| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Gorlow Cardiff Park Advisors LLC | 1,202 | $52,131.52 | $55,929.06 | $3,797.54 | 7.28% |
James Langer Redmont Wealth Advisors LLC | 15 | $479.4 | $645.6 | $166.2 | 34.67% |
Randy D. Kurtz Upper Left Wealth Management LLC | 35,229 | $1.2M | $1.52M | $317,660.1 | 26.5% |
Jeremy Baltz Raleigh Capital Management Inc. | 36,358 | $1.26M | $1.56M | $306,598.34 | 24.37% |
William Jollie Quent Capital LLC | 8,878 | $298,978.11 | $405,103.14 | $106,125.03 | 35.5% |
Dalila Toledo Ascent Group LLC | 11,759 | $417,500.77 | $506,107.36 | $88,606.59 | 21.22% |
| EM Erin Mccann Simplicity Wealth LLC | 49,632 | $1.94M | $2.14M | $195,921.53 | 10.1% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,064 | $192,973.26 | $260,994.57 | $68,021.31 | 35.25% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 11,780 | $348,036.97 | $507,011.21 | $158,974.24 | 45.68% |
Joseph Wallace Wallace Advisory Group LLC | 5,706 | $168,272.2 | $245,586.25 | $77,314.05 | 45.95% |
Rachel Faulk Cape Investment Advisory Inc. | 190 | $8,314 | $8,177.6 | -$136.4 | -1.64% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 10,362 | $420,101.64 | $445,980.49 | $25,878.85 | 6.16% |
| BP Brett Pohl Kingdom Financial Group LLC | 167 | $6,818.17 | $7,636.07 | $817.9 | 12% |
Bepin Serraj Richard W. Paul & Associates LLC | 2,711 | $81,871.74 | $123,960.47 | $42,088.73 | 51.41% |
John Canning Mi LLCreek Capital Advisors LLC | 47,111 | $1.42M | $2.03M | $610,714.08 | 43.1% |
Jill Batley Gateway Wealth Partners LLC | 6,995 | $295,380 | $301,064.81 | $5,684.81 | 1.92% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 17,447 | $526,325.33 | $750,918.9 | $224,593.57 | 42.67% |
Staci Compagno Portside Wealth Group, LLC | 46,267 | $1.73M | $1.99M | $262,387.98 | 15.18% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 78,577 | $2.62M | $3.38M | $760,585.88 | 29.01% |
Norden Group LLC NORDEN GROUP LLC | 9,754 | $370,398.95 | $419,812.17 | $49,413.22 | 13.34% |