| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy R. Guthrie Bullseye Investment Management LLC | 3,008 | $268,666.5 | $284,496.64 | $15,830.14 | 5.89% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 8,580 | $739,338.6 | $811,496.4 | $72,157.8 | 9.76% |
| EM Erin Mccann Simplicity Wealth LLC | 6,621 | $570,531.57 | $670,773.51 | $100,241.94 | 17.57% |
| YH Yanjuan Huang Vienna Asset Management LLC | 4,890 | $421,371.3 | $508,951.21 | $87,579.91 | 20.78% |
Daniel Bennett APS Management Group Inc. | 2,682 | $293,147.28 | $253,663.56 | -$39,483.72 | -13.47% |
Penny Paul Andina Capital Management LLC | 3,582 | $308,660.94 | $338,803.47 | $30,142.53 | 9.77% |
Christopher M. Marks Sterling Investment Counsel LLC | 10,355 | $726,226.9 | $979,375.9 | $253,149 | 34.86% |
Michael Topley Lansing Street Advisors | 3,212 | $257,120.6 | $303,790.96 | $46,670.36 | 18.15% |
Mark Fiskio Empirical Asset Management LLC | 15,950 | $1.36M | $1.67M | $312,526.13 | 22.94% |
Timothy Low Forte Asset Management LLC | 29,646 | $2.4M | $2.8M | $403,283.7 | 16.8% |
Christopher Warner WARNER FINANCIAL Inc. | 4,248 | $366,050.16 | $401,775.84 | $35,725.68 | 9.76% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,492 | $1.59M | $1.75M | $163,894.08 | 10.34% |
Jeffrey Gilbert Balboa Wealth Partners | 3,089 | $247,274.45 | $324,375.89 | $77,101.44 | 31.18% |
Edward Lowndes Angeles Wealth Management LLC | 16 | $1,378.72 | $1,513.28 | $134.56 | 9.76% |
Benjamin Cauley Carr Financial Group Corp. | 10,225 | $881,088.25 | $1.04M | $154,806.5 | 17.57% |
James Rukstalis ESG Planning DBA Harper Investing | 16,529 | $1.49M | $1.56M | $71,038.9 | 4.76% |
Tom Deck Bricktown Capital LLC | 63,000 | $5.04M | $5.96M | $915,390 | 18.15% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 110 | $6,590.8 | $10,403.8 | $3,813 | 57.85% |
Rachel Faulk Cape Investment Advisory Inc. | 432 | $37,225.44 | $43,765.92 | $6,540.48 | 17.57% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 14,765 | $1.27M | $1.4M | $124,173.65 | 9.76% |