| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 202,848 | $8.51M | $8.45M | -$56,820.81 | -0.67% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,650 | $112,254 | $112,454.07 | $200.07 | 0.18% |
| MWH Michael W. Hazelwood ARVEST INVESTMENTS Inc. | 345,746 | $12.37M | $14.85M | $2.48M | 20.04% |
Kyle P. Smith NewEdge Wealth LLC | 16,636 | $610,530.76 | $692,889.4 | $82,358.64 | 13.49% |
Nathan C. Goodman Family Investment Center Inc. | 6,018 | $254,825.11 | $258,473.1 | $3,647.99 | 1.43% |
Nabeed Zaman Eagle Strategies LLC | 175,309 | $7.43M | $7.53M | $99,049.59 | 1.33% |
David Mailloux WealthCare Investment Partners LLC | 9,964 | $356,013.72 | $415,000.6 | $58,986.88 | 16.57% |
Lonny Elfenbein West Michigan Advisors LLC | 11,328 | $404,749.44 | $486,537.6 | $81,788.16 | 20.21% |
Samantha Pierangeli City State Bank | 3,298 | $117,837.54 | $141,649.1 | $23,811.56 | 20.21% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,500 | $625,275 | $751,625 | $126,350 | 20.21% |
Amy Ardeel Icon Wealth Advisors LLC | 135,865 | $4.85M | $5.68M | $821,806.63 | 16.93% |
Jeffrey Steele Silverlake Wealth Management LLC | 12,635 | $451,052.24 | $533,828.75 | $82,776.51 | 18.35% |
Charles Mattingly Leading Edge Financial Planning LLC | 9,208 | $329,018.43 | $389,038 | $60,019.57 | 18.24% |
Gregory Bosch Strategies Wealth Advisors, LLC | 4,825 | $172,401.94 | $209,067.25 | $36,665.31 | 21.27% |
Christopher C. Powers Farther Finance Advisors, LLC | 932 | $33,315.89 | $40,029.4 | $6,713.51 | 20.15% |
| KS Kristi Shields ROGCO, LP | 521 | $21,846 | $22,376.95 | $530.95 | 2.43% |
Kevin Bresler TD Waterhouse Canada Inc. | 1 | $42 | $42.95 | $0.95 | 2.26% |
Nicholas Holmes Objectivity Squared, LLC | 13,450 | $491,187.43 | $560,192.5 | $69,005.07 | 14.05% |
Janice M. Powell Diversify Advisory Services, LLC | 64,026 | $2.74M | $2.67M | -$72,973.1 | -2.66% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 64,026 | $2.43M | $2.75M | $324,912.87 | 13.4% |