| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 82,086 | $3.3M | $4.16M | $862,882.81 | 26.14% |
| MK Matthew Kolesky ARBOR CAPITAL MANAGEMENT Inc. /ADV | 4,314 | $177,854.36 | $219,000.21 | $41,145.85 | 23.13% |
Christian McGill CFC Planning Co. LLC | 6,275 | $266,375.73 | $318,205.88 | $51,830.15 | 19.46% |
Jeff Ameen Spire Wealth Management | 3,822 | $161,097.3 | $193,909.17 | $32,811.87 | 20.37% |
| SL Shad Lamm Keystone Wealth Services LLC | 32,166 | $1.52M | $1.63M | $109,203.57 | 7.17% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 11,508 | $536,502.79 | $584,203.62 | $47,700.83 | 8.89% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 13,247 | $579,863.19 | $672,815.13 | $92,951.94 | 16.03% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,107 | $44,318.29 | $56,246.67 | $11,928.38 | 26.92% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 11,751 | $459,828.05 | $596,480.76 | $136,652.71 | 29.72% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 6,109 | $265,224.39 | $309,940.11 | $44,715.72 | 16.86% |
Kristofer Gray Integrity Financial Corp. /WA | 24,345 | $1.03M | $1.24M | $202,804.65 | 19.64% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,685 | $197,472.75 | $238,091.7 | $40,618.95 | 20.57% |
Kevin Zemann WealthPlan Investment Management LLC | 10,502 | $417,917.38 | $533,501.6 | $115,584.22 | 27.66% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 14,720 | $685,068.8 | $744,684.8 | $59,616 | 8.7% |
Loni Adams Daymark Wealth Partners LLC | 4,623 | $219,012 | $234,825.28 | $15,813.28 | 7.22% |
| MV Moises Valladares Insigneo Advisory Services LLC | 12,719 | $575,107.45 | $646,061.6 | $70,954.15 | 12.34% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 53,209 | $2.31M | $2.7M | $395,801.11 | 17.16% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 14,150 | $675,261 | $718,749.25 | $43,488.25 | 6.44% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 996 | $47,180.52 | $50,591.82 | $3,411.3 | 7.23% |
| JC Jared Calvert Buck Wealth Strategies LLC | 17,714 | $761,776.46 | $899,782.63 | $138,006.17 | 18.12% |