| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 7,596 | $276,342.48 | $314,322.48 | $37,980 | 13.74% |
Thomas Mason Mason & Associates Inc. | 83,523 | $3.05M | $3.43M | $380,631.22 | 12.47% |
Randy Smith Fairway Financial LLC | 67,121 | $2.41M | $2.79M | $376,214.34 | 15.59% |
Timothy Dempsey DHK Financial Advisors Inc. | 59,374 | $1.79M | $2.47M | $680,102.28 | 38.09% |
| CMD Chris M. Denholm Objective Capital Management LLC | 13,217 | $403,972.06 | $549,761.11 | $145,789.05 | 36.09% |
Amanda Hawley Atria Wealth Solutions Inc. | 242,835 | $8.21M | $10.12M | $1.91M | 23.26% |
Jeffrey Gilbert Balboa Wealth Partners | 5,077 | $182,338.96 | $208,613.93 | $26,274.97 | 14.41% |
Kevin Zemann WealthPlan Investment Management LLC | 5,003 | $215,829.42 | $205,573.27 | -$10,256.15 | -4.75% |
David W. Chenet Presidio Capital Management LLC | 9,892 | $361,768.22 | $410,963.14 | $49,194.92 | 13.6% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 37,926 | $1.45M | $1.56M | $107,831.22 | 7.43% |
Mark Mowrey Signature Resources Capital Management LLC | 234 | $9,227 | $9,692.28 | $465.28 | 5.04% |
Rachel Faulk Cape Investment Advisory Inc. | 180 | $7,304 | $7,498.8 | $194.8 | 2.67% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 8,706 | $292,091.68 | $362,126.07 | $70,034.39 | 23.98% |
Mariana Coli Dunhill Financial LLC | 1,870 | $73,734 | $77,904.2 | $4,170.2 | 5.66% |
Daniel Guy Ethos Financial Group LLC | 50,604 | $2M | $2.08M | $84,002.36 | 4.21% |
Victoria Latham Fiduciary Alliance LLC | 112,766 | $4.58M | $4.63M | $57,510.94 | 1.26% |
Loni Adams Daymark Wealth Partners LLC | 192,840 | $6.96M | $8.02M | $1.06M | 15.27% |
| BP Brett Pohl Kingdom Financial Group LLC | 101 | $3,870.25 | $4,197.05 | $326.8 | 8.44% |
Bree Pate Olisti Co. Wealth LLC | 1,018 | $44,822.54 | $41,829.62 | -$2,992.92 | -6.68% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 72,461 | $3.13M | $3M | -$127,531.82 | -4.08% |