| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 19,551 | $767,677.88 | $830,526.48 | $62,848.6 | 8.19% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 260,839 | $11.01M | $11.17M | $166,935.76 | 1.52% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 77,245 | $2.9M | $3.31M | $406,106.23 | 14% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 8,540 | $318,456.6 | $365,853.6 | $47,397 | 14.88% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 11,064 | $432,823.68 | $469,998.72 | $37,175.04 | 8.59% |
Jeff Ameen Spire Wealth Management | 29,166 | $892,787.5 | $1.24M | $346,184.18 | 38.78% |
Shad Lamm Keystone Wealth Services LLC | 11,071 | $396,610.94 | $470,296.08 | $73,685.14 | 18.58% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 110,081 | $3.34M | $4.68M | $1.34M | 40.11% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 18,286 | $650,766.78 | $776,789.28 | $126,022.5 | 19.37% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 114,078 | $3.91M | $4.85M | $940,633.97 | 24.09% |
Matthew B. Boersen Straight Path Wealth Management | 31,026 | $1.16M | $1.32M | $156,117 | 13.44% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 8,685 | $287,451.45 | $368,938.8 | $81,487.35 | 28.35% |
Nicholas Shaheen FSA Advisors Inc. | 24,392 | $827,062.72 | $1.05M | $218,541.83 | 26.42% |
Jonathan Yarger Yarger Wealth Strategies LLC | 19,204 | $668,751.02 | $815,785.92 | $147,034.9 | 21.99% |
W. Travis McKinney HB Wealth Management LLC | 25,246 | $1M | $1.07M | $67,406.82 | 6.71% |
Timothy R. Guthrie Bullseye Investment Management LLC | 37,031 | $1.28M | $1.57M | $288,470.02 | 22.46% |
| EM Erin Mccann Simplicity Wealth LLC | 52,282 | $2.2M | $2.22M | $18,821.52 | 0.85% |
Brian Clay Clay Northam Wealth Management LLC | 11,515 | $315,919.85 | $493,301.45 | $177,381.6 | 56.15% |
Kristofer Gray Integrity Financial Corp. /WA | 1,673 | $46,067.65 | $71,069.04 | $25,001.39 | 54.27% |
Jason Matthews Kfg Wealth Management LLC | 85,805 | $3.16M | $3.64M | $487,210.63 | 15.43% |