| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,344 | $561,879.28 | $607,201.92 | $45,322.64 | 8.07% |
PAX Financial Group PAX Financial Group LLC | 21,972 | $1.3M | $1.82M | $519,038.34 | 40.04% |
| YA Yinka Akinsola Blue Trust Inc. | 6.13M | $353.17M | $505.77M | $152.6M | 43.21% |
Jeff Ameen Spire Wealth Management | 52 | $3,806.92 | $4,319.12 | $512.2 | 13.45% |
Katie Smith Delos Wealth Advisors LLC | 10 | $687 | $825.35 | $138.35 | 20.14% |
| SE Sima Elimelech Activest Wealth Management | 601 | $43,999.21 | $49,895.02 | $5,895.81 | 13.4% |
Alexander Eichhorn Tanager Wealth Management LLP | 11,574 | $799,368.69 | $955,260.09 | $155,891.4 | 19.5% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 15,041 | $1.1M | $1.25M | $148,605.08 | 13.5% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 628 | $51,275.8 | $52,186.74 | $910.94 | 1.78% |
John Gorlow Cardiff Park Advisors LLC | 1,291 | $82,443.26 | $107,146.54 | $24,703.28 | 29.96% |
Michael Byun SageView Advisory Group LLC | 921 | $67,427 | $75,448.32 | $8,021.32 | 11.9% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 30,274 | $1.76M | $2.48M | $720,388.49 | 40.94% |
Brook Hart Presilium Private Wealth LLC | 28,655 | $1.73M | $2.35M | $621,501.32 | 35.94% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 507 | $37,117.47 | $41,594.28 | $4,476.81 | 12.06% |
Mariana Coli Dunhill Financial LLC | 194 | $13,327 | $15,915.76 | $2,588.76 | 19.42% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 2,980 | $205,210.22 | $247,399.6 | $42,189.38 | 20.56% |
Belena Vincetti Fortis Capital Advisors LLC | 29,281 | $2.17M | $2.4M | $230,506.92 | 10.61% |
Jill Batley Gateway Wealth Partners LLC | 6,052 | $463,040 | $498,291.42 | $35,251.42 | 7.61% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,587 | $273,915.07 | $371,822.22 | $97,907.15 | 35.74% |
MICHAEL DE LUZ Williams & Novak, LLC | 7,766 | $462,154.93 | $637,044.98 | $174,890.05 | 37.84% |