| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 5,339 | $207,603.83 | $243,858.82 | $36,254.99 | 17.46% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 97 | $3,938.74 | $4,428.53 | $489.79 | 12.44% |
Jeff Ameen Spire Wealth Management | 3,987 | $148,795.81 | $181,408.5 | $32,612.69 | 21.92% |
| TA Thomas Anderton 626 Financial LLC | 140,372 | $5.89M | $6.42M | $529,935.06 | 8.99% |
Joel A. Schreiber SFI Advisors LLC | 16,084 | $558,758.16 | $735,843 | $177,084.84 | 31.69% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 243 | $11,070 | $11,061.36 | -$8.64 | -0.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,398 | $318,059.21 | $331,689.33 | $13,630.12 | 4.29% |
Matthew Richmond Richmond Investment Services, LLC | 9,206 | $363,135.09 | $419,885.66 | $56,750.57 | 15.63% |
VestGen Advisors LLC VestGen Advisors LLC | 73,182 | $2.88M | $3.3M | $416,632.74 | 14.44% |
Stonehaven Wealth & Tax Solutions LLC Stonehaven Wealth & Tax Solutions LLC | 5,052 | $213,214.23 | $226,986.36 | $13,772.13 | 6.46% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 5,387 | $245,389 | $241,334.91 | -$4,054.09 | -1.65% |