| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 12,929 | $291,649.69 | $367,700.76 | $76,051.07 | 26.08% |
| JS Jeffrey Schropp POTOMAC FUND MANAGEMENT Inc. /ADV | 102,836 | $2.16M | $2.91M | $759,840.83 | 35.26% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 12,626 | $337,718.55 | $346,141.79 | $8,423.24 | 2.49% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 345 | $9,870.45 | $9,811.8 | -$58.65 | -0.59% |
Dave Reichert Echo45 Advisors LLC | 81,568 | $2.04M | $2.31M | $273,754.07 | 13.41% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,231 | $195,504.08 | $318,735.78 | $123,231.7 | 63.03% |
| JC Jared Calvert Buck Wealth Strategies LLC | 664 | $18,997.04 | $18,575.4 | -$421.64 | -2.22% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,113 | $19,210.08 | $31,653.72 | $12,443.64 | 64.78% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 18,756 | $345,788.39 | $531,263.7 | $185,475.31 | 53.64% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 18,568 | $544,166.15 | $509,784.44 | -$34,381.71 | -6.32% |
Chris Chatto Encompass More Asset Management | 11,553 | $215,002.16 | $319,093.86 | $104,091.7 | 48.41% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 11,506 | $326,027 | $315,149.34 | -$10,877.66 | -3.34% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 13,828 | $321,570.65 | $393,268.32 | $71,697.67 | 22.3% |
Matthew D. Copley Copley Financial Group Inc. | 35,590 | $823,755.4 | $1.01M | $186,288.8 | 22.61% |
Allyson Mickool Florida Financial Advisors LLC | 11,742 | $335,938.62 | $323,198.55 | -$12,740.07 | -3.79% |
Samira Kadam Synergy Investment Management LLC | 4,465 | $103,543.03 | $125,243.25 | $21,700.22 | 20.96% |
Gibbs Wealth Management Gibbs Wealth Management | 22,188 | $577,655.35 | $610,280.94 | $32,625.59 | 5.65% |