| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nabeed Zaman Eagle Strategies LLC | 41,306 | $2.78M | $3.3M | $516,998.69 | 18.59% |
Ryan Gough Perfromance Wealth Partners LLC | 2,700 | $231,282 | $215,595 | -$15,687 | -6.78% |
Clint Dunn Beaird Harris Wealth Management LLC | 3,084 | $264,175.44 | $234,538.2 | -$29,637.24 | -11.22% |
Loyd Stegent Stegent Equity Advisors Inc. | 9,486 | $812,570.76 | $731,844.9 | -$80,725.86 | -9.93% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 2,350 | $201,301 | $183,276.5 | -$18,024.5 | -8.95% |
Sean Reitenbach Prosperity Consulting Group LLC | 8,655 | $497,458.64 | $675,003.45 | $177,544.81 | 35.69% |
Nathan Geraci ETF Store Inc. | 2,371 | $203,099.86 | $182,922.65 | -$20,177.21 | -9.93% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 2,700 | $231,282 | $215,595 | -$15,687 | -6.78% |
Christopher Schurmann Summit Investment Advisory Services LLC | 5,636 | $417,307.61 | $432,563 | $15,255.39 | 3.66% |
Brian Clay Clay Northam Wealth Management LLC | 12,483 | $773,760.88 | $963,063.45 | $189,302.57 | 24.47% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 3,661 | $248,414.36 | $292,330.85 | $43,916.49 | 17.68% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,587 | $307,262.3 | $275,158.77 | -$32,103.53 | -10.45% |
Nadine Hofstetter Northwest Bank & Trust Co. | 325 | $19,032 | $25,951.25 | $6,919.25 | 36.36% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 79 | $5,475.49 | $6,161.21 | $685.72 | 12.52% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 12,395 | $727,899.97 | $989,740.75 | $261,840.78 | 35.97% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 24 | $1,663.48 | $1,826.4 | $162.92 | 9.79% |
Daniel Guy Ethos Financial Group LLC | 4,280 | $221,186.33 | $333,797.2 | $112,610.87 | 50.91% |
Jeffrey D. Munjack JDM Financial Group LLC | 396 | $33,921.36 | $30,884.04 | -$3,037.32 | -8.95% |
Moises Valladares Insigneo Advisory Services LLC | 4,458 | $325,578.67 | $342,197.42 | $16,618.75 | 5.1% |
| FFL Financial Freedom LLC Financial Freedom LLC | 7,151 | $391,136.12 | $551,699.65 | $160,563.53 | 41.05% |