| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 16,342 | $610,570.04 | $761,292.07 | $150,722.03 | 24.69% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 14,284 | $528,640.65 | $665,634.4 | $136,993.75 | 25.91% |
Daren Blonski Fermata Advisors LLC | 12,696 | $399,859.01 | $591,443.16 | $191,584.15 | 47.91% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 29,262 | $900,654.51 | $1.36M | $462,515.76 | 51.35% |
Kyle P. Smith NewEdge Wealth LLC | 57,056 | $2.29M | $2.66M | $370,008.16 | 16.17% |
Jason E. Archambault SK Wealth Management LLC | 79,057 | $2.61M | $3.68M | $1.07M | 41.09% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 14,519 | $566,531.38 | $676,367.61 | $109,836.23 | 19.39% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 21,059 | $830,373.77 | $987,245.92 | $156,872.15 | 18.89% |
Larry Herold Herold Advisors Inc. | 11,228 | $372,429.97 | $523,056.38 | $150,626.41 | 40.44% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 10,143 | $351,538.57 | $473,880.96 | $122,342.39 | 34.8% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 700 | $22,862 | $32,704 | $9,842 | 43.05% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 65,882 | $2.15M | $3.09M | $939,960.61 | 43.82% |
Ana-Maria Ignat Covestor Ltd | 408 | $14,319.11 | $18,755.76 | $4,436.65 | 30.98% |
Joel A. Schreiber SFI Advisors LLC | 18,992 | $533,085.76 | $873,821.92 | $340,736.16 | 63.92% |
| NG Nathan Geraci ETF Store Inc. | 24,856 | $851,051.55 | $1.14M | $292,573.01 | 34.38% |
| LWL Leo Wealth LLC Leo Wealth LLC | 80,130 | $3.11M | $3.68M | $577,453.16 | 18.59% |
| PO Patrick O'Connell Security Financial Services Inc. | 12,393 | $413,196.45 | $580,983.84 | $167,787.39 | 40.61% |
Michael Byun SageView Advisory Group LLC | 338 | $13,189 | $15,507.44 | $2,318.44 | 17.58% |
| TM Thomas Mason Mason & Associates Inc. | 7,942 | $292,662.7 | $365,093.74 | $72,431.04 | 24.75% |
Kristofer Gray Integrity Financial Corp. /WA | 5,508 | $150,107.32 | $253,202.76 | $103,095.44 | 68.68% |