| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 330 | $11,583 | $15,244.35 | $3,661.35 | 31.61% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 46,609 | $1.86M | $2.15M | $286,878.39 | 15.38% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 4,963 | $198,257.62 | $229,265.78 | $31,008.16 | 15.64% |
Jeff Ameen Spire Wealth Management | 21,622 | $783,965.62 | $998,071.52 | $214,105.9 | 27.31% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 71,470 | $2.58M | $3.3M | $723,194.63 | 28.08% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 11,601 | $407,195.1 | $536,430.24 | $129,235.14 | 31.74% |
| AB Andrew Blass Atlantic Private Wealth LLC | 15,451 | $657,439.26 | $714,222.47 | $56,783.21 | 8.64% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 124,245 | $4.72M | $5.75M | $1.03M | 21.72% |
| NS Nicholas Shaheen FSA Advisors Inc. | 29,306 | $1.06M | $1.36M | $294,715.91 | 27.79% |
Jonathan Yarger Yarger Wealth Strategies LLC | 69,115 | $2.17M | $3.18M | $1.01M | 46.57% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 7,639 | $293,748.29 | $353,609.31 | $59,861.02 | 20.38% |
| WTM W. Travis McKinney HB Wealth Management LLC | 21,701 | $814,917.29 | $1M | $187,994.42 | 23.07% |
Michael Byun SageView Advisory Group LLC | 3,363 | $141,313.08 | $155,437.86 | $14,124.78 | 10% |
Brian Clay Clay Northam Wealth Management LLC | 11,200 | $407,061.25 | $517,608 | $110,546.75 | 27.16% |
Jason Matthews Kfg Wealth Management LLC | 84,091 | $2.93M | $3.89M | $951,743.49 | 32.43% |
Allison Brooke Blake WorthPointe LLC | 4,914 | $188,795.88 | $227,125.08 | $38,329.2 | 20.3% |
Amanda Hawley Atria Wealth Solutions Inc. | 65,925 | $2.39M | $3.05M | $658,244.58 | 27.54% |
Kevin Zemann WealthPlan Investment Management LLC | 5,136 | $205,491.36 | $237,642.72 | $32,151.36 | 15.65% |
| NB Nolan Baker Retirement Guys Formula LLC | 41,353 | $1.79M | $1.91M | $120,610.17 | 6.73% |
Lori Fernicola Castle Wealth Management LLC | 7,096 | $307,824.48 | $328,331.92 | $20,507.44 | 6.66% |