| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 672 | $33,089.28 | $39,036.48 | $5,947.2 | 17.97% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 29,909 | $1.46M | $1.75M | $297,125.81 | 20.4% |
| EW Enzi Wealth Enzi Wealth | 59,420 | $2.57M | $3.29M | $718,081.77 | 27.91% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 75 | $4,481.33 | $4,398 | -$83.33 | -1.86% |
Jill Grimes Centurion Wealth Management LLC | 18,774 | $999,188.68 | $1.04M | $40,646.86 | 4.07% |
Gregory Turcotte Alpha Financial Partners LLC | 9,704 | $477,780.74 | $562,195.42 | $84,414.68 | 17.67% |
Ian Laterreur Ergawealth Advisors Inc. | 36,690 | $1.41M | $2.12M | $707,807.33 | 50.22% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 14,144 | $688,036.85 | $783,393.73 | $95,356.88 | 13.86% |
Benj Foor Frazier Financial Advisors, LLC | 123 | $5,075.4 | $7,097.86 | $2,022.46 | 39.85% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 29 | $1,433 | $1,606.22 | $173.22 | 12.09% |
Angela Mari Abich Financial Wealth Management LLC | 25 | $1,294 | $1,384.67 | $90.67 | 7.01% |
Nathan Edwards IMG Wealth Management, Inc. | 834 | $43,568 | $48,126.97 | $4,558.97 | 10.46% |
| TW Travis Weitz Unified Investment Management | 10,314 | $507,831.6 | $571,261.52 | $63,429.92 | 12.49% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 6,796 | $365,268.86 | $376,410.05 | $11,141.19 | 3.05% |
| RM Rich Mowrer Brookwood Investment Group LLC | 5,171 | $270,098.07 | $286,406.18 | $16,308.11 | 6.04% |