| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Barry Oliver Capital Performance Advisors LLP | 33,851 | $1.87M | $2.1M | $224,806.63 | 12.01% |
Jennifer Scott Scott Capital Advisors LLC | 8,079 | $490,637.67 | $498,959.04 | $8,321.37 | 1.7% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 9,832 | $435,890.79 | $609,731.48 | $173,840.69 | 39.88% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 672 | $40,514.88 | $41,512.8 | $997.92 | 2.46% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 100 | $5,079.32 | $6,170.5 | $1,091.18 | 21.48% |
David Mailloux WealthCare Investment Partners LLC | 17,779 | $892,421.27 | $1.11M | $212,988.05 | 23.87% |
Ryan Gough Perfromance Wealth Partners LLC | 219,333 | $12M | $13.62M | $1.62M | 13.51% |
Clint Dunn Beaird Harris Wealth Management LLC | 184 | $10,250.64 | $11,339 | $1,088.36 | 10.62% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 5,000 | $211,400 | $308,475 | $97,075 | 45.92% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 32,503 | $1.33M | $2.02M | $682,614.46 | 51.21% |
Brian Ramsay Wealthspan Partners LLC | 3,488 | $210,291.52 | $216,500.16 | $6,208.64 | 2.95% |
Kathryn Brown Morton Brown Family Wealth LLC | 236 | $11,705.6 | $14,576.54 | $2,870.94 | 24.53% |
Jay Richards Investment Advisory Group LLC | 9,156 | $487,322.17 | $568,770.72 | $81,448.55 | 16.71% |
W. Travis McKinney HB Wealth Management LLC | 13,743 | $828,565.47 | $848,905.11 | $20,339.64 | 2.45% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 100 | $6,029 | $6,196 | $167 | 2.77% |
Dalila Toledo Ascent Group LLC | 3,340 | $201,368.6 | $205,944.4 | $4,575.8 | 2.27% |
Nichole Raftopoulos Nvest Financial LLC | 4,865 | $293,310.85 | $301,994.87 | $8,684.02 | 2.96% |
David T. Morgan High Net Worth Advisory Group LLC | 19,229 | $817,645.96 | $1.19M | $373,782.88 | 45.71% |
Dan Mohr Retireful LLC | 6,271 | $384,537.72 | $386,889.34 | $2,351.62 | 0.61% |
Jason Matthews Kfg Wealth Management LLC | 75,583 | $4.09M | $4.66M | $570,489.61 | 13.94% |