| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 7,756 | $378,059.13 | $475,830.6 | $97,771.47 | 25.86% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 326,250 | $19.89M | $20.32M | $422,498.74 | 2.12% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 88,198 | $4.63M | $5.49M | $861,156.11 | 18.62% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 8,048 | $449,485.63 | $493,744.8 | $44,259.17 | 9.85% |
| NA Nizar Araji National Bank Of Canada /FI/ | 1,100 | $60,669.9 | $68,502.28 | $7,832.38 | 12.91% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 6,203 | $359,808.28 | $386,290.58 | $26,482.3 | 7.36% |
Jeff Ameen Spire Wealth Management | 425 | $15,886.5 | $26,073.75 | $10,187.25 | 64.13% |
Shad Lamm Keystone Wealth Services LLC | 66,104 | $3.69M | $4.06M | $363,572 | 9.85% |
Andrew Endelman Independent Wealth Network Inc. | 6,058 | $292,277.71 | $371,658.3 | $79,380.59 | 27.16% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 19,004 | $1.08M | $1.19M | $105,440.37 | 9.76% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 13,039 | $590,706.98 | $799,942.65 | $209,235.67 | 35.42% |
Penny A. Phillips Journey Strategic Wealth LLC | 16,803 | $790,236.57 | $1.03M | $240,627.48 | 30.45% |
Sean Reitenbach Prosperity Consulting Group LLC | 5,240 | $255,305.76 | $326,430.52 | $71,124.76 | 27.86% |
| EM Erin Mccann Simplicity Wealth LLC | 4,823 | $292,968.31 | $295,891.05 | $2,922.74 | 1% |
Kristofer Gray Integrity Financial Corp. /WA | 40,526 | $1.87M | $2.49M | $620,922.49 | 33.29% |
Timothy Gerlach Novem Group | 7,620 | $379,247.14 | $467,487 | $88,239.86 | 23.27% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 40,108 | $2M | $2.46M | $461,416.85 | 23.08% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 4,350 | $265,263 | $271,548.75 | $6,285.75 | 2.37% |
Rachel Faulk Cape Investment Advisory Inc. | 249 | $15,184 | $15,276.15 | $92.15 | 0.61% |
| FIL FWG Investments LLC FWG Investments LLC | 25,564 | $1.33M | $1.57M | $234,521.48 | 17.58% |