| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 585 | $67,070.75 | $81,183.37 | $14,112.62 | 21.04% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,281 | $140,892.4 | $176,015.8 | $35,123.4 | 24.93% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 19,822 | $2.19M | $2.75M | $559,620.59 | 25.54% |
| SS Scott Solod Kelly Financial Group LLC | 10,913 | $1.17M | $1.47M | $298,036.52 | 25.38% |
Jeff Ameen Spire Wealth Management | 3,404 | $326,912.06 | $483,265.88 | $156,353.82 | 47.83% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 3,181 | $288,780.72 | $439,089.33 | $150,308.61 | 52.05% |
| RH Rick Hurley Heirloom Wealth Management | 14,882 | $1.8M | $2.05M | $257,384.19 | 14.32% |
Matt Shibata Morling Financial Advisors LLC | 2,933 | $289,721.74 | $409,124.17 | $119,402.43 | 41.21% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 3,349 | $316,524.01 | $468,525.1 | $152,001.09 | 48.02% |
Caroline Jankowski Operose Advisors LLC | 377 | $44,325.48 | $52,742.3 | $8,416.82 | 18.99% |
Bill McVay Red Tortoise LLC | 245 | $26,604.55 | $34,275.5 | $7,670.95 | 28.83% |
| WTM W. Travis McKinney HB Wealth Management LLC | 8,870 | $898,240.6 | $1.21M | $315,574.55 | 35.13% |
Michael Byun SageView Advisory Group LLC | 257 | $29,916 | $35,203.86 | $5,287.86 | 17.68% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 130 | $15,132 | $17,589 | $2,457 | 16.24% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 8,044 | $774,555 | $1.09M | $311,706.7 | 40.24% |
| TPM Thomas P. Mullooly Mullooly Asset Management Inc. | 6,189 | $618,724.5 | $854,855.62 | $236,131.12 | 38.16% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,302 | $348,682.24 | $592,665.03 | $243,982.79 | 69.97% |
| SR Scott Register Register Financial Advisors LLC | 12 | $1,026 | $1,703.64 | $677.64 | 66.05% |
John Canning Mi LLCreek Capital Advisors LLC | 6,574 | $649,379.96 | $899,947.73 | $250,567.77 | 38.59% |
| PIL PFG Investments LLC PFG Investments LLC | 14,104 | $1.32M | $1.92M | $597,002.18 | 45.2% |