| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 71 | $1,532.89 | $1,917 | $384.11 | 25.06% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 23,446 | $495,637.93 | $629,994.02 | $134,356.09 | 27.11% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 35,090 | $776,617.15 | $945,675.5 | $169,058.35 | 21.77% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 11,104 | $227,019.68 | $299,197.28 | $72,177.6 | 31.79% |
| NR Nichole Raftopoulos Nvest Financial LLC | 18,692 | $433,121.23 | $502,160.58 | $69,039.35 | 15.94% |
Kristofer Gray Integrity Financial Corp. /WA | 12,151 | $276,812.3 | $326,436.61 | $49,624.31 | 17.93% |
| SB Scott Boyce Decker Retirement Planning Inc. | 614 | $15,031 | $16,553.44 | $1,522.44 | 10.13% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 16,455 | $383,093.86 | $442,228.12 | $59,134.26 | 15.44% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,585 | $162,423.85 | $176,280.45 | $13,856.6 | 8.53% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8 | $205.24 | $214.88 | $9.64 | 4.7% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 13,080 | $286,680.39 | $351,655.8 | $64,975.41 | 22.66% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 31,182 | $685,820.18 | $840,666.72 | $154,846.54 | 22.58% |
Douglas E. Morisoli Fairman Group, LLC | 1,091 | $23,173 | $29,304.26 | $6,131.26 | 26.46% |
Jade Eagles WEALTHGARDEN F.S. LLC | 36,594 | $790,058.87 | $983,829.69 | $193,770.82 | 24.53% |
| DN Daniel Newman Noble Wealth Management PBC | 898 | $19,387.82 | $24,030.48 | $4,642.66 | 23.95% |
Winnow Wealth LLC Winnow Wealth LLC | 12,219 | $317,694 | $327,652.48 | $9,958.48 | 3.13% |