| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,393 | $158,536.04 | $177,499.16 | $18,963.12 | 11.96% |
Jeff Ameen Spire Wealth Management | 63,716 | $2.36M | $2.57M | $210,156.54 | 8.89% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 2,700 | $100,629 | $109,242 | $8,613 | 8.56% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,042 | $69,862.24 | $82,639.74 | $12,777.5 | 18.29% |
Brian Kellett Kellett Wealth Advisors LLC | 70,769 | $2.69M | $2.86M | $165,259.77 | 6.14% |
Cole Bruner Buska Wealth Management LLC | 13,663 | $455,765.69 | $552,463.4 | $96,697.71 | 21.22% |
Michael Byun SageView Advisory Group LLC | 23,556 | $815,509.53 | $952,840.2 | $137,330.67 | 16.84% |
Jason Matthews Kfg Wealth Management LLC | 44,361 | $1.53M | $1.79M | $264,852 | 17.33% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 152,967 | $5.31M | $6.19M | $882,911.27 | 16.64% |
| JO Jackson O'Connor O'Connor Financial Group LLC | 35,907 | $1.38M | $1.45M | $70,238.42 | 5.11% |
Andrew Halac Talon Private Wealth, LLC | 966,804 | $35.99M | $39.08M | $3.09M | 8.58% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,336 | $48,221 | $54,034.52 | $5,813.52 | 12.06% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 80,984 | $2.88M | $3.28M | $394,952.78 | 13.71% |
Brian Distler Lakeridge Wealth Management LLC | 6,881 | $217,703 | $276,925.84 | $59,222.84 | 27.2% |
Nathan Edwards IMG Wealth Management, Inc. | 12,822 | $462,302.31 | $517,688.25 | $55,385.94 | 11.98% |
Chris Bulman Inc. Chris Bulman Inc | 6,597 | $251,052.81 | $266,419.84 | $15,367.03 | 6.12% |
Tory Parke Three Seasons Wealth LLC | 11,117 | $384,871 | $446,514.3 | $61,643.3 | 16.02% |
| DN Daniel Newman Noble Wealth Management PBC | 2,200 | $82,434 | $88,605 | $6,171 | 7.49% |