| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 181 | $8,851.99 | $9,475.35 | $623.36 | 7.04% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 6,571 | $298,188.22 | $350,102.88 | $51,914.66 | 17.41% |
Nabeed Zaman Eagle Strategies LLC | 18,103 | $856,403.44 | $947,692.05 | $91,288.61 | 10.66% |
W. Travis McKinney HB Wealth Management LLC | 10,593 | $528,863.13 | $554,543.55 | $25,680.42 | 4.86% |
Marc H. Stone Tyler-Stone Wealth Management | 5,100 | $244,417.5 | $266,985 | $22,567.5 | 9.23% |
| EM Erin Mccann Simplicity Wealth LLC | 11,042 | $561,375.28 | $578,048.7 | $16,673.42 | 2.97% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,405 | $805,432.04 | $963,501.75 | $158,069.71 | 19.63% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 16,000 | $688,417.66 | $837,600 | $149,182.34 | 21.67% |
Rachel Faulk Cape Investment Advisory Inc. | 100 | $5,084 | $5,235 | $151 | 2.97% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 8,347 | $333,717.27 | $436,965.45 | $103,248.18 | 30.94% |
David Kennon David Kennon Inc | 56,137 | $2.2M | $2.94M | $735,658.28 | 33.39% |
Adam Laibson Mainsail Financial Group LLC | 5,000 | $254,200 | $261,750 | $7,550 | 2.97% |
Bree Pate Olisti Co. Wealth LLC | 2,804 | $134,583.13 | $146,789.4 | $12,206.27 | 9.07% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 4,960 | $252,166 | $260,251.2 | $8,085.2 | 3.21% |
Walter J. West Milestone Asset Management LLC | 8,077 | $410,652 | $422,830.95 | $12,178.95 | 2.97% |
Jeffrey Rosenthal Viawealth LLC | 41,524 | $2.04M | $2.18M | $136,698.87 | 6.7% |
Richard W. Lowrie Park Edge Advisors LLC | 37,667 | $1.83M | $1.97M | $142,591.44 | 7.79% |
Jill Batley Gateway Wealth Partners LLC | 9,728 | $480,106.97 | $509,260.8 | $29,153.83 | 6.07% |
| PIL PFG Investments LLC PFG Investments LLC | 12,736 | $573,564.28 | $666,729.6 | $93,165.32 | 16.24% |
Courtney Holt Compound Planning, Inc. | 11,327 | $481,183 | $592,968.45 | $111,785.45 | 23.23% |