| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 446 | $14,013.32 | $14,631.03 | $617.71 | 4.41% |
Victoria Latham Fiduciary Alliance LLC | 168,899 | $4.94M | $5.53M | $594,546.95 | 12.04% |
Kevin Gray Lodestar Private Asset Management LLC | 28,046 | $630,328.58 | $922,292.71 | $291,964.13 | 46.32% |
Ashley Goggins Hidden Cove Wealth Management LLC | 40,093 | $1.17M | $1.32M | $152,415.26 | 13.06% |
Michael Radoff LGT Financial Advisors LLC | 5,876 | $164,175.42 | $193,291.02 | $29,115.6 | 17.73% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 14,414 | $429,829.83 | $472,130.57 | $42,300.74 | 9.84% |
David Gutierrez Gutierrez Wealth Advisory LLC | 8,835 | $279,735.14 | $287,976.82 | $8,241.68 | 2.95% |
Jill Batley Gateway Wealth Partners LLC | 14,391 | $456,622 | $471,665.02 | $15,043.02 | 3.29% |
| PIL PFG Investments LLC PFG Investments LLC | 6,947 | $220,422 | $226,750.08 | $6,328.08 | 2.87% |
Jacqueline Washburn Vawter Financial Ltd. | 8,068 | $225,420.09 | $265,437.2 | $40,017.11 | 17.75% |
Brian Glas Noble Family Wealth, LLC | 112,522 | $2.86M | $3.67M | $806,034.76 | 28.14% |
Courtney Holt Compound Planning, Inc. | 7,433 | $208,289.16 | $242,575.95 | $34,286.79 | 16.46% |
| MRC Martin R. Curiel MYECFO, LLC | 25,736 | $642,586.95 | $846,328.36 | $203,741.41 | 31.71% |
John Hayes LongView Wealth Management | 207,312 | $5.4M | $6.82M | $1.42M | 26.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 68,216 | $1.95M | $2.19M | $237,368.85 | 12.15% |
Christopher Barr Red Mountain Financial, LLC | 153,104 | $3.97M | $5M | $1.03M | 25.86% |
Kevin Bresler TD Waterhouse Canada Inc. | 316,645 | $9.95M | $10.33M | $379,974 | 3.82% |
James Rankin Modern Wealth Management, LLC | 601,864 | $17.76M | $19.63M | $1.87M | 10.52% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 8,856 | $222,773 | $288,661.32 | $65,888.32 | 29.58% |
Rob Dainard Hara Capital LLC | 3,578 | $93,636.34 | $117,394.18 | $23,757.84 | 25.37% |