| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 17,487 | $608,930.93 | $779,045.85 | $170,114.92 | 27.94% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 608 | $24,070.72 | $27,086.4 | $3,015.68 | 12.53% |
| CE Curtis Ellergodt Rothschild Investment LLC | 7,480 | $249,284.51 | $333,234 | $83,949.49 | 33.68% |
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 52,231 | $1.47M | $2.33M | $859,584.09 | 58.58% |
| SAO Sherry A. O'Brien Anderson Hoagland & Co | 19,248 | $665,788.32 | $857,498.4 | $191,710.08 | 28.79% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 26,888 | $932,836.09 | $1.19M | $261,663.31 | 28.05% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 29,110 | $1.14M | $1.3M | $153,755.88 | 13.45% |
| JW Jamie Wilson CAPITAL ADVISORS Inc./OK | 17,340 | $550,717.57 | $772,063.5 | $221,345.93 | 40.19% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 1.72M | $46.37M | $76.66M | $30.29M | 65.31% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 321,678 | $8.69M | $14.21M | $5.52M | 63.5% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 120,806 | $3.44M | $5.36M | $1.92M | 55.69% |
Austin Private Wealth Austin Private Wealth LLC | 332,981 | $11.57M | $14.78M | $3.22M | 27.81% |
| RR rosemary richard WCG Wealth Advisors LLC | 53,034 | $1.59M | $2.35M | $767,083.35 | 48.32% |
| YA Yinka Akinsola Blue Trust Inc. | 26,959 | $901,908.47 | $1.2M | $295,205.92 | 32.73% |
Loraine Ell Better Money Decisions LLC | 18,203 | $479,109.19 | $808,122.18 | $329,012.99 | 68.67% |
Jeff Ameen Spire Wealth Management | 5,204 | $185,970.74 | $231,421.88 | $45,451.14 | 24.44% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 98,470 | $3.76M | $4.38M | $620,361.08 | 16.49% |
Daren Blonski Fermata Advisors LLC | 13,269 | $588,612.84 | $589,077.25 | $464.41 | 0.08% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 6,544 | $209,080.8 | $290,520.88 | $81,440.08 | 38.95% |
Kyle P. Smith NewEdge Wealth LLC | 14,457 | $391,294.14 | $641,963.08 | $250,668.94 | 64.06% |