| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 6,144 | $229,432.02 | $284,559.36 | $55,127.34 | 24.03% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 125 | $3,476.25 | $5,789.37 | $2,313.12 | 66.54% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 13,341 | $536,116.11 | $617,554.89 | $81,438.78 | 15.19% |
Jeff Ameen Spire Wealth Management | 5,224 | $164,613.22 | $241,662.24 | $77,049.02 | 46.81% |
| SL Shad Lamm Keystone Wealth Services LLC | 38,680 | $1.67M | $1.79M | $124,936.4 | 7.5% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 43,060 | $1.47M | $1.99M | $522,893.4 | 35.59% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 11,559 | $424,666.3 | $535,412.88 | $110,746.58 | 26.08% |
| AB Andrew Blass Atlantic Private Wealth LLC | 11,587 | $497,661.65 | $536,478.1 | $38,816.45 | 7.8% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 116,461 | $4.24M | $5.39M | $1.15M | 27.23% |
Matthew B. Boersen Straight Path Wealth Management | 21,460 | $877,499.4 | $994,027.2 | $116,527.8 | 13.28% |
| NS Nicholas Shaheen FSA Advisors Inc. | 25,817 | $980,393.18 | $1.2M | $215,450.26 | 21.98% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 12,954 | $379,410 | $600,288.36 | $220,878.36 | 58.22% |
Jonathan Yarger Yarger Wealth Strategies LLC | 103,949 | $3.26M | $4.8M | $1.54M | 47.41% |
Michael Byun SageView Advisory Group LLC | 220,145 | $9.49M | $10.2M | $707,060.22 | 7.45% |
Brian Clay Clay Northam Wealth Management LLC | 6,400 | $177,984 | $296,448 | $118,464 | 66.56% |
Kristofer Gray Integrity Financial Corp. /WA | 225 | $7,290 | $10,422 | $3,132 | 42.96% |
Jason Matthews Kfg Wealth Management LLC | 75,016 | $2.65M | $3.47M | $827,384.16 | 31.25% |
Allison Brooke Blake WorthPointe LLC | 5,080 | $196,687.2 | $235,280.2 | $38,593 | 19.62% |
Amanda Hawley Atria Wealth Solutions Inc. | 33,417 | $1.29M | $1.55M | $261,822.19 | 20.33% |
Jeffrey Jones Cypress Financial Planning LLC | 13,014 | $501,231.2 | $602,873.55 | $101,642.35 | 20.28% |