| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,606 | $149,368.04 | $162,293.7 | $12,925.66 | 8.65% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 10,922 | $294,457 | $315,535.49 | $21,078.49 | 7.16% |
Andrew Endelman Independent Wealth Network Inc. | 8,188 | $217,145.76 | $236,550.5 | $19,404.74 | 8.94% |
| RE Rod Ehrlich Wayfinding Financial LLC | 8,206 | $221,233.76 | $237,645.76 | $16,412 | 7.42% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 8,195 | $218,900.88 | $237,982.8 | $19,081.92 | 8.72% |
| EM Erin Mccann Simplicity Wealth LLC | 29,218 | $740,918.76 | $838,848.78 | $97,930.02 | 13.22% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 46,877 | $1.19M | $1.35M | $151,214.87 | 12.66% |
Jeffrey Gilbert Balboa Wealth Partners | 97,283 | $2.5M | $2.79M | $294,788.93 | 11.8% |
Daniel Guy Ethos Financial Group LLC | 8,517 | $226,262.38 | $245,034.09 | $18,771.71 | 8.3% |
Jessica Thayer Unique Wealth LLC | 22,283 | $566,653.34 | $641,081.91 | $74,428.57 | 13.13% |
| MN Mark Neitzel M1 Capital Management LLC | 98,690 | $2.65M | $2.84M | $183,590.85 | 6.92% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 15,035 | $398,777.71 | $432,481.77 | $33,704.06 | 8.45% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 59,249 | $1.58M | $1.7M | $127,383.85 | 8.08% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 33,935 | $900,067.73 | $968,504.9 | $68,437.17 | 7.6% |
| RFL Rossby Financial LLC Rossby Financial LLC | 4,870 | $129,171.26 | $139,403.75 | $10,232.49 | 7.92% |
Baer Investment Advisory LLC Baer Investment Advisory LLC | 15,035 | $405,344 | $433,008 | $27,664 | 6.82% |
| AS Aryn Sands GK Wealth Management LLC | 8,803 | $257,211 | $251,985.87 | -$5,225.13 | -2.03% |