| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 7,722 | $329,503.86 | $426,640.5 | $97,136.64 | 29.48% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 20,053 | $871,327.21 | $1.1M | $229,785.03 | 26.37% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 6,300 | $284,925 | $346,059 | $61,134 | 21.46% |
PAX Financial Group PAX Financial Group LLC | 80,145 | $2.48M | $4.4M | $1.92M | 77.51% |
| YA Yinka Akinsola Blue Trust Inc. | 19,438 | $756,254.83 | $1.07M | $311,863.27 | 41.24% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,870 | $219,946.72 | $268,288.3 | $48,341.58 | 21.98% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 14,768 | $574,566.68 | $829,370.88 | $254,804.2 | 44.35% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 62,205 | $2.36M | $3.43M | $1.07M | 45.15% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,097 | $120,504.27 | $171,914.47 | $51,410.2 | 42.66% |
Matthew B. Boersen Straight Path Wealth Management | 5,179 | $230,124.73 | $286,502.28 | $56,377.55 | 24.5% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 2,251 | $79,819.32 | $124,953.01 | $45,133.69 | 56.54% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 15,806 | $552,028.7 | $876,600.76 | $324,572.06 | 58.8% |
| EW Ed West Values First Advisors Inc. | 14,542 | $525,378.63 | $802,427.56 | $277,048.93 | 52.73% |
Allison Brooke Blake WorthPointe LLC | 42,475 | $1.92M | $2.35M | $430,271.75 | 22.45% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,306 | $393,681.86 | $626,578.52 | $232,896.66 | 59.16% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 5,000 | $206,650 | $277,475 | $70,825 | 34.27% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 9,660 | $428,110.14 | $535,357.2 | $107,247.06 | 25.05% |
David Kennon David Kennon Inc | 4,383 | $206,658.45 | $242,905.86 | $36,247.41 | 17.54% |
| VL Victoria Latham Fiduciary Alliance LLC | 20,420 | $749,688.49 | $1.13M | $381,987.91 | 50.95% |
Jill Batley Gateway Wealth Partners LLC | 44,592 | $2.04M | $2.46M | $427,344.67 | 20.99% |