| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Hanson Breakwater Capital Group | 5,966 | $355,934.47 | $484,081.24 | $128,146.77 | 36% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 11,111 | $562,343.39 | $901,546.54 | $339,203.15 | 60.32% |
| FFL Financial Freedom LLC Financial Freedom LLC | 5,971 | $315,082.81 | $483,919.69 | $168,836.88 | 53.58% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 100 | $7,020 | $8,078 | $1,058 | 15.07% |
| MY Michael Yoder Yoder Wealth Management Inc. | 93,649 | $5.53M | $7.58M | $2.06M | 37.19% |
| SB Scott Boyce Decker Retirement Planning Inc. | 423 | $29,052 | $34,091.68 | $5,039.68 | 17.35% |
David Silver INSTRUMENTAL WEALTH, LLC | 4,167 | $308,023.42 | $335,839.36 | $27,815.94 | 9.03% |
Alexandra Stickelman Root Financial Partners, LLC | 253 | $19,667.96 | $20,439.87 | $771.91 | 3.92% |
John Hayes LongView Wealth Management | 10,143 | $668,192.06 | $814,685.76 | $146,493.7 | 21.92% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 14,190 | $755,389.65 | $1.15M | $390,736.65 | 51.73% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,121 | $85,563.92 | $90,038.72 | $4,474.8 | 5.23% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,000 | $57,860 | $81,015 | $23,155 | 40.02% |
| AK Alisha Kamadia United Community Bank | 582 | $32,545 | $47,217.66 | $14,672.66 | 45.08% |
James Rankin Modern Wealth Management, LLC | 91,988 | $6.75M | $7.46M | $714,773.84 | 10.59% |
David Vollmer PFS Partners, LLC | 39 | $1,706.67 | $3,164.07 | $1,457.4 | 85.39% |
Taylor Wagner Valued Wealth Advisors LLC | 73 | $5,075 | $5,914.09 | $839.09 | 16.53% |
Joshua Stipcich Tidemark, LLC | 150 | $8,032.58 | $12,127.5 | $4,094.92 | 50.98% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3,950 | $238,093.83 | $319,081 | $80,987.17 | 34.01% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 46 | $3,229 | $3,723.24 | $494.24 | 15.31% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 29 | $1,709 | $2,343.49 | $634.49 | 37.13% |