| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NCM NCM Capital Management LLC NCM Capital Management LLC | 19,316 | $892,267.5 | $1.23M | $342,024.9 | 38.33% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 52,320 | $3.54M | $3.32M | -$220,790.4 | -6.23% |
Arlie W. Green Fortress Wealth Management Inc. | 100,210 | $5.06M | $6.43M | $1.37M | 27.08% |
Clint Dunn Beaird Harris Wealth Management LLC | 51 | $3,454.74 | $3,236.46 | -$218.28 | -6.32% |
John Gorlow Cardiff Park Advisors LLC | 2,742 | $129,220.94 | $174,665.4 | $45,444.46 | 35.17% |
W. Travis McKinney HB Wealth Management LLC | 7,551 | $359,392.78 | $485,906.85 | $126,514.07 | 35.2% |
Allison Tronnes Forum Financial Management LP | 14,596 | $688,347.36 | $929,765.2 | $241,417.84 | 35.07% |
| EM Erin Mccann Simplicity Wealth LLC | 74,237 | $4.03M | $4.76M | $731,723.22 | 18.15% |
Allison Brooke Blake WorthPointe LLC | 22,931 | $1.41M | $1.47M | $56,949.95 | 4.03% |
Mark Meredith Meredith Wealth Planning | 290,287 | $13.03M | $18.52M | $5.5M | 42.2% |
Brian Matter Creative Capital Management Investments LLC | 8,997 | $609,456.78 | $578,507.1 | -$30,949.68 | -5.08% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 10,397 | $536,112.07 | $663,380.58 | $127,268.51 | 23.74% |
Nelson J. Lam LAM GROUP Inc. | 16,910 | $932,698.05 | $1.08M | $149,541.95 | 16.03% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 221,780 | $9.28M | $14.21M | $4.93M | 53.15% |
Jonathan Seed Seed Wealth Management Inc. | 9,710 | $487,979.84 | $623,963.63 | $135,983.79 | 27.87% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 211,649 | $10.53M | $13.52M | $3M | 28.48% |
Jeffrey Hanson Breakwater Capital Group | 14,705 | $721,518.54 | $935,826.2 | $214,307.66 | 29.7% |
Dana Anspach Sensible Money LLC | 16,341 | $669,905.02 | $1.05M | $380,166.01 | 56.75% |
Kevin Kroskey True Wealth Design LLC | 14,298 | $768,921.52 | $920,076.3 | $151,154.78 | 19.66% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 10,588 | $635,094.81 | $674,137.96 | $39,043.15 | 6.15% |