| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,374 | $124,350.36 | $136,731.24 | $12,380.88 | 9.96% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,197 | $144,164.78 | $162,873.98 | $18,709.2 | 12.98% |
Michael Byun SageView Advisory Group LLC | 256,618 | $7.02M | $8.01M | $988,957.05 | 14.1% |
Jason Matthews Kfg Wealth Management LLC | 8,502 | $235,845 | $265,219.89 | $29,374.89 | 12.46% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 60,308 | $1.55M | $1.89M | $340,793.82 | 22.02% |
Jeffrey Jones Cypress Financial Planning LLC | 8,806 | $248,385.35 | $274,967.35 | $26,582 | 10.7% |
| RS Rebecca Sierp WPWealth LLP | 34,099 | $852,319.13 | $1.06M | $212,422.14 | 24.92% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 10,325 | $286,416 | $322,398.12 | $35,982.12 | 12.56% |
David Vollmer PFS Partners, LLC | 10,279 | $277,650.24 | $320,961.77 | $43,311.53 | 15.6% |
| DN Daniel Newman Noble Wealth Management PBC | 3,250 | $83,200 | $101,042.5 | $17,842.5 | 21.45% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 7,046 | $173,472.24 | $220,821.64 | $47,349.4 | 27.3% |