| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 5,391 | $166,711.94 | $399,473.09 | $232,761.15 | 139.62% |
Dave Reichert Echo45 Advisors LLC | 27,370 | $1.13M | $2.03M | $896,336.57 | 79.2% |
Timothy Carne SFG Wealth Management LLC | 21,770 | $1.29M | $1.61M | $326,055.3 | 25.33% |
Caroline Jankowski Operose Advisors LLC | 57 | $1,633.62 | $4,223.7 | $2,590.08 | 158.55% |
Kathryn Brown Morton Brown Family Wealth LLC | 424 | $36,366.48 | $31,418.4 | -$4,948.08 | -13.61% |
John Gorlow Cardiff Park Advisors LLC | 6,623 | $208,063.83 | $490,764.29 | $282,700.46 | 135.87% |
Stefan Demuth Ameliora Wealth Management Ltd. | 25,402 | $1.92M | $1.88M | -$38,953.24 | -2.03% |
| CC Cheung Chan Chemistry Wealth Management LLC | 13,663 | $580,051.11 | $1.01M | $432,377.16 | 74.54% |
Sean Reitenbach Prosperity Consulting Group LLC | 12,339 | $1.07M | $914,319.88 | -$152,516.15 | -14.3% |
Kathleen Thornhill Confluence Wealth Services Inc. | 9,430 | $347,503.64 | $698,762.98 | $351,259.34 | 101.08% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 27,910 | $1.22M | $2.07M | $852,496.27 | 70.13% |
John Swift Benchmark Investment Advisors LLC | 19,862 | $1.82M | $1.47M | -$350,961.58 | -19.25% |
W. Travis McKinney HB Wealth Management LLC | 20,984 | $1.7M | $1.55M | -$142,370.89 | -8.39% |
Courtney Lawson Autumn Glory Partners LLC | 11,252 | $517,334.04 | $833,773.18 | $316,439.14 | 61.17% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 8,500 | $271,640 | $629,849.98 | $358,209.98 | 131.87% |
Paul Elam Oak Harbor Wealth Partners LLC | 4,602 | $348,320.05 | $385,095.36 | $36,775.31 | 10.56% |
Marc H. Stone Tyler-Stone Wealth Management | 40,786 | $1.46M | $3.02M | $1.57M | 107.55% |
| EM Erin Mccann Simplicity Wealth LLC | 12,809 | $677,821.23 | $1.07M | $394,035.89 | 58.13% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 107,936 | $4.03M | $8M | $3.97M | 98.62% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 7,000 | $237,370 | $518,699.99 | $281,329.99 | 118.52% |