| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
April Lamb Sovereign Investment Advisors LLC | 43,522 | $2.36M | $3.29M | $932,900.42 | 39.59% |
Penny A. Phillips Journey Strategic Wealth LLC | 6,262 | $336,144.16 | $480,232.78 | $144,088.62 | 42.87% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 6,450 | $354,342 | $494,650.5 | $140,308.5 | 39.6% |
William Jollie Quent Capital LLC | 1,075 | $59,520.35 | $75,862.75 | $16,342.4 | 27.46% |
Mark Fiskio Empirical Asset Management LLC | 27,084 | $1.63M | $1.95M | $313,361.88 | 19.19% |
James M. Perkins Quantum Private Wealth LLC | 2,982 | $199,674.72 | $228,689.58 | $29,014.86 | 14.53% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 218 | $9,660.44 | $16,718.42 | $7,057.98 | 73.06% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,171 | $206,024 | $243,183.99 | $37,159.99 | 18.04% |
Brian Dechow SWAN Capital LLC | 37 | $1,983 | $2,795.35 | $812.35 | 40.97% |
Daniel Guy Ethos Financial Group LLC | 4,142 | $240,484.72 | $317,649.98 | $77,165.26 | 32.09% |
Sheryl Stephens Stephens Consulting LLC | 100 | $5,806 | $7,669 | $1,863 | 32.09% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 9,094 | $527,997.64 | $697,418.86 | $169,421.22 | 32.09% |
Jill Batley Gateway Wealth Partners LLC | 3,500 | $227,396 | $268,415 | $41,019 | 18.04% |
| PIL PFG Investments LLC PFG Investments LLC | 5,951 | $280,023.28 | $456,382.19 | $176,358.91 | 62.98% |
Bradley Harsch Strategic Advocates LLC | 56 | $2,880.64 | $4,230.8 | $1,350.16 | 46.87% |
Alicia Fuschak Avid Wealth Partners LLC | 6,398 | $343,444.59 | $490,662.62 | $147,218.03 | 42.87% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,415 | $75,864.74 | $108,516.35 | $32,651.61 | 43.04% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 56,800 | $3.68M | $4.08M | $400,384 | 10.88% |
Kevin Bresler TD Waterhouse Canada Inc. | 328 | $20,820.26 | $25,154.32 | $4,334.06 | 20.82% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,397 | $325,677.99 | $490,585.93 | $164,907.94 | 50.64% |