| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fiskio Empirical Asset Management LLC | 12,365 | $346,838.24 | $367,178.67 | $20,340.43 | 5.86% |
Eric Dahm Range Financial Group LLC | 22,747 | $679,225.42 | $677,064.45 | -$2,160.97 | -0.32% |
Angela Cox W Advisors LLC | 16,668 | $467,537.38 | $494,706.24 | $27,168.86 | 5.81% |
Vito Collacuro Sutton Place Investors LLC | 21,242 | $596,721.36 | $632,268.13 | $35,546.77 | 5.96% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 100,601 | $2.82M | $2.99M | $163,992.68 | 5.81% |
Rachel Faulk Cape Investment Advisory Inc. | 13,749 | $387,565.57 | $409,238.98 | $21,673.41 | 5.59% |
| FIL FWG Investments LLC FWG Investments LLC | 20,907 | $586,455 | $622,505.92 | $36,050.92 | 6.15% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 27,513 | $781,934.93 | $818,924.44 | $36,989.51 | 4.73% |
Matthew Zienty Cardinal Point Capital Management ULC | 1.32M | $39.55M | $39.43M | -$125,832.04 | -0.32% |
Jill Grimes Centurion Wealth Management LLC | 71,982 | $2.15M | $2.14M | -$6,478.86 | -0.3% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 93,287 | $2.63M | $2.78M | $150,523.03 | 5.73% |
Victoria Latham Fiduciary Alliance LLC | 44,259 | $1.24M | $1.31M | $72,761.72 | 5.86% |
| BP Brett Pohl Kingdom Financial Group LLC | 6,666 | $186,987 | $197,946.87 | $10,959.87 | 5.86% |
Stephen Smith Kestra Investment Management LLC | 7,892 | $221,375 | $234,336.37 | $12,961.37 | 5.85% |
Amy Ardeel Icon Wealth Advisors LLC | 447,483 | $12.55M | $13.29M | $736,109.98 | 5.86% |
Crystal McKeon TSA Wealth Managment LLC | 206,302 | $5.82M | $6.14M | $316,780.97 | 5.44% |
Andy Peters Goldstein Advisors LLC | 529,290 | $14.85M | $15.76M | $912,501.81 | 6.14% |
Michael R. Panico Arcadia Wealth Management LLC | 11,682 | $348,834 | $347,714.73 | -$1,119.27 | -0.32% |
Walter J. West Milestone Asset Management LLC | 74,019 | $2.08M | $2.2M | $127,676.95 | 6.15% |
Helen Semus Semus Wealth Partners LLC | 8,585 | $243,003.31 | $255,532.52 | $12,529.21 | 5.16% |