| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 17,065 | $518,776 | $522,189 | $3,413 | 0.66% |
Andrew Endelman Independent Wealth Network Inc. | 49,749 | $1.38M | $1.48M | $96,286.2 | 6.97% |
Timothy R. Guthrie Bullseye Investment Management LLC | 52,395 | $1.28M | $1.54M | $255,163.65 | 19.88% |
| EM Erin Mccann Simplicity Wealth LLC | 18,440 | $525,973.12 | $541,582.8 | $15,609.68 | 2.97% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 21,284 | $589,354 | $626,813.8 | $37,459.8 | 6.36% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 230,998 | $6.37M | $6.78M | $412,398.17 | 6.47% |
Christopher C. Powers Farther Finance Advisors, LLC | 130,909 | $3.73M | $3.84M | $114,986.2 | 3.08% |
Courtney Haddad Concurrent Investment Advisors, LLC | 45,334 | $1.19M | $1.33M | $141,895.58 | 11.93% |
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 18,118 | $538,648 | $540,943.69 | $2,295.69 | 0.43% |