| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Mowrey Signature Resources Capital Management LLC | 28 | $918.4 | $1,937.32 | $1,018.92 | 110.95% |
Samuel Pressley Ridgepath Capital Management LLC | 369,107 | $15.51M | $25.98M | $10.47M | 67.52% |
Rachel Faulk Cape Investment Advisory Inc. | 739 | $51,235 | $52,335.98 | $1,100.98 | 2.15% |
Lukas Lindgren Abound Wealth Management | 1,066 | $48,643.27 | $75,638.03 | $26,994.76 | 55.5% |
Victoria Latham Fiduciary Alliance LLC | 98,600 | $6.84M | $6.82M | -$11,832 | -0.17% |
Loni Adams Daymark Wealth Partners LLC | 9,056 | $289,435.7 | $626,403.52 | $336,967.82 | 116.42% |
Jessica Thayer Unique Wealth LLC | 86,903 | $2.52M | $6.12M | $3.59M | 142.53% |
Lucas Mosher SP Asset Management LLC | 50,803 | $1.13M | $3.59M | $2.46M | 217.83% |
Walter J. West Milestone Asset Management LLC | 3,336 | $224,782.04 | $236,255.52 | $11,473.48 | 5.1% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1.2M | $43.36M | $82.5M | $39.14M | 90.25% |
Andrew Nall PMV Capital Advisers, LLC | 46,556 | $2.4M | $3.28M | $886,001.91 | 36.96% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 271,376 | $15.92M | $19.15M | $3.23M | 20.28% |
Norden Group LLC NORDEN GROUP LLC | 11,278 | $478,713.45 | $780,324.82 | $301,611.37 | 63% |
Elliot Kallen Prosperity Wealth Management, Inc. | 14,641 | $715,359.26 | $1.02M | $308,925.1 | 43.18% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,111 | $1.15M | $1.21M | $52,708.46 | 4.57% |
Dina Fliss Global View Capital Management LLC | 162,652 | $9.51M | $11.5M | $1.98M | 20.85% |
James Rankin Modern Wealth Management, LLC | 5,130 | $250,651.8 | $363,127.05 | $112,475.25 | 44.87% |
Amir Har-El Savvy Advisors, Inc. | 3,206 | $216,008 | $226,119.18 | $10,111.18 | 4.68% |
Owen McCabe Tyche Wealth Partners LLC | 10,384 | $484,569.1 | $725,530.08 | $240,960.98 | 49.73% |
United Advisor Group LLC United Advisor Group, LLC | 3,844 | $259,009 | $266,043.24 | $7,034.24 | 2.72% |