| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard S. Levenson Western Financial Corp./CA | 4,128 | $189,380.73 | $214,697.28 | $25,316.55 | 13.37% |
Christopher D. Rich EnRich Financial Partners LLC | 10,595 | $397,235.34 | $554,383.37 | $157,148.03 | 39.56% |
Brian Matter Creative Capital Management Investments LLC | 4,300 | $138,568.65 | $226,373.5 | $87,804.85 | 63.37% |
Holly Skipper Verum Partners LLC | 137,069 | $5.3M | $7.16M | $1.86M | 35.06% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 21,920 | $916,428.39 | $1.13M | $216,835.61 | 23.66% |
Jeffrey Hanson Breakwater Capital Group | 59,025 | $2.45M | $3.06M | $617,625.76 | 25.26% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 1,313 | $41,540.69 | $69,063.8 | $27,523.11 | 66.26% |
Christopher E. Jaccard Financial Alternatives Inc. | 6,463 | $204,760.77 | $338,241.1 | $133,480.33 | 65.19% |
| JC Jared Calvert Buck Wealth Strategies LLC | 307 | $17,120 | $16,072.98 | -$1,047.02 | -6.12% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 43 | $1,477.74 | $2,263.95 | $786.21 | 53.2% |
Alexandra Stickelman Root Financial Partners, LLC | 4,677 | $219,689.76 | $242,432.29 | $22,742.53 | 10.35% |
Bradley H. Owens LJI Wealth Management, LLC | 3,625 | $202,166 | $189,442.5 | -$12,723.5 | -6.29% |
Thomas Dobbins New Republic Capital, LLC | 470 | $15,464.88 | $24,383.6 | $8,918.72 | 57.67% |
Denise Reinert CGC Financial Services, LLC | 75 | $3,440 | $3,904.5 | $464.5 | 13.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,566 | $806,351.09 | $859,278.42 | $52,927.33 | 6.56% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 87 | $3,884 | $4,580.11 | $696.11 | 17.92% |
Jon Greer GSG Advisors LLC | 39,906 | $1.32M | $2.09M | $775,397.15 | 58.77% |
Matthew J. Syverson Sound Stewardship, LLC | 75,200 | $2.4M | $3.92M | $1.52M | 63.29% |
Kevin Bresler TD Waterhouse Canada Inc. | 44,019 | $1.66M | $2.32M | $662,058.22 | 40% |
James Rankin Modern Wealth Management, LLC | 53,047 | $2.16M | $2.78M | $622,032.47 | 28.83% |