| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 800 | $30,336 | $38,488 | $8,152 | 26.87% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,619 | $193,754.76 | $269,964.85 | $76,210.09 | 39.33% |
| YA Yinka Akinsola Blue Trust Inc. | 4,996 | $199,490.28 | $239,932.9 | $40,442.62 | 20.27% |
Jeff Ameen Spire Wealth Management | 50,535 | $1.9M | $2.43M | $530,575.84 | 27.97% |
| SL Shad Lamm Keystone Wealth Services LLC | 34,287 | $1.53M | $1.65M | $117,947.28 | 7.71% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 10,440 | $387,515.4 | $501,432.16 | $113,916.76 | 29.4% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 6,333 | $233,117.73 | $304,712.29 | $71,594.56 | 30.71% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 149,462 | $5.6M | $7.19M | $1.6M | 28.52% |
Matthew B. Boersen Straight Path Wealth Management | 16,377 | $691,600.71 | $787,979.35 | $96,378.64 | 13.94% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 5,325 | $239,305.5 | $256,212.37 | $16,906.87 | 7.06% |
| NS Nicholas Shaheen FSA Advisors Inc. | 22,408 | $842,267.46 | $1.08M | $236,361.79 | 28.06% |
Jonathan Yarger Yarger Wealth Strategies LLC | 57,688 | $2.14M | $2.76M | $619,002.94 | 28.89% |
Lonny Elfenbein West Michigan Advisors LLC | 12,581 | $561,364.22 | $605,334.81 | $43,970.59 | 7.83% |
| TRG Timothy R. Guthrie Bullseye Investment Management LLC | 23,600 | $878,921.52 | $1.14M | $256,592.48 | 29.19% |
Dalila Toledo Ascent Group LLC | 9,187 | $366,836.91 | $441,389.41 | $74,552.5 | 20.32% |
Michael Byun SageView Advisory Group LLC | 689 | $27,515.1 | $33,103 | $5,587.9 | 20.31% |
Brian Clay Clay Northam Wealth Management LLC | 8,165 | $287,879.3 | $392,287.42 | $104,408.12 | 36.27% |
Kristofer Gray Integrity Financial Corp. /WA | 1,572 | $49,606.19 | $75,526.74 | $25,920.55 | 52.25% |
Jason Matthews Kfg Wealth Management LLC | 91,102 | $3.61M | $4.38M | $765,048.23 | 21.18% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 15,225 | $586,668.8 | $731,561.25 | $144,892.45 | 24.7% |