| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 29,095 | $698,878.57 | $1.17M | $475,104.68 | 67.98% |
Matthew Heller Willner & Heller LLC | 7,715 | $314,077.65 | $313,151.85 | -$925.8 | -0.29% |
Kevin Zemann WealthPlan Investment Management LLC | 68,394 | $2.72M | $2.76M | $42,225.2 | 1.55% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 154 | $6,134 | $6,184.64 | $50.64 | 0.83% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,749 | $147,087.31 | $151,647.05 | $4,559.74 | 3.1% |
Rachel Faulk Cape Investment Advisory Inc. | 3,296 | $131,090.33 | $132,993.6 | $1,903.27 | 1.45% |
Michael Snyder Beaumont Financial Advisors LLC | 352,968 | $13.31M | $14.29M | $978,021.22 | 7.35% |
Marc White Clarendon Private LLC | 44,932 | $1.8M | $1.81M | $8,553.77 | 0.47% |
| PIL PFG Investments LLC PFG Investments LLC | 7,934 | $314,745 | $319,105.48 | $4,360.48 | 1.39% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,514 | $61,635 | $60,893.08 | -$741.92 | -1.2% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 52,375 | $1.82M | $2.12M | $300,991.76 | 16.55% |
Thomas Dobbins New Republic Capital, LLC | 130,639 | $5.01M | $5.29M | $279,509.23 | 5.58% |
Norden Group LLC NORDEN GROUP LLC | 95,114 | $3.82M | $3.85M | $36,949.11 | 0.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,983 | $198,285.05 | $201,064.05 | $2,779 | 1.4% |
Jesse Steele Etesian Wealth Advisors, Inc. | 7,385 | $259,982.99 | $298,797.1 | $38,814.11 | 14.93% |
William Ertel Tassel Capital Management, Inc. | 27,620 | $918,120.64 | $1.11M | $190,684.26 | 20.77% |
Derek Ripp Austin Wealth Management, LLC | 29,343 | $928,144.21 | $1.18M | $254,525.4 | 27.42% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 34,548 | $1.21M | $1.4M | $185,894 | 15.33% |
Chris Chatto Encompass More Asset Management | 195,737 | $7.8M | $7.95M | $150,717.2 | 1.93% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 374 | $15,226 | $15,090.9 | -$135.1 | -0.89% |