| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 8,971 | $239,884.54 | $253,699.88 | $13,815.34 | 5.76% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 560 | $14,733.6 | $15,836.8 | $1,103.2 | 7.49% |
| WTM W. Travis McKinney HB Wealth Management LLC | 34,997 | $925,165.57 | $988,665.25 | $63,499.68 | 6.86% |
Michael Byun SageView Advisory Group LLC | 790 | $20,891.54 | $22,309.6 | $1,418.06 | 6.79% |
| BP Brett Pohl Kingdom Financial Group LLC | 6 | $163.61 | $169.74 | $6.13 | 3.75% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,950 | $52,040.37 | $54,951 | $2,910.63 | 5.59% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,476 | $217,557.1 | $239,319.86 | $21,762.76 | 10% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 23,798 | $648,981 | $671,936.53 | $22,955.53 | 3.54% |
Kyle Jones Pineridge Advisors LLC | 295 | $7,772.18 | $8,329.32 | $557.14 | 7.17% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 1,959 | $51,190.9 | $55,312.36 | $4,121.46 | 8.05% |
Marquette Associates Inc. Marquette Associates Inc. | 462,368 | $11.97M | $13.08M | $1.11M | 9.28% |
| FG Fabian Guerra Guerra Advisors Inc. | 72 | $1,934 | $2,026.8 | $92.8 | 4.8% |
Ameriflex Group Inc. Ameriflex Group Inc. | 101 | $2,701 | $2,842.64 | $141.64 | 5.24% |