| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Stevens Stevens Capital Partners | 34,467 | $1.61M | $1.75M | $134,000.81 | 8.31% |
Dana Anspach Sensible Money LLC | 5,035 | $214,604.74 | $243,391.9 | $28,787.16 | 13.41% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 37 | $1,729 | $1,788.58 | $59.58 | 3.45% |
Pavin White 25 LLC | 25,921 | $1.02M | $1.25M | $237,681.69 | 23.41% |
| PIL PFG Investments LLC PFG Investments LLC | 4,481 | $215,643 | $216,611.54 | $968.54 | 0.45% |
Jacqueline Washburn Vawter Financial Ltd. | 16,390 | $745,908.87 | $792,292.6 | $46,383.73 | 6.22% |
Brian Glas Noble Family Wealth, LLC | 56,143 | $1.91M | $2.71M | $804,516.62 | 42.13% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 26,491 | $944,367.18 | $1.28M | $336,207.76 | 35.6% |
Courtney Holt Compound Planning, Inc. | 98,557 | $3.54M | $4.76M | $1.23M | 34.73% |
Katherine Stoner Empower Advisory Group, LLC | 7,868 | $314,037.14 | $400,717.24 | $86,680.1 | 27.6% |
Alisha Arvold Christopher J. Hasenberg, Inc | 103 | $4,387 | $4,979.02 | $592.02 | 13.49% |
Christopher C. Powers Farther Finance Advisors, LLC | 37,809 | $1.6M | $1.83M | $226,160.51 | 14.12% |
Ryan Payne Payne Capital Management, LLC | 6,468 | $232,231.8 | $331,549.68 | $99,317.88 | 42.77% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 8,879 | $310,362.7 | $448,833.45 | $138,470.75 | 44.62% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 29 | $1,284 | $1,401.86 | $117.86 | 9.18% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 306,226 | $13.96M | $15.52M | $1.56M | 11.21% |
Kevin Bresler TD Waterhouse Canada Inc. | 116,104 | $5.44M | $5.61M | $170,424.84 | 3.13% |
Courtney Haddad Concurrent Investment Advisors, LLC | 86,910 | $3.95M | $4.2M | $247,103.9 | 6.25% |
James Rankin Modern Wealth Management, LLC | 99,067 | $4.53M | $5.08M | $551,953.36 | 12.19% |
David Vollmer PFS Partners, LLC | 346 | $15,747 | $16,725.64 | $978.64 | 6.21% |