| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kagan Cocozza Asset Management Kagan Cocozza Asset Management | 12,848 | $398,459.92 | $441,521.52 | $43,061.6 | 10.81% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 1,050 | $31,574 | $35,904.75 | $4,330.75 | 13.72% |
Balance Wealth LLC Balance Wealth LLC | 11,904 | $339,427.1 | $411,283.2 | $71,856.1 | 21.17% |
Rydar Equities Inc. Rydar Equities Inc. | 298 | $10,232 | $10,127.53 | -$104.47 | -1.02% |
MJT & Associates Financial Advisory Group Inc. MJT & Associates Financial Advisory Group Inc. | 3,960 | $103,752 | $135,412.2 | $31,660.2 | 30.52% |
| RM Rich Mowrer Brookwood Investment Group LLC | 26,397 | $791,345.12 | $900,929.61 | $109,584.49 | 13.85% |
Justin Boggs Optima Capital LLC | 7,104 | $210,563 | $245,443.2 | $34,880.2 | 16.57% |
Birchbrook Inc. Birchbrook Inc. | 139,158 | $3.49M | $4.77M | $1.28M | 36.58% |
James V. Thompson Jr. Bulwark Capital Corp | 2,683 | $76,279.03 | $92,550.08 | $16,271.05 | 21.33% |
Todd Iglehart Family Legacy Financial Solutions LLC | 378,054 | $11.39M | $12.97M | $1.58M | 13.83% |
Robert Amato Compass Wealth Management LLC/GA | 5,755 | $212,174 | $198,087.1 | -$14,086.9 | -6.64% |
Jon Lewis Midwest Trust Co | 19,109 | $536,007.7 | $652,285.71 | $116,278.01 | 21.69% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 129,972 | $3.91M | $4.47M | $565,391.2 | 14.47% |
Caldwell Trust Co Caldwell Trust Co | 9,645 | $195,871.95 | $329,039.17 | $133,167.22 | 67.99% |
Landon Marsh Scott Marsh Financial LLC | 50,112 | $1.41M | $1.72M | $312,449.92 | 22.23% |
Matthew J. Darcy Seneca Financial Advisors LLC | 767,806 | $19.52M | $26.39M | $6.87M | 35.19% |
Michael Behner Nautilus Advisors LLC | 23,431 | $649,285.02 | $809,423.89 | $160,138.87 | 24.66% |
Bonnie Courtney Cambridge Financial Group LLC | 65,011 | $1.79M | $2.25M | $457,808.05 | 25.61% |
Basepoint Wealth LLC Basepoint Wealth LLC | 951 | $28,605.57 | $32,490.91 | $3,885.34 | 13.58% |
Payne Capital LLC Payne Capital LLC | 25,149 | $745,426.32 | $863,993.89 | $118,567.57 | 15.91% |