| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 20,616 | $814,371 | $824,949.22 | $10,578.22 | 1.3% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 21,419 | $800,083.64 | $857,295.47 | $57,211.83 | 7.15% |
Timothy R. Guthrie Bullseye Investment Management LLC | 13,996 | $468,121.26 | $557,040.8 | $88,919.54 | 18.99% |
Tu Tran Crosspoint Financial LLC | 9,604 | $362,506 | $384,303.1 | $21,797.1 | 6.01% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 85,082 | $3.21M | $3.39M | $175,268.92 | 5.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 330 | $13,036 | $13,134 | $98 | 0.75% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,738 | $266,164 | $268,172.4 | $2,008.4 | 0.75% |
David Vollmer PFS Partners, LLC | 11,796 | $431,410.41 | $469,480.8 | $38,070.39 | 8.82% |
Andrea Butler Sequent Planning LLC | 208,561 | $7.14M | $8.36M | $1.23M | 17.19% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 33,093 | $1.14M | $1.32M | $180,839.47 | 15.92% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 13,756 | $473,472.94 | $547,488.8 | $74,015.86 | 15.63% |
Nathan Edwards IMG Wealth Management, Inc. | 2,841 | $97,212.59 | $113,682.33 | $16,469.74 | 16.94% |
Elizabeth Arce Sovran Advisors LLC | 6,764 | $251,993 | $269,207.2 | $17,214.2 | 6.83% |