| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Miller OLIO Financial Planning | 35,599 | $867,348.44 | $1.28M | $415,995.51 | 47.96% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 4,908 | $122,063.84 | $175,927.26 | $53,863.42 | 44.13% |
Jason Whitby Stone Summit Wealth LLC | 7,180 | $173,782.52 | $257,187.6 | $83,405.08 | 47.99% |
Kimberly Foster Laraway Financial Advisors Inc. | 15,969 | $473,001.78 | $573,606.48 | $100,604.7 | 21.27% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 6,439 | $214,869.43 | $232,125.95 | $17,256.52 | 8.03% |
Jeffrey Kearns Kearns & Associates LLC | 26,648 | $785,906.58 | $950,001.2 | $164,094.62 | 20.88% |
Kathryn Brown Morton Brown Family Wealth LLC | 891 | $26,183.82 | $31,848.79 | $5,664.97 | 21.64% |
John Gorlow Cardiff Park Advisors LLC | 3,167 | $93,315.19 | $113,299.42 | $19,984.23 | 21.42% |
Brian Kellett Kellett Wealth Advisors LLC | 35,909 | $1.31M | $1.3M | -$9,695.43 | -0.74% |
Andrew Burkey Joseph Group Capital Management | 1,249 | $45,288.74 | $44,664.24 | -$624.5 | -1.38% |
Bill McVay Red Tortoise LLC | 308,145 | $8.96M | $11M | $2.04M | 22.77% |
Randy D. Kurtz Upper Left Wealth Management LLC | 105,556 | $2.77M | $3.78M | $1.01M | 36.63% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 142,657 | $3.95M | $5.12M | $1.17M | 29.6% |
W. Travis McKinney HB Wealth Management LLC | 44,676 | $1.33M | $1.61M | $289,342.18 | 21.83% |
Nathan Geraci ETF Store Inc. | 9,860 | $298,020.27 | $356,389.7 | $58,369.43 | 19.59% |
Allison Tronnes Forum Financial Management LP | 7,639 | $276,996.98 | $272,712.3 | -$4,284.68 | -1.55% |
Paul Elam Oak Harbor Wealth Partners LLC | 15 | $494.25 | $537.52 | $43.27 | 8.75% |
William Jollie Quent Capital LLC | 425 | $13,990.55 | $15,359.5 | $1,368.95 | 9.78% |
| EM Erin Mccann Simplicity Wealth LLC | 20,232 | $675,141.84 | $729,161.28 | $54,019.44 | 8% |
Michael Byun SageView Advisory Group LLC | 3.17M | $91.02M | $113.13M | $22.12M | 24.3% |