| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,856 | $247,746.61 | $269,997.12 | $22,250.51 | 8.98% |
| YA Yinka Akinsola Blue Trust Inc. | 1 | $64.59 | $70.05 | $5.46 | 8.45% |
Jeff Ameen Spire Wealth Management | 101 | $6,460.96 | $7,034.65 | $573.69 | 8.88% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,396 | $638,196.43 | $728,239.8 | $90,043.37 | 14.11% |
Kevin B. Crawford JB Capital LLC | 3,622 | $222,396.31 | $253,576.22 | $31,179.91 | 14.02% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,050 | $63,651 | $73,510.5 | $9,859.5 | 15.49% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 4,775 | $268,986.15 | $333,963.5 | $64,977.35 | 24.16% |
Brian Baylis Bell Investment Advisors Inc. | 39 | $2,568.93 | $2,730.97 | $162.04 | 6.31% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 106,641 | $6.2M | $7.46M | $1.25M | 20.18% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 585 | $39,975.98 | $40,871.02 | $895.04 | 2.24% |
Marc H. Stone Tyler-Stone Wealth Management | 33,877 | $1.89M | $2.38M | $485,168.31 | 25.62% |
Dalila Toledo Ascent Group LLC | 4,681 | $289,319.77 | $328,770.03 | $39,450.26 | 13.64% |
| PO Patrick O'Connell Security Financial Services Inc. | 14,101 | $894,179.07 | $982,134.65 | $87,955.58 | 9.84% |
| DW Darren Woolson Asset Allocation Strategies LLC | 14,232 | $795,360.99 | $999,584.52 | $204,223.53 | 25.68% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,861 | $525,214.94 | $623,459.96 | $98,245.02 | 18.71% |
Amna Ali Khan GDS Wealth Management | 3,506 | $226,452.54 | $246,489.33 | $20,036.79 | 8.85% |
Lukas Lindgren Abound Wealth Management | 529 | $33,222 | $37,043.22 | $3,821.22 | 11.5% |
Alexandra Stickelman Root Financial Partners, LLC | 102 | $6,588 | $7,189.98 | $601.98 | 9.14% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,384 | $311,508.92 | $379,491.24 | $67,982.32 | 21.82% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 183,619 | $12.24M | $12.94M | $704,334.06 | 5.75% |