| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HIM Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 29,697 | $2.24M | $2.57M | $328,160.04 | 14.62% |
| KL Kara Lilian Lynx Investment Advisory | 2,021 | $201,896 | $175,079.23 | -$26,816.77 | -13.28% |
| AL Argentarii LLC Argentarii, LLC | 2,357 | $221,511 | $204,186.91 | -$17,324.09 | -7.82% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 5,123 | $430,464.45 | $443,805.49 | $13,341.04 | 3.1% |
| NA Neisy Arnez Drucker Wealth 3.0, LLC | 10,952 | $800,467.21 | $948,771.76 | $148,304.55 | 18.53% |
| CM Carmen McClennon WR Wealth Planners, LLC | 947 | $68,629.52 | $82,038.61 | $13,409.09 | 19.54% |
| NE Nathan Edwards IMG Wealth Management, Inc. | 242 | $23,148.42 | $20,964.46 | -$2,183.96 | -9.43% |
| DAR David A Rozenson Fairscale Capital, LLC | 544 | $49,634.56 | $47,126.72 | -$2,507.84 | -5.05% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 4,911 | $372,011.45 | $425,439.93 | $53,428.48 | 14.36% |
| DVO David Van Overeem RMR Capital Management, LLC | 16,845 | $1.17M | $1.46M | $288,562.51 | 24.65% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 4,818 | $366,045.17 | $417,383.34 | $51,338.17 | 14.02% |
| BW Ben Warren Tumwater Wealth Management, LLC | 2,228 | $203,283 | $193,011.64 | -$10,271.36 | -5.05% |
| BG Bryan Gort Quest 10 Wealth Builders, Inc. | 7 | $518 | $606.41 | $88.41 | 17.07% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 2,219 | $163,862.02 | $192,231.97 | $28,369.95 | 17.31% |
| JB Jesper Bonnivier Avanza Fonder AB | 135,134 | $10.69M | $11.71M | $1.01M | 9.48% |
| JQ John Quinn Safe Harbor Fiduciary, LLC | 15,747 | $1.57M | $1.36M | -$206,807.59 | -13.16% |
| TS Tuomas Suomela S-Bank Fund Management Ltd | 15,650 | $1.23M | $1.36M | $130,677.25 | 10.67% |
| TA Taryn Anderson YANKCOM Partnership | 1,585 | $121,386.47 | $137,308.55 | $15,922.08 | 13.12% |
| DL David Levy Diversified Enterprises LLC | 3,958 | $325,409.12 | $342,881.54 | $17,472.42 | 5.37% |
| PWM Pines Wealth Management LLC Pines Wealth Management LLC | 2,428 | $222,114.05 | $210,337.64 | -$11,776.41 | -5.3% |