| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 73,132 | $3.08M | $4.06M | $972,303.9 | 31.52% |
| MK Matthew Kolesky ARBOR CAPITAL MANAGEMENT Inc. /ADV | 7,549 | $279,830.85 | $419,082.73 | $139,251.88 | 49.76% |
| SL Shad Lamm Keystone Wealth Services LLC | 94,282 | $4.75M | $5.23M | $483,666.66 | 10.19% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 9,832 | $454,260.44 | $546,118.44 | $91,858 | 20.22% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 17,554 | $784,968.55 | $975,212.47 | $190,243.92 | 24.24% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 4,840 | $186,342.66 | $268,934.6 | $82,591.94 | 44.32% |
Kristofer Gray Integrity Financial Corp. /WA | 43,044 | $1.74M | $2.39M | $650,502.48 | 37.43% |
| TG Timothy Gerlach Novem Group | 9,125 | $416,973.06 | $506,346.25 | $89,373.19 | 21.43% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 24,698 | $1.17M | $1.37M | $204,153.79 | 17.47% |
| FIL FWG Investments LLC FWG Investments LLC | 28,875 | $1.21M | $1.6M | $394,114.57 | 32.55% |
| MV Moises Valladares Insigneo Advisory Services LLC | 7,494 | $381,087.15 | $416,441.58 | $35,354.43 | 9.28% |
| TAL TFB Advisors LLC TFB Advisors LLC | 8,297 | $374,544.57 | $461,064.29 | $86,519.72 | 23.1% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 2,929 | $131,236.73 | $162,764.53 | $31,527.8 | 24.02% |
Jill Batley Gateway Wealth Partners LLC | 6,870 | $345,773 | $381,594.15 | $35,821.15 | 10.36% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 5,100 | $205,224 | $283,075.5 | $77,851.5 | 37.93% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 15,655 | $807,172 | $868,774.22 | $61,602.22 | 7.63% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,256 | $145,510.47 | $179,633.52 | $34,123.05 | 23.45% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,850 | $232,841.26 | $269,247.75 | $36,406.49 | 15.64% |
Courtney Haddad Concurrent Investment Advisors, LLC | 15,812 | $795,841 | $877,803.18 | $81,962.18 | 10.3% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 4,665 | $209,645.4 | $258,907.5 | $49,262.1 | 23.5% |