 35.42% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,711 | $200,781.39 | $221,228.56 | $20,447.17 | 10.18% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 19,680 | $853,060.04 | $924,172.8 | $71,112.76 | 8.34% |
Christopher Davis Burns Matteson Capital Management LLC | 30,570 | $1.04M | $1.44M | $398,742.39 | 38.46% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,494 | $242,422.75 | $262,558.26 | $20,135.51 | 8.31% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,371 | $59,626.3 | $64,382.16 | $4,755.86 | 7.98% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 9,942 | $384,840.94 | $466,876.32 | $82,035.38 | 21.32% |
Russell Mohberg Regatta Capital Group LLC | 30,632 | $1.31M | $1.45M | $137,183.2 | 10.44% |
David T. Morgan High Net Worth Advisory Group LLC | 7,123 | $266,092.35 | $334,496.08 | $68,403.73 | 25.71% |
Dennis Wallace Fortune Financial Advisors LLC | 5,348 | $183,652.34 | $251,142.08 | $67,489.74 | 36.75% |
Scott Highmark Mosaic Family Wealth Partners LLC | 8,899 | $313,258.26 | $417,897.04 | $104,638.78 | 33.4% |
| MWS MFA Wealth Services MFA Wealth Services | 19,308 | $802,808.25 | $906,703.68 | $103,895.43 | 12.94% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,849 | $167,346.9 | $180,749.04 | $13,402.14 | 8.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,257 | $386,240.16 | $481,668.72 | $95,428.56 | 24.71% |
James Rankin Modern Wealth Management, LLC | 59,023 | $2.46M | $2.82M | $364,505.78 | 14.84% |
Matthew Stead Sachetta, LLC | 72 | $2,722.27 | $3,381.12 | $658.85 | 24.2% |