| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 4,258 | $311,294.31 | $422,265.86 | $110,971.55 | 35.65% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 76,014 | $6.23M | $7.55M | $1.32M | 21.12% |
| YA Yinka Akinsola Blue Trust Inc. | 157 | $12,060.85 | $15,542.47 | $3,481.62 | 28.87% |
Jeff Ameen Spire Wealth Management | 1,914 | $135,434.45 | $189,897.51 | $54,463.06 | 40.21% |
Kyle P. Smith NewEdge Wealth LLC | 16,806 | $1.12M | $1.67M | $545,316.62 | 48.62% |
Shad Lamm Keystone Wealth Services LLC | 9,380 | $866,243 | $930,636.7 | $64,393.7 | 7.43% |
Shawn M. McHugh WealthTrust Asset Management LLC | 4,260 | $317,571.71 | $427,576.2 | $110,004.49 | 34.64% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,955 | $254,573.25 | $293,180.32 | $38,607.07 | 15.17% |
Andrew Endelman Independent Wealth Network Inc. | 5,365 | $349,406.76 | $533,468.77 | $184,062.01 | 52.68% |
Bobby Adusumilli SJS Investment Consulting Inc. | 50 | $4,617.5 | $4,941 | $323.5 | 7.01% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 153 | $12,399.35 | $15,146.48 | $2,747.13 | 22.16% |
Thomas Pappas Cottonwood Capital Advisors LLC | 57,559 | $3.99M | $5.72M | $1.73M | 43.2% |
Matthew Watters Midwest Heritage Bank, FSB | 46,264 | $3.07M | $4.59M | $1.52M | 49.62% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 44,827 | $4.34M | $4.5M | $160,032.39 | 3.69% |
| TA Thomas Anderton 626 Financial LLC | 2,645 | $209,298.85 | $265,478.65 | $56,179.8 | 26.84% |
Marc H. Stone Tyler-Stone Wealth Management | 7,008 | $522,031.76 | $693,686.88 | $171,655.12 | 32.88% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 2,500 | $174,700 | $247,462.5 | $72,762.5 | 41.65% |
Samuel Miller Kraft, Davis & Associates LLC | 5,137 | $397,724.16 | $508,485.94 | $110,761.78 | 27.85% |
| DW Darren Woolson Asset Allocation Strategies LLC | 4,513 | $383,659.88 | $446,696.74 | $63,036.86 | 16.43% |
Timothy Gerlach Novem Group | 6,164 | $569,268 | $610,215.04 | $40,947.04 | 7.19% |