| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NB Nolan Baker Retirement Guys Formula LLC | 45,705 | $1.95M | $2.1M | $144,656.32 | 7.41% |
Matthew Zienty Cardinal Point Capital Management ULC | 6,295 | $223,085.14 | $288,594.27 | $65,509.13 | 29.37% |
| VL Victoria Latham Fiduciary Alliance LLC | 5,295 | $198,815.75 | $242,722.8 | $43,907.05 | 22.08% |
Jeffrey D. Munjack JDM Financial Group LLC | 1,704 | $72,368.88 | $78,179.52 | $5,810.64 | 8.03% |
Matthew C. Jessup Jessup Wealth Management Inc. | 10,761 | $457,020.17 | $493,499.46 | $36,479.29 | 7.98% |
| WJW Walter J. West Milestone Asset Management LLC | 13,914 | $431,751.25 | $637,400.34 | $205,649.09 | 47.63% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 5,450 | $231,462 | $250,046 | $18,584 | 8.03% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 7,078 | $261,082.49 | $324,667.86 | $63,585.37 | 24.35% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,246 | $275,648.94 | $331,721.88 | $56,072.94 | 20.34% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 21,463 | $911,533.96 | $984,078.55 | $72,544.59 | 7.96% |
Courtney Haddad Concurrent Investment Advisors, LLC | 147,105 | $6.25M | $6.74M | $497,215.65 | 7.96% |
PETER KRUSSEL Southland Equity Partners LLC | 85,042 | $2.61M | $3.9M | $1.29M | 49.35% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 6,231 | $252,354.24 | $285,566.73 | $33,212.49 | 13.16% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 20,099 | $632,044.19 | $921,840.63 | $289,796.44 | 45.85% |
Robert R Schulz Schulz Wealth, LTD. | 22,035 | $735,307.91 | $1.01M | $274,666.31 | 37.35% |
Brian Distler Lakeridge Wealth Management LLC | 8,942 | $346,261.81 | $409,945.99 | $63,684.18 | 18.39% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 3,761 | $147,385.85 | $172,332.78 | $24,946.93 | 16.93% |
Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC | 11,348 | $401,357.98 | $520,476.02 | $119,118.04 | 29.68% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 10,412 | $443,118 | $477,088.25 | $33,970.25 | 7.67% |
Chris Bulman Inc. Chris Bulman Inc | 57,414 | $2.25M | $2.63M | $379,612.56 | 16.85% |