| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher M. Marks Sterling Investment Counsel LLC | 10,462 | $932,478.06 | $1.09M | $156,511.52 | 16.78% |
Daniel Ronan Catalyst Financial Partners LLC | 5,647 | $452,325 | $584,577.44 | $132,252.44 | 29.24% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 16,240 | $1.3M | $1.67M | $367,348.83 | 28.24% |
Mark Mowrey Signature Resources Capital Management LLC | 107 | $11,045 | $11,032.23 | -$12.77 | -0.12% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 17,676 | $1.05M | $1.85M | $806,462.73 | 77.02% |
Rachel Faulk Cape Investment Advisory Inc. | 2,381 | $217,627.5 | $250,576.44 | $32,948.94 | 15.14% |
Mariana Coli Dunhill Financial LLC | 551 | $47,619.07 | $57,987.24 | $10,368.17 | 21.77% |
Lukas Lindgren Abound Wealth Management | 941 | $51,103.63 | $99,153.17 | $48,049.54 | 94.02% |
David Kennon David Kennon Inc | 71,721 | $3.64M | $7.53M | $3.88M | 106.63% |
Bridget Davis Cedar Point Capital Partners LLC | 52,604 | $3.4M | $5.52M | $2.12M | 62.16% |
Loni Adams Daymark Wealth Partners LLC | 7,512 | $601,696.28 | $773,736 | $172,039.72 | 28.59% |
Michael Snyder Beaumont Financial Advisors LLC | 6,650 | $329,013.37 | $689,339 | $360,325.63 | 109.52% |
| BG Becki Goebel TCP Asset Management LLC | 308,626 | $18.8M | $32.15M | $13.35M | 71.05% |
Lucas Mosher SP Asset Management LLC | 3,007 | $223,032.01 | $314,141.29 | $91,109.28 | 40.85% |
| BP Brett Pohl Kingdom Financial Group LLC | 491 | $50,648 | $50,573 | -$75 | -0.15% |
Joseph A. Feste KM Capital Management Ltd. | 18,720 | $1.93M | $1.96M | $32,386 | 1.68% |
Paul L. Moffat Arista Wealth Management LLC | 2,340 | $241,514 | $242,751.6 | $1,237.6 | 0.51% |
Moises Valladares Insigneo Advisory Services LLC | 3,498 | $361,064 | $359,576.91 | -$1,487.09 | -0.41% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 5,710 | $434,302.59 | $594,011.3 | $159,708.71 | 36.77% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 985 | $83,636 | $101,179.2 | $17,543.2 | 20.98% |