| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 19,956 | $783,073.51 | $864,294.36 | $81,220.85 | 10.37% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 3,435 | $100,405.05 | $148,769.85 | $48,364.8 | 48.17% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,912 | $376,233.97 | $428,842.68 | $52,608.71 | 13.98% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 5,820 | $213,664.89 | $252,064.2 | $38,399.31 | 17.97% |
Jeff Ameen Spire Wealth Management | 31,043 | $1.11M | $1.34M | $236,960.74 | 21.42% |
| SL Shad Lamm Keystone Wealth Services LLC | 22,270 | $893,027 | $964,068.3 | $71,041.3 | 7.96% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 36,883 | $1.31M | $1.6M | $284,361.15 | 21.68% |
| AB Andrew Blass Atlantic Private Wealth LLC | 1,710 | $68,571 | $74,102.85 | $5,531.85 | 8.07% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,067 | $247,048.24 | $263,034.78 | $15,986.54 | 6.47% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 1,475 | $59,147.5 | $63,933.87 | $4,786.37 | 8.09% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 153,233 | $5.46M | $6.65M | $1.19M | 21.72% |
Matthew B. Boersen Straight Path Wealth Management | 17,876 | $682,041.64 | $774,656.46 | $92,614.82 | 13.58% |
| NS Nicholas Shaheen FSA Advisors Inc. | 39,226 | $1.34M | $1.7M | $357,611 | 26.63% |
Jonathan Yarger Yarger Wealth Strategies LLC | 76,609 | $2.64M | $3.3M | $665,151.1 | 25.2% |
| TRG Timothy R. Guthrie Bullseye Investment Management LLC | 23,006 | $789,646.52 | $995,469.62 | $205,823.1 | 26.07% |
Michael Byun SageView Advisory Group LLC | 2,420 | $98,540 | $104,846.5 | $6,306.5 | 6.4% |
Brian Clay Clay Northam Wealth Management LLC | 5,350 | $203,353.5 | $231,762 | $28,408.5 | 13.97% |
Jason Matthews Kfg Wealth Management LLC | 63,841 | $2.33M | $2.77M | $430,821.04 | 18.45% |
Allison Brooke Blake WorthPointe LLC | 9,935 | $339,379.6 | $430,433.87 | $91,054.27 | 26.83% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 9,206 | $324,916.27 | $398,803.92 | $73,887.65 | 22.74% |