| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| QS Quentin Stoker Gallacher Capital Management LLC | 14,465 | $856,419.92 | $989,550.65 | $133,130.73 | 15.55% |
| SS Sheryl Stephens Stephens Consulting LLC | 123 | $7,024.13 | $8,470.39 | $1,446.26 | 20.59% |
Kevin Gray Lodestar Private Asset Management LLC | 126,300 | $6.99M | $8.7M | $1.71M | 24.43% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 2,610 | $167,954 | $179,633.25 | $11,679.25 | 6.95% |
| WJW Walter J. West Milestone Asset Management LLC | 17,883 | $996,845.88 | $1.23M | $234,398.67 | 23.51% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 555 | $26,194.88 | $38,220.07 | $12,025.19 | 45.91% |
| PIL PFG Investments LLC PFG Investments LLC | 4,820 | $310,145 | $331,495.5 | $21,350.5 | 6.88% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,748 | $100,293.47 | $120,218.7 | $19,925.23 | 19.87% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 61,347 | $3.52M | $4.22M | $705,453.01 | 20.05% |
Able Financial Group LLC ABLE Financial Group, LLC | 4,347 | $269,387.48 | $299,356.15 | $29,968.67 | 11.12% |
Courtney Holt Compound Planning, Inc. | 5,334 | $329,776.99 | $366,845.85 | $37,068.86 | 11.24% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 39,741 | $2.5M | $2.73M | $229,644.72 | 9.17% |
Thomas Dobbins New Republic Capital, LLC | 272 | $16,752.82 | $18,698.64 | $1,945.82 | 11.61% |
Andrew Parsons Corrigan Financial, Inc. | 11,328 | $634,457.99 | $778,743.36 | $144,285.37 | 22.74% |
Bradley Harsch Strategic Advocates LLC | 163 | $10,494.36 | $11,205.43 | $711.07 | 6.78% |
Christopher C. Powers Farther Finance Advisors, LLC | 13,575 | $838,284.49 | $928,665.75 | $90,381.26 | 10.78% |
NICOLE MARTIN Arlington Trust Co LLC | 837 | $58,172 | $57,556.3 | -$615.7 | -1.06% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 6,574 | $423,235 | $452,389.81 | $29,154.81 | 6.89% |
Daniel Dorval DORVAL Corp | 6,079 | $330,515.44 | $418,022.43 | $87,506.99 | 26.48% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,164 | $129,116.88 | $148,829.1 | $19,712.22 | 15.27% |