| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,717 | $161,995.85 | $192,689.64 | $30,693.79 | 18.95% |
| JS Jeffrey Schropp POTOMAC FUND MANAGEMENT Inc. /ADV | 7,187 | $383,789.21 | $513,367.41 | $129,578.2 | 33.76% |
| SN SueAnn Niehaus West Bancorporation Inc | 4,035 | $242,221.05 | $276,801 | $34,579.95 | 14.28% |
| RR rosemary richard WCG Wealth Advisors LLC | 792,172 | $48.93M | $56.88M | $7.95M | 16.24% |
Rick Hurley Heirloom Wealth Management | 15,077 | $737,882.09 | $1.03M | $296,400.11 | 40.17% |
Candace Cavalier Congress Wealth Management LLC / DE / | 3,982 | $209,819.99 | $273,165.2 | $63,345.21 | 30.19% |
Marc H. Stone Tyler-Stone Wealth Management | 4,725 | $241,508.77 | $324,135 | $82,626.23 | 34.21% |
Thomas Mason Mason & Associates Inc. | 14,927 | $752,768.61 | $1.02M | $271,223.59 | 36.03% |
Lukas Lindgren Abound Wealth Management | 45 | $2,702 | $3,087 | $385 | 14.25% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,466 | $208,086.36 | $237,767.6 | $29,681.24 | 14.26% |
Andy Peters Goldstein Advisors LLC | 11,420 | $522,952.44 | $783,412 | $260,459.56 | 49.81% |
Jill Batley Gateway Wealth Partners LLC | 40,858 | $1.95M | $2.8M | $851,238.55 | 43.62% |
| PIL PFG Investments LLC PFG Investments LLC | 3,222 | $221,862 | $221,029.2 | -$832.8 | -0.38% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 25,633 | $965,097.7 | $1.76M | $793,326.1 | 82.2% |
Bradley H. Owens LJI Wealth Management, LLC | 4,810 | $233,939.72 | $329,966 | $96,026.28 | 41.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,408 | $71,357.34 | $96,588.8 | $25,231.46 | 35.36% |
Marilou Davido WFA Asset Management Corp | 1,294 | $55,225.08 | $88,768.4 | $33,543.32 | 60.74% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,955 | $80,264.08 | $134,113 | $53,848.92 | 67.09% |
Amir Har-El Savvy Advisors, Inc. | 27,527 | $1.56M | $1.89M | $333,347.69 | 21.44% |
Steven D Urban Urban Financial Advisory Corp | 1,713 | $90,230.22 | $117,511.8 | $27,281.58 | 30.24% |