| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 950 | $5,521.71 | $6,445.75 | $924.04 | 16.73% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 63,587 | $337,511.87 | $431,119.86 | $93,607.99 | 27.73% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,895 | $36,045 | $40,115.47 | $4,070.47 | 11.29% |
| MS Michael Schneck Gridiron Partners LLC | 25,516 | $158,199.2 | $174,019.12 | $15,819.92 | 10% |
| MC mike Chen Byrne Asset Management LLC | 200 | $1,458 | $1,362 | -$96 | -6.58% |
| TM Thomas Mason Mason & Associates Inc. | 83,986 | $504,755.86 | $571,944.66 | $67,188.8 | 13.31% |
| JB Jodi Burnett Invictus Private Wealth LLC | 113,376 | $608,362.14 | $773,224.32 | $164,862.18 | 27.1% |
Jeffrey Hanson Breakwater Capital Group | 17,000 | $86,677 | $115,600 | $28,923 | 33.37% |
Alexandra Stickelman Root Financial Partners, LLC | 218 | $1,310 | $1,482.09 | $172.09 | 13.14% |
Courtney Holt Compound Planning, Inc. | 109,127 | $701,000.31 | $741,910.82 | $40,910.51 | 5.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,150 | $101,780.2 | $109,820 | $8,039.8 | 7.9% |
Amir Har-El Savvy Advisors, Inc. | 97,357 | $500,902.92 | $662,514.38 | $161,611.46 | 32.26% |
Rob Dainard Hara Capital LLC | 100 | $510 | $680 | $170 | 33.33% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.37M | $8.28M | $9.3M | $1.01M | 12.23% |
Lee Larson Everstar Asset Management, LLC | 12,500 | $75,000 | $85,000 | $10,000 | 13.33% |
Michael Mills Mills Wealth Advisors LLC | 189,422 | $1.03M | $1.29M | $258,357.16 | 25.09% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 430 | $2,691 | $2,906.8 | $215.8 | 8.02% |
Neil Azous Rareview Capital LLC | 551,585 | $3.06M | $3.73M | $671,892.72 | 21.94% |
| DN Daniel Newman Noble Wealth Management PBC | 10,825 | $67,213.71 | $73,122.87 | $5,909.16 | 8.79% |
Nicole Reese WPG Advisers LLC | 1,189 | $6,137.59 | $8,079.25 | $1,941.66 | 31.64% |