| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,065 | $34,195.05 | $42,328.42 | $8,133.37 | 23.79% |
| AL Acas LLC Acas LLC | 18,039 | $520,843.37 | $716,689.47 | $195,846.1 | 37.6% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 9,409 | $304,757.51 | $374,431.15 | $69,673.64 | 22.86% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 7,145 | $240,412.27 | $284,371 | $43,958.73 | 18.28% |
Matthew B. Boersen Straight Path Wealth Management | 15,531 | $504,032.75 | $617,978.49 | $113,945.74 | 22.61% |
| NS Nicholas Shaheen FSA Advisors Inc. | 17,418 | $525,573.71 | $692,975.13 | $167,401.42 | 31.85% |
Michael Byun SageView Advisory Group LLC | 4,542 | $159,561 | $180,862.44 | $21,301.44 | 13.35% |
Matthew Zienty Cardinal Point Capital Management ULC | 7,360 | $214,710 | $292,228.8 | $77,518.8 | 36.1% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,501 | $163,431 | $178,757.21 | $15,326.21 | 9.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,054 | $458,587 | $519,483.93 | $60,896.93 | 13.28% |
David Vollmer PFS Partners, LLC | 22,528 | $718,006.22 | $896,501.76 | $178,495.54 | 24.86% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 8,637 | $255,745.39 | $343,493.49 | $87,748.1 | 34.31% |
Joe Miller Miller Financial Services LLC | 22,590 | $738,756.54 | $898,291.35 | $159,534.81 | 21.6% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 9,887 | $308,182.89 | $393,238.62 | $85,055.73 | 27.6% |
Vantage Point Financial LLC Vantage Point Financial LLC | 8,089 | $263,934.45 | $321,254.63 | $57,320.18 | 21.72% |
| DN Daniel Newman Noble Wealth Management PBC | 1,080 | $42,256 | $42,935.4 | $679.4 | 1.61% |
| RCM Riggs Capital Management LLC Riggs Capital Management LLC | 11,101 | $363,034 | $441,320.25 | $78,286.25 | 21.56% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 41,814 | $1.36M | $1.66M | $299,380.37 | 22.01% |
Cole Dimond Caliber Wealth Management LLC / KS | 5,688 | $206,190 | $225,898.92 | $19,708.92 | 9.56% |
Winnow Wealth LLC Winnow Wealth LLC | 5,967 | $208,845 | $236,979.4 | $28,134.4 | 13.47% |