| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 8,431 | $333,032.12 | $385,085.92 | $52,053.8 | 15.63% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 59 | $2,122.82 | $2,694.82 | $572 | 26.95% |
| AC Adam Claypool First Community Trust Na | 1,500 | $41,250 | $68,497.5 | $27,247.5 | 66.05% |
Kyle P. Smith NewEdge Wealth LLC | 51,503 | $1.92M | $2.34M | $424,709.11 | 22.16% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 59,333 | $2.02M | $2.71M | $693,467.09 | 34.4% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 304 | $11,885.8 | $13,926.24 | $2,040.44 | 17.17% |
Jordan Szekely Cherrydale Wealth Management LLC | 10,420 | $447,919.76 | $472,859.6 | $24,939.84 | 5.57% |
Michael Byun SageView Advisory Group LLC | 5,985 | $235,796 | $271,599.3 | $35,803.3 | 15.18% |
Kristofer Gray Integrity Financial Corp. /WA | 13,450 | $507,167.98 | $610,293.75 | $103,125.77 | 20.33% |
Kevin Zemann WealthPlan Investment Management LLC | 15,049 | $594,705.9 | $683,525.58 | $88,819.68 | 14.94% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 20,148 | $760,258.39 | $915,928.08 | $155,669.69 | 20.48% |
Bert D. Barre Colonial Trust Co. / SC | 4,900 | $193,060 | $222,754 | $29,694 | 15.38% |
Jeffrey Hanson Breakwater Capital Group | 46,237 | $1.56M | $2.1M | $539,203.54 | 34.5% |
United Advisor Group LLC United Advisor Group, LLC | 11,432 | $441,592.67 | $519,241.44 | $77,648.77 | 17.58% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 24,722 | $996,876.02 | $1.12M | $122,659.75 | 12.3% |
VestGen Advisors LLC VestGen Advisors LLC | 6,034 | $248,572.12 | $267,788.92 | $19,216.8 | 7.73% |
| CM Chelsea Michels Michels Family Financial LLC | 44,656 | $1.62M | $1.99M | $373,502.35 | 23.07% |
| RFL Rossby Financial LLC Rossby Financial LLC | 202 | $8,292 | $9,014.25 | $722.25 | 8.71% |
Manske Wealth Management Manske Wealth Management | 14,761 | $531,113.05 | $660,333.33 | $129,220.28 | 24.33% |