| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 52,288 | $1.97M | $1.98M | $10,446.72 | 0.53% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 15,364 | $538,495.94 | $582,910.16 | $44,414.22 | 8.25% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,302 | $257,065.44 | $278,680.83 | $21,615.39 | 8.41% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 11,706 | $396,013.98 | $446,349.78 | $50,335.8 | 12.71% |
Andrew Endelman Independent Wealth Network Inc. | 14,239 | $494,947.64 | $543,431.43 | $48,483.79 | 9.8% |
| RE Rod Ehrlich Wayfinding Financial LLC | 59,051 | $1.62M | $2.26M | $640,861.71 | 39.48% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,041 | $38,621.1 | $39,755.79 | $1,134.69 | 2.94% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 11,673 | $417,711.5 | $442,873.62 | $25,162.12 | 6.02% |
| EM Erin Mccann Simplicity Wealth LLC | 50,670 | $1.71M | $1.93M | $224,787.03 | 13.15% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 76,200 | $2.38M | $2.92M | $539,686.94 | 22.71% |
Mark Fiskio Empirical Asset Management LLC | 15,556 | $476,800.52 | $592,761.38 | $115,960.86 | 24.32% |
Jeffrey Gilbert Balboa Wealth Partners | 182,791 | $5.65M | $6.96M | $1.3M | 23.07% |
Daniel Guy Ethos Financial Group LLC | 13,569 | $328,416.67 | $516,096.91 | $187,680.24 | 57.15% |
Jessica Thayer Unique Wealth LLC | 47,401 | $1.53M | $1.82M | $289,355.51 | 18.95% |
Matthew Keyes Heritage Wealth Partners LLC | 18,232 | $557,027.24 | $696,188.92 | $139,161.68 | 24.98% |
Paul L. Moffat Arista Wealth Management LLC | 10,729 | $343,890.63 | $409,686.86 | $65,796.23 | 19.13% |
| MN Mark Neitzel M1 Capital Management LLC | 157,364 | $5.1M | $6.01M | $910,676.82 | 17.85% |
Christopher C. Powers Farther Finance Advisors, LLC | 138,934 | $5.24M | $5.27M | $29,442.68 | 0.56% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 7,302 | $251,211.77 | $280,250.76 | $29,038.99 | 11.56% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 34,951 | $1.09M | $1.34M | $245,622.41 | 22.49% |