| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Mowrey Signature Resources Capital Management LLC | 180 | $17,245.66 | $20,120.4 | $2,874.74 | 16.67% |
Rachel Faulk Cape Investment Advisory Inc. | 20,371 | $2.12M | $2.28M | $157,692.15 | 7.44% |
Mariana Coli Dunhill Financial LLC | 129 | $8,776.69 | $15,187.17 | $6,410.48 | 73.04% |
Bridget Davis Cedar Point Capital Partners LLC | 8,002 | $563,226.29 | $894,463.56 | $331,237.27 | 58.81% |
Victoria Latham Fiduciary Alliance LLC | 2,692 | $222,765.93 | $300,911.76 | $78,145.83 | 35.08% |
Loni Adams Daymark Wealth Partners LLC | 15,744 | $1.45M | $1.76M | $307,555.78 | 21.18% |
Brian Matter Creative Capital Management Investments LLC | 1,007 | $81,556.93 | $112,562.46 | $31,005.53 | 38.02% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 22,117 | $1.08M | $2.47M | $1.4M | 129.62% |
Stephen Smith Kestra Investment Management LLC | 2,293 | $268,355 | $256,311.54 | -$12,043.46 | -4.49% |
Andy Peters Goldstein Advisors LLC | 9,572 | $495,325.36 | $1.07M | $574,632.8 | 116.01% |
Michael R. Panico Arcadia Wealth Management LLC | 61,199 | $6.46M | $6.84M | $381,499.93 | 5.91% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 4,244 | $210,859.34 | $474,394.32 | $263,534.98 | 124.98% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 2,750 | $207,584.12 | $307,395 | $99,810.88 | 48.08% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 52,862 | $3.02M | $5.91M | $2.89M | 95.73% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 44 | $3,564 | $5,180.12 | $1,616.12 | 45.35% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 4,825 | $501,993 | $570,459.75 | $68,466.75 | 13.64% |
John Shanley Aspect Partners, LLC | 4,755 | $426,048 | $531,513.9 | $105,465.9 | 24.75% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,203 | $228,203.61 | $246,251.34 | $18,047.73 | 7.91% |
Bradley H. Owens LJI Wealth Management, LLC | 4,427 | $280,538.61 | $494,850.06 | $214,311.45 | 76.39% |
Annmarie Young KPP Advisory Services LLC | 2,758 | $287,478.17 | $308,289.24 | $20,811.07 | 7.24% |