| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TM Thomas Mason Mason & Associates Inc. | 10,012 | $844,057.4 | $1.05M | $202,196.6 | 23.96% |
Kristofer Gray Integrity Financial Corp. /WA | 2,383 | $213,492.97 | $249,023.5 | $35,530.53 | 16.64% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 246 | $21,601.05 | $25,687.32 | $4,086.27 | 18.92% |
| MC Molly Crider Walker Asset Management LLC | 22,739 | $1.77M | $2.37M | $601,579.74 | 33.93% |
Mark Fiskio Empirical Asset Management LLC | 6,391 | $578,725.91 | $667,348.22 | $88,622.31 | 15.31% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 8,433 | $906,083.06 | $880,573.86 | -$25,509.2 | -2.82% |
Daniel Ronan Catalyst Financial Partners LLC | 6,096 | $615,459.01 | $636,544.32 | $21,085.31 | 3.43% |
Amanda Hawley Atria Wealth Solutions Inc. | 31,112 | $2.78M | $3.28M | $502,716.78 | 18.09% |
Lincoln Bach Delap Wealth Advisory LLC | 4,245 | $406,240.85 | $443,262.9 | $37,022.05 | 9.11% |
Matthew Heller Willner & Heller LLC | 3,508 | $399,959.23 | $366,305.36 | -$33,653.87 | -8.41% |
Craig Johnsen Fortitude Advisory Group LLC | 6,118 | $634,617.24 | $641,227.58 | $6,610.34 | 1.04% |
Jeffrey Gilbert Balboa Wealth Partners | 2,544 | $213,711.12 | $266,636.64 | $52,925.52 | 24.76% |
| EL Edward Lowndes Angeles Wealth Management LLC | 6,951 | $609,406.15 | $728,534.31 | $119,128.16 | 19.55% |
Kevin Zemann WealthPlan Investment Management LLC | 5,536 | $472,847 | $580,228.16 | $107,381.16 | 22.71% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 3,412 | $295,455.06 | $357,611.72 | $62,156.66 | 21.04% |
| TL Tradewinds LLC Tradewinds LLC | 5,143 | $435,083.66 | $539,037.83 | $103,954.17 | 23.89% |
Joseph Wallace Wallace Advisory Group LLC | 3,198 | $284,055.43 | $335,182.38 | $51,126.95 | 18% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 865 | $82,127.19 | $91,248.85 | $9,121.66 | 11.11% |
Arpan Shah XY Capital Ltd. | 131 | $11,736 | $13,730.11 | $1,994.11 | 16.99% |
Brad Saenz Coastwise Capital Group LLC | 15,768 | $1.36M | $1.65M | $296,798.74 | 21.89% |