| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lindsey Seagraves Carson Advisory Inc. | 24,550 | $360,298.59 | $394,273 | $33,974.41 | 9.43% |
W. Travis McKinney HB Wealth Management LLC | 10,000 | $144,700 | $159,400 | $14,700 | 10.16% |
Bree Pate Olisti Co. Wealth LLC | 6,800 | $97,104 | $109,684 | $12,580 | 12.96% |
Philip Rc Dudley Dudley Capital Management LLC | 10,000 | $167,000 | $160,100 | -$6,900 | -4.13% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 16,665 | $255,343.11 | $266,973.3 | $11,630.19 | 4.55% |
Andy Warning Resolute Wealth Strategies LLC | 11,841 | $172,054 | $189,456 | $17,402 | 10.11% |
Ian Wang Plato Investment Management Ltd | 10,462 | $151,126 | $168,908.99 | $17,782.99 | 11.77% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,041 | $14,861 | $16,426.98 | $1,565.98 | 10.54% |
Mathieu Cornu Pictet Asset Management Holding SA | 13,639 | $177,461.12 | $217,405.66 | $39,944.54 | 22.51% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 272 | $3,798 | $4,428.16 | $630.16 | 16.59% |
Kevin Bresler TD Waterhouse Canada Inc. | 96,553 | $1.29M | $1.57M | $277,350.4 | 21.42% |
David Vollmer PFS Partners, LLC | 800 | $11,624 | $12,948 | $1,324 | 11.39% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 10,975 | $158,928.08 | $174,941.5 | $16,013.42 | 10.08% |
Taylor Wagner Valued Wealth Advisors LLC | 276 | $4,000.92 | $4,493.28 | $492.36 | 12.31% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,350 | $19,416.37 | $21,465 | $2,048.63 | 10.55% |
Amy Taylor Pingora Partners LLC | 201,476 | $2.74M | $3.24M | $500,218.46 | 18.27% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 34,767 | $523,027.37 | $553,316.8 | $30,289.43 | 5.79% |
| FTM F. Thomas Mosley Mosley Wealth Management | 107 | $1,548.29 | $1,741.96 | $193.67 | 12.51% |
Ashley Meredith Abel Hall, LLC | 15,000 | $209,400 | $238,575 | $29,175 | 13.93% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 667 | $10,350.99 | $10,708.68 | $357.69 | 3.46% |