| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 27,338 | $866,067.84 | $949,858.81 | $83,790.97 | 9.67% |
| SL Shad Lamm Keystone Wealth Services LLC | 78,888 | $2.42M | $2.74M | $324,624.12 | 13.44% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,933 | $117,835.11 | $137,025.72 | $19,190.61 | 16.29% |
Kristofer Gray Integrity Financial Corp. /WA | 1,111 | $30,719.15 | $38,562.81 | $7,843.66 | 25.53% |
| TG Timothy Gerlach Novem Group | 17,248 | $482,600.91 | $598,246.88 | $115,645.97 | 23.96% |
| FIL FWG Investments LLC FWG Investments LLC | 36,626 | $1.04M | $1.27M | $233,808.64 | 22.5% |
Kevin Bresler TD Waterhouse Canada Inc. | 8,837 | $279,161 | $306,467.16 | $27,306.16 | 9.78% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 9,184 | $245,679.29 | $318,501.12 | $72,821.83 | 29.64% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 21,509 | $657,900.09 | $745,932.12 | $88,032.03 | 13.38% |
Andrea Butler Sequent Planning LLC | 26,231 | $830,977.27 | $909,691.08 | $78,713.81 | 9.47% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 7 | $222.76 | $242.69 | $19.93 | 8.95% |
Chandler te Velde Maia Wealth LLC | 58,519 | $1.83M | $2.03M | $196,723.05 | 10.73% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 500 | $13,824 | $17,302.5 | $3,478.5 | 25.16% |
| MWA Merkkuri Wealth Advisors LLC Merkkuri Wealth Advisors LLC | 50 | $1,521 | $1,730.25 | $209.25 | 13.76% |
Smart Wealth LLC Smart Wealth LLC | 60,480 | $1.66M | $2.07M | $410,488.97 | 24.72% |
Heather Scully NWF Advisory Services Inc. | 6,825 | $212,105.82 | $234,575.25 | $22,469.43 | 10.59% |
VestGen Advisors LLC VestGen Advisors LLC | 7,187 | $227,678.2 | $247,628.08 | $19,949.88 | 8.76% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 12,724 | $351,782.61 | $438,469.04 | $86,686.43 | 24.64% |
| RRR Ryan Robert Robaugh Hickory Asset Management Inc. | 18,100 | $500,414 | $623,726 | $123,312 | 24.64% |
| DN Daniel Newman Noble Wealth Management PBC | 7,453 | $206,054.78 | $256,532.26 | $50,477.48 | 24.5% |