| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,649 | $390,495.03 | $407,670.25 | $17,175.22 | 4.4% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 1,825 | $73,857.75 | $77,626.37 | $3,768.62 | 5.1% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 4,974 | $201,297.78 | $211,693.44 | $10,395.66 | 5.16% |
Lonny Elfenbein West Michigan Advisors LLC | 30,902 | $1.04M | $1.32M | $274,678.99 | 26.4% |
| MWM Marion Wealth Management Marion Wealth Management | 5,737 | $232,176.39 | $243,879.87 | $11,703.48 | 5.04% |
Benjamin Cauley Carr Financial Group Corp. | 27,728 | $1.1M | $1.17M | $71,181.36 | 6.46% |
Brian Dechow SWAN Capital LLC | 300 | $12,141 | $12,718.5 | $577.5 | 4.76% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 1,312 | $53,096.64 | $55,589.44 | $2,492.8 | 4.69% |
| PIL PFG Investments LLC PFG Investments LLC | 7,250 | $293,408 | $306,747.5 | $13,339.5 | 4.55% |
| SB Scott Boyce Decker Retirement Planning Inc. | 1,170 | $47,350 | $49,736.7 | $2,386.7 | 5.04% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,049 | $406,683 | $424,972.21 | $18,289.21 | 4.5% |
Berkeley Harrison Sterling Financial Group, Inc. | 528,577 | $16.21M | $22.36M | $6.15M | 37.93% |
Christopher C. Powers Farther Finance Advisors, LLC | 24,924 | $887,993.11 | $1.05M | $157,319.45 | 17.72% |
Amir Har-El Savvy Advisors, Inc. | 25,131 | $981,799.48 | $1.06M | $79,608.3 | 8.11% |
Jon Deven Mouton CAP Partners, LLC | 45,366 | $1.42M | $1.92M | $496,290.15 | 34.87% |
Joshua Stipcich Tidemark, LLC | 6,788 | $214,774.03 | $286,623.3 | $71,849.27 | 33.45% |
Nicole Davis Northwest Financial Advisors | 36,802 | $1.17M | $1.55M | $383,144.38 | 32.72% |
James J. Karabas Embree Financial Group | 16,035 | $589,760.68 | $680,365.05 | $90,604.37 | 15.36% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 618 | $25,010 | $25,918.92 | $908.92 | 3.63% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 20,525 | $624,219.15 | $865,949.75 | $241,730.6 | 38.73% |