| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 22,632 | $594,644.58 | $731,013.6 | $136,369.02 | 22.93% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 101,000 | $1.77M | $3.26M | $1.49M | 84.42% |
Marc H. Stone Tyler-Stone Wealth Management | 73,489 | $1.58M | $2.37M | $798,092.53 | 50.65% |
| MS Missy Straw Nilsine Partners LLC | 16,311 | $349,897.13 | $526,845.3 | $176,948.17 | 50.57% |
Dalila Toledo Ascent Group LLC | 13,998 | $423,508.98 | $452,135.4 | $28,626.42 | 6.76% |
| EM Erin Mccann Simplicity Wealth LLC | 10,640 | $316,544.32 | $343,672 | $27,127.68 | 8.57% |
Joseph J. Costigan apricus wealth LLC | 114,233 | $2.11M | $3.69M | $1.58M | 74.67% |
Michael Byun SageView Advisory Group LLC | 12,874 | $353,193.91 | $415,830.2 | $62,636.29 | 17.73% |
| TK Taro Kuriyama Axq Capita LLP | 43,571 | $1.46M | $1.41M | -$53,592.7 | -3.67% |
Kristen Williams Athena Investment Management | 7,575 | $207,555 | $244,672.5 | $37,117.5 | 17.88% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,868 | $81,824.04 | $92,636.4 | $10,812.36 | 13.21% |
| MC Molly Crider Walker Asset Management LLC | 8,013 | $220,652.9 | $258,819.9 | $38,167 | 17.3% |
David K. Balsdon Harvest Portfolios Group Inc. | 379,220 | $8.61M | $12.25M | $3.63M | 42.19% |
| CMD Chris M. Denholm Objective Capital Management LLC | 10,261 | $257,090.85 | $331,430.3 | $74,339.45 | 28.92% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 15,699 | $333,713.44 | $507,077.7 | $173,364.26 | 51.95% |
| TG Timothy Gerlach Novem Group | 21,640 | $604,146.61 | $698,972 | $94,825.39 | 15.7% |
Daniel Ronan Catalyst Financial Partners LLC | 8,146 | $232,787.03 | $263,115.8 | $30,328.77 | 13.03% |
Amanda Hawley Atria Wealth Solutions Inc. | 52,785 | $1.11M | $1.7M | $597,473.72 | 53.95% |
Lincoln Bach Delap Wealth Advisory LLC | 6,382 | $213,984 | $206,138.6 | -$7,845.4 | -3.67% |
Craig Johnsen Fortitude Advisory Group LLC | 9,922 | $224,055.49 | $320,480.6 | $96,425.11 | 43.04% |