| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 14,200 | $339,096 | $378,685.6 | $39,589.6 | 11.68% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 184,182 | $4.87M | $4.91M | $47,885.75 | 0.98% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 80,980 | $1.99M | $2.16M | $168,613.91 | 8.47% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 31,907 | $796,844.66 | $850,956.5 | $54,111.84 | 6.79% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,282 | $85,066.93 | $87,189.61 | $2,122.68 | 2.5% |
Nicholas Shaheen FSA Advisors Inc. | 16,738 | $410,589.38 | $446,737.22 | $36,147.84 | 8.8% |
Michelle McCarthy Vantage Financial Partners LLC | 31,028 | $766,096.14 | $824,289.85 | $58,193.71 | 7.6% |
Jason Matthews Kfg Wealth Management LLC | 95,635 | $2.31M | $2.54M | $226,214.16 | 9.77% |
Rodrigo Diaz Plan Group Financial LLC | 9,738 | $250,627 | $258,699.71 | $8,072.71 | 3.22% |
Robert B. LaRue Owen LaRue LLC | 60,574 | $1.43M | $1.61M | $174,816.28 | 12.19% |
Jacob Going Alpine Bank Wealth Management | 116,000 | $2.97M | $3.09M | $122,380 | 4.12% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 78,199 | $2.02M | $2.08M | $61,018.19 | 3.03% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 8,140 | $209,498.84 | $217,256.6 | $7,757.76 | 3.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,026 | $257,931.89 | $266,350.72 | $8,418.83 | 3.26% |
Courtney Haddad Concurrent Investment Advisors, LLC | 18,326 | $471,269.1 | $486,848.52 | $15,579.42 | 3.31% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 30,755 | $732,340.46 | $817,037.33 | $84,696.87 | 11.57% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 20,940 | $495,859 | $556,292.04 | $60,433.04 | 12.19% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 7,575 | $200,132 | $201,237.45 | $1,105.45 | 0.55% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 6,086 | $149,350.71 | $161,680.68 | $12,329.97 | 8.26% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 22,119 | $569,277.34 | $587,613.35 | $18,336.01 | 3.22% |