| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 75,437 | $4.79M | $5.76M | $973,415.99 | 20.33% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,455 | $103,901.55 | $110,856.45 | $6,954.9 | 6.69% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 12,252 | $768,940.64 | $933,479.88 | $164,539.24 | 21.4% |
| SL Shad Lamm Keystone Wealth Services LLC | 6,100 | $390,832.2 | $465,033.5 | $74,201.3 | 18.99% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,511 | $377,109.54 | $422,142.6 | $45,033.06 | 11.94% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 8,615 | $569,315.73 | $659,133.65 | $89,817.92 | 15.78% |
| NS Nicholas Shaheen FSA Advisors Inc. | 11,608 | $690,452.37 | $887,373.56 | $196,921.19 | 28.52% |
Michael Byun SageView Advisory Group LLC | 4,355 | $264,900 | $331,067.1 | $66,167.1 | 24.98% |
Jason Matthews Kfg Wealth Management LLC | 5,769 | $335,707.58 | $438,617.07 | $102,909.49 | 30.65% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,993 | $486,134.26 | $609,306.39 | $123,172.13 | 25.34% |
Charles Mattingly Leading Edge Financial Planning LLC | 2,949 | $149,951.25 | $224,595.84 | $74,644.59 | 49.78% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,530 | $251,006 | $268,350.6 | $17,344.6 | 6.91% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,327 | $158,375.73 | $177,003.25 | $18,627.52 | 11.76% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 10,142 | $589,743.49 | $770,335.61 | $180,592.12 | 30.62% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 458 | $27,233 | $34,782.81 | $7,549.81 | 27.72% |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 4,481 | $268,059.95 | $340,085.49 | $72,025.54 | 26.87% |
Chad Warrick Summit Wealth Partners, LLC | 5,240 | $296,252.12 | $397,113.4 | $100,861.28 | 34.05% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 3,595 | $261,069 | $272,608.85 | $11,539.85 | 4.42% |
Sherod Bigelow Seros Financial LLC | 5,109 | $320,743.02 | $387,185.56 | $66,442.54 | 20.72% |
Vantage Point Financial LLC Vantage Point Financial LLC | 2,988 | $203,363.13 | $224,353.98 | $20,990.85 | 10.32% |