| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 58,786 | $2.18M | $4.71M | $2.53M | 115.89% |
Randy D. Kurtz Upper Left Wealth Management LLC | 62,175 | $2.33M | $4.98M | $2.65M | 113.96% |
W. Travis McKinney HB Wealth Management LLC | 4,959 | $386,456.71 | $397,414.26 | $10,957.55 | 2.84% |
Daniel Forbes Forbes Financial Planning Inc. | 53,510 | $4.59M | $4.29M | -$304,503.74 | -6.63% |
| FCI Family CFO Inc Family CFO Inc | 5,543 | $502,381.74 | $444,216.02 | -$58,165.72 | -11.58% |
| LWL Leo Wealth LLC Leo Wealth LLC | 31,816 | $1.59M | $2.55M | $961,068.04 | 60.5% |
William Jollie Quent Capital LLC | 200,666 | $10.8M | $17.25M | $6.44M | 59.65% |
| EM Erin Mccann Simplicity Wealth LLC | 39,050 | $2.79M | $3.13M | $343,038.7 | 12.31% |
Nichole Raftopoulos Nvest Financial LLC | 11,825 | $1.08M | $947,655.5 | -$130,157.5 | -12.08% |
Samuel Miller Kraft, Davis & Associates LLC | 114,636 | $9.89M | $9.19M | -$707,067.26 | -7.15% |
Jaimie Palmer Beacon Capital Management LLC | 5,356 | $425,373.52 | $429,229.84 | $3,856.32 | 0.91% |
| DW Darren Woolson Asset Allocation Strategies LLC | 4,126 | $347,698.89 | $357,229.08 | $9,530.19 | 2.74% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 4,931 | $269,950.69 | $395,170.34 | $125,219.65 | 46.39% |
Mark Astrinos Libra Wealth LLC | 3,331 | $264,548 | $266,946.34 | $2,398.34 | 0.91% |
Michael Topley Lansing Street Advisors | 2,870 | $242,715.2 | $230,001.8 | -$12,713.4 | -5.24% |
Amanda Hawley Atria Wealth Solutions Inc. | 75,332 | $3.63M | $6.04M | $2.4M | 66.19% |
Eric Dahm Range Financial Group LLC | 3,628 | $301,981.41 | $290,747.92 | -$11,233.49 | -3.72% |
Sean Murray Quantum Financial Advisors LLC | 166,254 | $12.5M | $13.32M | $824,560.03 | 6.6% |
Edward Lowndes Angeles Wealth Management LLC | 3,946 | $344,665.82 | $316,232.44 | -$28,433.38 | -8.25% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 78,428 | $3.4M | $6.29M | $2.88M | 84.73% |