| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 778 | $21,994.47 | $25,116.25 | $3,121.78 | 14.19% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 15,397 | $440,351.32 | $497,631.04 | $57,279.72 | 13.01% |
| RE Rod Ehrlich Wayfinding Financial LLC | 24,339 | $612,079.97 | $786,636.48 | $174,556.51 | 28.52% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 50,079 | $1.36M | $1.62M | $256,300.98 | 18.81% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 9,081 | $266,085.28 | $292,408.2 | $26,322.92 | 9.89% |
Jeffrey Gilbert Balboa Wealth Partners | 21,051 | $539,448.86 | $677,842.2 | $138,393.34 | 25.65% |
| MN Mark Neitzel M1 Capital Management LLC | 56,276 | $1.56M | $1.81M | $248,117.36 | 15.86% |
Andrew Agosta Prosperity Financial Group, Inc. | 127,873 | $2.96M | $4.13M | $1.17M | 39.33% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,113 | $223,649 | $261,887.64 | $38,238.64 | 17.1% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 16,021 | $470,002.54 | $517,157.88 | $47,155.34 | 10.03% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 26,124 | $764,936.52 | $843,282.72 | $78,346.2 | 10.24% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 14,529 | $399,522.81 | $467,833.8 | $68,310.99 | 17.1% |
| RFL Rossby Financial LLC Rossby Financial LLC | 2,408 | $60,856.63 | $77,537.6 | $16,680.97 | 27.41% |
Baer Investment Advisory LLC Baer Investment Advisory LLC | 16,021 | $441,646 | $515,876.2 | $74,230.2 | 16.81% |
| AS Aryn Sands GK Wealth Management LLC | 21,875 | $695,213 | $704,375 | $9,162 | 1.32% |