| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 1,014 | $72,724 | $81,637.14 | $8,913.14 | 12.26% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 3,622 | $259,769.84 | $291,733.99 | $31,964.15 | 12.3% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 67,077 | $4.16M | $5.39M | $1.24M | 29.78% |
Landaas & Company Landaas & Co | 17,768 | $1.16M | $1.43M | $272,795.56 | 23.57% |
| RR rosemary richard WCG Wealth Advisors LLC | 438,902 | $28.13M | $35.26M | $7.13M | 25.35% |
Jeff Ameen Spire Wealth Management | 432 | $26,401.69 | $34,590.24 | $8,188.55 | 31.02% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 300 | $17,778 | $24,114 | $6,336 | 35.64% |
| RE Rod Ehrlich Wayfinding Financial LLC | 17,414 | $997,311.67 | $1.4M | $403,470.49 | 40.46% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 34 | $2,344.64 | $2,734.62 | $389.98 | 16.63% |
| JB Joel Blattner Avaii Wealth Management LLC | 5,909 | $377,473.93 | $475,142.69 | $97,668.76 | 25.87% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 7,360 | $406,763.46 | $591,964.8 | $185,201.34 | 45.53% |
M. Katherine Pieper Unionview LLC | 134,443 | $8.08M | $10.81M | $2.73M | 33.86% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 13,982 | $888,416.28 | $1.12M | $236,435.62 | 26.61% |
Kathleen Thornhill Confluence Wealth Services Inc. | 213,199 | $15.29M | $17.18M | $1.89M | 12.38% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 5,523 | $360,513.55 | $445,788.94 | $85,275.39 | 23.65% |
Christopher Clancy Global Wealth Strategies & Associates | 5,993 | $413,278.04 | $483,035.8 | $69,757.76 | 16.88% |
Marc H. Stone Tyler-Stone Wealth Management | 184,536 | $11.5M | $14.89M | $3.4M | 29.57% |
Dalila Toledo Ascent Group LLC | 49,921 | $3.22M | $4.03M | $813,143.74 | 25.27% |
| KB Kimberly Byrne Bill Few Associates Inc. | 13,108 | $900,950.43 | $1.06M | $157,061.79 | 17.43% |
Mark Fiskio Empirical Asset Management LLC | 2,822 | $202,394.77 | $227,834.17 | $25,439.4 | 12.57% |