| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 6,475 | $266,187 | $268,906.1 | $2,719.1 | 1.02% |
Curtis Ellergodt Rothschild Investment LLC | 5,500 | $178,033.77 | $228,414.45 | $50,380.68 | 28.3% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 366,149 | $15.05M | $15.32M | $267,314.14 | 1.78% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,961 | $182,908.8 | $207,593.04 | $24,684.24 | 13.5% |
Jeff Ameen Spire Wealth Management | 78,766 | $3.02M | $3.27M | $247,145.28 | 8.17% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 8,038 | $330,120.66 | $336,872.58 | $6,751.92 | 2.05% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,164 | $148,221.23 | $172,930.92 | $24,709.69 | 16.67% |
Brian Kellett Kellett Wealth Advisors LLC | 11,496 | $406,943.67 | $477,428.88 | $70,485.21 | 17.32% |
| EM Erin Mccann Simplicity Wealth LLC | 14,328 | $560,909.46 | $595,040.41 | $34,130.95 | 6.08% |
Michael Byun SageView Advisory Group LLC | 6,057 | $234,792.13 | $253,431.54 | $18,639.41 | 7.94% |
Jason Matthews Kfg Wealth Management LLC | 79,797 | $3.11M | $3.31M | $203,213.26 | 6.53% |
Allison Brooke Blake WorthPointe LLC | 11,238 | $397,319.76 | $466,714.14 | $69,394.38 | 17.47% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 158,706 | $5.67M | $6.59M | $924,061.43 | 16.31% |
Andrew Halac Talon Private Wealth, LLC | 943,203 | $36.02M | $39.17M | $3.15M | 8.74% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,205 | $85,116.84 | $91,573.65 | $6,456.81 | 7.59% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,760 | $341,663.94 | $363,802.8 | $22,138.86 | 6.48% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 58,130 | $2.05M | $2.41M | $363,751.8 | 17.74% |
Chris Chatto Encompass More Asset Management | 10,495 | $386,759.95 | $435,857.35 | $49,097.4 | 12.69% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 5,339 | $189,060.6 | $221,728.67 | $32,668.07 | 17.28% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 37,611 | $1.48M | $1.57M | $90,720.3 | 6.12% |