| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 103,056 | $28.45M | $29.43M | $984,274.72 | 3.46% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 883 | $210,980.97 | $251,624.27 | $40,643.3 | 19.26% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 817 | $224,021.41 | $231,715.91 | $7,694.5 | 3.43% |
Marc Dacanay Geometric Wealth Advisors | 814 | $223,198.81 | $232,258.62 | $9,059.81 | 4.06% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 749 | $161,401.5 | $207,480.5 | $46,079 | 28.55% |
Taylor Jobe MKT Advisors LLC | 839 | $203,281.31 | $232,411.4 | $29,130.09 | 14.33% |
Michael Byun SageView Advisory Group LLC | 62,120 | $9.47M | $17.74M | $8.27M | 87.29% |
Edward Lowndes Angeles Wealth Management LLC | 1,724 | $472,720.82 | $477,565.26 | $4,844.44 | 1.02% |
Kevin Zemann WealthPlan Investment Management LLC | 4,506 | $1.09M | $1.25M | $160,593.89 | 14.77% |
Linda M. Dagilus Greenfield Savings Bank | 5,460 | $792,901.2 | $1.51M | $719,573.45 | 90.75% |
Sue Oleari Trifecta Capital Advisors LLC | 713 | $142,493.44 | $197,508.14 | $55,014.7 | 38.61% |
Andy Peters Goldstein Advisors LLC | 13,748 | $2.09M | $3.81M | $1.72M | 82.37% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 26 | $4,383 | $7,202.26 | $2,819.26 | 64.32% |
Angela Kelley HTLF Bank | 2,936 | $535,748.8 | $813,301.39 | $277,552.59 | 51.81% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 243 | $23,362.02 | $67,313.43 | $43,951.41 | 188.13% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 10,610 | $2.41M | $2.94M | $529,338.57 | 21.97% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 4,667 | $1.17M | $1.29M | $126,371.56 | 10.83% |
Ballentine Capital Advisors Inc. Ballentine Capital Advisors, Inc | 11,642 | $2.17M | $3.22M | $1.06M | 48.8% |
Kings Path Partners LLC Kings Path Partners LLC | 2,030 | $405,708.72 | $562,330.32 | $156,621.6 | 38.6% |
Marquette Associates Inc. Marquette Associates Inc. | 55 | $15,184 | $15,810.3 | $626.3 | 4.12% |