| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 7,933 | $359,620 | $370,629.76 | $11,009.76 | 3.06% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 189,692 | $8.6M | $8.85M | $248,074.87 | 2.88% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,994 | $109,280.88 | $139,640.16 | $30,359.28 | 27.78% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 7,434 | $231,387.46 | $347,316.48 | $115,929.02 | 50.1% |
Jeff Ameen Spire Wealth Management | 76,520 | $3.05M | $3.58M | $521,060.11 | 17.06% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 25,178 | $861,790.72 | $1.17M | $310,371.07 | 36.01% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,475 | $229,199.05 | $255,354 | $26,154.95 | 11.41% |
Timothy R. Guthrie Bullseye Investment Management LLC | 1,100 | $49,566 | $51,353.5 | $1,787.5 | 3.61% |
| EM Erin Mccann Simplicity Wealth LLC | 6,403 | $288,519.18 | $298,892.04 | $10,372.86 | 3.6% |
Michael Byun SageView Advisory Group LLC | 8,761 | $360,252.9 | $407,912.16 | $47,659.26 | 13.23% |
Jason Matthews Kfg Wealth Management LLC | 26,406 | $1.05M | $1.23M | $182,277.68 | 17.34% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 5,008 | $212,890 | $233,748.4 | $20,858.4 | 9.8% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 161,734 | $6.43M | $7.54M | $1.1M | 17.16% |
Jackson O'Connor O'Connor Financial Group LLC | 8,909 | $387,719.11 | $415,872.12 | $28,153.01 | 7.26% |
Andrew Halac Talon Private Wealth, LLC | 629,495 | $24.03M | $29.41M | $5.38M | 22.39% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,858 | $374,131.06 | $413,845.76 | $39,714.7 | 10.62% |
Amir Har-El Savvy Advisors, Inc. | 6,155 | $265,644.52 | $287,500.05 | $21,855.53 | 8.23% |
PETER KRUSSEL Southland Equity Partners LLC | 13,821 | $416,095.08 | $644,887.86 | $228,792.78 | 54.99% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 46,071 | $1.82M | $2.16M | $334,538.36 | 18.37% |
Chris Chatto Encompass More Asset Management | 9,417 | $395,542.99 | $439,397.22 | $43,854.23 | 11.09% |