| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NJL Nelson J. Lam LAM GROUP Inc. | 12,991 | $904,959.84 | $1.28M | $377,511.68 | 41.72% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 3,953 | $316,382.48 | $392,117.83 | $75,735.35 | 23.94% |
| SA Steve Alexandrowski GEM Asset Management LLC | 6,344 | $437,739.09 | $629,293.08 | $191,553.99 | 43.76% |
| PLM Paul L. Moffat Arista Wealth Management LLC | 10,998 | $1.09M | $1.09M | $1,079.61 | 0.1% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 37,528 | $3.3M | $3.72M | $419,374.96 | 12.7% |
| JW Jacqueline Washburn Vawter Financial Ltd. | 8,227 | $692,972.54 | $816,077.26 | $123,104.72 | 17.76% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 881 | $87,339 | $87,241.02 | -$97.98 | -0.11% |
Nemes Rush Group LLC Nemes Rush Group LLC | 8,933 | $659,165.33 | $884,590.32 | $225,424.99 | 34.2% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,671 | $916,758.46 | $1.05M | $131,774 | 14.37% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 4,472 | $289,595 | $439,865.92 | $150,270.92 | 51.89% |
James Rankin Modern Wealth Management, LLC | 19,332 | $1.44M | $1.91M | $478,265.77 | 33.3% |
Amir Har-El Savvy Advisors, Inc. | 4,227 | $363,690.23 | $418,578.67 | $54,888.44 | 15.09% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 17,345 | $1.32M | $1.72M | $393,564.02 | 29.72% |
Taylor Wagner Valued Wealth Advisors LLC | 1,014 | $72,772.57 | $100,411.35 | $27,638.78 | 37.98% |
Mark Fonville Fonville Wealth Management LLC | 3,290 | $260,406.28 | $325,792.25 | $65,385.97 | 25.11% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 7,695 | $522,347.94 | $761,997.37 | $239,649.43 | 45.88% |
Alan Gilmore Private Wealth Management Group, LLC | 1,606 | $127,718.44 | $159,034.15 | $31,315.71 | 24.52% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 57,470 | $3.83M | $5.69M | $1.86M | 48.69% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 110 | $9,066.72 | $10,892.75 | $1,826.03 | 20.14% |
Patrick Gaul Oceanside Advisors LLC | 18,073 | $1.25M | $1.79M | $539,139.16 | 43.11% |