| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 1.04M | $33.73M | $35.39M | $1.65M | 4.9% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 18,159 | $359,054.5 | $616,861.23 | $257,806.73 | 71.8% |
| WJF William J. Fennie III FIDELITY D & D BAN Corp. Inc. | 8,175 | $191,867.5 | $264,788.25 | $72,920.75 | 38.01% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 173,750 | $2.93M | $5.93M | $3M | 102.44% |
| RR rosemary richard WCG Wealth Advisors LLC | 25,158 | $782,413.8 | $858,390.96 | $75,977.16 | 9.71% |
Andrew Endelman Independent Wealth Network Inc. | 25,194 | $698,259 | $816,033.66 | $117,774.66 | 16.87% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 34 | $1,103.98 | $1,101.26 | -$2.72 | -0.25% |
| JB Joel Blattner Avaii Wealth Management LLC | 17,894 | $460,867.54 | $609,469.66 | $148,602.12 | 32.24% |
David Mailloux WealthCare Investment Partners LLC | 8,648 | $128,814.18 | $294,550.89 | $165,736.71 | 128.66% |
Timothy Carne SFG Wealth Management LLC | 19,515 | $607,977.11 | $632,090.85 | $24,113.74 | 3.97% |
Marc H. Stone Tyler-Stone Wealth Management | 45,110 | $1.08M | $1.46M | $377,269.1 | 34.81% |
| KB Kimberly Byrne Bill Few Associates Inc. | 25,174 | $640,259.34 | $815,385.86 | $175,126.52 | 27.35% |
Scott Williams Investmark Advisory Group LLC | 9,088 | $230,227.2 | $309,537.29 | $79,310.09 | 34.45% |
| JG John Ginter Callan Family Office LLC | 12,745 | $413,830 | $435,241.75 | $21,411.75 | 5.17% |
| BP Brett Pohl Kingdom Financial Group LLC | 302 | $9,393.53 | $10,286.12 | $892.59 | 9.5% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 43,000 | $1.4M | $1.39M | -$3,440 | -0.25% |
Christopher C. Powers Farther Finance Advisors, LLC | 14,277 | $459,885.99 | $462,432.03 | $2,546.04 | 0.55% |
Amir Har-El Savvy Advisors, Inc. | 8,337 | $259,310.18 | $270,035.43 | $10,725.25 | 4.14% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 1.15M | $29M | $37.12M | $8.12M | 28% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 10,452 | $324,928.02 | $338,540.28 | $13,612.26 | 4.19% |