| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 71 | $1,532.89 | $1,928.43 | $395.54 | 25.8% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 169,766 | $4.55M | $4.68M | $127,323.29 | 2.8% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 29,072 | $646,245.95 | $798,607.84 | $152,361.89 | 23.58% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 60,492 | $1.52M | $1.67M | $148,908.36 | 9.81% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 35,090 | $776,617.15 | $953,079.49 | $176,462.34 | 22.72% |
Sean Reitenbach Prosperity Consulting Group LLC | 11,104 | $227,019.68 | $305,914.09 | $78,894.41 | 34.75% |
Nichole Raftopoulos Nvest Financial LLC | 18,621 | $431,588.34 | $505,764.98 | $74,176.64 | 17.19% |
Kristofer Gray Integrity Financial Corp. /WA | 9,959 | $227,861.92 | $270,496.4 | $42,634.48 | 18.71% |
Scott Boyce Decker Retirement Planning Inc. | 614 | $15,031 | $16,676.85 | $1,645.85 | 10.95% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 15,638 | $364,400.88 | $424,743.72 | $60,342.84 | 16.56% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,507 | $213,913.88 | $230,965.05 | $17,051.17 | 7.97% |
Andrea Butler Sequent Planning LLC | 87,809 | $2.35M | $2.42M | $69,105.88 | 2.94% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8 | $205.24 | $220.4 | $15.16 | 7.39% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 27,791 | $613,795.37 | $754,831.35 | $141,035.98 | 22.98% |
Douglas E. Morisoli Fairman Group, LLC | 1,091 | $23,173 | $29,632.65 | $6,459.65 | 27.88% |
Jade Eagles WEALTHGARDEN F.S. LLC | 36,594 | $790,058.87 | $993,929.63 | $203,870.76 | 25.8% |
| DN Daniel Newman Noble Wealth Management PBC | 898 | $19,387.82 | $24,390.58 | $5,002.76 | 25.8% |
| DR Don Ruffin Park Square Financial Group LLC | 98 | $2,626 | $2,661.78 | $35.78 | 1.36% |
Winnow Wealth LLC Winnow Wealth LLC | 11,966 | $311,116 | $325,008.53 | $13,892.53 | 4.47% |