| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Kurth PCG Wealth Advisors LLC | 84,641 | $3.08M | $3.44M | $364,022.66 | 11.83% |
Sam Sweitzer Anson Capital Inc. | 6,680 | $222,176.8 | $271,608.8 | $49,432 | 22.25% |
Caitlin Garner SC&H Financial Advisors Inc. | 9,294 | $247,921.08 | $377,894.04 | $129,972.96 | 52.43% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 118,908 | $4.33M | $4.83M | $507,912.43 | 11.74% |
Timothy Carne SFG Wealth Management LLC | 20,107 | $711,712.66 | $817,550.62 | $105,837.96 | 14.87% |
| HGL Herbst Group LLC Herbst Group LLC | 65,098 | $2.42M | $2.65M | $225,239.08 | 9.3% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 7,321 | $263,570.38 | $305,724.96 | $42,154.58 | 15.99% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 325,035 | $10.91M | $13.22M | $2.31M | 21.16% |
Daniel Forbes Forbes Financial Planning Inc. | 293,507 | $9.72M | $11.93M | $2.21M | 22.72% |
Michelle McCarthy Vantage Financial Partners LLC | 5,783 | $204,098.34 | $235,136.78 | $31,038.44 | 15.21% |
Jason Matthews Kfg Wealth Management LLC | 1.51M | $48.38M | $61.3M | $12.91M | 26.69% |
Scott Williams Investmark Advisory Group LLC | 57,095 | $2.01M | $2.38M | $370,237.95 | 18.39% |
Christopher Warner WARNER FINANCIAL Inc. | 88,115 | $3.16M | $3.58M | $426,290.96 | 13.51% |
Jim Clark Worth Asset Management LLC | 20,891 | $789,090.81 | $849,428.06 | $60,337.25 | 7.65% |
| LV Leah Vaden Redwood Financial Network Corp. | 30,595 | $1.12M | $1.28M | $158,298.22 | 14.15% |
| DAL Drake & Associates LLC Drake & Associates LLC | 5,770 | $231,550.1 | $240,897.5 | $9,347.4 | 4.04% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 16,586 | $617,003.4 | $674,386.76 | $57,383.36 | 9.3% |
Mark Mowrey Signature Resources Capital Management LLC | 275 | $11,036 | $11,181.5 | $145.5 | 1.32% |
Mariana Coli Dunhill Financial LLC | 117 | $3,843 | $4,884.75 | $1,041.75 | 27.11% |
Jill Grimes Centurion Wealth Management LLC | 12,750 | $511,668 | $518,415 | $6,747 | 1.32% |