| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Annmarie Young KPP Advisory Services LLC | 15,725 | $128,316.36 | $153,790.5 | $25,474.14 | 19.85% |
Christopher C. Powers Farther Finance Advisors, LLC | 52,959 | $442,921.99 | $517,939.02 | $75,017.03 | 16.94% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,066 | $95,890.36 | $98,445.48 | $2,555.12 | 2.66% |
James Rankin Modern Wealth Management, LLC | 12,475 | $105,575.57 | $124,500.5 | $18,924.93 | 17.93% |
David Vollmer PFS Partners, LLC | 9,381 | $74,376.19 | $91,746.18 | $17,369.99 | 23.35% |
Joshua Stipcich Tidemark, LLC | 218 | $1,789.89 | $2,177.82 | $387.93 | 21.67% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 555 | $4,761.38 | $5,611.05 | $849.67 | 17.85% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 33,004 | $308,582 | $322,779.12 | $14,197.12 | 4.6% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 900 | $6,948 | $8,802 | $1,854 | 26.68% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 63,682 | $567,761.1 | $643,825.02 | $76,063.92 | 13.4% |
Brandon Hobson Silver Coast Investments LLC | 21,500 | $210,915 | $210,270 | -$645 | -0.31% |
Angela Pompian Sunpointe, LLC | 40,436 | $331,374.4 | $395,464.08 | $64,089.68 | 19.34% |
Michael Bailey MGB Wealth Management, LLC | 55,822 | $455,228.5 | $545,939.16 | $90,710.66 | 19.93% |
Ian Jameson American Capital Advisory, LLC | 2,650 | $20,458 | $25,917 | $5,459 | 26.68% |
Chris M. Frantz Catalina Capital Group, LLC | 14,050 | $108,608.59 | $137,409 | $28,800.41 | 26.52% |
| ACL Attessa Capital LLC Attessa Capital LLC | 10,031 | $98,404 | $98,103.18 | -$300.82 | -0.31% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 10,683 | $97,215 | $104,479.74 | $7,264.74 | 7.47% |
| HAS Hayley A. Snell LRI Investments, LLC | 2,734 | $22,638 | $26,738.52 | $4,100.52 | 18.11% |
David Millar Gen-Wealth Partners Inc | 7,800 | $63,648 | $77,922 | $14,274 | 22.43% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 27,431 | $211,767.13 | $268,275.18 | $56,508.05 | 26.68% |