| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 52,127 | $3.01M | $3.44M | $431,975.21 | 14.37% |
| RR rosemary richard WCG Wealth Advisors LLC | 30,831 | $1.78M | $2.03M | $252,197.58 | 14.17% |
Daren Blonski Fermata Advisors LLC | 122,530 | $5.98M | $8.08M | $2.1M | 35.14% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 6,200 | $262,910.73 | $410,099 | $147,188.27 | 55.98% |
Amanda Hawley Atria Wealth Solutions Inc. | 16,544 | $804,886.31 | $1.1M | $291,815.45 | 36.26% |
Lars Phillips RAM Investment Partners, LLC | 6,681 | $294,188.6 | $441,948.15 | $147,759.55 | 50.23% |
Christopher C. Powers Farther Finance Advisors, LLC | 388 | $22,306 | $25,642.92 | $3,336.92 | 14.96% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 54,254 | $2.81M | $3.59M | $776,081.99 | 27.58% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 350 | $17,756 | $23,114 | $5,358 | 30.18% |
Jason Lina Golden Bell Financial Planning LLC | 29,299 | $1.49M | $1.93M | $442,121.47 | 29.65% |
| JZ Joel Zerbe Vista Cima Wealth Management LLC | 62,051 | $3.35M | $4.11M | $757,074.79 | 22.6% |