| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 278 | $19,105.52 | $23,146.28 | $4,040.76 | 21.15% |
Curtis Ellergodt Rothschild Investment LLC | 275,419 | $18.93M | $22.93M | $4M | 21.11% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 195,037 | $15.42M | $16.54M | $1.12M | 7.25% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 3,180 | $221,073.6 | $271,193.9 | $50,120.3 | 22.67% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,868 | $121,530.19 | $158,929.44 | $37,399.25 | 30.77% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 19,694 | $1.29M | $1.69M | $395,735.5 | 30.57% |
Daren Blonski Fermata Advisors LLC | 99,792 | $6.5M | $8.31M | $1.81M | 27.82% |
Richard Slavik Newbridge Financial Services Group Inc. | 2,372 | $170,353.74 | $204,694.11 | $34,340.37 | 20.16% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 120 | $8,684.4 | $9,991.2 | $1,306.8 | 15.05% |
Stefan Demuth Ameliora Wealth Management Ltd. | 303 | $18,743.58 | $25,227.78 | $6,484.2 | 34.59% |
Justin Dausch ALM First Financial Advisors LLC | 177,700 | $11.27M | $14.8M | $3.52M | 31.27% |
Daniel Guy Ethos Financial Group LLC | 67,813 | $4.57M | $5.65M | $1.08M | 23.65% |
Holly Skipper Verum Partners LLC | 262,774 | $18.51M | $21.88M | $3.36M | 18.18% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 151,606 | $11.99M | $12.62M | $632,666.56 | 5.28% |
Jeffrey Hanson Breakwater Capital Group | 70,058 | $4.53M | $5.83M | $1.3M | 28.76% |
Kevin Kroskey True Wealth Design LLC | 1,322 | $78,470.69 | $110,069.72 | $31,599.03 | 40.27% |
Courtney Holt Compound Planning, Inc. | 277,809 | $18.94M | $23.13M | $4.19M | 22.13% |
John Shanley Aspect Partners, LLC | 25,374 | $1.73M | $2.11M | $384,979.98 | 22.28% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 25,210 | $1.76M | $2.1M | $343,104.08 | 19.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,417 | $407,537 | $451,019.42 | $43,482.42 | 10.67% |