| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 10,917 | $301,464.71 | $399,835.12 | $98,370.41 | 32.63% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,441 | $225,262.41 | $271,522.09 | $46,259.68 | 20.54% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 1.18M | $30.81M | $43.6M | $12.79M | 41.53% |
| SS Scott Solod Kelly Financial Group LLC | 10,188 | $277,054.7 | $366,869.88 | $89,815.18 | 32.42% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 29,742 | $712,663.1 | $1.08M | $372,325.06 | 52.24% |
| RR rosemary richard WCG Wealth Advisors LLC | 53,549 | $1.57M | $1.95M | $380,049.99 | 24.15% |
| YA Yinka Akinsola Blue Trust Inc. | 31,172 | $793,055.42 | $1.14M | $343,008.12 | 43.25% |
Loraine Ell Better Money Decisions LLC | 11,295 | $262,234.13 | $412,041.6 | $149,807.47 | 57.13% |
Jeff Ameen Spire Wealth Management | 3,415 | $112,800.01 | $125,091.45 | $12,291.44 | 10.9% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 7,543 | $197,626.6 | $276,488.66 | $78,862.06 | 39.9% |
Chris Williams Applied Capital LLC | 74,578 | $1.79M | $2.72M | $930,167.77 | 52.03% |
Carrie Delgott Wescott Financial Advisory Group LLC | 6,390 | $209,154.62 | $232,883.55 | $23,728.93 | 11.35% |
Ben Rothwell Keystone Financial Services | 14,202 | $353,061.72 | $517,591.89 | $164,530.17 | 46.6% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3.73M | $97.62M | $136.25M | $38.63M | 39.57% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 156,658 | $4.06M | $5.72M | $1.66M | 40.79% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 114,201 | $3.01M | $4.18M | $1.18M | 39.21% |
| SR Spencer Rand Five Oceans Advisors | 19,750 | $463,542.99 | $723,442.5 | $259,899.51 | 56.07% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 94,607 | $2.96M | $3.47M | $507,081.06 | 17.14% |
Kevin B. Crawford JB Capital LLC | 19,001 | $438,962.85 | $694,391.54 | $255,428.69 | 58.19% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 2,127 | $54,068.34 | $77,731.21 | $23,662.87 | 43.76% |