| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 12,959 | $453,888.06 | $593,910.97 | $140,022.91 | 30.85% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 23,526 | $926,175.72 | $1.08M | $151,903.23 | 16.4% |
Jeff Ameen Spire Wealth Management | 16,537 | $518,628.58 | $757,559.97 | $238,931.39 | 46.07% |
| SL Shad Lamm Keystone Wealth Services LLC | 63,833 | $1.75M | $2.93M | $1.17M | 67.04% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 20,350 | $690,407.95 | $932,233.5 | $241,825.55 | 35.03% |
| TSR Ted S. Rich RiverTree Advisors LLC | 8,911 | $337,370.46 | $408,346.57 | $70,976.11 | 21.04% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 32,737 | $1.3M | $1.5M | $200,476.79 | 15.42% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 148,465 | $5.04M | $6.8M | $1.77M | 35.14% |
Matthew B. Boersen Straight Path Wealth Management | 15,018 | $617,889.33 | $688,274.94 | $70,385.61 | 11.39% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 4,414 | $201,057.7 | $202,293.62 | $1,235.92 | 0.61% |
| NS Nicholas Shaheen FSA Advisors Inc. | 33,706 | $1.17M | $1.54M | $377,546.7 | 32.35% |
Jonathan Yarger Yarger Wealth Strategies LLC | 59,202 | $1.65M | $2.71M | $1.07M | 64.65% |
Cole Bruner Buska Wealth Management LLC | 17,731 | $648,292.02 | $813,320.97 | $165,028.95 | 25.46% |
Michael Byun SageView Advisory Group LLC | 230,267 | $9.76M | $10.56M | $800,794.63 | 8.2% |
Brian Clay Clay Northam Wealth Management LLC | 37,370 | $1.16M | $1.71M | $549,437.32 | 47.21% |
Kristofer Gray Integrity Financial Corp. /WA | 1,286 | $36,471 | $58,956.67 | $22,485.67 | 61.65% |
Jason Matthews Kfg Wealth Management LLC | 77,187 | $2.69M | $3.54M | $850,655.12 | 31.65% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 33,995 | $1.25M | $1.56M | $310,034.4 | 24.82% |
Amanda Hawley Atria Wealth Solutions Inc. | 39,677 | $1.5M | $1.82M | $316,622.46 | 21.08% |
Kevin Zemann WealthPlan Investment Management LLC | 7,272 | $308,841.84 | $333,675.72 | $24,833.88 | 8.04% |