| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 1,500 | $81,720 | $105,952.5 | $24,232.5 | 29.65% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 90 | $4,643.44 | $6,373.8 | $1,730.36 | 37.26% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 3,410 | $205,497 | $241,496.2 | $35,999.2 | 17.52% |
Jeff Ameen Spire Wealth Management | 25,857 | $1.29M | $1.81M | $514,053.31 | 39.78% |
Daren Blonski Fermata Advisors LLC | 52,280 | $2.67M | $3.7M | $1.03M | 38.52% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 45,838 | $2.45M | $3.25M | $792,351.5 | 32.28% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,089 | $286,476.36 | $359,995.86 | $73,519.5 | 25.66% |
Lynn A. Jackson Dopkins Wealth Management LLC | 45,814 | $2.46M | $3.25M | $797,035.64 | 32.46% |
Candace Cavalier Congress Wealth Management LLC / DE / | 116,026 | $5.82M | $8.21M | $2.39M | 41.04% |
| NZ Nabeed Zaman Eagle Strategies LLC | 13,780 | $784,358.14 | $974,728.3 | $190,370.16 | 24.27% |
Arlie W. Green Fortress Wealth Management Inc. | 32,068 | $1.73M | $2.27M | $543,013.08 | 31.44% |
Brian Kellett Kellett Wealth Advisors LLC | 68,120 | $3.61M | $4.82M | $1.21M | 33.4% |
Mark Vicencio Lowery Thomas LLC | 25,984 | $1.27M | $1.86M | $593,445.69 | 46.83% |
| DW Darren Woolson Asset Allocation Strategies LLC | 15,135 | $785,378.08 | $1.09M | $301,466.27 | 38.38% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,689 | $323,541.66 | $410,091.56 | $86,549.9 | 26.75% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 26,725 | $1.47M | $1.92M | $454,458.62 | 30.92% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 3,751 | $211,781.46 | $270,518.37 | $58,736.91 | 27.73% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 79 | $4,761 | $5,695.9 | $934.9 | 19.64% |
Jeffrey Steele Silverlake Wealth Management LLC | 5,401 | $290,921.03 | $389,817.17 | $98,896.14 | 33.99% |
Jill Batley Gateway Wealth Partners LLC | 5,550 | $334,446 | $400,571.25 | $66,125.25 | 19.77% |