| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Brooke Blake WorthPointe LLC | 5,080 | $196,687.2 | $239,776 | $43,088.8 | 21.91% |
Amanda Hawley Atria Wealth Solutions Inc. | 33,417 | $1.29M | $1.58M | $289,725.39 | 22.5% |
Jeffrey Gilbert Balboa Wealth Partners | 4,408 | $202,459.44 | $206,735.2 | $4,275.76 | 2.11% |
Jeffrey Jones Cypress Financial Planning LLC | 10,047 | $387,110.91 | $474,017.46 | $86,906.55 | 22.45% |
Rachel Faulk Cape Investment Advisory Inc. | 40,183 | $1.77M | $1.9M | $129,241.82 | 7.31% |
Matthew Zienty Cardinal Point Capital Management ULC | 5,690 | $184,356 | $267,714.5 | $83,358.5 | 45.22% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 7,911 | $370,709.46 | $373,003.65 | $2,294.19 | 0.62% |
Sue Oleari Trifecta Capital Advisors LLC | 400 | $15,364 | $18,760 | $3,396 | 22.1% |
Matthew C. Jessup Jessup Wealth Management Inc. | 10,131 | $435,126 | $477,727.3 | $42,601.3 | 9.79% |
Andy Peters Goldstein Advisors LLC | 4,815 | $225,631 | $226,680.57 | $1,049.57 | 0.47% |
Steven Trigili Garden State Investment Advisory Services LLC | 36,864 | $1.2M | $1.73M | $534,981.79 | 44.62% |
Leigha Shepard Midwest Financial Group LLC | 16,459 | $771,268 | $774,856.79 | $3,588.79 | 0.47% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 13,401 | $584,699.26 | $631,790.14 | $47,090.88 | 8.05% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 8,966 | $334,755.33 | $423,150.37 | $88,395.04 | 26.41% |
Christopher C. Powers Farther Finance Advisors, LLC | 29,788 | $1.18M | $1.4M | $217,541.85 | 18.36% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 10,700 | $459,565 | $503,274.5 | $43,709.5 | 9.51% |
Courtney Haddad Concurrent Investment Advisors, LLC | 26,613 | $1.08M | $1.26M | $179,127.56 | 16.63% |
David Vollmer PFS Partners, LLC | 500 | $20,445 | $23,455 | $3,010 | 14.72% |
David W. Lewis Lewis Asset Management, LLC | 4,661 | $200,190 | $219,486.49 | $19,296.49 | 9.64% |
PETER KRUSSEL Southland Equity Partners LLC | 30,108 | $1.25M | $1.42M | $162,855.37 | 12.99% |