| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 7,933 | $359,620 | $361,903.46 | $2,283.46 | 0.63% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 189,692 | $8.6M | $8.74M | $143,744.27 | 1.67% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,994 | $109,280.88 | $137,843.76 | $28,562.88 | 26.14% |
Jeff Ameen Spire Wealth Management | 76,520 | $3.05M | $3.49M | $439,566.31 | 14.39% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 25,178 | $861,790.72 | $1.15M | $286,829.64 | 33.28% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,808 | $151,850.25 | $173,854.24 | $22,003.99 | 14.49% |
| EM Erin Mccann Simplicity Wealth LLC | 6,403 | $288,519.18 | $292,104.86 | $3,585.68 | 1.24% |
Michael Byun SageView Advisory Group LLC | 8,761 | $360,252.9 | $403,794.49 | $43,541.59 | 12.09% |
Jason Matthews Kfg Wealth Management LLC | 26,406 | $1.05M | $1.2M | $153,231.08 | 14.57% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 5,008 | $212,890 | $228,464.96 | $15,574.96 | 7.32% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 149,999 | $5.89M | $6.84M | $953,405.27 | 16.19% |
Jackson O'Connor O'Connor Financial Group LLC | 8,909 | $387,719.11 | $406,428.58 | $18,709.47 | 4.83% |
Andrew Halac Talon Private Wealth, LLC | 845,012 | $32.25M | $38.55M | $6.3M | 19.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 15 | $680 | $684.82 | $4.82 | 0.71% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,022 | $336,235.48 | $365,963.64 | $29,728.16 | 8.84% |
Amir Har-El Savvy Advisors, Inc. | 6,604 | $285,068.28 | $301,274.48 | $16,206.2 | 5.69% |
PETER KRUSSEL Southland Equity Partners LLC | 13,821 | $416,095.08 | $630,514.02 | $214,418.94 | 51.53% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 46,071 | $1.82M | $2.1M | $280,865.65 | 15.42% |
Chris Chatto Encompass More Asset Management | 9,417 | $395,542.99 | $429,603.54 | $34,060.55 | 8.61% |
Brian Distler Lakeridge Wealth Management LLC | 5,687 | $230,527.59 | $259,440.94 | $28,913.35 | 12.54% |