| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 10,698 | $404,300.66 | $462,848.97 | $58,548.31 | 14.48% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,612 | $96,805.44 | $113,334.68 | $16,529.24 | 17.07% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,440 | $53,409.6 | $62,488.8 | $9,079.2 | 17% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 115,693 | $4.25M | $5.02M | $766,036.92 | 18.01% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,760 | $155,971.32 | $162,413.2 | $6,441.88 | 4.13% |
Jeffrey Hanson Breakwater Capital Group | 6,237 | $247,656.98 | $269,376.03 | $21,719.05 | 8.77% |
| MV Moises Valladares Insigneo Advisory Services LLC | 5,285 | $212,140 | $228,444.12 | $16,304.12 | 7.69% |
Jill Batley Gateway Wealth Partners LLC | 8,324 | $334,103 | $360,554.06 | $26,451.06 | 7.92% |
Christopher C. Powers Farther Finance Advisors, LLC | 151 | $6,258 | $6,479.41 | $221.41 | 3.54% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,970 | $241,174.34 | $257,814.45 | $16,640.11 | 6.9% |
Brian Glenn Premier Path Wealth Partners, LLC | 127,826 | $4.77M | $5.53M | $757,829.57 | 15.89% |
Benj Foor Frazier Financial Advisors, LLC | 2,207 | $86,229.21 | $95,408.61 | $9,179.4 | 10.65% |
Amir Har-El Savvy Advisors, Inc. | 61,754 | $2.48M | $2.67M | $188,029.49 | 7.59% |
United Advisor Group LLC United Advisor Group, LLC | 5,897 | $219,538.89 | $254,927.31 | $35,388.42 | 16.12% |
Emily Priebe Priebe Wealth Holdings LLC | 36,300 | $1.33M | $1.57M | $238,502.04 | 17.94% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 6,899 | $273,476.76 | $298,105.79 | $24,629.03 | 9.01% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 74 | $2,975.89 | $3,194.21 | $218.32 | 7.34% |
D. Garet Strange Hobbs Group Advisors, LLC | 39,174 | $1.42M | $1.69M | $266,917.09 | 18.74% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 5,200 | $207,425.37 | $224,406 | $16,980.63 | 8.19% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 16,689 | $613,894.99 | $719,556.25 | $105,661.26 | 17.21% |