| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SM Sarah Moore BOS Asset Management LLC | 41,982 | $735,895.56 | $1.66M | $927,851.1 | 126.08% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 138,405 | $6.14M | $5.4M | -$734,602.85 | -11.97% |
| SCM Sebold Capital Management Inc. Sebold Capital Management Inc. | 7,483 | $223,143.41 | $295,915.23 | $72,771.82 | 32.61% |
| PIL PFG Investments LLC PFG Investments LLC | 27,524 | $646,451.67 | $1.09M | $443,085.87 | 68.54% |
Jacob Going Alpine Bank Wealth Management | 38,000 | $1.4M | $1.48M | $80,039.96 | 5.7% |
Scott Boyce Decker Retirement Planning Inc. | 43,056 | $1.75M | $1.68M | -$65,267.22 | -3.74% |
Courtney Holt Compound Planning, Inc. | 88,736 | $1.96M | $3.51M | $1.55M | 79.49% |
Katherine Stoner Empower Advisory Group, LLC | 14,000 | $297,360 | $546,419.99 | $249,059.99 | 83.76% |
Nemes Rush Group LLC Nemes Rush Group LLC | 7,184 | $127,085.52 | $283,588.4 | $156,502.88 | 123.15% |
John Shanley Aspect Partners, LLC | 76,400 | $1.63M | $3.02M | $1.39M | 84.99% |
Christopher C. Powers Farther Finance Advisors, LLC | 33,306 | $1.33M | $1.3M | -$31,436.3 | -2.36% |
Dina Fliss Global View Capital Management LLC | 524,023 | $23.38M | $20.45M | -$2.93M | -12.53% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 10,244 | $315,834.42 | $406,942.9 | $91,108.48 | 28.85% |
Syon Capital LLC SYON CAPITAL LLC | 115,136 | $2.04M | $4.54M | $2.51M | 123.15% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,872 | $393,259.31 | $511,533.28 | $118,273.97 | 30.08% |
James Rankin Modern Wealth Management, LLC | 9,519 | $391,041 | $376,238.47 | -$14,802.53 | -3.79% |
Amir Har-El Savvy Advisors, Inc. | 305,941 | $7.94M | $12.1M | $4.16M | 52.4% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 494,788 | $9.97M | $19.54M | $9.58M | 96.08% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 15,302 | $383,315.44 | $606,418.26 | $223,102.82 | 58.2% |
| CPC Charles P. Cocke Jr LB Partners LLC | 11,000 | $217,140 | $434,555 | $217,415 | 100.13% |