| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 121 | $3,513.47 | $3,784.88 | $271.41 | 7.72% |
Daren Blonski Fermata Advisors LLC | 32,352 | $981,849.83 | $1M | $19,444.57 | 1.98% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 257,219 | $7.08M | $7.9M | $823,100.67 | 11.63% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 27,068 | $740,309.8 | $834,777.12 | $94,467.32 | 12.76% |
Jim Clark Worth Asset Management LLC | 17,827 | $549,249.87 | $558,519.91 | $9,270.04 | 1.69% |
Rachel Faulk Cape Investment Advisory Inc. | 103 | $2,834 | $3,176.52 | $342.52 | 12.09% |
Mark Meredith Meredith Wealth Planning | 46,384 | $1.44M | $1.42M | -$17,637.36 | -1.22% |
Brian Matter Creative Capital Management Investments LLC | 4 | $112.4 | $123.36 | $10.96 | 9.75% |
| PIL PFG Investments LLC PFG Investments LLC | 10,212 | $269,419.94 | $314,835.96 | $45,416.02 | 16.86% |
| DT Derek Tinnin Altiora Financial Group, LLC | 23,975 | $670,842 | $739,269.12 | $68,427.12 | 10.2% |
Christopher C. Powers Farther Finance Advisors, LLC | 28,567 | $822,481.56 | $893,575.76 | $71,094.2 | 8.64% |
Joseph C. Gissy Tactive Advisors, LLC | 32,151 | $999,565 | $995,073.45 | -$4,491.55 | -0.45% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 12,824 | $398,698 | $397,351.64 | -$1,346.36 | -0.34% |
James Morris FMA Wealth Management, LLC | 22,765 | $664,853.4 | $705,259.7 | $40,406.3 | 6.08% |
Eric Schmid Ted Buchan & Co | 309,090 | $8.85M | $9.53M | $679,296.31 | 7.68% |
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 17,979 | $486,834.76 | $553,753.2 | $66,918.44 | 13.75% |
| LGP Larry G. Peery II Magnolia Private Wealth LLC | 104,924 | $2.91M | $3.22M | $308,650.81 | 10.61% |
Abbington Investment Group Abbington Investment Group | 252,724 | $6.84M | $7.82M | $984,189.66 | 14.39% |
Invested Advisors Invested Advisors | 12,929 | $355,806 | $396,403.14 | $40,597.14 | 11.41% |