| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 5,350 | $194,254.04 | $232,644.75 | $38,390.71 | 19.76% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,755 | $179,251.15 | $249,939.65 | $70,688.5 | 39.44% |
Jeff Ameen Spire Wealth Management | 18,002 | $607,043.78 | $782,186.9 | $175,143.12 | 28.85% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 31,800 | $1.17M | $1.38M | $211,506.3 | 18.07% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 111,199 | $3.98M | $4.84M | $860,120.28 | 21.6% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 209,382 | $7.73M | $9.11M | $1.38M | 17.86% |
Matthew B. Boersen Straight Path Wealth Management | 5,354 | $212,875.04 | $232,899 | $20,023.96 | 9.41% |
| NS Nicholas Shaheen FSA Advisors Inc. | 12,432 | $452,225.2 | $540,729.84 | $88,504.64 | 19.57% |
Jonathan Yarger Yarger Wealth Strategies LLC | 60,530 | $2.08M | $2.61M | $530,176.13 | 25.44% |
Michael Byun SageView Advisory Group LLC | 300 | $12,564 | $13,012.5 | $448.5 | 3.57% |
Brian Clay Clay Northam Wealth Management LLC | 6,930 | $204,461.4 | $301,004.55 | $96,543.15 | 47.22% |
Kristofer Gray Integrity Financial Corp. /WA | 3,655 | $114,753.37 | $158,754.92 | $44,001.55 | 38.34% |
Jason Matthews Kfg Wealth Management LLC | 40,062 | $1.38M | $1.74M | $360,059.6 | 26.09% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,665 | $344,267.3 | $420,669.12 | $76,401.82 | 22.19% |
Kevin Zemann WealthPlan Investment Management LLC | 5,249 | $196,942.48 | $228,410.23 | $31,467.75 | 15.98% |
| RS Rebecca Sierp WPWealth LLP | 30,176 | $1.07M | $1.31M | $238,239.56 | 22.16% |
Matthew Zienty Cardinal Point Capital Management ULC | 12,770 | $404,425.8 | $551,791.7 | $147,365.9 | 36.44% |
| VL Victoria Latham Fiduciary Alliance LLC | 5,179 | $205,916.82 | $225,415.97 | $19,499.15 | 9.47% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 13,585 | $430,237.23 | $591,015.42 | $160,778.19 | 37.37% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 7,347 | $272,484.03 | $319,300.62 | $46,816.59 | 17.18% |