| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 61,291 | $1.24M | $1.54M | $303,427.37 | 24.51% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 650 | $10,090 | $16,519.75 | $6,429.75 | 63.72% |
Amy Taylor Pingora Partners LLC | 12,033 | $182,300 | $304,434.9 | $122,134.9 | 67% |
Christopher Griffith Stablepoint Partners, LLC | 21,110 | $368,709.14 | $534,505.2 | $165,796.06 | 44.97% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 700,847 | $14.03M | $17.63M | $3.6M | 25.65% |
| FTM F. Thomas Mosley Mosley Wealth Management | 429 | $9,578.69 | $10,832.25 | $1,253.56 | 13.09% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 370 | $7,176.41 | $9,403.55 | $2,227.14 | 31.03% |
Sean Rooney Prospect Financial Services LLC | 46,634 | $706,771.51 | $1.17M | $466,539.93 | 66.01% |
Ashley Meredith Abel Hall, LLC | 10,000 | $179,600 | $251,900 | $72,300 | 40.26% |
Brian Krause Cascade Financial Partners, LLC | 25,659 | $491,041.37 | $649,300.99 | $158,259.62 | 32.23% |
Kevyn Hill Hilltop National Bank | 3,300 | $57,948 | $84,097.2 | $26,149.2 | 45.13% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 4,690 | $92,485 | $117,953.5 | $25,468.5 | 27.54% |
David Millar Gen-Wealth Partners Inc | 410 | $7,199.58 | $10,432.45 | $3,232.87 | 44.9% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 25,630 | $490,076.42 | $648,951.6 | $158,875.18 | 32.42% |
Carmen McClennon WR Wealth Planners, LLC | 2,150 | $37,754 | $54,212.25 | $16,458.25 | 43.59% |
Craig Small Symphony Financial Services, Inc. | 50,599 | $863,854.88 | $1.28M | $411,239.92 | 47.61% |
Teresa Coleman Creekside Partners | 17,500 | $312,550 | $442,925 | $130,375 | 41.71% |
Nicholas Munoz IronOak Wealth LLC. | 16,923 | $310,029 | $425,867.29 | $115,838.29 | 37.36% |
Millstone Evans Group LLC Millstone Evans Group LLC | 240 | $4,099 | $6,103.2 | $2,004.2 | 48.89% |
Christopher J. McKinley Cornerstone Advisors Asset Management LLC | 20,000 | $350,700 | $507,600 | $156,900 | 44.74% |