| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 22,352 | $906,374.6 | $1.01M | $104,159.32 | 11.49% |
Jeff Ameen Spire Wealth Management | 625 | $24,156.25 | $28,262.5 | $4,106.25 | 17% |
| SL Shad Lamm Keystone Wealth Services LLC | 15,786 | $661,591.26 | $713,685.06 | $52,093.8 | 7.87% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 21,770 | $713,488.03 | $984,439.4 | $270,951.37 | 37.98% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 8,841 | $349,288.72 | $400,232.07 | $50,943.35 | 14.58% |
Kristofer Gray Integrity Financial Corp. /WA | 8,497 | $320,802.88 | $385,593.86 | $64,790.98 | 20.2% |
| TT Tu Tran Crosspoint Financial LLC | 11,360 | $476,098 | $513,188 | $37,090 | 7.79% |
| ED Eric Dahm Range Financial Group LLC | 297,530 | $11.21M | $13.45M | $2.24M | 20.03% |
| WJW Walter J. West Milestone Asset Management LLC | 16,739 | $633,176.06 | $756,937.58 | $123,761.52 | 19.55% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 84,835 | $3.12M | $3.84M | $721,633.07 | 23.13% |
Christopher C. Powers Farther Finance Advisors, LLC | 248 | $9,371.77 | $11,213.39 | $1,841.62 | 19.65% |
Courtney Haddad Concurrent Investment Advisors, LLC | 49,377 | $2.05M | $2.23M | $187,475.85 | 9.16% |
James Rankin Modern Wealth Management, LLC | 12,785 | $500,916 | $578,521.25 | $77,605.25 | 15.49% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 6,850 | $266,339.55 | $309,962.5 | $43,622.95 | 16.38% |
Andrea Butler Sequent Planning LLC | 26,143 | $1.07M | $1.18M | $111,217.05 | 10.38% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 18,519 | $740,176.62 | $837,984.75 | $97,808.13 | 13.21% |
Jonathan Chatfield LM Advisors LLC | 2,596 | $97,529.09 | $117,469 | $19,939.91 | 20.45% |
Robert R Schulz Schulz Wealth, LTD. | 129,031 | $4.68M | $5.83M | $1.15M | 24.6% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,348 | $51,567.42 | $60,956.56 | $9,389.14 | 18.21% |
Chris M. Frantz Catalina Capital Group, LLC | 13,115 | $470,566 | $593,060.3 | $122,494.3 | 26.03% |