| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 12,957 | $453,821.32 | $608,979 | $155,157.68 | 34.19% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 511,719 | $23.35M | $24M | $642,196.49 | 2.75% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 22,798 | $903,462.12 | $1.07M | $165,650.09 | 18.34% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 24,224 | $980,103.04 | $1.13M | $152,490.08 | 15.56% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 46,033 | $1.41M | $2.16M | $748,614.16 | 52.91% |
Jeff Ameen Spire Wealth Management | 15,626 | $494,058.91 | $734,422 | $240,363.09 | 48.65% |
Shad Lamm Keystone Wealth Services LLC | 60,091 | $1.65M | $2.82M | $1.17M | 70.55% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 20,350 | $690,407.95 | $954,313.25 | $263,905.3 | 38.22% |
| TSR Ted S. Rich RiverTree Advisors LLC | 8,889 | $336,537.54 | $417,871.89 | $81,334.35 | 24.17% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 32,737 | $1.3M | $1.54M | $237,633.28 | 18.28% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 157,429 | $5.45M | $7.38M | $1.93M | 35.36% |
Matthew B. Boersen Straight Path Wealth Management | 15,018 | $617,889.33 | $706,747.08 | $88,857.75 | 14.38% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 4,414 | $201,057.7 | $207,634.56 | $6,576.86 | 3.27% |
Nicholas Shaheen FSA Advisors Inc. | 32,525 | $1.13M | $1.53M | $398,283.69 | 35.32% |
Jonathan Yarger Yarger Wealth Strategies LLC | 58,602 | $1.63M | $2.76M | $1.13M | 69.03% |
Cole Bruner Buska Wealth Management LLC | 10,922 | $399,695.47 | $512,897.12 | $113,201.65 | 28.32% |
Michael Byun SageView Advisory Group LLC | 233,712 | $9.95M | $10.94M | $984,073.97 | 9.89% |
Brian Clay Clay Northam Wealth Management LLC | 36,370 | $1.13M | $1.71M | $578,944.27 | 51.08% |
Kristofer Gray Integrity Financial Corp. /WA | 1,286 | $36,471 | $60,339.12 | $23,868.12 | 65.44% |
Jason Matthews Kfg Wealth Management LLC | 69,241 | $2.44M | $3.25M | $810,643.93 | 33.21% |