| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 22 | $1,445.84 | $1,666.39 | $220.55 | 15.25% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 3,312 | $187,359.84 | $251,165.52 | $63,805.68 | 34.06% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 200 | $11,872 | $15,132 | $3,260 | 27.46% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,395 | $327,498.67 | $406,809.97 | $79,311.3 | 24.22% |
Caroline Jankowski Operose Advisors LLC | 136 | $7,693.52 | $10,261.2 | $2,567.68 | 33.37% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 5,298 | $344,317.02 | $400,793.7 | $56,476.68 | 16.4% |
| EM Erin Mccann Simplicity Wealth LLC | 4,881 | $328,717.4 | $373,591.74 | $44,874.34 | 13.65% |
Michael Byun SageView Advisory Group LLC | 259 | $17,068 | $19,810.91 | $2,742.91 | 16.07% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,442 | $474,129.82 | $568,680.43 | $94,550.61 | 19.94% |
Annmarie Young KPP Advisory Services LLC | 8,617 | $566,309.19 | $659,588.26 | $93,279.07 | 16.47% |
Christopher C. Powers Farther Finance Advisors, LLC | 391 | $23,833.98 | $29,856.49 | $6,022.51 | 25.27% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,796 | $250,118 | $290,811.56 | $40,693.56 | 16.27% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 128 | $9,143 | $9,816.96 | $673.96 | 7.37% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 381,245 | $24.91M | $29.21M | $4.3M | 17.25% |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 4,272 | $250,173.9 | $327,641.04 | $77,467.14 | 30.97% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 8,254 | $483,356.73 | $629,697.66 | $146,340.93 | 30.28% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 7,493 | $470,018.69 | $582,393.42 | $112,374.73 | 23.91% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 10,895 | $681,794 | $842,183.5 | $160,389.5 | 23.52% |
George Hall II One8Zero8 LLC | 2,800 | $175,224.11 | $216,118 | $40,893.89 | 23.34% |
| DN Daniel Newman Noble Wealth Management PBC | 620 | $38,799.69 | $47,814.4 | $9,014.71 | 23.23% |