| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 58 | $1,994.86 | $2,694.39 | $699.53 | 35.07% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,993 | $193,207.38 | $231,874.92 | $38,667.54 | 20.01% |
Jeff Ameen Spire Wealth Management | 2,990 | $103,688.24 | $138,706.1 | $35,017.86 | 33.77% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,045 | $214,625.69 | $234,491.6 | $19,865.91 | 9.26% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 19,601 | $849,422.8 | $909,290.39 | $59,867.59 | 7.05% |
Christopher Davis Burns Matteson Capital Management LLC | 30,570 | $1.04M | $1.44M | $398,436.69 | 38.43% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,371 | $59,626.3 | $63,449.88 | $3,823.58 | 6.41% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 9,942 | $384,840.94 | $461,308.8 | $76,467.86 | 19.87% |
| RM Russell Mohberg Regatta Capital Group LLC | 26,676 | $1.14M | $1.24M | $98,127.18 | 8.61% |
Michael Byun SageView Advisory Group LLC | 1,031 | $44,674 | $48,209.56 | $3,535.56 | 7.91% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 7,654 | $286,849.14 | $357,901.04 | $71,051.9 | 24.77% |
| DW Dennis Wallace Fortune Financial Advisors LLC | 8,982 | $308,224.7 | $421,121.07 | $112,896.37 | 36.63% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 10,622 | $372,873.56 | $499,021.56 | $126,148 | 33.83% |
Alexandra Stickelman Root Financial Partners, LLC | 533 | $22,964.61 | $24,984.37 | $2,019.76 | 8.8% |
| MWS MFA Wealth Services MFA Wealth Services | 19,163 | $796,132.43 | $898,265.62 | $102,133.19 | 12.83% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,298 | $141,978.85 | $154,841.1 | $12,862.25 | 9.06% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,257 | $386,240.16 | $480,950.73 | $94,710.57 | 24.52% |
James Rankin Modern Wealth Management, LLC | 68,386 | $2.84M | $3.21M | $362,322.23 | 12.74% |
Matthew Stead Sachetta, LLC | 72 | $2,722.27 | $3,340.08 | $617.81 | 22.69% |
David A Rozenson Fairscale Capital, LLC | 394 | $14,692.26 | $18,483.56 | $3,791.3 | 25.8% |