| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 202,848 | $8.51M | $8.52M | $12,147.51 | 0.14% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,650 | $112,254 | $111,273.5 | -$980.5 | -0.87% |
| MWH Michael W. Hazelwood ARVEST INVESTMENTS Inc. | 345,746 | $12.37M | $14.5M | $2.12M | 17.17% |
Kyle P. Smith NewEdge Wealth LLC | 16,636 | $610,530.76 | $685,569.56 | $75,038.8 | 12.29% |
Nathan C. Goodman Family Investment Center Inc. | 6,018 | $254,825.11 | $248,362.86 | -$6,462.25 | -2.54% |
Nabeed Zaman Eagle Strategies LLC | 175,309 | $7.43M | $7.34M | -$88,531.04 | -1.19% |
David Mailloux WealthCare Investment Partners LLC | 9,964 | $356,013.72 | $418,537.82 | $62,524.1 | 17.56% |
Lonny Elfenbein West Michigan Advisors LLC | 11,328 | $404,749.44 | $475,719.36 | $70,969.92 | 17.53% |
Samantha Pierangeli City State Bank | 3,298 | $117,837.54 | $139,472.42 | $21,634.88 | 18.36% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,500 | $625,275 | $722,750 | $97,475 | 15.59% |
Amy Ardeel Icon Wealth Advisors LLC | 135,865 | $4.85M | $5.71M | $852,552.87 | 17.56% |
Jeffrey Steele Silverlake Wealth Management LLC | 12,635 | $451,052.24 | $531,175.4 | $80,123.16 | 17.76% |
Charles Mattingly Leading Edge Financial Planning LLC | 9,208 | $329,018.43 | $380,014.16 | $50,995.73 | 15.5% |
Gregory Bosch Strategies Wealth Advisors, LLC | 4,825 | $172,401.94 | $202,674.12 | $30,272.18 | 17.56% |
Christopher C. Powers Farther Finance Advisors, LLC | 932 | $33,315.89 | $39,134.68 | $5,818.79 | 17.47% |
| KS Kristi Shields ROGCO, LP | 521 | $21,846 | $21,853.34 | $7.34 | 0.03% |
Kevin Bresler TD Waterhouse Canada Inc. | 1 | $42 | $41.3 | -$0.7 | -1.67% |
Nicholas Holmes Objectivity Squared, LLC | 13,450 | $491,187.43 | $554,879.75 | $63,692.32 | 12.97% |
Janice M. Powell Diversify Advisory Services, LLC | 64,026 | $2.74M | $2.64M | -$96,022.46 | -3.5% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 64,026 | $2.43M | $2.64M | $217,989.45 | 8.99% |