| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 102,210 | $2.81M | $2.85M | $35,254.8 | 1.25% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,683 | $44,532.18 | $46,896.79 | $2,364.61 | 5.31% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 16,410 | $405,320.26 | $454,392.9 | $49,072.64 | 12.11% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 529 | $14,007.94 | $14,648.01 | $640.07 | 4.57% |
Nicholas Shaheen FSA Advisors Inc. | 9,545 | $253,005.57 | $266,210.05 | $13,204.48 | 5.22% |
Michelle McCarthy Vantage Financial Partners LLC | 17,542 | $464,161.32 | $485,737.98 | $21,576.66 | 4.65% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 8,436 | $223,216.56 | $233,592.84 | $10,376.28 | 4.65% |
Jason Matthews Kfg Wealth Management LLC | 36,676 | $940,655.58 | $1.02M | $74,902.86 | 7.96% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,150 | $447,597.15 | $502,573.5 | $54,976.35 | 12.28% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 10,281 | $255,784.33 | $284,680.89 | $28,896.56 | 11.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,529 | $186,223.1 | $208,478.01 | $22,254.91 | 11.95% |
Courtney Haddad Concurrent Investment Advisors, LLC | 18,519 | $493,090 | $512,791.11 | $19,701.11 | 4% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 21,915 | $552,026.62 | $606,826.35 | $54,799.73 | 9.93% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 20,000 | $550,702 | $553,800 | $3,098 | 0.56% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 13,056 | $341,745.84 | $361,520.64 | $19,774.8 | 5.79% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 23,321 | $617,073.87 | $645,758.49 | $28,684.62 | 4.65% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 4,740 | $118,738.96 | $131,250.6 | $12,511.64 | 10.54% |
Nathan Edwards IMG Wealth Management, Inc. | 9,286 | $234,178.41 | $258,893.68 | $24,715.27 | 10.55% |
Chad Warrick Summit Wealth Partners, LLC | 12,046 | $318,736.72 | $333,553.74 | $14,817.02 | 4.65% |
| DN Daniel Newman Noble Wealth Management PBC | 1,000 | $24,879 | $27,690 | $2,811 | 11.3% |