| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 23,563 | $781,584.71 | $871,241.92 | $89,657.21 | 11.47% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 6,216 | $195,648.12 | $229,246.08 | $33,597.96 | 17.17% |
Justin Dausch ALM First Financial Advisors LLC | 1.56M | $40.11M | $57.75M | $17.65M | 43.99% |
Christopher C. Powers Farther Finance Advisors, LLC | 44,336 | $1.33M | $1.62M | $295,068.63 | 22.19% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 180 | $5,665 | $6,636.02 | $971.02 | 17.14% |
Chris Chatto Encompass More Asset Management | 8,945 | $296,706 | $327,565.9 | $30,859.9 | 10.4% |
Jennifer Lutz Trademark Financial Management, LLC | 20,202 | $670,100 | $744,443.7 | $74,343.7 | 11.09% |
Adam Stalnaker Rockport Wealth LLC | 260,085 | $7.97M | $9.58M | $1.61M | 20.19% |
Nicholas Munoz IronOak Wealth LLC. | 44,038 | $1.2M | $1.62M | $419,461.69 | 34.98% |
| MAI McGrath & Associates Inc. McGrath & Associates Inc. | 43,389 | $923,843.32 | $1.59M | $665,061.86 | 71.99% |
Justin Boggs Optima Capital LLC | 169,356 | $4.83M | $6.21M | $1.37M | 28.37% |