| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,922 | $58,350.79 | $64,944.38 | $6,593.59 | 11.3% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 16,209 | $466,158.03 | $540,894.33 | $74,736.3 | 16.03% |
| RE Rod Ehrlich Wayfinding Financial LLC | 26,780 | $689,654.95 | $900,611.4 | $210,956.45 | 30.59% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 116 | $3,686.48 | $3,919.64 | $233.16 | 6.32% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 52,358 | $1.44M | $1.77M | $332,831.95 | 23.17% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 9,817 | $289,475.36 | $330,145.71 | $40,670.35 | 14.05% |
Jeffrey Gilbert Balboa Wealth Partners | 21,177 | $543,453.14 | $706,676.49 | $163,223.35 | 30.03% |
Jessica Thayer Unique Wealth LLC | 6,498 | $219,816 | $214,693.92 | -$5,122.08 | -2.33% |
| MN Mark Neitzel M1 Capital Management LLC | 63,070 | $1.78M | $2.12M | $339,905.38 | 19.1% |
Andrew Agosta Prosperity Financial Group, Inc. | 130,667 | $3.05M | $4.39M | $1.34M | 44.01% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,632 | $571,130.42 | $595,785.28 | $24,654.86 | 4.32% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,343 | $230,958.41 | $275,652.72 | $44,694.31 | 19.35% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 9,301 | $272,860.22 | $310,374.37 | $37,514.15 | 13.75% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 33,145 | $988,065.78 | $1.11M | $117,982.87 | 11.94% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 17,273 | $486,727.14 | $576,400.01 | $89,672.87 | 18.42% |
Rossby Financial LLC Rossby Financial LLC | 2,406 | $60,811.01 | $54,885.98 | -$5,925.03 | -9.74% |
| AS Aryn Sands GK Wealth Management LLC | 15,106 | $480,086.29 | $520,874.52 | $40,788.23 | 8.5% |