| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 23,719 | $899,888.96 | $1.21M | $314,286.65 | 34.93% |
Loraine Ell Better Money Decisions LLC | 20,516 | $782,123.08 | $1.05M | $267,680.64 | 34.22% |
| EN Erica Nortman Capitol Family Office Inc. | 134 | $5,617.28 | $6,855.44 | $1,238.16 | 22.04% |
Carrie Delgott Wescott Financial Advisory Group LLC | 24,418 | $948,839.37 | $1.25M | $300,385.51 | 31.66% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 19,074 | $795,165.04 | $977,542.5 | $182,377.46 | 22.94% |
| HT Hannah Tackett Penobscot Wealth Management | 9,309 | $386,623.44 | $477,179.34 | $90,555.9 | 23.42% |
Adam J. Peck Riverwater Partners LLC | 6,939 | $293,238.45 | $355,068.63 | $61,830.18 | 21.09% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,881 | $264,939.05 | $301,224.82 | $36,285.77 | 13.7% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,957 | $76,941.34 | $100,227.75 | $23,286.41 | 30.27% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 75,616 | $3.02M | $3.87M | $853,325.35 | 28.26% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 30,399 | $1.22M | $1.56M | $338,119.07 | 27.74% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 4,739 | $198,865.52 | $242,731.58 | $43,866.06 | 22.06% |
Kathleen Thornhill Confluence Wealth Services Inc. | 10,267 | $384,552.69 | $526,902.44 | $142,349.75 | 37.02% |
| RM Russell Mohberg Regatta Capital Group LLC | 148,558 | $5.27M | $7.62M | $2.35M | 44.64% |
Christopher Warner WARNER FINANCIAL Inc. | 4,761 | $238,002.39 | $244,215.49 | $6,213.1 | 2.61% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,386 | $225,781.12 | $277,001.98 | $51,220.86 | 22.69% |
| EB Erik Brenner Hilltop Partners LLC | 5,030 | $210,832.37 | $258,692.9 | $47,860.53 | 22.7% |
| BP Brett Pohl Kingdom Financial Group LLC | 608 | $27,408 | $31,299.84 | $3,891.84 | 14.2% |
Kevin Gray Lodestar Private Asset Management LLC | 8,213 | $360,507.02 | $422,805.24 | $62,298.22 | 17.28% |
Jill Batley Gateway Wealth Partners LLC | 69,561 | $2.86M | $3.58M | $723,447.49 | 25.34% |