| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 3,270 | $699,894.85 | $970,699.5 | $270,804.65 | 38.69% |
Marc H. Stone Tyler-Stone Wealth Management | 5,098 | $1.02M | $1.44M | $420,279.17 | 41.05% |
| EM Erin Mccann Simplicity Wealth LLC | 4,778 | $1.24M | $1.35M | $114,591 | 9.25% |
Robert Glass AlphaCentric Advisors LLC | 4,518 | $1.37M | $1.28M | -$88,914.19 | -6.5% |
| YH Yanjuan Huang Vienna Asset Management LLC | 8,949 | $2.25M | $2.69M | $439,751.7 | 19.51% |
Chad Soukup jvl associates LLC | 11,170 | $2.59M | $3.16M | $579,343.3 | 22.41% |
Samuel Miller Kraft, Davis & Associates LLC | 2,246 | $427,986.62 | $636,269.36 | $208,282.74 | 48.67% |
Mark Vicencio Lowery Thomas LLC | 43,021 | $7.03M | $12.19M | $5.15M | 73.25% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 2,159 | $433,673.55 | $611,623.13 | $177,949.58 | 41.03% |
| DW Darren Woolson Asset Allocation Strategies LLC | 91,098 | $20.71M | $27.42M | $6.71M | 32.43% |
Bryan Kupchik Capstone Wealth Management Group LLC | 64,823 | $16.54M | $18.36M | $1.83M | 11.04% |
Brian Levy West Wealth Group LLC | 943 | $224,141.01 | $267,142.48 | $43,001.47 | 19.19% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,580 | $326,429.06 | $447,598.22 | $121,169.16 | 37.12% |
Christopher M. Marks Sterling Investment Counsel LLC | 122,854 | $26.82M | $34.8M | $7.99M | 29.78% |
Michael Topley Lansing Street Advisors | 25,403 | $6.48M | $7.2M | $713,745.51 | 11.01% |
Mark Fiskio Empirical Asset Management LLC | 1,087 | $229,238.2 | $323,578.15 | $94,339.95 | 41.15% |
Timothy Gerlach Novem Group | 19,552 | $5.41M | $5.54M | $124,780.73 | 2.3% |
Jim Clark Worth Asset Management LLC | 54,410 | $15.72M | $15.41M | -$309,485.11 | -1.97% |
Amanda Hawley Atria Wealth Solutions Inc. | 64,643 | $13.6M | $18.31M | $4.71M | 34.61% |
| LV Leah Vaden Redwood Financial Network Corp. | 27,231 | $5.27M | $8.11M | $2.84M | 53.94% |