| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 13,650 | $432,520.23 | $463,008 | $30,487.77 | 7.05% |
Jeff Ameen Spire Wealth Management | 6,042 | $188,253.31 | $204,884.22 | $16,630.91 | 8.83% |
| DM Dipen Mehta Invst LLC | 28,402 | $862,195.36 | $963,537.85 | $101,342.49 | 11.75% |
Kevin B. Crawford JB Capital LLC | 100,032 | $3.05M | $3.39M | $342,255 | 11.21% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 12 | $380.16 | $407.64 | $27.48 | 7.23% |
| CB Catherine Bluvol Next Level Private LLC | 195,796 | $6.27M | $6.66M | $390,493.32 | 6.23% |
Kathleen Thornhill Confluence Wealth Services Inc. | 54,488 | $1.61M | $1.85M | $248,410.27 | 15.47% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 307,411 | $9.76M | $10.46M | $702,899.28 | 7.21% |
| PO Patrick O'Connell Security Financial Services Inc. | 10,446 | $330,801.84 | $354,223.86 | $23,422.02 | 7.08% |
Michael Byun SageView Advisory Group LLC | 1,130 | $35,799 | $38,414.35 | $2,615.35 | 7.31% |
Brian Levy West Wealth Group LLC | 6,620 | $199,336.05 | $225,046.9 | $25,710.85 | 12.9% |
Amanda Hawley Atria Wealth Solutions Inc. | 16,899 | $507,985.67 | $576,255.9 | $68,270.23 | 13.44% |
Matthew Heller Willner & Heller LLC | 6,397 | $191,017.37 | $217,913.8 | $26,896.43 | 14.08% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 77,731 | $2.45M | $2.65M | $199,653.92 | 8.15% |
Amy Ardeel Icon Wealth Advisors LLC | 12,898 | $397,387.38 | $439,241.39 | $41,854.01 | 10.53% |
| HS Helen Semus Semus Wealth Partners LLC | 86,194 | $2.62M | $2.94M | $319,424.62 | 12.21% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 71,247 | $2.25M | $2.43M | $173,909.2 | 7.72% |
Jill Batley Gateway Wealth Partners LLC | 8,174 | $251,855 | $278,406.44 | $26,551.44 | 10.54% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 14,355 | $434,239 | $488,357.1 | $54,118.1 | 12.46% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 271,831 | $8.3M | $9.26M | $954,364.73 | 11.5% |