| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,177 | $195,153.53 | $216,524.42 | $21,370.89 | 10.95% |
Larry Herold Herold Advisors Inc. | 6,403 | $423,520.54 | $636,842.38 | $213,321.84 | 50.37% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,383 | $177,752.41 | $238,014.04 | $60,261.63 | 33.9% |
Allison Tronnes Forum Financial Management LP | 4,079 | $264,727.1 | $404,330.87 | $139,603.77 | 52.73% |
Michael Byun SageView Advisory Group LLC | 67,406 | $5.06M | $6.68M | $1.63M | 32.17% |
Kevin Zemann WealthPlan Investment Management LLC | 10,374 | $975,052.26 | $1.03M | $53,270.49 | 5.46% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 8,334 | $628,290.7 | $826,399.44 | $198,108.74 | 31.53% |
Christopher C. Powers Farther Finance Advisors, LLC | 868 | $80,489.48 | $85,662.92 | $5,173.44 | 6.43% |
NICOLE MARTIN Arlington Trust Co LLC | 15,056 | $1.4M | $1.49M | $98,316.01 | 7.04% |
Lydia Gallas Harbour Trust & Investment Management Co | 151,536 | $11.05M | $15.04M | $3.99M | 36.08% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 22,521 | $1.89M | $2.24M | $352,849.51 | 18.71% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 8,717 | $780,992.28 | $866,644.14 | $85,651.86 | 10.97% |
| HAS Hayley A. Snell LRI Investments, LLC | 26,436 | $1.98M | $2.6M | $627,009.08 | 31.7% |
Kings Path Partners LLC Kings Path Partners LLC | 798 | $55,780.33 | $78,626.94 | $22,846.61 | 40.96% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 420 | $39,475 | $41,710.41 | $2,235.41 | 5.66% |
Lyn Dippel Curio Wealth LLC | 386 | $32,200.43 | $38,337.87 | $6,137.44 | 19.06% |
VestGen Advisors LLC VestGen Advisors LLC | 8,110 | $762,258.9 | $805,492.5 | $43,233.6 | 5.67% |
| PH Peter Heilbron Trace Wealth Advisors LLC | 13,432 | $928,138.72 | $1.33M | $405,939.61 | 43.74% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 3,483 | $309,715.7 | $343,249.65 | $33,533.95 | 10.83% |
Baer Investment Advisory LLC Baer Investment Advisory LLC | 8,717 | $819,291 | $859,060.35 | $39,769.35 | 4.85% |