| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,902 | $274,123.88 | $279,335.42 | $5,211.54 | 1.9% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 15,062 | $415,421.58 | $428,062.04 | $12,640.46 | 3.04% |
Andrew Endelman Independent Wealth Network Inc. | 8,188 | $217,145.76 | $232,702.96 | $15,557.2 | 7.16% |
| RE Rod Ehrlich Wayfinding Financial LLC | 11,327 | $311,867.6 | $323,952.2 | $12,084.6 | 3.87% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 12,289 | $337,995.34 | $346,672.69 | $8,677.35 | 2.57% |
| EM Erin Mccann Simplicity Wealth LLC | 30,990 | $792,377.64 | $875,777.4 | $83,399.76 | 10.53% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 47,938 | $1.23M | $1.37M | $145,591.56 | 11.88% |
Mark Fiskio Empirical Asset Management LLC | 9,449 | $274,398.97 | $268,068.13 | -$6,330.84 | -2.31% |
Jeffrey Gilbert Balboa Wealth Partners | 97,554 | $2.51M | $2.77M | $261,531.14 | 10.44% |
Daniel Guy Ethos Financial Group LLC | 8,517 | $226,262.38 | $241,627.29 | $15,364.91 | 6.79% |
Jessica Thayer Unique Wealth LLC | 29,789 | $785,967.42 | $851,965.4 | $65,997.98 | 8.4% |
| MN Mark Neitzel M1 Capital Management LLC | 109,987 | $2.98M | $3.12M | $138,589.93 | 4.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 83,796 | $2.45M | $2.36M | -$83,641.14 | -3.42% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 8,925 | $236,720.39 | $253,648.5 | $16,928.11 | 7.15% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 77,271 | $2.1M | $2.19M | $85,619.88 | 4.07% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 49,523 | $1.36M | $1.41M | $51,925.66 | 3.83% |
Rossby Financial LLC Rossby Financial LLC | 4,870 | $129,171.26 | $138,210.6 | $9,039.34 | 7% |
| AS Aryn Sands GK Wealth Management LLC | 7,708 | $225,216.68 | $219,143.84 | -$6,072.84 | -2.7% |