| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 5,634 | $334,463.37 | $419,676.66 | $85,213.29 | 25.48% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,266 | $218,854.67 | $238,940.56 | $20,085.89 | 9.18% |
Marc H. Stone Tyler-Stone Wealth Management | 11,042 | $693,724.39 | $807,832.72 | $114,108.33 | 16.45% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 4,515 | $259,485.43 | $322,777.35 | $63,291.92 | 24.39% |
| EM Erin Mccann Simplicity Wealth LLC | 39,866 | $2.67M | $2.99M | $314,144 | 11.76% |
Kristen Williams Athena Investment Management | 6,546 | $352,111.2 | $478,905.36 | $126,794.16 | 36.01% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 3,013 | $201,874 | $226,110.58 | $24,236.58 | 12.01% |
Mark Fiskio Empirical Asset Management LLC | 33,476 | $2.07M | $2.45M | $381,141.86 | 18.43% |
Timothy Low Forte Asset Management LLC | 59,479 | $3.49M | $4.46M | $968,096.87 | 27.76% |
| LV Leah Vaden Redwood Financial Network Corp. | 5,144 | $309,588.02 | $367,744.56 | $58,156.54 | 18.79% |
Mark Mowrey Signature Resources Capital Management LLC | 18 | $1,206 | $1,351.62 | $145.62 | 12.07% |
Rachel Faulk Cape Investment Advisory Inc. | 511 | $34,242 | $38,064.39 | $3,822.39 | 11.16% |
Mariana Coli Dunhill Financial LLC | 41 | $2,490.9 | $3,054.09 | $563.19 | 22.61% |
Daniel Guy Ethos Financial Group LLC | 45,746 | $2.79M | $3.35M | $561,327.19 | 20.15% |
Loni Adams Daymark Wealth Partners LLC | 9,231 | $520,092.03 | $692,878.86 | $172,786.83 | 33.22% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 9,484 | $360,906.66 | $693,849.44 | $332,942.78 | 92.25% |
Christopher Casanega Sharper & Granite LLC | 4,375 | $256,561.01 | $327,250 | $70,688.99 | 27.55% |
Lucas Mosher SP Asset Management LLC | 102,390 | $5.81M | $7.49M | $1.68M | 28.87% |
Scott Register Register Financial Advisors LLC | 100 | $6,190 | $7,316 | $1,126 | 18.19% |
Steve Alexandrowski GEM Asset Management LLC | 3,253 | $218,043.93 | $242,413.56 | $24,369.63 | 11.18% |