| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stefan Demuth Ameliora Wealth Management Ltd. | 4,000 | $161,640 | $211,920 | $50,280 | 31.11% |
Bill McVay Red Tortoise LLC | 30 | $1,110.6 | $1,584.6 | $474 | 42.68% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 39,904 | $1.32M | $2.11M | $786,204.41 | 59.43% |
Suzanne Hammer 5th Street Advisors LLC | 146,296 | $5.63M | $7.68M | $2.05M | 36.46% |
W. Travis McKinney HB Wealth Management LLC | 7,547 | $341,889.03 | $399,613.65 | $57,724.62 | 16.88% |
Joel A. Schreiber SFI Advisors LLC | 38,723 | $1.54M | $2.03M | $493,966.93 | 32.08% |
| MC mike Chen Byrne Asset Management LLC | 150 | $8,838 | $7,917 | -$921 | -10.42% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 32,091 | $1.04M | $1.71M | $669,738.08 | 64.12% |
Courtney Lawson Autumn Glory Partners LLC | 15,267 | $485,155.41 | $810,372.36 | $325,216.95 | 67.03% |
Marc H. Stone Tyler-Stone Wealth Management | 8,666 | $305,443.65 | $459,211.34 | $153,767.69 | 50.34% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 38,828 | $1.43M | $2.06M | $631,508.83 | 44.18% |
| EM Erin Mccann Simplicity Wealth LLC | 16,500 | $972,180 | $868,230 | -$103,950 | -10.69% |
Daniel Bennett APS Management Group Inc. | 25,085 | $1.19M | $1.33M | $134,206.92 | 11.23% |
Nichole Raftopoulos Nvest Financial LLC | 51,223 | $2.43M | $2.73M | $302,821.39 | 12.47% |
Samuel Miller Kraft, Davis & Associates LLC | 4,424 | $211,422.96 | $236,374.32 | $24,951.36 | 11.8% |
Jaimie Palmer Beacon Capital Management LLC | 4,521 | $229,712.01 | $241,511.82 | $11,799.81 | 5.14% |
Timothy Dempsey DHK Financial Advisors Inc. | 10,000 | $314,300 | $526,300 | $212,000 | 67.45% |
Candice Gilman Sofi Wealth LLC | 18,666 | $864,496.28 | $979,778.34 | $115,282.06 | 13.34% |
Christopher Warner WARNER FINANCIAL Inc. | 5,843 | $232,870.67 | $311,665.62 | $78,794.95 | 33.84% |
Amanda Hawley Atria Wealth Solutions Inc. | 51,470 | $1.67M | $2.73M | $1.05M | 62.87% |