| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 19,180 | $711,753.11 | $817,451.6 | $105,698.49 | 14.85% |
| JL Jeremiah Ludington Mainstay Capital Management LLC /ADV | 2,600 | $103,584 | $110,812 | $7,228 | 6.98% |
PAX Financial Group PAX Financial Group LLC | 14,150 | $501,115.57 | $599,464.75 | $98,349.18 | 19.63% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 285 | $10,783.5 | $12,146.7 | $1,363.2 | 12.64% |
Timothy J. Landolt Endowment Wealth Management Inc. | 17,596 | $625,711.1 | $747,038.18 | $121,327.08 | 19.39% |
Barry Oliver Capital Performance Advisors LLP | 273,756 | $10.87M | $11.61M | $739,517.02 | 6.81% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 229 | $9,089.01 | $9,699.29 | $610.28 | 6.71% |
| EM Erin Mccann Simplicity Wealth LLC | 5,628 | $229,903.8 | $239,077.44 | $9,173.64 | 3.99% |
| DW Darren Woolson Asset Allocation Strategies LLC | 33,725 | $1.21M | $1.43M | $218,355.92 | 18% |
Mark Fiskio Empirical Asset Management LLC | 19,375 | $676,906.82 | $820,337.5 | $143,430.68 | 21.19% |
John DeMarco Trajan Wealth LLC | 6,979 | $261,712.5 | $295,595.54 | $33,883.04 | 12.95% |
Daniel Guy Ethos Financial Group LLC | 39,689 | $1.37M | $1.68M | $307,854.14 | 22.44% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,316 | $45,967.94 | $55,732.6 | $9,764.66 | 21.24% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 51,188 | $1.96M | $2.17M | $216,174.84 | 11.04% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 7,621 | $270,700.98 | $323,473.34 | $52,772.36 | 19.49% |
Derek Ripp Austin Wealth Management, LLC | 10,267 | $355,699.21 | $436,963.52 | $81,264.31 | 22.85% |
Joshua Stipcich Tidemark, LLC | 432,433 | $16.77M | $18.35M | $1.58M | 9.42% |
Andrea Butler Sequent Planning LLC | 18,763 | $679,638.56 | $794,800.68 | $115,162.12 | 16.94% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 404 | $15,351.89 | $17,145.76 | $1,793.87 | 11.69% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 64 | $2,236.97 | $2,727.68 | $490.71 | 21.94% |