| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 224 | $18,393.2 | $19,194.56 | $801.36 | 4.36% |
Marc H. Stone Tyler-Stone Wealth Management | 7,246 | $334,520.53 | $598,700.75 | $264,180.22 | 78.97% |
Christopher Schurmann Summit Investment Advisory Services LLC | 11,200 | $966,334.88 | $952,112 | -$14,222.88 | -1.47% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 3,000 | $210,870 | $252,270 | $41,400 | 19.63% |
Kristofer Gray Integrity Financial Corp. /WA | 3,129 | $219,937.41 | $258,705.72 | $38,768.31 | 17.63% |
Jim Clark Worth Asset Management LLC | 3,844 | $343,077 | $335,081.48 | -$7,995.52 | -2.33% |
Amanda Hawley Atria Wealth Solutions Inc. | 49,472 | $2.27M | $4.24M | $1.97M | 86.47% |
Nolan Baker Retirement Guys Formula LLC | 11,389 | $886,159.26 | $958,953.8 | $72,794.54 | 8.21% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 32,330 | $1.28M | $2.72M | $1.45M | 113.27% |
Linda M. Dagilus Greenfield Savings Bank | 2,330 | $207,952.5 | $196,628.7 | -$11,323.8 | -5.45% |
Mark Mowrey Signature Resources Capital Management LLC | 12 | $970 | $979.8 | $9.8 | 1.01% |
Rachel Faulk Cape Investment Advisory Inc. | 535 | $43,744.16 | $45,844.15 | $2,099.99 | 4.8% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 4,920 | $226,123.03 | $407,326.8 | $181,203.77 | 80.14% |
Lukas Lindgren Abound Wealth Management | 379 | $29,152.91 | $32,609.16 | $3,456.25 | 11.86% |
Drew Phillips Fortitude Family Office LLC | 903 | $47,290.11 | $77,378.07 | $30,087.96 | 63.62% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 7,992 | $459,674.59 | $652,546.8 | $192,872.21 | 41.96% |
Brian Dechow SWAN Capital LLC | 35 | $2,829 | $2,868.6 | $39.6 | 1.4% |
Victoria Latham Fiduciary Alliance LLC | 6,064 | $341,196.94 | $496,520.32 | $155,323.38 | 45.52% |
Belena Vincetti Fortis Capital Advisors LLC | 2,914 | $235,509 | $240,521.56 | $5,012.56 | 2.13% |
Sheryl Stephens Stephens Consulting LLC | 40 | $3,452.09 | $3,276.4 | -$175.69 | -5.09% |