| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 9,381 | $258,782 | $265,763.73 | $6,981.73 | 2.7% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,955 | $79,177.42 | $83,715.15 | $4,537.73 | 5.73% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,676 | $128,977.14 | $132,471.08 | $3,493.94 | 2.71% |
| NS Nicholas Shaheen FSA Advisors Inc. | 7,580 | $209,100 | $214,741.4 | $5,641.4 | 2.7% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 7,925 | $210,131.38 | $224,554.87 | $14,423.49 | 6.86% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 9,288 | $256,435.61 | $263,129.04 | $6,693.43 | 2.61% |
Jason Matthews Kfg Wealth Management LLC | 36,661 | $992,200.94 | $1.04M | $46,588.49 | 4.7% |
Jeffrey D. Munjack JDM Financial Group LLC | 386 | $9,947.22 | $10,937.31 | $990.09 | 9.95% |
Jennifer Henry Continuum Wealth Advisors LLC | 18,877 | $511,193 | $534,879.79 | $23,686.79 | 4.63% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 32,896 | $875,200.32 | $932,108.16 | $56,907.84 | 6.5% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,683 | $197,990.52 | $217,697.8 | $19,707.28 | 9.95% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 10,600 | $292,409 | $300,351 | $7,942 | 2.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,725 | $236,727.26 | $247,012.6 | $10,285.34 | 4.34% |
Syon Capital LLC SYON CAPITAL LLC | 14,524 | $400,656 | $411,537.54 | $10,881.54 | 2.72% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,799 | $215,142 | $220,984.66 | $5,842.66 | 2.72% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 12,898 | $332,381 | $365,464.83 | $33,083.83 | 9.95% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 7,948 | $219,252 | $225,206.58 | $5,954.58 | 2.72% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 6,602 | $175,707.14 | $187,067.67 | $11,360.53 | 6.47% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 24,053 | $641,202.69 | $681,541.75 | $40,339.06 | 6.29% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,890 | $300,409 | $308,568.15 | $8,159.15 | 2.72% |