| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 103,056 | $28.45M | $28.75M | $294,829.05 | 1.04% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 883 | $210,980.97 | $246,295.18 | $35,314.21 | 16.74% |
| AW Anne-Lise Wiegand SENTINEL TRUST Co. LBA | 25,614 | $2.27M | $7.24M | $4.97M | 219.07% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 817 | $224,021.41 | $228,821.27 | $4,799.86 | 2.14% |
Marc Dacanay Geometric Wealth Advisors | 814 | $223,198.81 | $228,473.52 | $5,274.71 | 2.36% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 747 | $161,004.72 | $208,360.7 | $47,355.98 | 29.41% |
Taylor Jobe MKT Advisors LLC | 839 | $203,281.31 | $235,851.29 | $32,569.98 | 16.02% |
Michael Byun SageView Advisory Group LLC | 62,120 | $9.47M | $17.29M | $7.82M | 82.5% |
Edward Lowndes Angeles Wealth Management LLC | 1,724 | $472,720.82 | $479,823.68 | $7,102.86 | 1.5% |
Kevin Zemann WealthPlan Investment Management LLC | 3,911 | $943,998.07 | $1.09M | $146,897.12 | 15.56% |
Linda M. Dagilus Greenfield Savings Bank | 5,460 | $792,901.2 | $1.54M | $742,341.6 | 93.62% |
Sue Oleari Trifecta Capital Advisors LLC | 713 | $142,493.44 | $198,310.25 | $55,816.81 | 39.17% |
Andy Peters Goldstein Advisors LLC | 13,270 | $2.02M | $3.7M | $1.68M | 83.49% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 26 | $4,383 | $7,310.42 | $2,927.42 | 66.79% |
Angela Kelley HTLF Bank | 2,936 | $535,748.8 | $823,357.16 | $287,608.36 | 53.68% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 243 | $23,362.02 | $67,382.68 | $44,020.66 | 188.43% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 10,561 | $2.4M | $2.96M | $560,407.84 | 23.35% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 4,667 | $1.17M | $1.3M | $136,125.54 | 11.67% |
Ballentine Capital Advisors Inc. Ballentine Capital Advisors, Inc | 11,642 | $2.17M | $3.26M | $1.1M | 50.58% |
Kings Path Partners LLC Kings Path Partners LLC | 2,030 | $405,708.72 | $566,248.2 | $160,539.48 | 39.57% |