| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Hackman HFG Advisors Inc. | 22,735 | $1.24M | $1.42M | $188,854.98 | 15.29% |
Joel A. Schreiber SFI Advisors LLC | 71,126 | $3M | $4.44M | $1.44M | 47.92% |
Owen Schrum Schrum Private Wealth Management LLC | 25,718 | $1.31M | $1.61M | $296,271.36 | 22.53% |
Amanda Hawley Atria Wealth Solutions Inc. | 22,581 | $1.22M | $1.41M | $190,816.85 | 15.59% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 21,503 | $1.2M | $1.35M | $157,984.19 | 13.2% |
Loni Adams Daymark Wealth Partners LLC | 43,185 | $2.57M | $2.72M | $146,234.57 | 5.69% |
Scott Register Register Financial Advisors LLC | 6,134 | $292,014.66 | $384,479.12 | $92,464.46 | 31.66% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,290 | $205,493 | $206,217.2 | $724.2 | 0.35% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,307 | $206,543 | $207,001.66 | $458.66 | 0.22% |
Christopher C. Powers Farther Finance Advisors, LLC | 20,501 | $1.1M | $1.26M | $166,807.32 | 15.2% |
Courtney Haddad Concurrent Investment Advisors, LLC | 32,847 | $1.98M | $2.07M | $85,902.37 | 4.33% |
KKM Financial LLC KKM Financial LLC | 11,065 | $537,587.32 | $699,142.02 | $161,554.7 | 30.05% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 40,478 | $2.07M | $2.55M | $479,643.13 | 23.17% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 25,591 | $1.39M | $1.62M | $226,884.35 | 16.26% |
Ann Keitner Quantum Portfolio Management LLC | 5,241 | $309,080.61 | $328,191.42 | $19,110.81 | 6.18% |
PETER KRUSSEL Southland Equity Partners LLC | 8,172 | $368,610.58 | $513,528.48 | $144,917.9 | 39.31% |
Joshua Stipcich Tidemark, LLC | 585 | $25,572.14 | $36,465.97 | $10,893.83 | 42.6% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,394 | $387,135.72 | $527,227.14 | $140,091.42 | 36.19% |
Lance Johnson ROI Financial Advisors, LLC | 4,575 | $224,530.66 | $286,532.25 | $62,001.59 | 27.61% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 30,863 | $1.56M | $1.93M | $370,962.51 | 23.76% |