| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,769 | $180,986.39 | $207,530.23 | $26,543.84 | 14.67% |
Rachel Faulk Cape Investment Advisory Inc. | 106 | $12,933 | $12,677.6 | -$255.4 | -1.97% |
Lukas Lindgren Abound Wealth Management | 791 | $76,895.15 | $94,635.24 | $17,740.09 | 23.07% |
Bert D. Barre Colonial Trust Co. / SC | 3,181 | $244,873.38 | $378,650.33 | $133,776.95 | 54.63% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,497 | $365,866.11 | $409,446.24 | $43,580.13 | 11.91% |
Kyle Kelley Family Capital Management Inc. | 2,824 | $286,922.24 | $337,750.4 | $50,828.16 | 17.71% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 2,026 | $180,915.61 | $242,309.6 | $61,393.99 | 33.94% |
John Canning Mi LLCreek Capital Advisors LLC | 4,522 | $288,639 | $533,573.39 | $244,934.39 | 84.86% |
| KLM Kate L. Miller STAR Financial Bank | 4,336 | $426,272 | $518,542.24 | $92,270.24 | 21.65% |
Jill Batley Gateway Wealth Partners LLC | 28,658 | $2.81M | $3.35M | $544,243.68 | 19.37% |
Courtney Holt Compound Planning, Inc. | 1,730 | $211,078 | $205,584.55 | -$5,493.45 | -2.6% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,914 | $348,300.63 | $345,243.73 | -$3,056.9 | -0.88% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,800 | $425,858.65 | $562,080 | $136,221.35 | 31.99% |
James Rankin Modern Wealth Management, LLC | 1,774 | $216,446 | $211,194.7 | -$5,251.3 | -2.43% |
Jon Deven Mouton CAP Partners, LLC | 12,366 | $1.06M | $1.47M | $401,184.42 | 37.7% |
Matthew Stead Sachetta, LLC | 115 | $9,734.32 | $13,659.7 | $3,925.38 | 40.33% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 5,434 | $412,261.08 | $635,180.26 | $222,919.18 | 54.07% |
| JC JOHN CALOTTA Endurance Services Ltd | 347,500 | $29.41M | $40.69M | $11.28M | 38.35% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 2,431 | $224,744.49 | $286,250.25 | $61,505.76 | 27.37% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 4,522 | $551,729 | $540,831.2 | -$10,897.8 | -1.98% |