| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian Keedy Guardian Wealth Advisors LLC / Nc | 192 | $10,168.32 | $11,408.64 | $1,240.32 | 12.2% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 354 | $17,572.56 | $21,038.22 | $3,465.66 | 19.72% |
Michael Capobianco MWA Asset Management | 3,152 | $166,929.92 | $186,897.84 | $19,967.92 | 11.96% |
Bridget Fagerholt MAS Advisors LLC | 20,533 | $977,625.67 | $1.22M | $242,753.18 | 24.83% |
Ana-Maria Ignat Covestor Ltd | 88 | $4,437.87 | $5,286.6 | $848.73 | 19.12% |
Andrew Burkey Joseph Group Capital Management | 6,082 | $268,955.38 | $360,905.88 | $91,950.5 | 34.19% |
Marc H. Stone Tyler-Stone Wealth Management | 46,520 | $2.25M | $2.79M | $549,425.84 | 24.47% |
Mark Fiskio Empirical Asset Management LLC | 4,379 | $222,422.73 | $263,659.59 | $41,236.86 | 18.54% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 51 | $2,695 | $3,083.2 | $388.2 | 14.4% |
Jill Batley Gateway Wealth Partners LLC | 7,253 | $384,091 | $438,697.7 | $54,606.7 | 14.22% |
Alexandra Stickelman Root Financial Partners, LLC | 1,260 | $62,975 | $76,110.3 | $13,135.3 | 20.86% |
James Rankin Modern Wealth Management, LLC | 94,025 | $4.71M | $5.69M | $981,824.22 | 20.85% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 55,201 | $2.65M | $3.34M | $684,432.49 | 25.79% |
United Advisor Group LLC United Advisor Group, LLC | 124,667 | $6.19M | $7.54M | $1.36M | 21.96% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 16,225 | $772,259.02 | $981,774.75 | $209,515.73 | 27.13% |
Cody Gehman Stonebridge Financial Group, LLC | 289,800 | $14.62M | $17.54M | $2.92M | 19.95% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 122 | $6,061.09 | $7,377.34 | $1,316.25 | 21.72% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 62 | $3,009.18 | $3,744.18 | $735 | 24.43% |
Brian Krause Cascade Financial Partners, LLC | 5,372 | $266,666.08 | $324,549.38 | $57,883.3 | 21.71% |
Lee Larson Everstar Asset Management, LLC | 25,804 | $1.21M | $1.56M | $350,492.97 | 29.01% |