| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 7,392 | $296,650.31 | $323,732.64 | $27,082.33 | 9.13% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,633 | $107,202.68 | $114,456.51 | $7,253.83 | 6.77% |
| RR rosemary richard WCG Wealth Advisors LLC | 409,261 | $17.53M | $17.77M | $243,307.71 | 1.39% |
| SL Shad Lamm Keystone Wealth Services LLC | 13,359 | $597,280.89 | $582,853.17 | -$14,427.72 | -2.42% |
Cole Bruner Buska Wealth Management LLC | 13,137 | $587,358 | $574,415.32 | -$12,942.68 | -2.2% |
| MH Michael Hackman HFG Advisors Inc. | 14,288 | $638,816.48 | $618,241.76 | -$20,574.72 | -3.22% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 21,345 | $624,419.06 | $923,598.15 | $299,179.09 | 47.91% |
| MS Missy Straw Nilsine Partners LLC | 398,408 | $17.05M | $17.15M | $97,609.96 | 0.57% |
| EM Erin Mccann Simplicity Wealth LLC | 10,170 | $454,700.7 | $437,665.95 | -$17,034.75 | -3.75% |
Loni Adams Daymark Wealth Partners LLC | 147,894 | $6.61M | $6.37M | -$240,347.01 | -3.63% |
| RBL Robert B. LaRue Owen LaRue LLC | 27,800 | $778,535.13 | $1.2M | $418,810.87 | 53.79% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 59,850 | $2.66M | $2.58M | -$87,181.8 | -3.27% |
Jill Batley Gateway Wealth Partners LLC | 9,261 | $414,027 | $397,621.03 | -$16,405.97 | -3.96% |
Andrew Agosta Prosperity Financial Group, Inc. | 105,409 | $3.32M | $4.49M | $1.17M | 35.44% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,158 | $73,641.46 | $91,715 | $18,073.54 | 24.54% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 4,669 | $208,751 | $198,969.43 | -$9,781.57 | -4.69% |
Joshua Stipcich Tidemark, LLC | 127 | $3,844.04 | $5,412.1 | $1,568.06 | 40.79% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 173 | $7,456 | $7,361.15 | -$94.85 | -1.27% |
Nicole Davis Northwest Financial Advisors | 9,485 | $258,394.39 | $404,203.27 | $145,808.88 | 56.43% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 22,898 | $1.02M | $973,851.94 | -$49,928.06 | -4.88% |