| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 25,834 | $1.68M | $2.14M | $458,981.3 | 27.3% |
Joseph Morrison Sentry LLC | 7,654 | $409,259.45 | $655,794.72 | $246,535.27 | 60.24% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 3,644 | $204,841.47 | $301,905.4 | $97,063.93 | 47.38% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 3,248 | $239,706.93 | $269,096.8 | $29,389.87 | 12.26% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 2,044 | $113,483 | $169,345.4 | $55,862.4 | 49.23% |
One Degree Advisors Inc. One Degree Advisors Inc | 14,143 | $794,055.79 | $1.17M | $377,691.76 | 47.56% |
PETER KRUSSEL Southland Equity Partners LLC | 4,483 | $283,849.43 | $371,416.55 | $87,567.12 | 30.85% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 107,387 | $7.34M | $8.9M | $1.55M | 21.13% |
Taylor Wagner Valued Wealth Advisors LLC | 50 | $3,361 | $4,142.5 | $781.5 | 23.25% |
Steven JE Manders BKM Wealth Management, LLC | 5,247 | $310,210.91 | $434,713.95 | $124,503.04 | 40.13% |
Mark Fonville Fonville Wealth Management LLC | 4,976 | $291,842.51 | $412,261.6 | $120,419.09 | 41.26% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 17,774 | $997,834.43 | $1.47M | $474,741.47 | 47.58% |
| MG Melissa Glennie Capital Management Associates, Inc | 2,795 | $205,600 | $231,565.75 | $25,965.75 | 12.63% |
Andy Bloom MB Generational Wealth, LLC | 5,635 | $335,879.63 | $466,859.75 | $130,980.12 | 39% |
Anthony Blagrove Traveka Wealth, LLC | 11,232 | $630,700.2 | $930,571.2 | $299,871 | 47.55% |
Cody Gehman Stonebridge Financial Group, LLC | 11,369 | $665,062.68 | $941,921.65 | $276,858.97 | 41.63% |
Kent Keister Bear Mountain Capital, Inc. | 1,240 | $67,754 | $102,734 | $34,980 | 51.63% |
Keisuke Ichihara Rakuten Securities, Inc. | 2 | $150.2 | $171.08 | $20.88 | 13.9% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,050 | $205,021 | $252,692.5 | $47,671.5 | 23.25% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 136,852 | $7.81M | $11.66M | $3.85M | 49.28% |