| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 124,044 | $5.44M | $6.34M | $893,711.59 | 16.42% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 6,693 | $282,665.77 | $343,852.87 | $61,187.1 | 21.65% |
Loraine Ell Better Money Decisions LLC | 21,743 | $800,257.63 | $1.11M | $309,070.23 | 38.62% |
Jeff Ameen Spire Wealth Management | 84 | $2,889 | $4,303.32 | $1,414.32 | 48.96% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 135,892 | $5.4M | $6.98M | $1.59M | 29.41% |
| JT Jarrett Topel Topel & Distasi Wealth Management LLC | 17,762 | $637,904.46 | $912,522.75 | $274,618.29 | 43.05% |
Jodi Greenlund Financial Council LLC | 5,168 | $195,080.29 | $265,506 | $70,425.71 | 36.1% |
| AB Andrew Blass Atlantic Private Wealth LLC | 15,826 | $560,092.58 | $813,060.75 | $252,968.17 | 45.17% |
Candace Cavalier Congress Wealth Management LLC / DE / | 15,091 | $537,714.4 | $772,357.38 | $234,642.98 | 43.64% |
Michael Byun SageView Advisory Group LLC | 25,983 | $1.04M | $1.32M | $282,883.32 | 27.16% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,123 | $41,907.82 | $57,783.96 | $15,876.14 | 37.88% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,316 | $52,172.12 | $67,366.04 | $15,193.92 | 29.12% |
Belena Vincetti Fortis Capital Advisors LLC | 8,972 | $407,060 | $463,358.94 | $56,298.94 | 13.83% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 22,896 | $924,652.28 | $1.18M | $257,811.64 | 27.88% |
| SS Sheryl Stephens Stephens Consulting LLC | 2,763 | $113,164.55 | $142,695.13 | $29,530.58 | 26.1% |
Kevin Gray Lodestar Private Asset Management LLC | 5,796 | $254,163.6 | $299,334.42 | $45,170.82 | 17.77% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 19,747 | $799,166.25 | $1.02M | $219,877.68 | 27.51% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 120 | $5,021 | $6,190.8 | $1,169.8 | 23.3% |
| PIL PFG Investments LLC PFG Investments LLC | 7,703 | $319,201.24 | $395,857.17 | $76,655.93 | 24.01% |
| AW Ariel Weisbard Values Added Financial LLC | 19,719 | $845,506.47 | $1.02M | $172,388.31 | 20.39% |