| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Fairman Eagle Rock Investment Company LLC | 3,950 | $220,243.45 | $425,099 | $204,855.55 | 93.01% |
Timothy Taylor TCM Advisors LLC | 5,600 | $282,828 | $603,960 | $321,132 | 113.54% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 400 | $22,532 | $43,048 | $20,516 | 91.05% |
Jeremy Baltz Raleigh Capital Management Inc. | 9 | $416.25 | $968.58 | $552.33 | 132.69% |
Christopher Clancy Global Wealth Strategies & Associates | 2,194 | $251,983.12 | $236,118.28 | -$15,864.84 | -6.3% |
William Jollie Quent Capital LLC | 2,121 | $212,806.65 | $227,328.78 | $14,522.13 | 6.82% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 4,123 | $352,475.27 | $435,594.95 | $83,119.68 | 23.58% |
Missy Straw Nilsine Partners LLC | 1,858 | $210,782.88 | $199,957.96 | -$10,824.92 | -5.14% |
Dalila Toledo Ascent Group LLC | 21,329 | $1.2M | $2.3M | $1.1M | 91.9% |
| EM Erin Mccann Simplicity Wealth LLC | 4,230 | $353,673.64 | $460,477.8 | $106,804.16 | 30.2% |
Ed West Values First Advisors Inc. | 1,287 | $115,076.86 | $138,506.94 | $23,430.08 | 20.36% |
Michael Byun SageView Advisory Group LLC | 2,248 | $126,701.33 | $240,985.6 | $114,284.27 | 90.2% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 36,361 | $3.44M | $3.91M | $475,061.92 | 13.82% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 1,875 | $215,362.5 | $201,787.5 | -$13,575 | -6.3% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 14 | $1,294.02 | $1,506.68 | $212.66 | 16.43% |
Patricia A. Thompson Leeward Investments LLC - MA | 112,317 | $6.83M | $12.09M | $5.25M | 76.87% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,050 | $281,911.5 | $328,241 | $46,329.5 | 16.43% |
Mark Fiskio Empirical Asset Management LLC | 5,154 | $591,988.44 | $552,508.8 | -$39,479.64 | -6.67% |
Daniel Ronan Catalyst Financial Partners LLC | 1,922 | $220,761 | $206,845.64 | -$13,915.36 | -6.3% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,430 | $679,022.34 | $907,236.6 | $228,214.26 | 33.61% |