| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 43,884 | $894,170.88 | $972,688.86 | $78,517.98 | 8.78% |
| TSR Ted S. Rich RiverTree Advisors LLC | 154,916 | $3M | $3.43M | $439,070.7 | 14.66% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 25,066 | $521,275.69 | $557,843.83 | $36,568.14 | 7.02% |
Marc H. Stone Tyler-Stone Wealth Management | 18,760 | $385,048.34 | $415,346.4 | $30,298.06 | 7.87% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 19,170 | $371,496.06 | $424,423.8 | $52,927.74 | 14.25% |
| TG Timothy Gerlach Novem Group | 15,346 | $301,605.88 | $340,144.09 | $38,538.21 | 12.78% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,058 | $208,443.3 | $245,819.34 | $37,376.04 | 17.93% |
Jeffrey Gilbert Balboa Wealth Partners | 44,390 | $870,497.6 | $986,789.7 | $116,292.1 | 13.36% |
Mariana Coli Dunhill Financial LLC | 6,042 | $118,181.45 | $134,313.66 | $16,132.21 | 13.65% |
Kelly Christopher Significant Wealth Partners LLC | 90,151 | $1.8M | $1.99M | $190,868.98 | 10.61% |
| NH Nathaniel Holden Core Wealth Partners LLC | 37,822 | $730,187.03 | $834,731.54 | $104,544.51 | 14.32% |
Jill Batley Gateway Wealth Partners LLC | 54,486 | $1.1M | $1.21M | $112,417.21 | 10.25% |
David Kronour Kapstone Financial Advisors LLC | 13,520 | $280,163.36 | $299,941.2 | $19,777.84 | 7.06% |
| PIL PFG Investments LLC PFG Investments LLC | 22,922 | $474,403.6 | $507,263.86 | $32,860.26 | 6.93% |
Courtney Haddad Concurrent Investment Advisors, LLC | 117,021 | $2.27M | $2.59M | $318,369.49 | 14% |
Joseph C. Gissy Tactive Advisors, LLC | 26,055 | $516,620.54 | $576,336.6 | $59,716.06 | 11.56% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 53,908 | $1.11M | $1.19M | $85,277.99 | 7.69% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 580 | $11,211 | $12,818 | $1,607 | 14.33% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 15,434 | $307,444 | $341,091.4 | $33,647.4 | 10.94% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 26,466 | $542,893.21 | $584,898.6 | $42,005.39 | 7.74% |