| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 5,528 | $404,843.49 | $554,347.84 | $149,504.35 | 36.93% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,890 | $162,815.05 | $189,226.8 | $26,411.75 | 16.22% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 7,440 | $666,252 | $741,619.2 | $75,367.2 | 11.31% |
| RF Ryan Fink Treasure Coast Financial Planning | 27,694 | $1.76M | $2.76M | $1M | 56.87% |
Jeffrey Gilbert Balboa Wealth Partners | 6,936 | $648,030.48 | $691,831.32 | $43,800.84 | 6.76% |
Lukas Lindgren Abound Wealth Management | 329 | $30,739 | $33,013.5 | $2,274.5 | 7.4% |
| WF William Frye RPOA Advisors Inc. | 1.76M | $137.03M | $175.57M | $38.54M | 28.13% |
Denise Reinert CGC Financial Services, LLC | 240 | $15,660.17 | $23,997.6 | $8,337.43 | 53.24% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,864 | $543,970.91 | $783,883.52 | $239,912.61 | 44.1% |
NICOLE MARTIN Arlington Trust Co LLC | 1,000 | $100,600 | $99,970 | -$630 | -0.63% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 158 | $14,762 | $15,804.74 | $1,042.74 | 7.06% |
Stephanie Ternes Wealth Forward, LLC | 70,036 | $6.28M | $7M | $721,623.33 | 11.5% |
Kings Path Partners LLC Kings Path Partners LLC | 196 | $17,552 | $19,493.18 | $1,941.18 | 11.06% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 42,625 | $3.85M | $4.26M | $409,612.15 | 10.65% |
VestGen Advisors LLC VestGen Advisors LLC | 88,622 | $8.27M | $8.82M | $546,242.71 | 6.6% |
Crux Wealth Advisors Crux Wealth Advisors | 17,074 | $1.45M | $1.69M | $245,060.39 | 16.94% |
Terry Everett Parham Jr. Innovative Wealth Building LLC | 40,160 | $3.32M | $4M | $675,921.77 | 20.35% |