| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 9,288 | $324,787.99 | $608,921.28 | $284,133.29 | 87.48% |
Alexandra Stickelman Root Financial Partners, LLC | 192 | $9,028 | $12,491.52 | $3,463.52 | 38.36% |
Dina Fliss Global View Capital Management LLC | 79,117 | $3.69M | $5.15M | $1.46M | 39.71% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 326 | $10,901 | $21,097.09 | $10,196.09 | 93.53% |
Paul Zarling Client First Investment Management LLC | 119,587 | $8.04M | $7.74M | -$300,761.3 | -3.74% |
DAVID REICHERT Atlatl Advisers LLC | 11,875 | $551,490.09 | $767,718.75 | $216,228.66 | 39.21% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 211 | $9,857 | $13,641.15 | $3,784.15 | 38.39% |