| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PCM Passive Capital Management LLC Passive Capital Management LLC | 6,076 | $208,100.72 | $249,966.64 | $41,865.92 | 20.12% |
Holly Skipper Verum Partners LLC | 88,972 | $2.04M | $3.53M | $1.5M | 73.37% |
Nelson J. Lam LAM GROUP Inc. | 82,260 | $1.91M | $3.27M | $1.36M | 71.15% |
Scott Register Register Financial Advisors LLC | 674 | $28,758 | $26,764.54 | -$1,993.46 | -6.93% |
| TT Thaddeus Toal RCS Financial Planning LLC | 8,691 | $208,772.75 | $345,119.61 | $136,346.86 | 65.31% |
Jeffrey Hanson Breakwater Capital Group | 149,813 | $3.7M | $5.95M | $2.25M | 60.63% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 83,399 | $2.11M | $3.31M | $1.2M | 56.84% |
Dana Anspach Sensible Money LLC | 748,053 | $19.39M | $29.71M | $10.31M | 53.17% |
| SM Sarah Moore BOS Asset Management LLC | 23,401 | $639,748.95 | $929,253.71 | $289,504.76 | 45.25% |
Kevin Kroskey True Wealth Design LLC | 701,289 | $17.13M | $27.85M | $10.71M | 62.54% |
Alexandra Stickelman Root Financial Partners, LLC | 1.27M | $51.81M | $50.36M | -$1.45M | -2.8% |
Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 12,801 | $491,343.22 | $508,327.71 | $16,984.49 | 3.46% |
Megan J. Lottier Rockwood Wealth Management, LLC | 9,818 | $270,011.53 | $389,872.78 | $119,861.25 | 44.39% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 454 | $12,921 | $18,028.34 | $5,107.34 | 39.53% |
| DT Derek Tinnin Altiora Financial Group, LLC | 22,676 | $512,856.96 | $932,890.64 | $420,033.68 | 81.9% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 4,974 | $212,226 | $197,517.54 | -$14,708.46 | -6.93% |
Lars Phillips RAM Investment Partners, LLC | 5,573 | $237,784 | $221,303.83 | -$16,480.17 | -6.93% |
Alisha Arvold Christopher J. Hasenberg, Inc | 338 | $10,137 | $13,421.98 | $3,284.98 | 32.41% |
Christopher C. Powers Farther Finance Advisors, LLC | 131,189 | $4.06M | $5.21M | $1.15M | 28.29% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 192,576 | $4.9M | $7.65M | $2.75M | 56.07% |