| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 35,978 | $790,438.92 | $940,828.3 | $150,389.38 | 19.03% |
Jeff Ameen Spire Wealth Management | 7,639 | $164,345.44 | $200,065.41 | $35,719.97 | 21.73% |
| SL Shad Lamm Keystone Wealth Services LLC | 20,941 | $422,538.43 | $547,609.24 | $125,070.81 | 29.6% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 20,987 | $426,986.87 | $549,649.53 | $122,662.66 | 28.73% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 8,402 | $199,547.5 | $220,468.48 | $20,920.98 | 10.48% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 151 | $3,950.76 | $3,962.24 | $11.48 | 0.29% |
Mariana Coli Dunhill Financial LLC | 2,860 | $67,925 | $74,903.4 | $6,978.4 | 10.27% |
Chandler te Velde Maia Wealth LLC | 102,725 | $2.44M | $2.7M | $256,812.25 | 10.53% |
| DN Daniel Newman Noble Wealth Management PBC | 800 | $17,211.26 | $20,976 | $3,764.74 | 21.87% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 31,991 | $682,652.87 | $838,804.02 | $156,151.15 | 22.87% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 1,050 | $24,938 | $27,531 | $2,593 | 10.4% |