| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 20,424 | $617,661.54 | $699,930.48 | $82,268.94 | 13.32% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 10,073 | $306,723.88 | $345,201.71 | $38,477.83 | 12.54% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 6,741 | $211,397.76 | $231,148.89 | $19,751.13 | 9.34% |
| MO Michael O'Connor Capasso Planning Partners LLC | 37,798 | $1.21M | $1.29M | $78,997.82 | 6.51% |
| TRG Timothy R. Guthrie Bullseye Investment Management LLC | 24,311 | $724,978.17 | $831,679.31 | $106,701.14 | 14.72% |
Michael Byun SageView Advisory Group LLC | 7,270 | $224,498 | $248,706.7 | $24,208.7 | 10.78% |
Kristofer Gray Integrity Financial Corp. /WA | 8,779 | $285,940.04 | $300,329.59 | $14,389.55 | 5.03% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 11,953 | $355,601.95 | $409,398.62 | $53,796.67 | 15.13% |
| JC Jared Calvert Buck Wealth Strategies LLC | 8,400 | $269,810 | $287,540.4 | $17,730.4 | 6.57% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 44,711 | $1.37M | $1.53M | $157,347.66 | 11.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 958 | $30,922.56 | $32,795.88 | $1,873.32 | 6.06% |
Anthony Moeller MN Wealth Advisors, LLC | 7,650 | $229,117 | $261,867.15 | $32,750.15 | 14.29% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 18,910 | $577,173.11 | $647,289.3 | $70,116.19 | 12.15% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 5,551 | $183,486.89 | $190,010.73 | $6,523.84 | 3.56% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 7,770 | $260,140 | $265,967.1 | $5,827.1 | 2.24% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 49,270 | $1.58M | $1.69M | $102,163.79 | 6.45% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 16,629 | $494,711.96 | $569,210.67 | $74,498.71 | 15.06% |
Nathan Edwards IMG Wealth Management, Inc. | 4,187 | $129,294.56 | $143,321.01 | $14,026.45 | 10.85% |
Chris Bulman Inc. Chris Bulman Inc | 9,530 | $285,875.03 | $326,211.9 | $40,336.87 | 14.11% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 6,521 | $209,455.83 | $223,474.67 | $14,018.84 | 6.69% |