| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 276 | $18,951.02 | $22,574.04 | $3,623.02 | 19.12% |
| CE Curtis Ellergodt Rothschild Investment LLC | 247,655 | $16.84M | $20.26M | $3.42M | 20.28% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 3,180 | $221,073.6 | $260,076.3 | $39,002.7 | 17.64% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,847 | $119,869.36 | $150,705.96 | $30,836.6 | 25.73% |
Daren Blonski Fermata Advisors LLC | 99,792 | $6.5M | $8.15M | $1.65M | 25.38% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 2,113 | $149,870.21 | $172,367.97 | $22,497.76 | 15.01% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 120 | $8,684.4 | $9,807.6 | $1,123.2 | 12.93% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 303 | $18,743.58 | $24,762.67 | $6,019.09 | 32.11% |
Justin Dausch ALM First Financial Advisors LLC | 177,700 | $11.27M | $14.5M | $3.22M | 28.61% |
Daniel Guy Ethos Financial Group LLC | 67,813 | $4.57M | $5.64M | $1.08M | 23.55% |
| HS Holly Skipper Verum Partners LLC | 232,513 | $16.12M | $19.35M | $3.23M | 20.05% |
Jeffrey Hanson Breakwater Capital Group | 70,058 | $4.53M | $5.83M | $1.3M | 28.75% |
Kevin Kroskey True Wealth Design LLC | 1,322 | $78,470.69 | $110,082.94 | $31,612.25 | 40.29% |
Alexandra Stickelman Root Financial Partners, LLC | 357 | $24,511.55 | $29,713.11 | $5,201.56 | 21.22% |
Courtney Holt Compound Planning, Inc. | 201,384 | $13.74M | $16.76M | $3.02M | 21.96% |
John Shanley Aspect Partners, LLC | 25,883 | $1.76M | $2.16M | $393,225.03 | 22.32% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 26,284 | $1.83M | $2.19M | $352,697.52 | 19.24% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,405 | $930,971.11 | $1.03M | $98,023.64 | 10.53% |
Amir Har-El Savvy Advisors, Inc. | 38,197 | $2.88M | $3.18M | $300,833.14 | 10.44% |
United Advisor Group LLC United Advisor Group, LLC | 73,272 | $5.14M | $6.1M | $959,833.67 | 18.67% |