| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Carne SFG Wealth Management LLC | 6,521 | $483,806.19 | $527,027.22 | $43,221.03 | 8.93% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 4,858 | $373,920 | $390,680.36 | $16,760.36 | 4.48% |
Caroline Jankowski Operose Advisors LLC | 123 | $6,046.52 | $9,844.92 | $3,798.4 | 62.82% |
Brian Ramsay Wealthspan Partners LLC | 15,124 | $740,015.78 | $1.23M | $490,926.58 | 66.34% |
John Gorlow Cardiff Park Advisors LLC | 188 | $14,353.8 | $15,136.82 | $783.02 | 5.46% |
Stefan Demuth Ameliora Wealth Management Ltd. | 3,250 | $248,137.5 | $264,452.5 | $16,315 | 6.57% |
Sean Reitenbach Prosperity Consulting Group LLC | 10,232 | $749,479.34 | $820,401.76 | $70,922.42 | 9.46% |
Michael Hackman HFG Advisors Inc. | 4,647 | $335,363.73 | $375,570.54 | $40,206.81 | 11.99% |
Joel A. Schreiber SFI Advisors LLC | 5,220 | $401,783.4 | $418,017.6 | $16,234.2 | 4.04% |
Timothy R. Guthrie Bullseye Investment Management LLC | 370 | $26,562.3 | $29,840.5 | $3,278.2 | 12.34% |
Jonathan Straus Commons Capital LLC | 5,346 | $408,167.1 | $430,780.68 | $22,613.58 | 5.54% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 42,156 | $3.05M | $3.38M | $330,487.27 | 10.84% |
James Peterson Nearwater Capital Markets Ltd. | 500,000 | $38.17M | $40.31M | $2.14M | 5.6% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 11,049 | $850,446.04 | $887,842.39 | $37,396.35 | 4.4% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,195 | $305,220.1 | $581,571.85 | $276,351.75 | 90.54% |
Mark Mowrey Signature Resources Capital Management LLC | 3 | $231 | $239.94 | $8.94 | 3.87% |
Brendan Corcoran Valence8 US LP | 37,018 | $1.67M | $2.96M | $1.29M | 77.49% |
Rachel Faulk Cape Investment Advisory Inc. | 388 | $29,903.51 | $31,362.04 | $1,458.53 | 4.88% |
Brian Dechow SWAN Capital LLC | 30 | $2,309 | $2,405.25 | $96.25 | 4.17% |
Daniel Guy Ethos Financial Group LLC | 9,834 | $735,836.8 | $787,064.19 | $51,227.39 | 6.96% |