| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Soukup jvl associates LLC | 995 | $218,332.84 | $225,969.47 | $7,636.63 | 3.5% |
Kristofer Gray Integrity Financial Corp. /WA | 2,368 | $376,353.66 | $537,749.11 | $161,395.45 | 42.88% |
Samuel Miller Kraft, Davis & Associates LLC | 74,726 | $11.49M | $16.88M | $5.4M | 46.97% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 3,117 | $553,449.06 | $704,223.81 | $150,774.75 | 27.24% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 60 | $10,253.4 | $13,555.8 | $3,302.4 | 32.21% |
Jaimie Palmer Beacon Capital Management LLC | 1,091 | $209,264.71 | $247,755.19 | $38,490.48 | 18.39% |
| DW Darren Woolson Asset Allocation Strategies LLC | 2,599 | $471,561.31 | $590,206.9 | $118,645.59 | 25.16% |
Timothy Dempsey DHK Financial Advisors Inc. | 8,066 | $1.38M | $1.83M | $449,719.83 | 32.63% |
Brian Levy West Wealth Group LLC | 43,965 | $6.77M | $9.98M | $3.21M | 47.38% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 6,617 | $983,578.62 | $1.49M | $511,400.19 | 51.99% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,123 | $202,637.53 | $255,022.07 | $52,384.54 | 25.85% |
Michael Topley Lansing Street Advisors | 2,507 | $339,622.43 | $569,314.62 | $229,692.19 | 67.63% |
Mark Fiskio Empirical Asset Management LLC | 2,313 | $408,077.46 | $522,576.07 | $114,498.61 | 28.06% |
Conor Sheridan Sheridan Capital Management LLC | 29,154 | $5.18M | $6.61M | $1.43M | 27.58% |
Timothy Gerlach Novem Group | 4,193 | $800,315.47 | $947,324.45 | $147,008.98 | 18.37% |
Timothy Low Forte Asset Management LLC | 50,470 | $6.95M | $11.45M | $4.5M | 64.69% |
Christopher Warner WARNER FINANCIAL Inc. | 26,457 | $4.11M | $5.98M | $1.87M | 45.42% |
Amanda Hawley Atria Wealth Solutions Inc. | 315,547 | $42.73M | $71.54M | $28.81M | 67.43% |
Edward Lowndes Angeles Wealth Management LLC | 490 | $103,878.95 | $110,705.7 | $6,826.75 | 6.57% |
Angela Cox W Advisors LLC | 5,047 | $857,969.65 | $1.14M | $282,299.06 | 32.9% |