| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 32,826 | $920,769.27 | $965,412.66 | $44,643.39 | 4.85% |
Scott Ungar BlackDiamond Wealth Management LLC | 83,044 | $2.31M | $2.41M | $103,657.81 | 4.5% |
John Flavin Aspire Capital Advisors LLC | 58,772 | $1.65M | $1.69M | $43,491.34 | 2.64% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 98,073 | $2.75M | $2.85M | $97,093.02 | 3.53% |
Taylor Jobe MKT Advisors LLC | 21,249 | $596,034.43 | $609,208.83 | $13,174.4 | 2.21% |
Morgan Christen Spinnaker Investment Group LLC | 130,254 | $3.64M | $3.73M | $92,876.67 | 2.55% |
Jeremy Baltz Raleigh Capital Management Inc. | 7,738 | $217,050.89 | $221,848.46 | $4,797.57 | 2.21% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 35,119 | $985,087.91 | $1.03M | $46,855.81 | 4.76% |
| EM Erin Mccann Simplicity Wealth LLC | 116,258 | $3.26M | $3.34M | $81,962.01 | 2.51% |
Patrick O'Connell Security Financial Services Inc. | 490,881 | $13.77M | $14.07M | $304,346.71 | 2.21% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 9,484 | $266,026.19 | $279,114.12 | $13,087.93 | 4.92% |
Jaimie Palmer Beacon Capital Management LLC | 35,497 | $995,690.81 | $1.02M | $22,008.18 | 2.21% |
Brian Levy West Wealth Group LLC | 153,364 | $4.3M | $4.41M | $108,121.77 | 2.51% |
Mark Fiskio Empirical Asset Management LLC | 12,365 | $346,838.24 | $357,843.1 | $11,004.86 | 3.17% |
Angela Cox W Advisors LLC | 16,668 | $467,537.38 | $490,455.9 | $22,918.52 | 4.9% |
Vito Collacuro Sutton Place Investors LLC | 20,754 | $582,149.68 | $610,686.45 | $28,536.77 | 4.9% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 100,601 | $2.82M | $2.96M | $134,315.38 | 4.76% |
Rachel Faulk Cape Investment Advisory Inc. | 12,696 | $356,123 | $373,045.3 | $16,922.3 | 4.75% |
| FIL FWG Investments LLC FWG Investments LLC | 20,907 | $586,455 | $615,293.01 | $28,838.01 | 4.92% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 21,880 | $613,734 | $642,943.8 | $29,209.8 | 4.76% |