| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 140 | $4,775.4 | $5,820.5 | $1,045.1 | 21.89% |
| CE Curtis Ellergodt Rothschild Investment LLC | 200 | $6,295 | $8,315 | $2,020 | 32.09% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,444 | $55,754.24 | $59,969.32 | $4,215.08 | 7.56% |
Jeff Ameen Spire Wealth Management | 24,039 | $819,165.21 | $998,820.45 | $179,655.24 | 21.93% |
| SL Shad Lamm Keystone Wealth Services LLC | 7,546 | $298,746.14 | $313,611.76 | $14,865.62 | 4.98% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 34,255 | $1.23M | $1.42M | $193,567 | 15.74% |
| TSR Ted S. Rich RiverTree Advisors LLC | 15,545 | $530,239.95 | $645,428.4 | $115,188.45 | 21.72% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 89,327 | $3.21M | $3.72M | $507,420.65 | 15.81% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 89,165 | $3.29M | $3.71M | $426,042.41 | 12.97% |
Matthew B. Boersen Straight Path Wealth Management | 5,217 | $202,941.3 | $217,001.11 | $14,059.81 | 6.93% |
| NS Nicholas Shaheen FSA Advisors Inc. | 11,010 | $349,512.15 | $457,960.95 | $108,448.8 | 31.03% |
Jonathan Yarger Yarger Wealth Strategies LLC | 61,468 | $2.29M | $2.54M | $248,667.08 | 10.85% |
Michael Byun SageView Advisory Group LLC | 1,000 | $39,590 | $41,550 | $1,960 | 4.95% |
Kristofer Gray Integrity Financial Corp. /WA | 4,894 | $146,829.01 | $203,370.17 | $56,541.16 | 38.51% |
Jason Matthews Kfg Wealth Management LLC | 62,457 | $1.96M | $2.6M | $638,022.24 | 32.6% |
Allison Brooke Blake WorthPointe LLC | 10,716 | $326,023.85 | $445,249.8 | $119,225.95 | 36.57% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 8,976 | $310,695.38 | $373,087.44 | $62,392.06 | 20.08% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,776 | $303,408.4 | $365,388.76 | $61,980.36 | 20.43% |
Kevin Zemann WealthPlan Investment Management LLC | 9,458 | $297,643.26 | $393,310.93 | $95,667.67 | 32.14% |
| RS Rebecca Sierp WPWealth LLP | 92,376 | $3.49M | $3.84M | $351,194.84 | 10.06% |