| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 54,396 | $2.07M | $2.12M | $51,000.24 | 2.47% |
| PN Patrick Nichols Old Mission Capital LLC | 24,230 | $875,699.5 | $940,972.05 | $65,272.55 | 7.45% |
Jeff Ameen Spire Wealth Management | 57,662 | $2.09M | $2.25M | $150,694.02 | 7.19% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 617 | $21,823.62 | $23,942.68 | $2,119.06 | 9.71% |
Jason Matthews Kfg Wealth Management LLC | 36,519 | $1.25M | $1.42M | $173,738.72 | 13.94% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 7,355 | $205,571 | $285,815.3 | $80,244.3 | 39.03% |
Walter J. West Milestone Asset Management LLC | 13,412 | $374,862.67 | $522,397.4 | $147,534.73 | 39.36% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 179,416 | $6.21M | $6.97M | $761,659.58 | 12.26% |
Jackson O'Connor O'Connor Financial Group LLC | 33,343 | $1.27M | $1.3M | $32,762.85 | 2.59% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,355 | $203,503 | $207,559.8 | $4,056.8 | 1.99% |
Andrew Halac Talon Private Wealth, LLC | 739,204 | $28.09M | $28.75M | $659,813.56 | 2.35% |
Amir Har-El Savvy Advisors, Inc. | 5,312 | $195,573.63 | $206,902.4 | $11,328.77 | 5.79% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 5,375 | $204,263 | $209,463.75 | $5,200.75 | 2.55% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,314 | $86,658.44 | $90,141.87 | $3,483.43 | 4.02% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 65,205 | $2.25M | $2.53M | $281,880.83 | 12.52% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 462 | $15,467 | $17,902.5 | $2,435.5 | 15.75% |
Nathan Edwards IMG Wealth Management, Inc. | 11,400 | $388,728.26 | $442,833 | $54,104.74 | 13.92% |
Chris Bulman Inc. Chris Bulman Inc | 5,465 | $207,682.99 | $212,807.1 | $5,124.11 | 2.47% |
Curtis Harrell Tounjian Advisory Partners LLC | 4,355 | $165,500 | $169,061.1 | $3,561.1 | 2.15% |
Daniel Newman Noble Wealth Management PBC | 700 | $23,519.13 | $27,261.5 | $3,742.37 | 15.91% |