| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 2,422 | $190,711.97 | $224,228.76 | $33,516.79 | 17.57% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,093 | $235,168.97 | $279,576.27 | $44,407.3 | 18.88% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 30,357 | $2.17M | $2.66M | $485,987.41 | 22.38% |
Marc H. Stone Tyler-Stone Wealth Management | 3,945 | $248,061.6 | $356,588.55 | $108,526.95 | 43.75% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 8,454 | $716,488.22 | $740,147.7 | $23,659.48 | 3.3% |
Missy Straw Nilsine Partners LLC | 4,244 | $331,348.15 | $383,615.16 | $52,267.01 | 15.77% |
Dalila Toledo Ascent Group LLC | 11,879 | $927,271.9 | $1.09M | $158,587.49 | 17.1% |
| EM Erin Mccann Simplicity Wealth LLC | 38,054 | $3.74M | $3.51M | -$228,819.07 | -6.13% |
Robert Glass AlphaCentric Advisors LLC | 1,705 | $136,986.8 | $149,272.75 | $12,285.95 | 8.97% |
Michael Byun SageView Advisory Group LLC | 9,591 | $624,039.28 | $866,930.49 | $242,891.21 | 38.92% |
Thomas Mason Mason & Associates Inc. | 2,500 | $258,625 | $225,975 | -$32,650 | -12.62% |
Katie Christensen iSAM Funds UKK) Ltd | 3,600 | $372,420 | $315,180 | -$57,240 | -15.37% |
Kristen Williams Athena Investment Management | 4,605 | $448,635.75 | $416,245.95 | -$32,389.8 | -7.22% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,117 | $75,676.75 | $100,965.63 | $25,288.88 | 33.42% |
| BPN Brent P. Nicks Strategic Planning Inc. | 146,342 | $9.93M | $13.49M | $3.56M | 35.82% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 5,234 | $394,992.14 | $473,101.26 | $78,109.12 | 19.77% |
Mark Fiskio Empirical Asset Management LLC | 5,473 | $566,181.85 | $494,704.47 | -$71,477.38 | -12.62% |
Timothy Gerlach Novem Group | 10,322 | $537,427.02 | $933,005.58 | $395,578.56 | 73.61% |
Daniel Ronan Catalyst Financial Partners LLC | 5,760 | $428,908 | $520,646.4 | $91,738.4 | 21.39% |
Amanda Hawley Atria Wealth Solutions Inc. | 25,384 | $1.21M | $2.35M | $1.14M | 93.79% |