| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,902 | $274,123.88 | $295,574.7 | $21,450.82 | 7.83% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 15,062 | $415,421.58 | $439,207.92 | $23,786.34 | 5.73% |
Andrew Endelman Independent Wealth Network Inc. | 8,188 | $217,145.76 | $238,762.08 | $21,616.32 | 9.95% |
| RE Rod Ehrlich Wayfinding Financial LLC | 11,327 | $311,867.6 | $339,927.8 | $28,060.2 | 9% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 8,195 | $218,900.88 | $238,966.2 | $20,065.32 | 9.17% |
| EM Erin Mccann Simplicity Wealth LLC | 30,990 | $792,377.64 | $918,853.5 | $126,475.86 | 15.96% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 47,938 | $1.23M | $1.4M | $172,436.84 | 14.07% |
Mark Fiskio Empirical Asset Management LLC | 9,449 | $274,398.97 | $282,099.89 | $7,700.92 | 2.81% |
Jeffrey Gilbert Balboa Wealth Partners | 97,554 | $2.51M | $2.91M | $406,398.83 | 16.22% |
Daniel Guy Ethos Financial Group LLC | 8,517 | $226,262.38 | $248,355.72 | $22,093.34 | 9.76% |
Jessica Thayer Unique Wealth LLC | 29,789 | $785,967.42 | $868,647.24 | $82,679.82 | 10.52% |
| MN Mark Neitzel M1 Capital Management LLC | 109,987 | $2.98M | $3.29M | $311,269.52 | 10.44% |
Christopher C. Powers Farther Finance Advisors, LLC | 82,057 | $2.4M | $2.39M | -$4,797.88 | -0.2% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 8,925 | $236,720.39 | $260,253 | $23,532.61 | 9.94% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 77,271 | $2.1M | $2.32M | $211,332.07 | 10.05% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 49,523 | $1.36M | $1.44M | $88,567.73 | 6.53% |
| RFL Rossby Financial LLC Rossby Financial LLC | 4,870 | $129,171.26 | $142,009.2 | $12,837.94 | 9.94% |
| AS Aryn Sands GK Wealth Management LLC | 8,803 | $257,211 | $256,695.48 | -$515.52 | -0.2% |