| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph C. Gissy Tactive Advisors, LLC | 2,217 | $251,900.02 | $272,945.95 | $21,045.93 | 8.35% |
Ann Keitner Quantum Portfolio Management LLC | 7,036 | $757,214 | $867,679.52 | $110,465.52 | 14.59% |
Jon Deven Mouton CAP Partners, LLC | 2,329 | $242,196.32 | $287,212.28 | $45,015.96 | 18.59% |
Joshua Stipcich Tidemark, LLC | 83 | $8,837.78 | $10,230.99 | $1,393.21 | 15.76% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 54 | $5,816 | $6,656.31 | $840.31 | 14.45% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 2,353 | $230,755.46 | $290,124.9 | $59,369.44 | 25.73% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 498 | $56,592.17 | $61,371.03 | $4,778.86 | 8.44% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 28,702 | $2.85M | $3.53M | $676,828.77 | 23.72% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 29,082 | $3.13M | $3.59M | $457,824.93 | 14.63% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 928 | $95,380 | $114,533.76 | $19,153.76 | 20.08% |
D. Garet Strange Hobbs Group Advisors, LLC | 4,254 | $417,066.81 | $524,241.69 | $107,174.88 | 25.7% |
David Quinn Pine Harbor Wealth Management, LLC | 26,158 | $2.74M | $3.23M | $490,460.51 | 17.91% |
Mark Weiskind Fairway Wealth LLC | 8,229 | $910,115.99 | $1.02M | $105,054.59 | 11.54% |
Brady Green GGM Financials LLC | 453 | $50,994.6 | $55,868.49 | $4,873.89 | 9.56% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,120 | $116,446.29 | $138,353.6 | $21,907.31 | 18.81% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 9,046 | $931,881.7 | $1.12M | $183,218.72 | 19.66% |
Andrew Bowers BridgePort Financial Solutions, LLC | 8,217 | $858,816.87 | $1.01M | $153,476.44 | 17.87% |
Carmen McClennon WR Wealth Planners, LLC | 50 | $5,325 | $6,162.25 | $837.25 | 15.72% |
| GHH Grace H. Holt GG Group Ventures, LLC | 4,536 | $453,282.57 | $558,812.52 | $105,529.95 | 23.28% |
David A Rozenson Fairscale Capital, LLC | 3,461 | $368,310.75 | $425,997.18 | $57,686.43 | 15.66% |