| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 113,951 | $3.4M | $3.58M | $179,809.07 | 5.29% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 6,760 | $201,515.6 | $211,918.56 | $10,402.96 | 5.16% |
| AB Andrew Blass Atlantic Private Wealth LLC | 950 | $28,319.5 | $29,787.25 | $1,467.75 | 5.18% |
Matthew B. Boersen Straight Path Wealth Management | 15,236 | $436,919.4 | $479,629.28 | $42,709.88 | 9.78% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 13,757 | $359,353.17 | $431,901.01 | $72,547.84 | 20.19% |
Jeffrey Jones Cypress Financial Planning LLC | 8,105 | $241,610.05 | $254,132.27 | $12,522.22 | 5.18% |
| RS Rebecca Sierp WPWealth LLP | 63,042 | $1.69M | $1.98M | $287,553.56 | 17.02% |
Jeffrey D. Munjack JDM Financial Group LLC | 761 | $20,387.19 | $23,864.96 | $3,477.77 | 17.06% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,148 | $391,950 | $412,255.54 | $20,305.54 | 5.18% |
Christopher C. Powers Farther Finance Advisors, LLC | 157 | $4,209.24 | $4,905.25 | $696.01 | 16.54% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 840 | $25,041 | $26,346.6 | $1,305.6 | 5.21% |
Syon Capital LLC SYON CAPITAL LLC | 80,170 | $2.39M | $2.51M | $124,616.05 | 5.21% |
David Vollmer PFS Partners, LLC | 4,691 | $139,842 | $147,133.21 | $7,291.21 | 5.21% |
Cody Gehman Stonebridge Financial Group, LLC | 13,938 | $389,760.05 | $437,095.68 | $47,335.63 | 12.14% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 935 | $26,714 | $29,321.6 | $2,607.6 | 9.76% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,305 | $38,903 | $40,918.27 | $2,015.27 | 5.18% |
Jade Eagles WEALTHGARDEN F.S. LLC | 22,019 | $656,399 | $689,414.89 | $33,015.89 | 5.03% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 11,369 | $338,917 | $354,371.73 | $15,454.73 | 4.56% |
| DN Daniel Newman Noble Wealth Management PBC | 725 | $21,612.97 | $22,616.37 | $1,003.4 | 4.64% |
| KV Katherine Vessenes Vestment Financial LLC | 11,529 | $356,569 | $360,165.96 | $3,596.96 | 1.01% |