| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 29,680 | $3.41M | $4.39M | $979,490.8 | 28.74% |
William Jollie Quent Capital LLC | 401 | $52,017.72 | $60,318.42 | $8,300.7 | 15.96% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 7,000 | $797,590 | $1.05M | $251,360 | 31.51% |
Missy Straw Nilsine Partners LLC | 2,870 | $358,629.44 | $424,300.8 | $65,671.36 | 18.31% |
Joseph J. Costigan apricus wealth LLC | 5,114 | $655,861 | $756,053.76 | $100,192.76 | 15.28% |
Michael Byun SageView Advisory Group LLC | 4,623 | $578,245.71 | $695,391.66 | $117,145.95 | 20.26% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 2,258 | $249,915.44 | $333,822.72 | $83,907.28 | 33.57% |
Patricia A. Thompson Leeward Investments LLC - MA | 24,062 | $3.51M | $3.56M | $51,129.74 | 1.46% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,515 | $401,421.5 | $519,657.6 | $118,236.1 | 29.45% |
Scott Williams Investmark Advisory Group LLC | 1,729 | $213,872.01 | $260,076.18 | $46,204.17 | 21.6% |
Timothy Gerlach Novem Group | 43,367 | $5.46M | $6.41M | $952,392.62 | 17.45% |
Matthew Heller Willner & Heller LLC | 2,637 | $292,659.51 | $389,854.08 | $97,194.57 | 33.21% |
Edward Lowndes Angeles Wealth Management LLC | 450 | $66,478.5 | $66,528 | $49.5 | 0.07% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 506 | $51,005 | $74,807.04 | $23,802.04 | 46.67% |
Nadine Hofstetter Northwest Bank & Trust Co. | 75 | $8,034.65 | $11,088 | $3,053.35 | 38% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 12,144 | $1.37M | $1.8M | $429,541.19 | 31.45% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 34,712 | $3.56M | $5.13M | $1.57M | 44.12% |
| JG John Ginter Callan Family Office LLC | 2,770 | $374,736.7 | $415,084.5 | $40,347.8 | 10.77% |
Brook Hart Presilium Private Wealth LLC | 10,394 | $1.2M | $1.54M | $337,732.26 | 28.17% |
Mark Mowrey Signature Resources Capital Management LLC | 192 | $23,319.1 | $28,385.28 | $5,066.18 | 21.73% |