| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,930 | $51,067.8 | $53,287.3 | $2,219.5 | 4.35% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 16,410 | $405,320.26 | $453,080.1 | $47,759.84 | 11.78% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 190 | $5,059.13 | $5,245.9 | $186.77 | 3.69% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 529 | $14,007.94 | $14,605.69 | $597.75 | 4.27% |
| NS Nicholas Shaheen FSA Advisors Inc. | 13,277 | $351,754.12 | $366,577.97 | $14,823.85 | 4.21% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 17,542 | $464,161.32 | $484,366.2 | $20,204.88 | 4.35% |
Michael Byun SageView Advisory Group LLC | 5,320 | $142,122 | $146,894.78 | $4,772.78 | 3.36% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 8,436 | $223,216.56 | $232,917.96 | $9,701.4 | 4.35% |
Jason Matthews Kfg Wealth Management LLC | 36,676 | $940,655.58 | $1.01M | $72,034.8 | 7.66% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,150 | $447,597.15 | $501,154.17 | $53,557.02 | 11.97% |
| BP Brett Pohl Kingdom Financial Group LLC | 259 | $6,896 | $7,151.46 | $255.46 | 3.7% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 10,281 | $255,784.33 | $283,876.92 | $28,092.59 | 10.98% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,292 | $205,095.22 | $228,776.28 | $23,681.06 | 11.55% |
Courtney Haddad Concurrent Investment Advisors, LLC | 18,519 | $493,090 | $511,342.92 | $18,252.92 | 3.7% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 21,915 | $552,026.62 | $605,112.6 | $53,085.98 | 9.62% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 20,000 | $550,702 | $552,236 | $1,534 | 0.28% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 13,435 | $351,509.66 | $370,964.53 | $19,454.87 | 5.53% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 24,035 | $635,966.32 | $663,649.61 | $27,683.29 | 4.35% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 4,740 | $118,738.96 | $130,879.93 | $12,140.97 | 10.22% |
Nathan Edwards IMG Wealth Management, Inc. | 9,286 | $234,178.41 | $256,403.17 | $22,224.76 | 9.49% |