| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 3,465 | $299,117.58 | $396,465.3 | $97,347.72 | 32.54% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 10,367 | $903,430.12 | $1.18M | $275,505.12 | 30.5% |
| RR rosemary richard WCG Wealth Advisors LLC | 74,734 | $7.23M | $8.5M | $1.26M | 17.47% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 3,121 | $252,947.88 | $354,920.12 | $101,972.24 | 40.31% |
Carrie Delgott Wescott Financial Advisory Group LLC | 12,851 | $911,558.17 | $1.46M | $548,058.41 | 60.12% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,370 | $187,843.8 | $384,483.3 | $196,639.5 | 104.68% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 18,684 | $1.64M | $2.16M | $521,435.26 | 31.73% |
Adam J. Peck Riverwater Partners LLC | 2,265 | $224,125.45 | $258,459.15 | $34,333.7 | 15.32% |
| EW Eddie Wilcox Rollins Financial Advisors LLC | 3,096 | $245,689.66 | $353,222.64 | $107,532.98 | 43.77% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 5,768 | $469,210.74 | $647,965.58 | $178,754.84 | 38.1% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,215 | $93,875.96 | $139,731.07 | $45,855.11 | 48.85% |
Jennifer Scott Scott Capital Advisors LLC | 25,039 | $2.42M | $2.87M | $450,630.13 | 18.65% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 42,337 | $2.69M | $4.86M | $2.17M | 80.4% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 4,713 | $444,458.35 | $541,806.48 | $97,348.13 | 21.9% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 4,209 | $396,959.05 | $483,866.64 | $86,907.59 | 21.89% |
| WTM W. Travis McKinney HB Wealth Management LLC | 12,044 | $1.09M | $1.37M | $276,459.27 | 25.35% |
Michael Byun SageView Advisory Group LLC | 1,197 | $117,067 | $135,853.51 | $18,786.51 | 16.05% |
| TG Timothy Gerlach Novem Group | 2,676 | $230,344.43 | $303,712.62 | $73,368.19 | 31.85% |
Christopher Warner WARNER FINANCIAL Inc. | 3,516 | $344,061.59 | $399,048.42 | $54,986.83 | 15.98% |
| SC Scott Crane Crane Advisory LLC | 2,374 | $215,891.56 | $270,778.44 | $54,886.88 | 25.42% |