| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 8,117 | $285,163.19 | $344,485.48 | $59,322.29 | 20.8% |
| CE Curtis Ellergodt Rothschild Investment LLC | 92 | $3,431 | $3,904.48 | $473.48 | 13.8% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 74,763 | $2.8M | $3.17M | $374,814.27 | 13.4% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 11,064 | $432,823.68 | $467,951.88 | $35,128.2 | 8.12% |
Jeff Ameen Spire Wealth Management | 29,321 | $897,344.5 | $1.24M | $347,032.88 | 38.67% |
| SL Shad Lamm Keystone Wealth Services LLC | 12,088 | $431,860.16 | $512,833.4 | $80,973.24 | 18.75% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 110,081 | $3.34M | $4.67M | $1.33M | 39.98% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 21,184 | $751,211.46 | $898,731.2 | $147,519.74 | 19.64% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 114,078 | $3.91M | $4.84M | $937,782.02 | 24.01% |
Matthew B. Boersen Straight Path Wealth Management | 30,577 | $1.14M | $1.3M | $154,885.16 | 13.55% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 8,685 | $287,451.45 | $368,634.82 | $81,183.37 | 28.24% |
| NS Nicholas Shaheen FSA Advisors Inc. | 26,227 | $887,048.87 | $1.11M | $226,156.14 | 25.5% |
Jonathan Yarger Yarger Wealth Strategies LLC | 18,617 | $644,026.58 | $787,406.01 | $143,379.43 | 22.26% |
| WTM W. Travis McKinney HB Wealth Management LLC | 25,246 | $1M | $1.07M | $66,523.21 | 6.62% |
| TRG Timothy R. Guthrie Bullseye Investment Management LLC | 37,031 | $1.28M | $1.57M | $288,099.71 | 22.43% |
Michael Byun SageView Advisory Group LLC | 1,886 | $73,781 | $80,032.41 | $6,251.41 | 8.47% |
Brian Clay Clay Northam Wealth Management LLC | 11,515 | $315,919.85 | $488,639.02 | $172,719.17 | 54.67% |
Kristofer Gray Integrity Financial Corp. /WA | 1,673 | $46,067.65 | $70,993.75 | $24,926.1 | 54.11% |
Jason Matthews Kfg Wealth Management LLC | 70,973 | $2.53M | $3.01M | $479,860.77 | 18.95% |
Allison Brooke Blake WorthPointe LLC | 11,268 | $414,239.06 | $478,157.58 | $63,918.52 | 15.43% |