| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,091 | $131,074.97 | $141,896.33 | $10,821.36 | 8.26% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 5,900 | $203,650.3 | $204,641.5 | $991.2 | 0.49% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,330 | $106,127.1 | $115,501.05 | $9,373.95 | 8.83% |
Matthew B. Boersen Straight Path Wealth Management | 9,580 | $296,117.8 | $332,282.3 | $36,164.5 | 12.21% |
Michael Byun SageView Advisory Group LLC | 229,604 | $7.01M | $7.96M | $956,174.03 | 13.64% |
Jason Matthews Kfg Wealth Management LLC | 29,330 | $770,291.94 | $1.02M | $247,019.11 | 32.07% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 6,964 | $221,927 | $241,546.34 | $19,619.34 | 8.84% |
Jeffrey Jones Cypress Financial Planning LLC | 10,280 | $273,216.85 | $356,561.8 | $83,344.95 | 30.51% |
| RS Rebecca Sierp WPWealth LLP | 12,448 | $396,689 | $431,758.88 | $35,069.88 | 8.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 36 | $1,173.41 | $1,248.66 | $75.25 | 6.41% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,395 | $76,324 | $83,070.57 | $6,746.57 | 8.84% |
David Vollmer PFS Partners, LLC | 17,852 | $517,858.09 | $619,196.62 | $101,338.53 | 19.57% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 158 | $5,035 | $5,480.23 | $445.23 | 8.84% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 24,844 | $690,594.45 | $861,714.14 | $171,119.69 | 24.78% |
Gregory A. Brown Brown Financial Advisors | 9,277 | $288,052.47 | $321,772.74 | $33,720.27 | 11.71% |
| DN Daniel Newman Noble Wealth Management PBC | 500 | $14,380 | $17,342.5 | $2,962.5 | 20.6% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 106 | $3,668 | $3,676.61 | $8.61 | 0.23% |