| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 59,594 | $2.39M | $2.48M | $90,865.89 | 3.8% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,393 | $158,536.04 | $183,122.2 | $24,586.16 | 15.51% |
Jeff Ameen Spire Wealth Management | 62,970 | $2.34M | $2.63M | $289,198.24 | 12.36% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,597 | $92,809.27 | $108,115.71 | $15,306.44 | 16.49% |
Brian Kellett Kellett Wealth Advisors LLC | 39,921 | $1.52M | $1.66M | $144,713.62 | 9.52% |
Cole Bruner Buska Wealth Management LLC | 6,594 | $220,192.76 | $275,134.65 | $54,941.89 | 24.95% |
Michael Byun SageView Advisory Group LLC | 23,556 | $815,509.53 | $978,869.58 | $163,360.05 | 20.03% |
Jason Matthews Kfg Wealth Management LLC | 42,871 | $1.48M | $1.79M | $305,454.76 | 20.58% |
Allison Brooke Blake WorthPointe LLC | 5,130 | $204,835.77 | $214,177.5 | $9,341.73 | 4.56% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 172,522 | $6.11M | $7.18M | $1.08M | 17.66% |
Jackson O'Connor O'Connor Financial Group LLC | 35,907 | $1.38M | $1.5M | $121,186.86 | 8.81% |
Andrew Halac Talon Private Wealth, LLC | 7,085 | $264,055.96 | $295,586.2 | $31,530.24 | 11.94% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,336 | $48,221 | $55,704.52 | $7,483.52 | 15.52% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 78,462 | $2.8M | $3.28M | $477,881.15 | 17.06% |
Brian Distler Lakeridge Wealth Management LLC | 6,881 | $217,703 | $287,522.58 | $69,819.58 | 32.07% |
Nathan Edwards IMG Wealth Management, Inc. | 12,728 | $459,048.03 | $528,912.04 | $69,864.01 | 15.22% |
Tory Parke Three Seasons Wealth LLC | 11,117 | $384,871 | $464,523.84 | $79,652.84 | 20.7% |
| DN Daniel Newman Noble Wealth Management PBC | 2,200 | $82,434 | $91,355 | $8,921 | 10.82% |