| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 72,724 | $3.46M | $3.54M | $87,387.1 | 2.53% |
Jeremy Baltz Raleigh Capital Management Inc. | 2,377 | $91,823.79 | $115,783.67 | $23,959.88 | 26.09% |
Paul Elam Oak Harbor Wealth Partners LLC | 20 | $934.8 | $982.5 | $47.7 | 5.1% |
| EM Erin Mccann Simplicity Wealth LLC | 6,224 | $283,271.2 | $302,019.6 | $18,748.4 | 6.62% |
Michael Byun SageView Advisory Group LLC | 1.7M | $64.38M | $83.09M | $18.72M | 29.07% |
| DW Darren Woolson Asset Allocation Strategies LLC | 123,208 | $5.04M | $6.07M | $1.03M | 20.47% |
Timothy Dempsey DHK Financial Advisors Inc. | 56,123 | $1.93M | $2.73M | $797,894.92 | 41.39% |
Jeffrey Gilbert Balboa Wealth Partners | 12,505 | $601,740.6 | $610,369.05 | $8,628.45 | 1.43% |
Edward Lowndes Angeles Wealth Management LLC | 1,899 | $90,800.28 | $92,652.21 | $1,851.93 | 2.04% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 7,590 | $254,400.66 | $368,228.85 | $113,828.19 | 44.74% |
Abraham Martinez Amara Financial LLC | 11,607 | $528,516.02 | $562,881.46 | $34,365.44 | 6.5% |
Mark Mowrey Signature Resources Capital Management LLC | 89 | $4,159.49 | $4,341.86 | $182.37 | 4.38% |
Rachel Faulk Cape Investment Advisory Inc. | 537 | $25,817 | $26,168.01 | $351.01 | 1.36% |
Mariana Coli Dunhill Financial LLC | 916 | $37,788.6 | $44,636.68 | $6,848.08 | 18.12% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 21,951 | $774,048.67 | $1.08M | $308,025.87 | 39.79% |
Lukas Lindgren Abound Wealth Management | 1,028 | $45,042.67 | $50,043.04 | $5,000.37 | 11.1% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 15,980 | $627,805.45 | $776,707.9 | $148,902.45 | 23.72% |
Belena Vincetti Fortis Capital Advisors LLC | 11,260 | $404,018.82 | $549,656.9 | $145,638.08 | 36.05% |
Jeffrey D. Munjack JDM Financial Group LLC | 131 | $5,047.43 | $6,402.62 | $1,355.19 | 26.85% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 14,581 | $572,163.57 | $710,313.41 | $138,149.84 | 24.15% |