| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 69,287 | $2.67M | $3.25M | $586,397.41 | 22% |
| MK Matthew Kolesky ARBOR CAPITAL MANAGEMENT Inc. /ADV | 8,164 | $305,972.97 | $383,299.8 | $77,326.83 | 25.27% |
Jeff Ameen Spire Wealth Management | 599 | $23,582.63 | $28,105.08 | $4,522.45 | 19.18% |
Kyle P. Smith NewEdge Wealth LLC | 52,196 | $1.93M | $2.45M | $519,690.13 | 26.94% |
| SL Shad Lamm Keystone Wealth Services LLC | 10,091 | $446,930.39 | $473,621.08 | $26,690.69 | 5.97% |
| SMM Shawn M. McHugh WealthTrust Asset Management LLC | 15,163 | $557,249.01 | $711,296.33 | $154,047.32 | 27.64% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,211 | $46,354.83 | $56,886.72 | $10,531.89 | 22.72% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 5,355 | $193,630.52 | $251,470.8 | $57,840.28 | 29.87% |
| MO Michael O'Connor Capasso Planning Partners LLC | 11,189 | $495,560.81 | $524,764.1 | $29,203.29 | 5.89% |
| EM Erin Mccann Simplicity Wealth LLC | 4,948 | $203,481.04 | $232,308.6 | $28,827.56 | 14.17% |
Kristofer Gray Integrity Financial Corp. /WA | 19,623 | $776,656.58 | $921,299.85 | $144,643.27 | 18.62% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 51,265 | $2.27M | $2.4M | $127,906.17 | 5.63% |
Amy Ardeel Icon Wealth Advisors LLC | 20,633 | $812,321.21 | $969,647.83 | $157,326.62 | 19.37% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 12,427 | $452,652 | $584,006.86 | $131,354.86 | 29.02% |
| JC Jared Calvert Buck Wealth Strategies LLC | 11,691 | $462,185.83 | $549,360.09 | $87,174.26 | 18.86% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,616 | $177,500.74 | $215,912.48 | $38,411.74 | 21.64% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 7,892 | $323,977.03 | $370,608.32 | $46,631.29 | 14.39% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 13,138 | $527,834.09 | $616,960.48 | $89,126.39 | 16.89% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,627 | $70,658 | $76,403.92 | $5,745.92 | 8.13% |
Andrea Butler Sequent Planning LLC | 116,972 | $4.6M | $5.49M | $889,746.59 | 19.33% |