| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 11,499 | $438,726.04 | $481,290.64 | $42,564.6 | 9.7% |
Jeff Ameen Spire Wealth Management | 3,882 | $146,885.08 | $162,500.52 | $15,615.44 | 10.63% |
| SL Shad Lamm Keystone Wealth Services LLC | 29,127 | $1.18M | $1.22M | $40,632.16 | 3.45% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 28,433 | $882,945.26 | $1.19M | $308,966.1 | 34.99% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 9,433 | $340,581.2 | $395,572.85 | $54,991.65 | 16.15% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 7,173 | $263,536.02 | $300,584.56 | $37,048.54 | 14.06% |
Kristofer Gray Integrity Financial Corp. /WA | 3,994 | $143,249.84 | $167,188.84 | $23,939 | 16.71% |
| ED Eric Dahm Range Financial Group LLC | 22,688 | $907,120.92 | $949,719.68 | $42,598.76 | 4.7% |
| NB Nolan Baker Retirement Guys Formula LLC | 12,179 | $466,577.49 | $512,005.16 | $45,427.67 | 9.74% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,515 | $100,574.85 | $104,875.5 | $4,300.65 | 4.28% |
| SS Stephen Smith Kestra Investment Management LLC | 7,148 | $280,593.44 | $299,572.68 | $18,979.24 | 6.76% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 25,198 | $848,627.93 | $1.06M | $207,294.26 | 24.43% |
Christopher C. Powers Farther Finance Advisors, LLC | 293 | $11,029.63 | $12,216.63 | $1,187 | 10.76% |
Courtney Haddad Concurrent Investment Advisors, LLC | 194,238 | $7.37M | $8.14M | $765,001.71 | 10.38% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 17,931 | $658,782.87 | $750,770.97 | $91,988.1 | 13.96% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,382 | $206,181 | $225,425.07 | $19,244.07 | 9.33% |
Andrea Butler Sequent Planning LLC | 8,505 | $292,941.44 | $356,189.4 | $63,247.96 | 21.59% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,384 | $53,020.3 | $57,961.92 | $4,941.62 | 9.32% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 831 | $33,243.88 | $34,789.81 | $1,545.93 | 4.65% |
Robert R Schulz Schulz Wealth, LTD. | 110,319 | $3.79M | $4.62M | $830,086.04 | 21.91% |