| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,504 | $108,398.44 | $113,021.52 | $4,623.08 | 4.26% |
Landaas & Company Landaas & Co | 22,981 | $668,602.78 | $741,941.58 | $73,338.8 | 10.97% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 7,748 | $245,302 | $252,119.92 | $6,817.92 | 2.78% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,553 | $67,141.41 | $82,525.72 | $15,384.31 | 22.91% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 7,399 | $232,476.58 | $239,394.64 | $6,918.06 | 2.98% |
| DC Dominic Corabi Wedmont Private Capital | 24,976 | $566,274.2 | $808,348.24 | $242,074.04 | 42.75% |
Bill McVay Red Tortoise LLC | 5,813 | $145,449.74 | $186,771.69 | $41,321.95 | 28.41% |
| MC Morgan Christen Spinnaker Investment Group LLC | 40,389 | $977,854.68 | $1.31M | $327,719.74 | 33.51% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 16,092 | $452,960.22 | $517,921.02 | $64,960.8 | 14.34% |
Michael Byun SageView Advisory Group LLC | 605 | $18,035 | $19,502.17 | $1,467.17 | 8.14% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 50,244 | $1.38M | $1.62M | $237,583.63 | 17.2% |
| VL Victoria Latham Fiduciary Alliance LLC | 167,891 | $4.85M | $5.41M | $565,415.24 | 11.67% |
Kevin Gray Lodestar Private Asset Management LLC | 28,016 | $629,376.68 | $903,095.76 | $273,719.08 | 43.49% |
Ashley Goggins Hidden Cove Wealth Management LLC | 34,175 | $978,866.28 | $1.1M | $124,644.47 | 12.73% |
| MR Michael Radoff LGT Financial Advisors LLC | 5,876 | $164,175.42 | $190,000.46 | $25,825.04 | 15.73% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 14,571 | $434,511.62 | $471,881.83 | $37,370.21 | 8.6% |
David Gutierrez Gutierrez Wealth Advisory LLC | 8,736 | $276,594 | $282,478.56 | $5,884.56 | 2.13% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 158 | $4,010 | $5,113.67 | $1,103.67 | 27.52% |
| JW Jacqueline Washburn Vawter Financial Ltd. | 8,068 | $225,420.09 | $261,120.82 | $35,700.73 | 15.84% |
Brian Glas Noble Family Wealth, LLC | 105,112 | $2.63M | $3.4M | $773,198.97 | 29.41% |