| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 125,073 | $5.07M | $6.14M | $1.08M | 21.23% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 39,606 | $1.77M | $1.94M | $171,709.02 | 9.7% |
Jeff Ameen Spire Wealth Management | 61,113 | $2.06M | $2.99M | $937,565.67 | 45.59% |
| SL Shad Lamm Keystone Wealth Services LLC | 32,160 | $1.48M | $1.58M | $98,727.98 | 6.68% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 12,080 | $501,095.5 | $591,799.2 | $90,703.7 | 18.1% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 35,038 | $1.4M | $1.72M | $319,587.05 | 22.9% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 5,837 | $185,101.28 | $285,954.63 | $100,853.35 | 54.49% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 197,873 | $6.84M | $9.72M | $2.88M | 42.07% |
Matthew B. Boersen Straight Path Wealth Management | 70,045 | $3.08M | $3.44M | $364,202.69 | 11.84% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 5,085 | $197,552.25 | $249,698.92 | $52,146.67 | 26.4% |
| NS Nicholas Shaheen FSA Advisors Inc. | 24,957 | $924,419.88 | $1.23M | $301,093.6 | 32.57% |
Jonathan Yarger Yarger Wealth Strategies LLC | 8,821 | $336,082.9 | $430,156.06 | $94,073.16 | 27.99% |
Jeffrey Kearns Kearns & Associates LLC | 25,755 | $1.03M | $1.26M | $231,716.35 | 22.45% |
Cole Bruner Buska Wealth Management LLC | 5,573 | $216,511.15 | $273,216.32 | $56,705.17 | 26.19% |
Michael Byun SageView Advisory Group LLC | 13,877 | $632,789.57 | $679,695.46 | $46,905.89 | 7.41% |
Brian Clay Clay Northam Wealth Management LLC | 5,310 | $178,947 | $260,030.7 | $81,083.7 | 45.31% |
Kristofer Gray Integrity Financial Corp. /WA | 1,454 | $49,755.88 | $71,202.38 | $21,446.5 | 43.1% |
Jason Matthews Kfg Wealth Management LLC | 44,781 | $1.91M | $2.19M | $281,101.03 | 14.7% |
Allison Brooke Blake WorthPointe LLC | 44,801 | $1.41M | $2.19M | $789,339.89 | 56.18% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 19,337 | $766,518.36 | $947,996.42 | $181,478.06 | 23.68% |