| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 44 | $2,070.64 | $3,445.86 | $1,375.22 | 66.42% |
Jeff Ameen Spire Wealth Management | 30,753 | $1.45M | $2.41M | $959,774.51 | 66.25% |
Carrie Delgott Wescott Financial Advisory Group LLC | 7,119 | $348,119.1 | $557,595.67 | $209,476.57 | 60.17% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 550 | $35,865.5 | $43,023.75 | $7,158.25 | 19.96% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 15,243 | $850,401.87 | $1.19M | $342,362.88 | 40.26% |
| DC Dominic Corabi Wedmont Private Capital | 6,223 | $305,184.24 | $489,687.87 | $184,503.63 | 60.46% |
Barry Oliver Capital Performance Advisors LLP | 5,825 | $406,060.75 | $455,806.25 | $49,745.5 | 12.25% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 23,796 | $1.16M | $1.86M | $701,982 | 60.51% |
Caroline Jankowski Operose Advisors LLC | 259 | $17,228.68 | $20,274.52 | $3,045.84 | 17.68% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 26,498 | $1.5M | $2.07M | $572,356.8 | 38.11% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 52,364 | $2.68M | $4.1M | $1.42M | 52.84% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 1,175 | $57,281.25 | $92,825 | $35,543.75 | 62.05% |
| TM Thomas Mason Mason & Associates Inc. | 3,460 | $205,904.6 | $273,340 | $67,435.4 | 32.75% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 14,265 | $695,418.75 | $1.12M | $428,520.6 | 61.62% |
Bryan Kupchik Capstone Wealth Management Group LLC | 68,253 | $4.46M | $5.38M | $918,414.37 | 20.6% |
Matthew Heller Willner & Heller LLC | 22,289 | $1.09M | $1.76M | $662,523.97 | 60.6% |
| DP Drew Phillips Fortitude Family Office LLC | 235 | $15,632.02 | $18,557.95 | $2,925.93 | 18.72% |
| JF Jade Franke Retirement Investment Advisors Inc. | 10,368 | $475,183.09 | $812,021.76 | $336,838.67 | 70.89% |
Cornell P. Abod Beacon Investment Advisors LLC | 4,095 | $243,696.7 | $323,382.15 | $79,685.45 | 32.7% |
Andy Peters Goldstein Advisors LLC | 4,039 | $190,507.8 | $319,202.17 | $128,694.37 | 67.55% |