| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,599 | $55,229.46 | $58,644.92 | $3,415.46 | 6.18% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,836 | $202,450.84 | $214,041.14 | $11,590.3 | 5.72% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 11,452 | $395,552.08 | $420,013.55 | $24,461.47 | 6.18% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 725 | $25,076.3 | $26,590.1 | $1,513.8 | 6.04% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 6,054 | $176,681.5 | $223,422.87 | $46,741.37 | 26.46% |
Jeffrey Jones Cypress Financial Planning LLC | 9,377 | $323,881.58 | $344,886.06 | $21,004.48 | 6.49% |
| RS Rebecca Sierp WPWealth LLP | 6,057 | $201,902 | $222,776.46 | $20,874.46 | 10.34% |
Christopher C. Powers Farther Finance Advisors, LLC | 711 | $21,439.23 | $26,075.92 | $4,636.69 | 21.63% |
David Vollmer PFS Partners, LLC | 3,591 | $117,314.75 | $132,094.93 | $14,780.18 | 12.6% |
| HM Howard Morin Helium Advisors LLC | 13,700 | $473,198 | $501,351.5 | $28,153.5 | 5.95% |