| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,994 | $109,280.88 | $136,451.55 | $27,170.67 | 24.86% |
Jeff Ameen Spire Wealth Management | 77,062 | $3.07M | $3.51M | $442,182.47 | 14.39% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 25,178 | $861,790.72 | $1.15M | $286,577.86 | 33.25% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 300 | $12,753 | $13,685.97 | $932.97 | 7.32% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,808 | $151,850.25 | $173,778.08 | $21,927.83 | 14.44% |
Michael Byun SageView Advisory Group LLC | 8,761 | $360,252.9 | $399,501.6 | $39,248.7 | 10.89% |
Jason Matthews Kfg Wealth Management LLC | 30,023 | $1.18M | $1.37M | $186,907.99 | 15.81% |
Allison Brooke Blake WorthPointe LLC | 5,211 | $200,484.66 | $237,621.6 | $37,136.94 | 18.52% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 5,008 | $212,890 | $228,289.68 | $15,399.68 | 7.23% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 142,190 | $5.54M | $6.49M | $953,290.71 | 17.22% |
| JO Jackson O'Connor O'Connor Financial Group LLC | 8,909 | $387,719.11 | $404,363.47 | $16,644.36 | 4.29% |
Andrew Halac Talon Private Wealth, LLC | 845,012 | $32.25M | $38.52M | $6.27M | 19.45% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,022 | $336,235.48 | $365,923.53 | $29,688.05 | 8.83% |
Amir Har-El Savvy Advisors, Inc. | 6,604 | $285,068.28 | $301,175.42 | $16,107.14 | 5.65% |
PETER KRUSSEL Southland Equity Partners LLC | 15,443 | $464,527.98 | $704,123.58 | $239,595.6 | 51.58% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 48,267 | $1.9M | $2.2M | $296,765.13 | 15.58% |
Chris Chatto Encompass More Asset Management | 7,623 | $314,217.08 | $346,351 | $32,133.92 | 10.23% |
Brian Distler Lakeridge Wealth Management LLC | 5,757 | $233,359.25 | $261,569.29 | $28,210.04 | 12.09% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 2,555 | $103,044.92 | $116,444.12 | $13,399.2 | 13% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 21,520 | $900,721.28 | $980,774 | $80,052.72 | 8.89% |