| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 52,288 | $1.97M | $2.02M | $48,094.08 | 2.44% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 15,364 | $538,495.94 | $591,821.28 | $53,325.34 | 9.9% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,302 | $257,065.44 | $275,650.5 | $18,585.06 | 7.23% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 11,706 | $396,013.98 | $441,901.5 | $45,887.52 | 11.59% |
Andrew Endelman Independent Wealth Network Inc. | 14,239 | $494,947.64 | $537,522.25 | $42,574.61 | 8.6% |
| RE Rod Ehrlich Wayfinding Financial LLC | 59,051 | $1.62M | $2.28M | $654,413.92 | 40.31% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,041 | $38,621.1 | $40,057.68 | $1,436.58 | 3.72% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,975 | $205,005.16 | $225,556.25 | $20,551.09 | 10.02% |
| EM Erin Mccann Simplicity Wealth LLC | 50,670 | $1.71M | $1.91M | $202,745.58 | 11.86% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 76,200 | $2.38M | $2.88M | $500,443.94 | 21.06% |
Mark Fiskio Empirical Asset Management LLC | 15,556 | $476,800.52 | $601,394.96 | $124,594.44 | 26.13% |
Jeffrey Gilbert Balboa Wealth Partners | 182,791 | $5.65M | $7.07M | $1.41M | 25.03% |
Daniel Guy Ethos Financial Group LLC | 13,569 | $328,416.67 | $512,229.75 | $183,813.08 | 55.97% |
Jessica Thayer Unique Wealth LLC | 47,401 | $1.53M | $1.79M | $262,099.94 | 17.16% |
Matthew Keyes Heritage Wealth Partners LLC | 18,232 | $557,027.24 | $688,258 | $131,230.76 | 23.56% |
Paul L. Moffat Arista Wealth Management LLC | 10,729 | $343,890.63 | $405,019.75 | $61,129.12 | 17.78% |
| MN Mark Neitzel M1 Capital Management LLC | 157,364 | $5.1M | $6.07M | $967,249.18 | 18.95% |
Christopher C. Powers Farther Finance Advisors, LLC | 136,296 | $5.14M | $5.15M | $1,357 | 0.03% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 7,302 | $251,211.77 | $275,650.5 | $24,438.73 | 9.73% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 62,244 | $1.92M | $2.35M | $426,375.14 | 22.17% |