| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PCM Passive Capital Management LLC Passive Capital Management LLC | 6,076 | $208,100.72 | $250,422.34 | $42,321.62 | 20.34% |
Holly Skipper Verum Partners LLC | 88,972 | $2.04M | $3.63M | $1.6M | 78.35% |
Nelson J. Lam LAM GROUP Inc. | 82,260 | $1.91M | $3.37M | $1.46M | 76.33% |
Scott Register Register Financial Advisors LLC | 674 | $28,758 | $27,478.98 | -$1,279.02 | -4.45% |
| TT Thaddeus Toal RCS Financial Planning LLC | 7,358 | $176,287.38 | $300,831.83 | $124,544.45 | 70.65% |
Jeffrey Hanson Breakwater Capital Group | 159,781 | $4.13M | $6.52M | $2.39M | 57.95% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 83,399 | $2.11M | $3.39M | $1.28M | 60.67% |
Dana Anspach Sensible Money LLC | 748,053 | $19.39M | $30.85M | $11.46M | 59.07% |
| SM Sarah Moore BOS Asset Management LLC | 29,376 | $893,086.02 | $1.2M | $310,448.7 | 34.76% |
Kevin Kroskey True Wealth Design LLC | 694,070 | $16.97M | $28.67M | $11.69M | 68.91% |
Alexandra Stickelman Root Financial Partners, LLC | 1.27M | $51.81M | $51.7M | -$105,082.81 | -0.2% |
Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 12,801 | $491,343.22 | $526,441.12 | $35,097.9 | 7.14% |
Megan J. Lottier Rockwood Wealth Management, LLC | 9,818 | $270,011.53 | $402,488.91 | $132,477.38 | 49.06% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 454 | $12,921 | $18,750.2 | $5,829.2 | 45.11% |
| DT Derek Tinnin Altiora Financial Group, LLC | 22,676 | $512,856.96 | $935,611.76 | $422,754.8 | 82.43% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 4,974 | $212,226 | $203,784.78 | -$8,441.22 | -3.98% |
Lars Phillips RAM Investment Partners, LLC | 5,573 | $237,784 | $228,827.38 | -$8,956.62 | -3.77% |
Alisha Arvold Christopher J. Hasenberg, Inc | 338 | $10,137 | $13,820.82 | $3,683.82 | 36.34% |
Christopher C. Powers Farther Finance Advisors, LLC | 148,957 | $4.81M | $6.19M | $1.37M | 28.53% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 192,576 | $4.9M | $7.94M | $3.04M | 62.08% |