| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Johnsen Fortitude Advisory Group LLC | 27,087 | $369,084.21 | $313,125.72 | -$55,958.49 | -15.16% |
| RD Rodrigo Diaz Plan Group Financial LLC | 13,588 | $148,990.32 | $157,009.34 | $8,019.02 | 5.38% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 385,647 | $4.36M | $4.45M | $92,109.7 | 2.11% |
Lukas Lindgren Abound Wealth Management | 537 | $6,031 | $6,221.14 | $190.14 | 3.15% |
| BG Becki Goebel TCP Asset Management LLC | 14,370 | $161,375 | $167,410.5 | $6,035.5 | 3.74% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 18,982 | $217,532 | $219,147.19 | $1,615.19 | 0.74% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 76 | $854 | $877.8 | $23.8 | 2.79% |
Jeffrey Hanson Breakwater Capital Group | 138,718 | $1.54M | $1.6M | $61,174.53 | 3.97% |
Jeffrey Steele Silverlake Wealth Management LLC | 108,120 | $1.23M | $1.25M | $18,032.68 | 1.47% |
Jill Batley Gateway Wealth Partners LLC | 13,250 | $148,798 | $152,971.25 | $4,173.25 | 2.8% |
| KM Kyle Minges Broyhill Asset Management | 67,017 | $755,916.33 | $773,711.26 | $17,794.93 | 2.35% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 13,128 | $147,427.44 | $151,562.76 | $4,135.32 | 2.8% |
| MRC Martin R. Curiel MYECFO, LLC | 53,200 | $593,936 | $614,194 | $20,258 | 3.41% |
Christopher C. Powers Farther Finance Advisors, LLC | 38,091 | $427,689.48 | $438,427.41 | $10,737.93 | 2.51% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,131 | $12,702 | $13,068.7 | $366.7 | 2.89% |
Courtney Haddad Concurrent Investment Advisors, LLC | 39,467 | $437,314.47 | $456,041.18 | $18,726.71 | 4.28% |
James Rankin Modern Wealth Management, LLC | 103,556 | $1.2M | $1.2M | -$5,699.56 | -0.47% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 23,400 | $263,388.42 | $270,387 | $6,998.58 | 2.66% |
Owen McCabe Tyche Wealth Partners LLC | 162,878 | $1.8M | $1.88M | $84,452.59 | 4.7% |
Kevin Kuhn Kuhn & Co Investment Counsel | 19,882 | $221,343.08 | $229,442.26 | $8,099.18 | 3.66% |