| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 51,130 | $2.33M | $2.37M | $41,438.55 | 1.78% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 55,829 | $2.21M | $2.59M | $376,800.54 | 17.06% |
| NA Nizar Araji National Bank Of Canada /FI/ | 770 | $29,236.9 | $35,677.95 | $6,441.05 | 22.03% |
Shad Lamm Keystone Wealth Services LLC | 18,080 | $785,033.6 | $828,570.24 | $43,536.64 | 5.55% |
| TSR Ted S. Rich RiverTree Advisors LLC | 5,160 | $208,154.4 | $236,472.48 | $28,318.08 | 13.6% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 5,700 | $247,494 | $261,219.6 | $13,725.6 | 5.55% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 18,680 | $814,080.35 | $867,872.8 | $53,792.45 | 6.61% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,225 | $45,126.79 | $56,139.3 | $11,012.51 | 24.4% |
Penny A. Phillips Journey Strategic Wealth LLC | 8,135 | $295,422.84 | $372,810.78 | $77,387.94 | 26.2% |
Sean Reitenbach Prosperity Consulting Group LLC | 7,673 | $292,878.41 | $355,950.47 | $63,072.06 | 21.54% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 32,310 | $1.36M | $1.48M | $124,828.2 | 9.21% |
Kristofer Gray Integrity Financial Corp. /WA | 19,608 | $773,833.17 | $898,595.42 | $124,762.25 | 16.12% |
Adam Schwallier Schwallier Wealth Management LLC | 8,704 | $379,718.79 | $404,387.84 | $24,669.05 | 6.5% |
Jeffrey D. Munjack JDM Financial Group LLC | 7,640 | $290,090.8 | $354,580.8 | $64,490 | 22.23% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 19,340 | $759,205.45 | $896,118.9 | $136,913.45 | 18.03% |
| JC Jared Calvert Buck Wealth Strategies LLC | 15,782 | $630,324.79 | $723,257.5 | $92,932.71 | 14.74% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,844 | $457,232.88 | $496,872.08 | $39,639.2 | 8.67% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 23,063 | $880,419 | $1.06M | $176,512.16 | 20.05% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 122,246 | $4.69M | $5.6M | $911,879.6 | 19.44% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 6,986 | $241,506.02 | $320,154.41 | $78,648.39 | 32.57% |