| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 1,040 | $201,358.26 | $221,582.4 | $20,224.14 | 10.04% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,927 | $269,753.14 | $402,030.01 | $132,276.87 | 49.04% |
Timothy R. Guthrie Bullseye Investment Management LLC | 1,486 | $305,417.58 | $310,024.18 | $4,606.6 | 1.51% |
Stephen Dunnaway Brown Shipley& Co Ltd | 96 | $16,331.17 | $20,504.64 | $4,173.47 | 25.56% |
Dalila Toledo Ascent Group LLC | 27,740 | $3.67M | $5.88M | $2.21M | 60.21% |
| EM Erin Mccann Simplicity Wealth LLC | 1,973 | $412,641.24 | $419,252.63 | $6,611.39 | 1.6% |
Michael Byun SageView Advisory Group LLC | 8,716 | $1.18M | $1.82M | $642,744.84 | 54.67% |
Nicole Goff Retirement Solution LLC | 1,569 | $295,081.83 | $334,353.9 | $39,272.07 | 13.31% |
Chad Soukup jvl associates LLC | 4,476 | $768,900.02 | $953,835.6 | $184,935.58 | 24.05% |
Taro Kuriyama Axq Capita LLP | 3,458 | $588,137 | $734,842.29 | $146,705.29 | 24.94% |
Samuel Miller Kraft, Davis & Associates LLC | 3,454 | $386,339.46 | $720,608.02 | $334,268.56 | 86.52% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 3,920 | $743,656.42 | $817,829.6 | $74,173.18 | 9.97% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,106 | $517,217.73 | $641,016.28 | $123,798.55 | 23.94% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,122 | $218,857 | $234,082.86 | $15,225.86 | 6.96% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,316 | $623,640.12 | $684,356.08 | $60,715.96 | 9.74% |
Michael Topley Lansing Street Advisors | 5,062 | $993,772.8 | $1.04M | $50,922.76 | 5.12% |
Timothy Gerlach Novem Group | 7,189 | $1.27M | $1.5M | $230,971.31 | 18.2% |
Daniel Ronan Catalyst Financial Partners LLC | 3,283 | $490,375.87 | $684,932.29 | $194,556.42 | 39.67% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,610 | $1.98M | $2.05M | $68,999.8 | 3.49% |
Matthew Heller Willner & Heller LLC | 2,630 | $295,897.19 | $542,779.4 | $246,882.21 | 83.44% |