| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 10,561 | $484,473.17 | $625,844.86 | $141,371.69 | 29.18% |
Daren Blonski Fermata Advisors LLC | 117,673 | $5.02M | $6.99M | $1.96M | 39.04% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 17,515 | $916,910 | $1.04M | $118,751.95 | 12.95% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 13,950 | $655,510.5 | $824,863.5 | $169,353 | 25.84% |
| WB William Bromley Innova Wealth Partners | 22,807 | $1.07M | $1.35M | $281,954.92 | 26.43% |
Larry Herold Herold Advisors Inc. | 24,000 | $977,441 | $1.42M | $447,319 | 45.76% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,333 | $60,398.23 | $79,273.51 | $18,875.28 | 31.25% |
| DC Dominic Corabi Wedmont Private Capital | 10,054 | $441,471.14 | $594,694.1 | $153,222.96 | 34.71% |
Ana-Maria Ignat Covestor Ltd | 161 | $7,525.66 | $9,508.66 | $1,983 | 26.35% |
John Gorlow Cardiff Park Advisors LLC | 4,042 | $159,044.22 | $240,438.37 | $81,394.15 | 51.18% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 13,118 | $707,849.52 | $779,209.2 | $71,359.68 | 10.08% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 13,251 | $479,654.56 | $782,802.82 | $303,148.26 | 63.2% |
Jim Clark Worth Asset Management LLC | 3,623 | $213,938.15 | $214,028.72 | $90.57 | 0.04% |
Kevin Zemann WealthPlan Investment Management LLC | 14,807 | $766,575.31 | $874,723.52 | $108,148.21 | 14.11% |
Lukas Lindgren Abound Wealth Management | 108 | $5,652 | $6,411.42 | $759.42 | 13.44% |
Charles Mattingly Leading Edge Financial Planning LLC | 39,853 | $1.57M | $2.36M | $799,433.08 | 51.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 493 | $27,021.3 | $28,914.45 | $1,893.15 | 7.01% |
Menachem Striks Morton Capital Management LLC/CA | 33,058 | $1.56M | $1.96M | $405,718.68 | 26.08% |
Benj Foor Frazier Financial Advisors, LLC | 439 | $21,994.48 | $26,045.87 | $4,051.39 | 18.42% |
United Advisor Group LLC United Advisor Group, LLC | 14,453 | $688,066.04 | $857,496.49 | $169,430.45 | 24.62% |