| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 149,147 | $6.28M | $6.44M | $163,347.46 | 2.6% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 7,476 | $254,302.56 | $323,449.14 | $69,146.58 | 27.19% |
Jeff Ameen Spire Wealth Management | 35,059 | $1.38M | $1.52M | $137,675.21 | 9.98% |
Shad Lamm Keystone Wealth Services LLC | 14,482 | $569,721.88 | $624,463.84 | $54,741.96 | 9.61% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 8,013 | $289,731.65 | $345,079.84 | $55,348.19 | 19.1% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 253 | $9,971.82 | $10,924.54 | $952.72 | 9.55% |
| EM Erin Mccann Simplicity Wealth LLC | 10,329 | $357,589.98 | $446,212.8 | $88,622.82 | 24.78% |
Michael Byun SageView Advisory Group LLC | 9,078 | $279,057.72 | $390,762.51 | $111,704.79 | 40.03% |
Jason Matthews Kfg Wealth Management LLC | 138,576 | $4.84M | $5.96M | $1.13M | 23.3% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 58,579 | $2.04M | $2.53M | $488,299.58 | 23.97% |
Rebecca Sierp WPWealth LLP | 16,150 | $565,734.41 | $698,568.25 | $132,833.84 | 23.48% |
Matthew Keyes Heritage Wealth Partners LLC | 20,375 | $713,736.29 | $878,977.5 | $165,241.21 | 23.15% |
Walter J. West Milestone Asset Management LLC | 22,086 | $632,763.9 | $953,673.48 | $320,909.58 | 50.72% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 165,744 | $6.03M | $7.14M | $1.11M | 18.49% |
Shawn Scholz Impact Partnership Wealth, LLC | 19,523 | $767,388.27 | $841,050.84 | $73,662.57 | 9.6% |
Andrew Halac Talon Private Wealth, LLC | 1,288 | $45,799.18 | $55,654.48 | $9,855.3 | 21.52% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,865 | $419,476.74 | $469,150.7 | $49,673.96 | 11.84% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,772 | $266,194.66 | $291,466.89 | $25,272.23 | 9.49% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 7,192 | $282,695 | $310,694.4 | $27,999.4 | 9.9% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 49,933 | $1.8M | $2.16M | $356,424.53 | 19.76% |