| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 278 | $19,105.52 | $23,301.96 | $4,196.44 | 21.96% |
Curtis Ellergodt Rothschild Investment LLC | 290,441 | $20.12M | $23.93M | $3.81M | 18.91% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 195,037 | $15.42M | $16.07M | $643,253.24 | 4.17% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 3,180 | $221,073.6 | $268,741.8 | $47,668.2 | 21.56% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,868 | $121,530.19 | $153,895.18 | $32,364.99 | 26.63% |
| AVO Anthony Van Ore NOTTINGHAM ADVISORS Inc. | 20,617 | $1.49M | $1.7M | $206,478.92 | 13.84% |
| JPC Joseph P. Condren Opus Capital Group LLC | 239,067 | $15.1M | $20.17M | $5.08M | 33.62% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 19,694 | $1.29M | $1.65M | $358,513.84 | 27.7% |
Daren Blonski Fermata Advisors LLC | 97,488 | $6.36M | $8.19M | $1.83M | 28.82% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 120 | $8,684.4 | $9,886.2 | $1,201.8 | 13.84% |
Stefan Demuth Ameliora Wealth Management Ltd. | 303 | $18,743.58 | $25,515.63 | $6,772.05 | 36.13% |
Justin Dausch ALM First Financial Advisors LLC | 177,700 | $11.27M | $14.89M | $3.61M | 32.06% |
Daniel Guy Ethos Financial Group LLC | 67,813 | $4.57M | $5.67M | $1.11M | 24.28% |
Holly Skipper Verum Partners LLC | 262,774 | $18.51M | $22.21M | $3.69M | 19.95% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 151,606 | $11.99M | $12.79M | $798,675.13 | 6.66% |
Jeffrey Hanson Breakwater Capital Group | 66,500 | $4.32M | $5.58M | $1.26M | 29.16% |
Kevin Kroskey True Wealth Design LLC | 1,310 | $77,758.97 | $109,948.3 | $32,189.33 | 41.4% |
Courtney Holt Compound Planning, Inc. | 216,923 | $14.97M | $18.17M | $3.19M | 21.34% |
John Shanley Aspect Partners, LLC | 25,374 | $1.73M | $2.13M | $402,297.73 | 23.29% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 25,210 | $1.76M | $2.11M | $352,305.73 | 20.06% |