| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,417 | $192,390.07 | $224,197.74 | $31,807.67 | 16.53% |
Jeff Ameen Spire Wealth Management | 37 | $3,959.58 | $5,812.11 | $1,852.53 | 46.79% |
Candace Cavalier Congress Wealth Management LLC / DE / | 85,695 | $8.48M | $13.52M | $5.05M | 59.54% |
Michael Byun SageView Advisory Group LLC | 990 | $129,830 | $158,261.4 | $28,431.4 | 21.9% |
Mark Astrinos Libra Wealth LLC | 1,463 | $200,544 | $233,875.18 | $33,331.18 | 16.62% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 2,525 | $313,819.48 | $404,429.25 | $90,609.77 | 28.87% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 12,562 | $1.34M | $1.98M | $643,054.9 | 48.06% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,501 | $205,694.62 | $239,474.04 | $33,779.42 | 16.42% |
Alexandra Stickelman Root Financial Partners, LLC | 107 | $13,914 | $17,199.71 | $3,285.71 | 23.61% |
Courtney Holt Compound Planning, Inc. | 2,189 | $279,375.74 | $351,870.8 | $72,495.06 | 25.95% |
Christopher C. Powers Farther Finance Advisors, LLC | 59 | $6,686.64 | $9,413.04 | $2,726.4 | 40.77% |
Daniel Dorval DORVAL Corp | 79,718 | $9.14M | $12.83M | $3.69M | 40.4% |
Joshua Stipcich Tidemark, LLC | 162 | $18,228 | $26,070.66 | $7,842.66 | 43.03% |
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 73 | $9,316.99 | $11,646.64 | $2,329.65 | 25% |
| GJM Gabriel J. Markiz Portland Financial Advisors Inc. | 4,215 | $537,977.3 | $676,697.17 | $138,719.87 | 25.79% |
| JH Julie Hazzard 10Elms LLP | 35 | $4,758 | $5,599.65 | $841.65 | 17.69% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 3,795 | $498,515.62 | $605,245.57 | $106,729.95 | 21.41% |