| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 258,822 | $11.82M | $11.77M | -$57,649.52 | -0.49% |
| RW Riley Wancket HANTZ FINANCIAL SERVICES Inc. | 17 | $670.99 | $764.66 | $93.67 | 13.96% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 5,572 | $230,235.04 | $254,417.52 | $24,182.48 | 10.5% |
Bill Ryan Manhattan West Asset Management LLC | 14,371 | $651,724.85 | $654,742.76 | $3,017.91 | 0.46% |
Victoria Latham Fiduciary Alliance LLC | 12,516 | $468,513.31 | $566,098.68 | $97,585.37 | 20.83% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,506 | $64,363.06 | $67,664.58 | $3,301.52 | 5.13% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 11,039 | $456,132.7 | $502,936.84 | $46,804.14 | 10.26% |
Scott Boyce Decker Retirement Planning Inc. | 105 | $4,796 | $4,749.15 | -$46.85 | -0.98% |
James Rankin Modern Wealth Management, LLC | 5,556 | $229,573 | $253,686.96 | $24,113.96 | 10.5% |
Derek Ripp Austin Wealth Management, LLC | 679,990 | $22.98M | $31.05M | $8.07M | 35.13% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 108,823 | $4.58M | $4.95M | $376,281.65 | 8.22% |
Kyle Jones Pineridge Advisors LLC | 7 | $290 | $316.61 | $26.61 | 9.18% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 140 | $5,826.05 | $6,284.6 | $458.55 | 7.87% |
Curtis Harrell Tounjian Advisory Partners LLC | 3,726 | $170,209 | $167,409.18 | -$2,799.82 | -1.64% |
Howard Bailey Securities LLC Howard Bailey Securities LLC | 10,461 | $434,115.62 | $477,649.26 | $43,533.64 | 10.03% |
| JS Jeffrey Socha Entrewealth LLC | 116,203 | $4.68M | $5.29M | $612,762.68 | 13.09% |
| DN Daniel Newman Noble Wealth Management PBC | 13,279 | $496,899.84 | $596,625.47 | $99,725.63 | 20.07% |