| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,875 | $355,370.44 | $389,963.75 | $34,593.31 | 9.73% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 5,000 | $119,950 | $197,350 | $77,400 | 64.53% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 157 | $6,090.66 | $6,215.63 | $124.97 | 2.05% |
| NS Nicholas Shaheen FSA Advisors Inc. | 30,286 | $982,407.36 | $1.2M | $216,161.09 | 22% |
| NR Nichole Raftopoulos Nvest Financial LLC | 28,015 | $949,527.7 | $1.11M | $157,344.95 | 16.57% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,097 | $543,677.39 | $676,870.23 | $133,192.84 | 24.5% |
Kevin Zemann WealthPlan Investment Management LLC | 36,927 | $1.31M | $1.46M | $149,923.62 | 11.45% |
Brian Szymczak FSR Wealth Management Ltd. | 105,047 | $3.35M | $4.15M | $798,528.08 | 23.82% |
| FIL FWG Investments LLC FWG Investments LLC | 98,877 | $3.18M | $3.92M | $732,632.55 | 23.02% |
| BP Brett Pohl Kingdom Financial Group LLC | 2,227 | $81,641.85 | $88,144.66 | $6,502.81 | 7.97% |
| SB Scott Boyce Decker Retirement Planning Inc. | 643 | $23,310.93 | $25,466.01 | $2,155.08 | 9.24% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 7,289 | $228,819.52 | $288,680.84 | $59,861.32 | 26.16% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 28,593 | $919,762.83 | $1.13M | $207,659.16 | 22.58% |
Smart Wealth LLC Smart Wealth LLC | 103,830 | $3.81M | $4.07M | $260,613.7 | 6.85% |
Anna Christine Golden Reserve Retirement LLC | 31,978 | $1.15M | $1.26M | $105,576.09 | 9.16% |