| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 5,500 | $178,033.77 | $227,617.5 | $49,583.73 | 27.85% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,174 | $225,703.44 | $255,325.77 | $29,622.33 | 13.12% |
Jeff Ameen Spire Wealth Management | 82,198 | $3.14M | $3.4M | $256,395.97 | 8.16% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 3,250 | $124,280 | $134,550 | $10,270 | 8.26% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,164 | $148,221.23 | $172,410.42 | $24,189.19 | 16.32% |
Brian Kellett Kellett Wealth Advisors LLC | 11,459 | $405,424.08 | $473,944.24 | $68,520.16 | 16.9% |
| EM Erin Mccann Simplicity Wealth LLC | 10,614 | $408,375.48 | $439,260.39 | $30,884.91 | 7.56% |
Michael Byun SageView Advisory Group LLC | 48,460 | $1.73M | $2.01M | $270,275.91 | 15.58% |
Jason Matthews Kfg Wealth Management LLC | 124,403 | $4.66M | $5.15M | $488,236.78 | 10.48% |
Allison Brooke Blake WorthPointe LLC | 11,238 | $397,319.76 | $465,028.44 | $67,708.68 | 17.04% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 149,978 | $5.31M | $6.21M | $903,898.11 | 17.03% |
Andrew Halac Talon Private Wealth, LLC | 943,203 | $36.02M | $39.03M | $3.01M | 8.35% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,189 | $84,459.07 | $90,266.7 | $5,807.63 | 6.88% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,760 | $341,663.94 | $362,576.4 | $20,912.46 | 6.12% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 60,918 | $2.14M | $2.52M | $380,761.74 | 17.79% |
Chris Chatto Encompass More Asset Management | 8,498 | $304,663.37 | $350,542.5 | $45,879.13 | 15.06% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 5,364 | $189,916.97 | $221,935.5 | $32,018.53 | 16.86% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 22,733 | $863,448.17 | $940,577.87 | $77,129.7 | 8.93% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,020 | $39,005 | $42,192.3 | $3,187.3 | 8.17% |
Jade Eagles WEALTHGARDEN F.S. LLC | 12,383 | $476,993 | $512,222.79 | $35,229.79 | 7.39% |