| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 27,490 | $454,411.2 | $554,060.95 | $99,649.75 | 21.93% |
Mark Fiskio Empirical Asset Management LLC | 34,041 | $511,179.56 | $685,585.74 | $174,406.18 | 34.12% |
Timothy Gerlach Novem Group | 31,302 | $609,613.1 | $630,422.28 | $20,809.18 | 3.41% |
Jim Clark Worth Asset Management LLC | 10,810 | $208,832.94 | $221,388.8 | $12,555.86 | 6.01% |
Amanda Hawley Atria Wealth Solutions Inc. | 167,058 | $3.27M | $3.32M | $48,446.82 | 1.48% |
Lincoln Bach Delap Wealth Advisory LLC | 13,508 | $215,189.28 | $273,469.46 | $58,280.18 | 27.08% |
Craig Johnsen Fortitude Advisory Group LLC | 31,196 | $504,708.79 | $620,176.48 | $115,467.69 | 22.88% |
Gary M. Coon Finer Wealth Management Inc. | 16,738 | $312,145.64 | $338,860.81 | $26,715.17 | 8.56% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 11,183 | $215,831.9 | $226,343.92 | $10,512.02 | 4.87% |
James M. Perkins Quantum Private Wealth LLC | 104,048 | $1.18M | $2.09M | $911,694.31 | 77.35% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,534 | $62,775.11 | $70,733.01 | $7,957.9 | 12.68% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 211 | $3,498.34 | $4,269.58 | $771.24 | 22.05% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 61,455 | $1.11M | $1.22M | $110,434.86 | 9.93% |
Rodrigo Diaz Plan Group Financial LLC | 32,012 | $595,104.11 | $644,881.74 | $49,777.63 | 8.36% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 11,392 | $217,815.04 | $228,124.8 | $10,309.76 | 4.73% |
Amna Ali Khan GDS Wealth Management | 19,394 | $278,192.36 | $389,819.4 | $111,627.04 | 40.13% |
Mark Mowrey Signature Resources Capital Management LLC | 330 | $6,068.12 | $6,680.85 | $612.73 | 10.1% |
Rachel Faulk Cape Investment Advisory Inc. | 1,954 | $37,363.89 | $38,845.52 | $1,481.63 | 3.97% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 55,314 | $912,234.68 | $1.11M | $199,576.72 | 21.88% |
Peter Joers Avos Capital Management LLC | 14,033 | $247,917.76 | $283,887.59 | $35,969.83 | 14.51% |