| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 6,475 | $266,187 | $276,612 | $10,425 | 3.92% |
Curtis Ellergodt Rothschild Investment LLC | 5,500 | $178,033.77 | $234,410 | $56,376.23 | 31.67% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 366,149 | $15.05M | $15.61M | $552,910.36 | 3.67% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,961 | $182,908.8 | $211,437.82 | $28,529.02 | 15.6% |
Jeff Ameen Spire Wealth Management | 78,766 | $3.02M | $3.36M | $340,876.82 | 11.27% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 8,038 | $330,120.66 | $343,343.17 | $13,222.51 | 4.01% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,527 | $206,012.43 | $235,560.74 | $29,548.31 | 14.34% |
Brian Kellett Kellett Wealth Advisors LLC | 8,331 | $295,282.47 | $355,067.22 | $59,784.75 | 20.25% |
Timothy R. Guthrie Bullseye Investment Management LLC | 1,200 | $49,284 | $51,072 | $1,788 | 3.63% |
| EM Erin Mccann Simplicity Wealth LLC | 14,328 | $560,909.46 | $611,017.56 | $50,108.1 | 8.93% |
Michael Byun SageView Advisory Group LLC | 6,057 | $234,792.13 | $257,361.93 | $22,569.8 | 9.61% |
Jason Matthews Kfg Wealth Management LLC | 79,797 | $3.11M | $3.4M | $290,191.99 | 9.33% |
Allison Brooke Blake WorthPointe LLC | 11,238 | $397,319.76 | $480,087.36 | $82,767.6 | 20.83% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 4,760 | $201,838 | $202,990.2 | $1,152.2 | 0.57% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 171,501 | $6.21M | $7.29M | $1.08M | 17.39% |
Andrew Halac Talon Private Wealth, LLC | 1,320 | $50,476.78 | $56,337.6 | $5,860.82 | 11.61% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,189 | $84,501.96 | $93,295.18 | $8,793.22 | 10.41% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,799 | $384,377.24 | $418,613.28 | $34,236.04 | 8.91% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 58,130 | $2.05M | $2.48M | $431,182.6 | 21.03% |
Chris Chatto Encompass More Asset Management | 10,495 | $386,759.95 | $446,824.62 | $60,064.67 | 15.53% |