| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 310 | $55,366 | $54,860.7 | -$505.3 | -0.91% |
Dalila Toledo Ascent Group LLC | 1,457 | $181,396.5 | $251,623.9 | $70,227.4 | 38.71% |
Patrick O'Connell Security Financial Services Inc. | 1,440 | $203,760 | $248,688 | $44,928 | 22.05% |
Chad Soukup jvl associates LLC | 3,605 | $521,798.6 | $622,583.5 | $100,784.9 | 19.31% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,799 | $501,083.99 | $656,087.3 | $155,003.31 | 30.93% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,196 | $310,723.46 | $379,249.2 | $68,525.74 | 22.05% |
Scott Williams Investmark Advisory Group LLC | 3,255 | $388,041.6 | $576,037.35 | $187,995.75 | 48.45% |
Christopher Warner WARNER FINANCIAL Inc. | 2,247 | $293,878.91 | $388,056.9 | $94,177.99 | 32.05% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,774 | $508,114.53 | $651,769.8 | $143,655.27 | 28.27% |
Matthew Heller Willner & Heller LLC | 8,982 | $1.24M | $1.55M | $309,146.06 | 24.89% |
Jeffrey Gilbert Balboa Wealth Partners | 1,584 | $224,136 | $280,320.48 | $56,184.48 | 25.07% |
Edward Lowndes Angeles Wealth Management LLC | 635 | $99,554.4 | $109,664.5 | $10,110.1 | 10.16% |
Kevin Zemann WealthPlan Investment Management LLC | 2,948 | $404,502.1 | $509,119.6 | $104,617.5 | 25.86% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 10,132 | $1.2M | $1.75M | $548,105.59 | 45.61% |
| JG John Ginter Callan Family Office LLC | 4,414 | $511,635.87 | $776,952.28 | $265,316.41 | 51.86% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 36,670 | $4.71M | $6.5M | $1.79M | 38.04% |
David Hunter Horizons Wealth Management | 270 | $28,436.4 | $46,629 | $18,192.6 | 63.98% |
Rachel Faulk Cape Investment Advisory Inc. | 4 | $714 | $690.8 | -$23.2 | -3.25% |
Mariana Coli Dunhill Financial LLC | 10 | $1,415 | $1,769.7 | $354.7 | 25.07% |
Lukas Lindgren Abound Wealth Management | 9 | $1,275.5 | $1,554.3 | $278.8 | 21.86% |