| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 83,953 | $3.24M | $3.77M | $536,165.5 | 16.57% |
| MK Matthew Kolesky ARBOR CAPITAL MANAGEMENT Inc. /ADV | 5,005 | $170,567.41 | $224,899.67 | $54,332.26 | 31.85% |
Jeff Ameen Spire Wealth Management | 5,390 | $194,040 | $242,118.8 | $48,078.8 | 24.78% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 14,611 | $542,212.35 | $657,056.67 | $114,844.32 | 21.18% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,255 | $44,866.45 | $56,437.35 | $11,570.9 | 25.79% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 5,483 | $204,735.22 | $246,406.02 | $41,670.8 | 20.35% |
| MO Michael O'Connor Capasso Planning Partners LLC | 5,630 | $238,712 | $252,955.9 | $14,243.9 | 5.97% |
Kristofer Gray Integrity Financial Corp. /WA | 26,597 | $966,866.21 | $1.2M | $228,269.98 | 23.61% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,240 | $382,361.6 | $460,901.38 | $78,539.78 | 20.54% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 4,725 | $200,038.45 | $211,750.87 | $11,712.42 | 5.86% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,010 | $35,249 | $45,424.75 | $10,175.75 | 28.87% |
| JC Jared Calvert Buck Wealth Strategies LLC | 13,431 | $515,567.79 | $604,126.38 | $88,558.59 | 17.18% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,333 | $201,214.03 | $239,131.19 | $37,917.16 | 18.84% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 34,537 | $1.33M | $1.55M | $218,378.61 | 16.37% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 33,666 | $1.14M | $1.51M | $373,447.5 | 32.76% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 293 | $11,594.01 | $13,170.35 | $1,576.34 | 13.6% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 566 | $23,596.77 | $25,436.04 | $1,839.27 | 7.79% |
Robert R Schulz Schulz Wealth, LTD. | 13,417 | $454,224.32 | $602,758.72 | $148,534.4 | 32.7% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 34,061 | $1.22M | $1.53M | $311,327.59 | 25.55% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 10,018 | $374,071.93 | $448,455.77 | $74,383.84 | 19.88% |