| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 55,802 | $2.21M | $2.55M | $345,530.07 | 15.65% |
| MK Matthew Kolesky ARBOR CAPITAL MANAGEMENT Inc. /ADV | 5,266 | $192,190.68 | $241,103.81 | $48,913.13 | 25.45% |
Jeff Ameen Spire Wealth Management | 130 | $4,936.1 | $5,942.3 | $1,006.2 | 20.38% |
| SL Shad Lamm Keystone Wealth Services LLC | 18,918 | $821,419.56 | $865,498.5 | $44,078.94 | 5.37% |
| TSR Ted S. Rich RiverTree Advisors LLC | 5,160 | $208,154.4 | $236,044.2 | $27,889.8 | 13.4% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 5,700 | $247,494 | $260,946 | $13,452 | 5.44% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,642 | $311,586.44 | $350,194.65 | $38,608.21 | 12.39% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,225 | $45,126.79 | $56,135.62 | $11,008.83 | 24.4% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 8,135 | $295,422.84 | $372,827.05 | $77,404.21 | 26.2% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 7,673 | $292,878.41 | $351,653.59 | $58,775.18 | 20.07% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 32,310 | $1.36M | $1.48M | $121,015.62 | 8.93% |
Kristofer Gray Integrity Financial Corp. /WA | 19,792 | $779,562.91 | $905,879.84 | $126,316.93 | 16.2% |
Adam Schwallier Schwallier Wealth Management LLC | 8,747 | $381,597.46 | $400,787.54 | $19,190.08 | 5.03% |
Jeffrey D. Munjack JDM Financial Group LLC | 7,640 | $290,090.8 | $349,988.4 | $59,897.6 | 20.65% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 19,340 | $759,205.45 | $886,062.1 | $126,856.65 | 16.71% |
| JC Jared Calvert Buck Wealth Strategies LLC | 15,782 | $630,324.79 | $723,052.33 | $92,727.54 | 14.71% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,023 | $283,278.71 | $320,283.91 | $37,005.2 | 13.06% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 23,063 | $880,419 | $1.06M | $175,751.08 | 19.96% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 124,440 | $4.77M | $5.7M | $925,013.52 | 19.38% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 7,086 | $244,963.02 | $324,503.37 | $79,540.35 | 32.47% |