| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 11,746 | $385,140 | $392,081.48 | $6,941.48 | 1.8% |
| JF John Fales SEARCY FINANCIAL SERVICES Inc. /ADV | 14,097 | $358,768.65 | $467,315.55 | $108,546.9 | 30.26% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 22,377 | $714,704.79 | $746,272.95 | $31,568.16 | 4.42% |
Private Capital Private Capital Management | 123,547 | $4.02M | $4.14M | $125,457.62 | 3.12% |
| RR rosemary richard WCG Wealth Advisors LLC | 12,012 | $374,053.68 | $402,762.36 | $28,708.68 | 7.68% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 9,817 | $321,899.43 | $329,164.01 | $7,264.58 | 2.26% |
Ana-Maria Ignat Covestor Ltd | 40 | $1,284.61 | $1,335.2 | $50.59 | 3.94% |
W. Travis McKinney HB Wealth Management LLC | 8,259 | $261,235.11 | $271,142.97 | $9,907.86 | 3.79% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 1.26M | $40.53M | $42.23M | $1.71M | 4.21% |
Kevin Zemann WealthPlan Investment Management LLC | 242,352 | $7.83M | $7.96M | $127,647.03 | 1.63% |
Lori Fernicola Castle Wealth Management LLC | 284,265 | $9.37M | $9.33M | -$33,415.35 | -0.36% |
Brian Dechow SWAN Capital LLC | 1,151 | $37,330.98 | $38,362.83 | $1,031.85 | 2.76% |
| PIL PFG Investments LLC PFG Investments LLC | 55,442 | $1.83M | $1.82M | -$9,313.14 | -0.51% |
Jacob Going Alpine Bank Wealth Management | 35,376 | $1.13M | $1.18M | $52,002.71 | 4.61% |
Andrew Agosta Prosperity Financial Group, Inc. | 30,472 | $1.01M | $1M | -$6,306.57 | -0.63% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,198 | $39,653.8 | $39,330.34 | -$323.46 | -0.82% |
Joseph C. Gissy Tactive Advisors, LLC | 12,432 | $402,819.86 | $408,142.56 | $5,322.7 | 1.32% |
Donald Hatcher Solutions 4 Wealth, Ltd | 240,518 | $7.86M | $7.9M | $31,795.19 | 0.4% |
Joshua Stipcich Tidemark, LLC | 46,978 | $1.53M | $1.57M | $38,832.3 | 2.54% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 52 | $1,675.85 | $1,733.16 | $57.31 | 3.42% |