| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 16,240 | $1.3M | $1.7M | $400,965.63 | 30.82% |
Mark Mowrey Signature Resources Capital Management LLC | 107 | $11,045 | $10,703.21 | -$341.79 | -3.09% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 17,676 | $1.05M | $1.77M | $720,999.25 | 68.85% |
Rachel Faulk Cape Investment Advisory Inc. | 2,381 | $217,627.5 | $247,338.28 | $29,710.78 | 13.65% |
Mariana Coli Dunhill Financial LLC | 551 | $47,619.07 | $57,956.6 | $10,337.53 | 21.71% |
Lukas Lindgren Abound Wealth Management | 941 | $51,103.63 | $94,128.23 | $43,024.6 | 84.19% |
David Kennon David Kennon Inc | 76,041 | $3.82M | $7.61M | $3.78M | 99.03% |
Bridget Davis Cedar Point Capital Partners LLC | 52,604 | $3.4M | $5.26M | $1.86M | 54.56% |
Loni Adams Daymark Wealth Partners LLC | 7,512 | $601,696.28 | $751,425.35 | $149,729.07 | 24.88% |
Michael Snyder Beaumont Financial Advisors LLC | 7,760 | $374,488.73 | $776,232.79 | $401,744.06 | 107.28% |
| BG Becki Goebel TCP Asset Management LLC | 308,626 | $18.8M | $30.87M | $12.08M | 64.25% |
Lucas Mosher SP Asset Management LLC | 3,003 | $222,619.11 | $300,390.09 | $77,770.98 | 34.93% |
| BP Brett Pohl Kingdom Financial Group LLC | 491 | $50,648 | $51,645.54 | $997.54 | 1.97% |
Joseph A. Feste KM Capital Management Ltd. | 18,720 | $1.93M | $1.97M | $39,312.4 | 2.03% |
Paul L. Moffat Arista Wealth Management LLC | 2,340 | $241,514 | $234,070.2 | -$7,443.8 | -3.08% |
Moises Valladares Insigneo Advisory Services LLC | 3,498 | $361,064 | $368,409.36 | $7,345.36 | 2.03% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 5,710 | $434,302.59 | $571,171.29 | $136,868.7 | 31.51% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 985 | $83,636 | $98,529.55 | $14,893.55 | 17.81% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,839 | $293,057 | $294,915.32 | $1,858.32 | 0.63% |
Jill Batley Gateway Wealth Partners LLC | 96,266 | $7.54M | $9.63M | $2.09M | 27.72% |