| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fiskio Empirical Asset Management LLC | 15,282 | $1.95M | $2.44M | $494,946.14 | 25.41% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 18,089 | $3.05M | $2.77M | -$276,219.09 | -9.06% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 1,469 | $247,495 | $238,683.12 | -$8,811.88 | -3.56% |
Drew Phillips Fortitude Family Office LLC | 149 | $18,939.45 | $22,825.31 | $3,885.86 | 20.52% |
Jill Grimes Centurion Wealth Management LLC | 2,304 | $205,724 | $352,949.76 | $147,225.76 | 71.56% |
Daniel Guy Ethos Financial Group LLC | 56,291 | $7.09M | $8.62M | $1.53M | 21.65% |
Holly Skipper Verum Partners LLC | 2,318 | $206,949.75 | $355,094.42 | $148,144.67 | 71.58% |
John Canning Mi LLCreek Capital Advisors LLC | 45,920 | $2.9M | $7.03M | $4.14M | 142.69% |
Steven Trigili Garden State Investment Advisory Services LLC | 172,951 | $18.69M | $27.39M | $8.7M | 46.54% |
Jill Batley Gateway Wealth Partners LLC | 7,342 | $808,314.56 | $1.12M | $316,406.42 | 39.14% |
David Kronour Kapstone Financial Advisors LLC | 1,477 | $248,815 | $236,113.22 | -$12,701.78 | -5.1% |
| PIL PFG Investments LLC PFG Investments LLC | 8,623 | $1.23M | $1.32M | $93,923.47 | 7.65% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 17,775 | $2.36M | $2.72M | $363,590.93 | 15.41% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,935 | $2.11M | $2.59M | $487,048.55 | 23.11% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,976 | $707,688.59 | $1.07M | $360,964.85 | 51.01% |
David Vollmer PFS Partners, LLC | 650 | $62,426 | $99,573.5 | $37,147.5 | 59.51% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 6,557 | $539,432.66 | $1M | $465,034.17 | 86.21% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 3,553 | $276,068 | $572,494.89 | $296,426.89 | 107.37% |
Brad Sayre Shared Vision Wealth Group LLC | 1,519 | $255,954 | $232,695.61 | -$23,258.39 | -9.09% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 53,941 | $9.09M | $8.26M | -$823,679.21 | -9.06% |