| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 2,624 | $337,150.56 | $408,032 | $70,881.44 | 21.02% |
Michael Hackman HFG Advisors Inc. | 3,850 | $310,964.5 | $601,947.5 | $290,983 | 93.57% |
Owen Schrum Schrum Private Wealth Management LLC | 3,050 | $300,974 | $477,233.5 | $176,259.5 | 58.56% |
Kristofer Gray Integrity Financial Corp. /WA | 1,196 | $150,002.32 | $184,447.12 | $34,444.8 | 22.96% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,834 | $228,902.18 | $437,385.39 | $208,483.21 | 91.08% |
Mark Fiskio Empirical Asset Management LLC | 15,282 | $1.95M | $2.35M | $401,955.17 | 20.63% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 18,089 | $3.05M | $2.8M | -$247,638.47 | -8.13% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 1,469 | $247,495 | $227,621.55 | -$19,873.45 | -8.03% |
Drew Phillips Fortitude Family Office LLC | 149 | $18,939.45 | $23,297.64 | $4,358.19 | 23.01% |
Jill Grimes Centurion Wealth Management LLC | 2,304 | $205,724 | $355,322.88 | $149,598.88 | 72.72% |
Daniel Guy Ethos Financial Group LLC | 56,291 | $7.09M | $8.62M | $1.53M | 21.6% |
Holly Skipper Verum Partners LLC | 2,318 | $206,949.75 | $357,539.91 | $150,590.16 | 72.77% |
John Canning Mi LLCreek Capital Advisors LLC | 45,920 | $2.9M | $7.08M | $4.18M | 144.34% |
Steven Trigili Garden State Investment Advisory Services LLC | 172,951 | $18.69M | $26.65M | $7.95M | 42.55% |
Jill Batley Gateway Wealth Partners LLC | 3,533 | $444,941.46 | $540,107.37 | $95,165.91 | 21.39% |
David Kronour Kapstone Financial Advisors LLC | 1,477 | $248,815 | $228,964.54 | -$19,850.46 | -7.98% |
| PIL PFG Investments LLC PFG Investments LLC | 8,623 | $1.23M | $1.34M | $114,748.01 | 9.35% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 18,822 | $2.53M | $2.89M | $365,220.7 | 14.44% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,561 | $2.21M | $2.76M | $553,790.92 | 25.07% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,201 | $745,592.1 | $1.1M | $352,704.42 | 47.31% |