| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 52,198 | $2.32M | $3.07M | $751,520.22 | 32.43% |
| MK Matthew Kolesky ARBOR CAPITAL MANAGEMENT Inc. /ADV | 8,809 | $375,914.11 | $518,233.47 | $142,319.36 | 37.86% |
Jeff Ameen Spire Wealth Management | 3,161 | $118,848.54 | $185,850.99 | $67,002.45 | 56.38% |
| SL Shad Lamm Keystone Wealth Services LLC | 45,467 | $2.43M | $2.67M | $245,976.47 | 10.13% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 6,995 | $383,535.85 | $411,271.02 | $27,735.17 | 7.23% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 12,716 | $591,761.06 | $748,654.5 | $156,893.44 | 26.51% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 13,674 | $608,532.06 | $805,398.6 | $196,866.54 | 32.35% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 7,579 | $344,103.85 | $445,645.2 | $101,541.35 | 29.51% |
| SP Salvatore Pitti Pitti Group Wealth Management LLC | 14,989 | $574,903.35 | $883,076.93 | $308,173.58 | 53.6% |
| MO Michael O'Connor Capasso Planning Partners LLC | 4,682 | $256,714.06 | $275,161.14 | $18,447.08 | 7.19% |
| TRG Timothy R. Guthrie Bullseye Investment Management LLC | 11,450 | $512,273 | $672,916.5 | $160,643.5 | 31.36% |
| MH Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 49,954 | $2.74M | $2.94M | $199,317.28 | 7.28% |
Kristofer Gray Integrity Financial Corp. /WA | 35,916 | $1.46M | $2.11M | $648,651.17 | 44.31% |
| TG Timothy Gerlach Novem Group | 13,072 | $625,103 | $768,829.68 | $143,726.68 | 22.99% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,686 | $300,273.99 | $393,905.69 | $93,631.7 | 31.18% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 50,115 | $2.63M | $2.95M | $320,896.28 | 12.19% |
| FIL FWG Investments LLC FWG Investments LLC | 28,694 | $1.34M | $1.69M | $349,661.8 | 26.08% |
| MV Moises Valladares Insigneo Advisory Services LLC | 11,575 | $565,167.42 | $681,883.25 | $116,715.83 | 20.65% |
| TAL TFB Advisors LLC TFB Advisors LLC | 7,811 | $369,248.85 | $460,146.01 | $90,897.16 | 24.62% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 28,018 | $1.15M | $1.65M | $504,334.62 | 44% |