| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,095 | $128,806.69 | $144,789.71 | $15,983.02 | 12.41% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 20,083 | $500,066.7 | $569,754.71 | $69,688.01 | 13.94% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 29,713 | $770,154.58 | $844,384.03 | $74,229.45 | 9.64% |
Michelle McCarthy Vantage Financial Partners LLC | 8,942 | $233,294.1 | $254,113.76 | $20,819.66 | 8.92% |
Michael Byun SageView Advisory Group LLC | 20,576 | $536,822 | $583,741.12 | $46,919.12 | 8.74% |
Jason Matthews Kfg Wealth Management LLC | 35,129 | $875,032.05 | $997,839.24 | $122,807.19 | 14.03% |
Walter J. West Milestone Asset Management LLC | 15,312 | $395,094.96 | $435,136.42 | $40,041.46 | 10.13% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,561 | $95,720.66 | $101,025.57 | $5,304.91 | 5.54% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,338 | $36,987 | $38,005.89 | $1,018.89 | 2.75% |
Andrew Bowers BridgePort Financial Solutions, LLC | 11,309 | $311,158.19 | $320,383.97 | $9,225.78 | 2.96% |
Tory Parke Three Seasons Wealth LLC | 8,113 | $201,526.82 | $230,449.76 | $28,922.94 | 14.35% |
Bernard Wealth Management Corp Bernard Wealth Management Corp | 23,019 | $605,587.41 | $653,854.69 | $48,267.28 | 7.97% |
| BWL Balance Wealth LLC Balance Wealth LLC | 19,195 | $504,888.26 | $545,233.97 | $40,345.71 | 7.99% |