| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 71 | $1,532.89 | $1,910.61 | $377.72 | 24.64% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 169,766 | $4.55M | $4.55M | -$3,396.53 | -0.07% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 29,072 | $646,245.95 | $778,548.16 | $132,302.21 | 20.47% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 60,492 | $1.52M | $1.63M | $110,495.94 | 7.28% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 39,564 | $896,386.13 | $1.06M | $167,292.01 | 18.66% |
Sean Reitenbach Prosperity Consulting Group LLC | 11,104 | $227,019.68 | $298,808.64 | $71,788.96 | 31.62% |
Nichole Raftopoulos Nvest Financial LLC | 18,621 | $431,588.34 | $503,977.36 | $72,389.02 | 16.77% |
Kristofer Gray Integrity Financial Corp. /WA | 9,959 | $227,861.92 | $268,594.23 | $40,732.31 | 17.88% |
Scott Boyce Decker Retirement Planning Inc. | 614 | $15,031 | $16,544.23 | $1,513.23 | 10.07% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 15,638 | $364,400.88 | $420,427.63 | $56,026.75 | 15.38% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,507 | $213,913.88 | $227,817.46 | $13,903.58 | 6.5% |
Andrea Butler Sequent Planning LLC | 87,809 | $2.35M | $2.37M | $15,366.77 | 0.65% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8 | $205.24 | $214.24 | $9 | 4.39% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 27,791 | $613,795.37 | $752,441.32 | $138,645.95 | 22.59% |
Douglas E. Morisoli Fairman Group, LLC | 1,091 | $23,173 | $29,418.81 | $6,245.81 | 26.95% |
Jade Eagles WEALTHGARDEN F.S. LLC | 36,594 | $790,058.87 | $990,573.96 | $200,515.09 | 25.38% |
| DN Daniel Newman Noble Wealth Management PBC | 1,348 | $31,474.73 | $36,267.94 | $4,793.21 | 15.23% |
| DR Don Ruffin Park Square Financial Group LLC | 98 | $2,626 | $2,649.92 | $23.92 | 0.91% |
Winnow Wealth LLC Winnow Wealth LLC | 10,699 | $278,174 | $288,017.08 | $9,843.08 | 3.54% |