| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
United Advisor Group LLC United Advisor Group, LLC | 1,761 | $206,918 | $190,249.63 | -$16,668.37 | -8.06% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 2,662 | $210,883.74 | $289,039.96 | $78,156.22 | 37.06% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,642 | $288,964.01 | $395,848.98 | $106,884.97 | 36.99% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,344 | $627,920 | $586,984.96 | -$40,935.04 | -6.52% |
Steven JE Manders BKM Wealth Management, LLC | 39,900 | $3.18M | $4.37M | $1.19M | 37.54% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 46,349 | $3.76M | $5.03M | $1.28M | 33.95% |
Kent Keister Bear Mountain Capital, Inc. | 333 | $25,907.5 | $36,267.03 | $10,359.53 | 39.99% |
Joshua Stipcich Tidemark, LLC | 612 | $58,637.59 | $66,698.82 | $8,061.23 | 13.75% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,093 | $200,698 | $227,048.64 | $26,350.64 | 13.13% |
Dustin Schick Evergreen Private Wealth LLC | 1,030 | $103,637 | $112,352.4 | $8,715.4 | 8.41% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 659 | $59,618.93 | $71,751.92 | $12,132.99 | 20.35% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 7,083 | $572,749.74 | $763,901.55 | $191,151.81 | 33.37% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 8,583 | $681,382.29 | $927,993.96 | $246,611.67 | 36.19% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 24,939 | $2.28M | $2.7M | $420,122.94 | 18.47% |
Kelly Richert Clayton Financial Group LLC | 3,250 | $312,040.66 | $353,242.5 | $41,201.84 | 13.2% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 4,411 | $349,439.49 | $478,218.56 | $128,779.07 | 36.85% |
David Novak Novak & Powell Financial Services, Inc. | 16,244 | $1.52M | $1.78M | $255,953.68 | 16.83% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 107,855 | $11.49M | $11.85M | $361,372.77 | 3.15% |
Angela Mari Abich Financial Wealth Management LLC | 1,411 | $135,301 | $152,705.47 | $17,404.47 | 12.86% |
| FTM F. Thomas Mosley Mosley Wealth Management | 27 | $3,173 | $2,917.08 | -$255.92 | -8.07% |