| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 328,134 | $13.68M | $13.94M | $267,727.45 | 1.96% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 10,589 | $339,700.15 | $449,555.99 | $109,855.84 | 32.34% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 5,224 | $200,460 | $219,564.71 | $19,104.71 | 9.53% |
| YA Yinka Akinsola Blue Trust Inc. | 10,950 | $386,505.42 | $460,228.49 | $73,723.07 | 19.07% |
Jeff Ameen Spire Wealth Management | 64,538 | $2.42M | $2.71M | $291,755.86 | 12.05% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 29,567 | $1.18M | $1.26M | $81,897.2 | 6.95% |
Brian Kellett Kellett Wealth Advisors LLC | 6,097 | $210,359.23 | $256,256.9 | $45,897.67 | 21.82% |
Michael Byun SageView Advisory Group LLC | 11,371 | $412,919.89 | $483,222.02 | $70,302.13 | 17.03% |
Jason Matthews Kfg Wealth Management LLC | 99,124 | $3.4M | $4.17M | $763,401.46 | 22.43% |
Allison Brooke Blake WorthPointe LLC | 7,482 | $263,494.28 | $314,468.45 | $50,974.17 | 19.35% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 22,702 | $801,901.28 | $954,165.04 | $152,263.76 | 18.99% |
Kevin Zemann WealthPlan Investment Management LLC | 49,201 | $1.83M | $2.07M | $236,037.89 | 12.89% |
Rebecca Sierp WPWealth LLP | 7,520 | $274,029 | $319,569.92 | $45,540.92 | 16.62% |
Walter J. West Milestone Asset Management LLC | 72,820 | $2.05M | $3.06M | $1.01M | 49.16% |
Steven Trigili Garden State Investment Advisory Services LLC | 14,186 | $454,500.88 | $603,046.86 | $148,545.98 | 32.68% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 155,556 | $5.5M | $6.54M | $1.04M | 18.91% |
Jackson O'Connor O'Connor Financial Group LLC | 7,232 | $288,339 | $303,960.95 | $15,621.95 | 5.42% |
Andrew Halac Talon Private Wealth, LLC | 926,565 | $31.8M | $38.94M | $7.14M | 22.46% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 88,897 | $3.23M | $3.74M | $511,121.03 | 15.85% |
Brian Distler Lakeridge Wealth Management LLC | 18,531 | $594,872.33 | $778,857.91 | $183,985.58 | 30.93% |