| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 19,180 | $711,753.11 | $793,956.1 | $82,202.99 | 11.55% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 59,300 | $2.28M | $2.48M | $201,039.5 | 8.83% |
PAX Financial Group PAX Financial Group LLC | 14,150 | $501,115.57 | $581,564.97 | $80,449.4 | 16.05% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 265 | $9,937.5 | $10,891.5 | $954 | 9.6% |
Timothy J. Landolt Endowment Wealth Management Inc. | 17,596 | $625,711.1 | $723,195.56 | $97,484.46 | 15.58% |
Barry Oliver Capital Performance Advisors LLP | 273,756 | $10.87M | $11.44M | $571,157.08 | 5.26% |
| EM Erin Mccann Simplicity Wealth LLC | 5,628 | $229,903.8 | $231,310.79 | $1,406.99 | 0.61% |
| DW Darren Woolson Asset Allocation Strategies LLC | 33,725 | $1.21M | $1.41M | $195,928.8 | 16.15% |
Mark Fiskio Empirical Asset Management LLC | 19,375 | $676,906.82 | $800,053.81 | $123,146.99 | 18.19% |
John DeMarco Trajan Wealth LLC | 6,979 | $261,712.5 | $289,698.29 | $27,985.79 | 10.69% |
Daniel Guy Ethos Financial Group LLC | 39,689 | $1.37M | $1.63M | $259,036.59 | 18.88% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,316 | $45,967.94 | $54,087.6 | $8,119.66 | 17.66% |
Jill Batley Gateway Wealth Partners LLC | 7,380 | $292,883 | $303,317.99 | $10,434.99 | 3.56% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 51,188 | $1.96M | $2.1M | $145,535.3 | 7.43% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 7,621 | $270,700.98 | $313,223.08 | $42,522.1 | 15.71% |
Derek Ripp Austin Wealth Management, LLC | 10,267 | $355,699.21 | $421,973.68 | $66,274.47 | 18.63% |
Joshua Stipcich Tidemark, LLC | 432,433 | $16.77M | $17.86M | $1.08M | 6.47% |
Andrea Butler Sequent Planning LLC | 18,763 | $679,638.56 | $783,918.14 | $104,279.58 | 15.34% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 404 | $15,351.89 | $16,604.4 | $1,252.51 | 8.16% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 64 | $2,236.97 | $2,656.64 | $419.67 | 18.76% |