| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 35 | $1,981.7 | $2,791.6 | $809.9 | 40.87% |
Chris Williams Applied Capital LLC | 7,687 | $415,943.57 | $604,890.03 | $188,946.46 | 45.43% |
Rick Hurley Heirloom Wealth Management | 343,324 | $28.21M | $26.86M | -$1.35M | -4.77% |
Rebecca Loeffler Corus Family Wealth Advisors | 18,462 | $1.13M | $1.45M | $325,896.3 | 28.92% |
Craig Kurth PCG Wealth Advisors LLC | 38,811 | $2.63M | $3.05M | $419,795.24 | 15.95% |
Nicholas Shaheen FSA Advisors Inc. | 3,762 | $322,183 | $294,002.56 | -$28,180.44 | -8.75% |
| TD Teresa Douberly Ridgeline Wealth LLC | 60,791 | $3.23M | $4.76M | $1.52M | 47.14% |
John DeMarco Trajan Wealth LLC | 201,427 | $10.75M | $15.79M | $5.04M | 46.9% |
William Cantus Pacific Sage Partners LLC | 191,056 | $12.58M | $15.02M | $2.44M | 19.43% |
Mark Mowrey Signature Resources Capital Management LLC | 29 | $1,738 | $2,254.46 | $516.46 | 29.72% |
Drew Phillips Fortitude Family Office LLC | 48 | $2,717.76 | $3,791.52 | $1,073.76 | 39.51% |
Belena Vincetti Fortis Capital Advisors LLC | 13,015 | $880,219.03 | $1.02M | $136,122.32 | 15.46% |
Jeffrey D. Munjack JDM Financial Group LLC | 202 | $10,586.82 | $15,778.22 | $5,191.4 | 49.04% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 4,974 | $285,699.47 | $391,380.18 | $105,680.71 | 36.99% |
| BP Brett Pohl Kingdom Financial Group LLC | 272 | $19,384.57 | $21,173.84 | $1,789.27 | 9.23% |
Andrew Agosta Prosperity Financial Group, Inc. | 43,740 | $3.75M | $3.44M | -$306,571.4 | -8.18% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,845 | $1.1M | $1.01M | -$85,533.73 | -7.77% |
Owen McCabe Tyche Wealth Partners LLC | 8,697 | $514,980.91 | $679,322.67 | $164,341.76 | 31.91% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 3,833 | $229,712.91 | $297,824.1 | $68,111.19 | 29.65% |
Kings Path Partners LLC Kings Path Partners LLC | 72 | $4,635.31 | $5,623.92 | $988.61 | 21.33% |