| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 95,194 | $2.11M | $2.27M | $162,316.94 | 7.7% |
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 409,674 | $9.16M | $9.77M | $609,623.36 | 6.66% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 158,308 | $3.65M | $3.77M | $115,301.6 | 3.16% |
| RR rosemary richard WCG Wealth Advisors LLC | 12,797 | $292,411.45 | $304,696.57 | $12,285.12 | 4.2% |
Daren Blonski Fermata Advisors LLC | 69,541 | $1.63M | $1.66M | $28,907.46 | 1.78% |
| TSR Ted S. Rich RiverTree Advisors LLC | 211,386 | $4.81M | $5.04M | $230,617.18 | 4.8% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 33,901 | $703,292.76 | $808,708.35 | $105,415.59 | 14.99% |
Andrew Endelman Independent Wealth Network Inc. | 28,485 | $644,938.47 | $679,509.67 | $34,571.2 | 5.36% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 40,291 | $915,842.81 | $963,962.17 | $48,119.36 | 5.25% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 63,195 | $1.49M | $1.51M | $22,085.35 | 1.48% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 27,180 | $639,562.76 | $652,048.2 | $12,485.44 | 1.95% |
| RF Ryan Fink Treasure Coast Financial Planning | 18,047 | $385,249.87 | $432,947.53 | $47,697.66 | 12.38% |
Marc H. Stone Tyler-Stone Wealth Management | 16,326 | $377,026.08 | $389,048.58 | $12,022.5 | 3.19% |
| DW Darren Woolson Asset Allocation Strategies LLC | 12,186 | $279,662 | $290,453.31 | $10,791.31 | 3.86% |
| TG Timothy Gerlach Novem Group | 12,792 | $292,838.84 | $304,897.32 | $12,058.48 | 4.12% |
Amanda Hawley Atria Wealth Solutions Inc. | 60,697 | $1.4M | $1.45M | $50,141.12 | 3.58% |
Jeffrey Gilbert Balboa Wealth Partners | 59,307 | $1.36M | $1.42M | $56,358.27 | 4.14% |
Mariana Coli Dunhill Financial LLC | 8,901 | $194,575.63 | $212,689.39 | $18,113.76 | 9.31% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 15,149 | $348,588.75 | $361,985.35 | $13,396.6 | 3.84% |
| MV Moises Valladares Insigneo Advisory Services LLC | 14,407 | $340,293 | $343,678.98 | $3,385.98 | 1% |