| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 127,948 | $12.55M | $12.8M | $251,493.83 | 2% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,476 | $224,476.46 | $247,703.99 | $23,227.53 | 10.35% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 10,950 | $606,335.59 | $1.1M | $488,883.41 | 80.63% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 3,276 | $321,277.32 | $327,665.52 | $6,388.2 | 1.99% |
Larry Herold Herold Advisors Inc. | 4,098 | $273,926.04 | $413,180.85 | $139,254.81 | 50.84% |
Marc Dacanay Geometric Wealth Advisors | 2,056 | $201,631.92 | $205,312.16 | $3,680.24 | 1.83% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,410 | $180,502.09 | $239,096.1 | $58,594.01 | 32.46% |
Allison Tronnes Forum Financial Management LP | 4,079 | $264,727.1 | $409,796.73 | $145,069.63 | 54.8% |
Michael Byun SageView Advisory Group LLC | 64,108 | $4.81M | $6.42M | $1.61M | 33.52% |
Edward Lowndes Angeles Wealth Management LLC | 4,442 | $435,626.94 | $444,799.67 | $9,172.73 | 2.11% |
Kevin Zemann WealthPlan Investment Management LLC | 8,806 | $827,675.94 | $880,969.85 | $53,293.91 | 6.44% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 8,328 | $627,841.82 | $833,466.24 | $205,624.42 | 32.75% |
| JC Jared Calvert Buck Wealth Strategies LLC | 49 | $4,820 | $4,894.85 | $74.85 | 1.55% |
Christopher C. Powers Farther Finance Advisors, LLC | 868 | $80,489.48 | $86,836.46 | $6,346.98 | 7.89% |
NICOLE MARTIN Arlington Trust Co LLC | 15,056 | $1.4M | $1.51M | $110,059.69 | 7.88% |
Lydia Gallas Harbour Trust & Investment Management Co | 154,054 | $11.3M | $15.41M | $4.11M | 36.38% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 19,966 | $1.7M | $2.01M | $312,069.49 | 18.35% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 11,141 | $1.02M | $1.12M | $100,551.56 | 9.87% |
| HAS Hayley A. Snell LRI Investments, LLC | 26,436 | $1.98M | $2.64M | $666,398.72 | 33.7% |
Kings Path Partners LLC Kings Path Partners LLC | 747 | $52,215.42 | $75,047.35 | $22,831.93 | 43.73% |