| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Annmarie Young KPP Advisory Services LLC | 15,725 | $128,316.36 | $153,339.19 | $25,022.83 | 19.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 53,019 | $443,407.99 | $510,572.97 | $67,164.98 | 15.15% |
Jae Cho Marex Group plc | 22,244 | $192,633 | $216,767.78 | $24,134.78 | 12.53% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,066 | $95,890.36 | $98,344.82 | $2,454.46 | 2.56% |
James Rankin Modern Wealth Management, LLC | 12,475 | $105,575.57 | $121,880.75 | $16,305.18 | 15.44% |
David Vollmer PFS Partners, LLC | 9,188 | $72,482.77 | $89,766.76 | $17,283.99 | 23.85% |
Joshua Stipcich Tidemark, LLC | 218 | $1,789.89 | $2,126.59 | $336.7 | 18.81% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 555 | $4,761.38 | $5,414.02 | $652.64 | 13.71% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 33,004 | $308,582 | $321,954.02 | $13,372.02 | 4.33% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 900 | $6,948 | $8,779.5 | $1,831.5 | 26.36% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 37,825 | $314,103.69 | $368,793.75 | $54,690.06 | 17.41% |
Angela Pompian Sunpointe, LLC | 40,450 | $331,488.78 | $394,589.75 | $63,100.97 | 19.04% |
Michael Bailey MGB Wealth Management, LLC | 55,822 | $455,228.5 | $543,985.39 | $88,756.89 | 19.5% |
Ian Jameson American Capital Advisory, LLC | 2,650 | $20,458 | $25,837.5 | $5,379.5 | 26.3% |
Chris M. Frantz Catalina Capital Group, LLC | 14,050 | $108,608.59 | $136,917.25 | $28,308.66 | 26.06% |
| ACL Attessa Capital LLC Attessa Capital LLC | 10,031 | $98,404 | $97,651.78 | -$752.22 | -0.76% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 10,683 | $97,215 | $103,999 | $6,784 | 6.98% |
| HAS Hayley A. Snell LRI Investments, LLC | 2,734 | $22,638 | $26,424.11 | $3,786.11 | 16.72% |
David Millar Gen-Wealth Partners Inc | 7,800 | $63,648 | $75,891.66 | $12,243.66 | 19.24% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 27,431 | $211,767.13 | $266,895.4 | $55,128.27 | 26.03% |