| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 59,594 | $2.39M | $2.44M | $47,958.21 | 2% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,393 | $158,536.04 | $179,805.49 | $21,269.45 | 13.42% |
Jeff Ameen Spire Wealth Management | 62,970 | $2.34M | $2.55M | $206,077.84 | 8.81% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,042 | $69,862.24 | $82,537.64 | $12,675.4 | 18.14% |
Brian Kellett Kellett Wealth Advisors LLC | 70,055 | $2.67M | $2.83M | $165,329.8 | 6.2% |
Cole Bruner Buska Wealth Management LLC | 10,464 | $349,159.69 | $422,954.88 | $73,795.19 | 21.14% |
Michael Byun SageView Advisory Group LLC | 23,556 | $815,509.53 | $964,971.54 | $149,462.01 | 18.33% |
Jason Matthews Kfg Wealth Management LLC | 42,871 | $1.48M | $1.73M | $248,650.69 | 16.75% |
Allison Brooke Blake WorthPointe LLC | 5,130 | $204,835.77 | $207,354.6 | $2,518.83 | 1.23% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 159,971 | $5.59M | $6.47M | $878,613.65 | 15.72% |
Jackson O'Connor O'Connor Financial Group LLC | 35,907 | $1.38M | $1.45M | $76,303.11 | 5.55% |
Andrew Halac Talon Private Wealth, LLC | 966,804 | $35.99M | $39.08M | $3.09M | 8.58% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,336 | $48,221 | $54,001.12 | $5,780.12 | 11.99% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 78,462 | $2.8M | $3.17M | $370,780.52 | 13.24% |
Brian Distler Lakeridge Wealth Management LLC | 6,881 | $217,703 | $278,130.02 | $60,427.02 | 27.76% |
Nathan Edwards IMG Wealth Management, Inc. | 12,728 | $459,048.03 | $521,402.52 | $62,354.49 | 13.58% |
Tory Parke Three Seasons Wealth LLC | 11,117 | $384,871 | $455,797 | $70,926 | 18.43% |
| DN Daniel Newman Noble Wealth Management PBC | 2,200 | $82,434 | $88,924 | $6,490 | 7.87% |