| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,728 | $96,998.32 | $107,180 | $10,181.68 | 10.5% |
Jeff Ameen Spire Wealth Management | 11,988 | $275,243.63 | $345,014.64 | $69,771.01 | 25.35% |
Kristofer Gray Integrity Financial Corp. /WA | 4,829 | $111,936.22 | $138,544.01 | $26,607.79 | 23.77% |
Jeffrey Gilbert Balboa Wealth Partners | 7,438 | $203,429.3 | $213,024.32 | $9,595.02 | 4.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,000 | $102,040 | $114,640 | $12,600 | 12.35% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5 | $135.37 | $143.6 | $8.23 | 6.08% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 18,973 | $419,303.58 | $544,999.42 | $125,695.84 | 29.98% |
Chandler te Velde Maia Wealth LLC | 21,643 | $591,984 | $621,695.17 | $29,711.17 | 5.02% |
Jonathan Chatfield LM Advisors LLC | 1,575 | $35,879.94 | $45,234 | $9,354.06 | 26.07% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 8,967 | $228,827.28 | $256,904.55 | $28,077.27 | 12.27% |
| SDL Scott D. Lasky Lionshead Wealth Management LLC | 15,055 | $343,103.42 | $431,250.47 | $88,147.05 | 25.69% |
Winnow Wealth LLC Winnow Wealth LLC | 11,757 | $317,439 | $337,131.97 | $19,692.97 | 6.2% |