| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,331 | $127,444.06 | $135,571.7 | $8,127.64 | 6.38% |
| DC Dominic Corabi Wedmont Private Capital | 14,971 | $429,333.11 | $604,603.83 | $175,270.72 | 40.82% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 9 | $261.45 | $366.25 | $104.8 | 40.08% |
Candace Cavalier Congress Wealth Management LLC / DE / | 55,282 | $1.7M | $2.25M | $547,015.39 | 32.13% |
| JG Jaclyn Gilbert SAXON INTERESTS Inc. | 13,595 | $368,968.3 | $553,248.52 | $184,280.22 | 49.94% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 379 | $11,207.03 | $15,171.37 | $3,964.34 | 35.37% |
| DM David Mailloux WealthCare Investment Partners LLC | 98,401 | $3.42M | $4M | $580,096.63 | 16.94% |
| RG Ryan Gough Perfromance Wealth Partners LLC | 75,477 | $2.71M | $3.07M | $359,009.58 | 13.23% |
Clint Dunn Beaird Harris Wealth Management LLC | 33 | $817.74 | $1,342.11 | $524.37 | 64.12% |
Caroline Jankowski Operose Advisors LLC | 1,424 | $43,747.2 | $57,914.08 | $14,166.88 | 32.38% |
Bill McVay Red Tortoise LLC | 63,177 | $2.04M | $2.56M | $520,818.6 | 25.57% |
Kenyon Lederer Pinnacle Wealth Management LLC | 178,075 | $6.75M | $7.21M | $456,811.72 | 6.77% |
| SC Sue Cox BetterWealth LLC | 11,979 | $458,316.54 | $484,905.13 | $26,588.59 | 5.8% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 71 | $2,343.71 | $2,864.14 | $520.43 | 22.21% |
| EM Erin Mccann Simplicity Wealth LLC | 141,937 | $4.76M | $5.73M | $968,997.36 | 20.37% |
Michael Byun SageView Advisory Group LLC | 9,833 | $277,389.48 | $397,646.52 | $120,257.04 | 43.35% |
| JP James Peterson Nearwater Capital Markets Ltd. | 66,900 | $2.56M | $2.7M | $139,152 | 5.44% |
Kristofer Gray Integrity Financial Corp. /WA | 118 | $4,266.88 | $4,760.12 | $493.24 | 11.56% |
| DW Darren Woolson Asset Allocation Strategies LLC | 70,250 | $2.26M | $2.84M | $582,136.54 | 25.77% |
Christopher Warner WARNER FINANCIAL Inc. | 10,451 | $276,659.61 | $422,638.44 | $145,978.83 | 52.76% |