| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 1,377 | $61,411.46 | $101,801.61 | $40,390.15 | 65.77% |
Larry Herold Herold Advisors Inc. | 9,016 | $539,039.04 | $667,454.48 | $128,415.44 | 23.82% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 10,395 | $514,603.81 | $773,372.41 | $258,768.6 | 50.29% |
Candace Cavalier Congress Wealth Management LLC / DE / | 52,434 | $2.55M | $3.9M | $1.35M | 52.84% |
John Gorlow Cardiff Park Advisors LLC | 2,428 | $114,970.09 | $180,618.92 | $65,648.83 | 57.1% |
Christopher Pelch Vance Wealth LLC | 6,150 | $303,871.5 | $457,498.5 | $153,627 | 50.56% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 83,638 | $4.1M | $6.16M | $2.05M | 50.07% |
Anu Prabhu Altrius Capital Management Inc. | 5,374 | $242,964.79 | $395,622.59 | $152,657.8 | 62.83% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 714 | $33,679.51 | $52,771.74 | $19,092.23 | 56.69% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,981 | $246,936.18 | $292,510.74 | $45,574.56 | 18.46% |
Matthew J. Syverson Sound Stewardship, LLC | 2,753 | $204,763 | $203,887.18 | -$875.82 | -0.43% |
Kevin Bresler TD Waterhouse Canada Inc. | 300 | $20,584 | $22,218 | $1,634 | 7.94% |
Benj Foor Frazier Financial Advisors, LLC | 4,230 | $208,361.12 | $313,273.8 | $104,912.68 | 50.35% |
United Advisor Group LLC United Advisor Group, LLC | 3,232 | $219,732 | $239,361.92 | $19,629.92 | 8.93% |
Cody Gehman Stonebridge Financial Group, LLC | 9,325 | $461,028.15 | $690,609.5 | $229,581.35 | 49.8% |
Kevin Stillman Evernest Financial Advisors, LLC | 92,400 | $4.59M | $6.84M | $2.25M | 49.08% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 5,246 | $326,588 | $388,518.76 | $61,930.76 | 18.96% |
Brian Krause Cascade Financial Partners, LLC | 269,551 | $14.46M | $19.96M | $5.5M | 38.04% |
| HAS Hayley A. Snell LRI Investments, LLC | 2,085 | $109,483 | $153,122.4 | $43,639.4 | 39.86% |