| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 2,979 | $59,788.91 | $66,297.64 | $6,508.73 | 10.89% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 12,218 | $266,755.51 | $271,545.05 | $4,789.54 | 1.8% |
| RC Robert Chess L.M. Kohn & Company | 20,921 | $397,308.92 | $465,596.85 | $68,287.93 | 17.19% |
Jeff Ameen Spire Wealth Management | 1,832 | $37,171.28 | $41,000.16 | $3,828.88 | 10.3% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 16,961 | $336,300.52 | $376,788.61 | $40,488.09 | 12.04% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 58,745 | $1.1M | $1.3M | $209,109.49 | 19.09% |
Loyd Stegent Stegent Equity Advisors Inc. | 10,906 | $202,633.48 | $242,385.85 | $39,752.37 | 19.62% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 76,302 | $1.42M | $1.71M | $287,982.27 | 20.3% |
Amanda Hawley Atria Wealth Solutions Inc. | 30,285 | $562,900.5 | $676,112.62 | $113,212.12 | 20.11% |
| VL Victoria Latham Fiduciary Alliance LLC | 15,449 | $313,460.64 | $344,898.92 | $31,438.28 | 10.03% |
Belena Vincetti Fortis Capital Advisors LLC | 12,112 | $272,399 | $270,763.76 | -$1,635.24 | -0.6% |
| SR Scott Register Register Financial Advisors LLC | 10,542 | $209,767.7 | $235,929.96 | $26,162.26 | 12.47% |
Amy Ardeel Icon Wealth Advisors LLC | 18,104 | $349,012.42 | $405,077 | $56,064.58 | 16.06% |
| TAS Todd A. Sixt Strait & Sound Wealth Management LLC | 69,699 | $1.35M | $1.56M | $208,098.64 | 15.41% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 92,534 | $1.84M | $2.07M | $229,744.13 | 12.52% |
John Hayes LongView Wealth Management | 106,599 | $1.98M | $2.39M | $402,436.81 | 20.29% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,464 | $109,548.66 | $122,284.32 | $12,735.66 | 11.63% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,528 | $459,719.04 | $502,261.76 | $42,542.72 | 9.25% |
James Rankin Modern Wealth Management, LLC | 804,177 | $16.19M | $17.93M | $1.74M | 10.74% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 14,769 | $277,362.75 | $330,233.36 | $52,870.61 | 19.06% |