| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 5,262 | $841,336.61 | $1.02M | $180,491.17 | 21.45% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 284 | $36,309 | $54,783.6 | $18,474.6 | 50.88% |
Jeff Ameen Spire Wealth Management | 2,109 | $240,463.05 | $409,040.55 | $168,577.5 | 70.11% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,015 | $341,565.54 | $581,955.3 | $240,389.76 | 70.38% |
Bethany Wagner Level Financial Advisors | 9,769 | $1.37M | $1.89M | $524,031.1 | 38.23% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 951 | $151,789.11 | $184,123.11 | $32,334 | 21.3% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 640 | $102,150.4 | $123,910.4 | $21,760 | 21.3% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,313 | $167,176.12 | $254,465.96 | $87,289.84 | 52.21% |
| TJL Timothy J. Landolt Endowment Wealth Management Inc. | 11,061 | $1.4M | $2.14M | $739,112.21 | 52.7% |
Clint Dunn Beaird Harris Wealth Management LLC | 2,428 | $261,811.24 | $470,109.36 | $208,298.12 | 79.56% |
John Gorlow Cardiff Park Advisors LLC | 2,773 | $378,396.56 | $536,908.26 | $158,511.7 | 41.89% |
| JCC Jason Cyril Crawshaw William Allan Corp | 1,376 | $216,999.02 | $266,421.12 | $49,422.1 | 22.78% |
Joel A. Schreiber SFI Advisors LLC | 3,971 | $500,115.21 | $770,294.58 | $270,179.37 | 54.02% |
Allison Tronnes Forum Financial Management LP | 1,645 | $210,944 | $317,624.82 | $106,680.82 | 50.57% |
| EM Erin Mccann Simplicity Wealth LLC | 5,669 | $904,829.09 | $1.09M | $189,769.77 | 20.97% |
Bryan Kupchik Capstone Wealth Management Group LLC | 14,930 | $2.38M | $2.89M | $504,186.1 | 21.16% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 3,815 | $487,022.9 | $737,744.7 | $250,721.8 | 51.48% |
Mariana Coli Dunhill Financial LLC | 150 | $23,941 | $29,036.25 | $5,095.25 | 21.28% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 1,867 | $217,140.55 | $361,357.85 | $144,217.3 | 66.42% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 1,513 | $225,574 | $292,795.76 | $67,221.76 | 29.8% |