| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ES Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 19,500 | $918,060 | $1.61M | $694,395 | 75.64% |
| WTM W. Travis McKinney HB Wealth Management LLC | 82,863 | $6.8M | $7.07M | $271,644.74 | 4% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 25,324 | $2.31M | $2.18M | -$125,672.16 | -5.44% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 55,340 | $4.79M | $4.65M | -$139,895.04 | -2.92% |
| MC mike Chen Byrne Asset Management LLC | 859 | $40,441.72 | $73,264.11 | $32,822.39 | 81.16% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 11,899 | $1.11M | $999,753.98 | -$107,836.17 | -9.74% |
| NG Nathan Geraci ETF Store Inc. | 10,635 | $816,448.95 | $893,552.7 | $77,103.75 | 9.44% |
Matt Monson Sovereign's Capital Management LLC | 5,939 | $492,567.15 | $498,994.78 | $6,427.63 | 1.3% |
Allison Tronnes Forum Financial Management LP | 4,081 | $216,777.28 | $348,068.49 | $131,291.21 | 60.57% |
| WJ William Jollie Quent Capital LLC | 6,661 | $409,655.16 | $567,450.59 | $157,795.43 | 38.52% |
Jonathan Straus Commons Capital LLC | 10,583 | $626,702.76 | $902,624.07 | $275,921.31 | 44.03% |
Dalila Toledo Ascent Group LLC | 52,939 | $4.38M | $4.51M | $126,540.8 | 2.89% |
| EM Erin Mccann Simplicity Wealth LLC | 3,518 | $319,101.08 | $300,050.22 | -$19,050.86 | -5.97% |
| EW Ed West Values First Advisors Inc. | 14,349 | $1.05M | $1.22M | $170,546.92 | 16.19% |
Michael Byun SageView Advisory Group LLC | 7,088 | $619,189.1 | $603,826.72 | -$15,362.38 | -2.48% |
| TK Taro Kuriyama Axq Capita LLP | 18,990 | $1.73M | $1.62M | -$114,808.09 | -6.63% |
Jesse Rodrigue Fortune 45 LLC | 11,258 | $984,264.03 | $960,194.82 | -$24,069.21 | -2.45% |
Jason Matthews Kfg Wealth Management LLC | 5,484 | $365,314.14 | $467,730.36 | $102,416.22 | 28.04% |
| MC Molly Crider Walker Asset Management LLC | 147,177 | $6.47M | $12.36M | $5.89M | 91.13% |
Daniel Ronan Catalyst Financial Partners LLC | 8,800 | $579,515.6 | $745,932 | $166,416.4 | 28.72% |