| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Roger Wittlin Roger Wittlin Investment Advisory LLC | 10,594 | $223,100.36 | $338,902.06 | $115,801.7 | 51.91% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 58,861 | $1.38M | $1.91M | $529,534.15 | 38.42% |
Nathan Geraci ETF Store Inc. | 12,415 | $320,870.4 | $403,115.05 | $82,244.65 | 25.63% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 6,535 | $236,109.55 | $210,198.27 | -$25,911.28 | -10.97% |
Allison Tronnes Forum Financial Management LP | 12,212 | $321,884.55 | $390,661.88 | $68,777.33 | 21.37% |
Paul Elam Oak Harbor Wealth Partners LLC | 23 | $668.84 | $743.47 | $74.63 | 11.16% |
Christopher Clancy Global Wealth Strategies & Associates | 337,202 | $10.09M | $10.85M | $760,142.08 | 7.54% |
Missy Straw Nilsine Partners LLC | 5,981 | $216,095 | $191,691.05 | -$24,403.95 | -11.29% |
| EM Erin Mccann Simplicity Wealth LLC | 154,322 | $5.43M | $4.98M | -$449,189.55 | -8.27% |
Michael Byun SageView Advisory Group LLC | 12,333 | $320,847.93 | $394,902.66 | $74,054.73 | 23.08% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 7,121 | $198,675.9 | $229,937.8 | $31,261.9 | 15.74% |
Mark Vicencio Lowery Thomas LLC | 22,594 | $520,227.34 | $728,658.76 | $208,431.42 | 40.07% |
Randy Smith Fairway Financial LLC | 17,945 | $472,723.98 | $573,611.92 | $100,887.94 | 21.34% |
Kristen Williams Athena Investment Management | 249,377 | $5.72M | $8.12M | $2.4M | 41.98% |
Allison Brooke Blake WorthPointe LLC | 6,267 | $226,426.71 | $203,614.83 | -$22,811.88 | -10.07% |
Jaimie Palmer Beacon Capital Management LLC | 19,002 | $530,086.5 | $616,424.88 | $86,338.38 | 16.29% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 184,998 | $4.22M | $6M | $1.77M | 41.99% |
Adam Grossman Mayport LLC | 7,016 | $199,815.68 | $228,160.32 | $28,344.64 | 14.19% |
| DW Darren Woolson Asset Allocation Strategies LLC | 167,546 | $4.36M | $5.44M | $1.07M | 24.56% |
Timothy Dempsey DHK Financial Advisors Inc. | 14,273 | $351,401.26 | $460,946.53 | $109,545.27 | 31.17% |