| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 10,956 | $349,766.96 | $459,549.42 | $109,782.46 | 31.39% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 5,224 | $200,460 | $219,120.68 | $18,660.68 | 9.31% |
| YA Yinka Akinsola Blue Trust Inc. | 10,950 | $386,505.42 | $459,188.25 | $72,682.83 | 18.81% |
Jeff Ameen Spire Wealth Management | 66,150 | $2.48M | $2.78M | $298,610.37 | 12.05% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 26,736 | $1.06M | $1.12M | $63,498 | 5.99% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 2,400 | $93,216 | $100,836 | $7,620 | 8.17% |
Brian Kellett Kellett Wealth Advisors LLC | 5,944 | $203,974.54 | $249,436.99 | $45,462.45 | 22.29% |
Michael Byun SageView Advisory Group LLC | 16,527 | $593,844.16 | $693,720.82 | $99,876.66 | 16.82% |
Jason Matthews Kfg Wealth Management LLC | 101,177 | $3.46M | $4.25M | $784,214.18 | 22.65% |
Allison Brooke Blake WorthPointe LLC | 7,482 | $263,494.28 | $313,982.13 | $50,487.85 | 19.16% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 25,622 | $899,312.42 | $1.08M | $176,042.92 | 19.58% |
Kevin Zemann WealthPlan Investment Management LLC | 52,061 | $1.94M | $2.19M | $249,942.9 | 12.91% |
| RS Rebecca Sierp WPWealth LLP | 7,520 | $274,029 | $316,028 | $41,999 | 15.33% |
| WJW Walter J. West Milestone Asset Management LLC | 75,699 | $2.13M | $3.18M | $1.04M | 48.94% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 14,311 | $458,505.72 | $600,990.44 | $142,484.72 | 31.08% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 149,099 | $5.23M | $6.26M | $1.03M | 19.72% |
| JO Jackson O'Connor O'Connor Financial Group LLC | 7,232 | $288,339 | $301,791.36 | $13,452.36 | 4.67% |
Andrew Halac Talon Private Wealth, LLC | 926,565 | $31.8M | $38.88M | $7.08M | 22.26% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 91,348 | $3.31M | $3.84M | $525,847.32 | 15.88% |
Brian Distler Lakeridge Wealth Management LLC | 18,531 | $594,872.33 | $774,410.49 | $179,538.16 | 30.18% |