| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 18,000 | $562,410 | $599,580 | $37,170 | 6.61% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 83,003 | $1.85M | $2.75M | $897,826.15 | 48.51% |
Jeff Ameen Spire Wealth Management | 10,690 | $233,790.3 | $356,725.3 | $122,935 | 52.58% |
| SL Shad Lamm Keystone Wealth Services LLC | 64,742 | $2.06M | $2.15M | $85,135.73 | 4.13% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 679 | $17,560.85 | $22,614.09 | $5,053.24 | 28.78% |
| TRG Timothy R. Guthrie Bullseye Investment Management LLC | 27,728 | $739,650.72 | $919,737.76 | $180,087.04 | 24.35% |
Kristofer Gray Integrity Financial Corp. /WA | 4,945 | $132,542.23 | $163,308.62 | $30,766.39 | 23.21% |
| TG Timothy Gerlach Novem Group | 16,575 | $466,992.33 | $547,306.5 | $80,314.17 | 17.2% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 167,734 | $3.01M | $5.56M | $2.56M | 85.09% |
| FIL FWG Investments LLC FWG Investments LLC | 79,706 | $2.27M | $2.64M | $374,578.01 | 16.52% |
| MV Moises Valladares Insigneo Advisory Services LLC | 6,808 | $203,244.06 | $225,208.64 | $21,964.58 | 10.81% |
| JC Jared Calvert Buck Wealth Strategies LLC | 8,915 | $263,616.4 | $295,041.92 | $31,425.52 | 11.92% |
Andrew Agosta Prosperity Financial Group, Inc. | 14,837 | $378,491.86 | $489,695.18 | $111,203.32 | 29.38% |
Christopher C. Powers Farther Finance Advisors, LLC | 20,311 | $601,381.47 | $662,544.82 | $61,163.35 | 10.17% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,644 | $270,082 | $285,554.54 | $15,472.54 | 5.73% |
James Rankin Modern Wealth Management, LLC | 420,036 | $13.07M | $13.88M | $804,960.44 | 6.16% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 26,431 | $713,901.48 | $872,883.77 | $158,982.29 | 22.27% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 29,450 | $808,004.56 | $972,880.75 | $164,876.19 | 20.41% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 565 | $17,653 | $18,645 | $992 | 5.62% |
Andrea Butler Sequent Planning LLC | 114,440 | $2.95M | $3.78M | $833,270.18 | 28.26% |