| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 3,822 | $315,773.64 | $326,475.24 | $10,701.6 | 3.39% |
| EM Erin Mccann Simplicity Wealth LLC | 14,495 | $954,416.27 | $1.18M | $223,882.28 | 23.46% |
Patrick O'Connell Security Financial Services Inc. | 9,162 | $557,700.54 | $744,778.98 | $187,078.44 | 33.54% |
Nicole Goff Retirement Solution LLC | 3,522 | $232,807.92 | $300,074.4 | $67,266.48 | 28.89% |
Jaimie Palmer Beacon Capital Management LLC | 4,188 | $320,174.28 | $340,442.52 | $20,268.24 | 6.33% |
Molly Crider Walker Asset Management LLC | 6,282 | $240,786 | $510,663.78 | $269,877.78 | 112.08% |
Christopher M. Marks Sterling Investment Counsel LLC | 9,218 | $669,062.52 | $749,331.22 | $80,268.7 | 12% |
Michael Topley Lansing Street Advisors | 12,242 | $1.01M | $995,152.18 | -$16,281.86 | -1.61% |
Amanda Hawley Atria Wealth Solutions Inc. | 99,036 | $5.99M | $8.05M | $2.06M | 34.44% |
Matthew Heller Willner & Heller LLC | 4,056 | $210,144.72 | $329,712.24 | $119,567.52 | 56.9% |
Angela Cox W Advisors LLC | 6,342 | $420,973.98 | $515,541.18 | $94,567.2 | 22.46% |
| JB Jodi Burnett Invictus Private Wealth LLC | 87,126 | $3.06M | $7.08M | $4.02M | 131.22% |
Mark Mowrey Signature Resources Capital Management LLC | 330 | $15,018.89 | $26,825.7 | $11,806.81 | 78.61% |
Rachel Faulk Cape Investment Advisory Inc. | 5,033 | $367,938.61 | $409,132.57 | $41,193.96 | 11.2% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 10,855 | $800,134.56 | $882,402.95 | $82,268.39 | 10.28% |
Mariana Coli Dunhill Financial LLC | 3,572 | $204,184.64 | $305,048.8 | $100,864.16 | 49.4% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 7,942 | $277,894.98 | $645,605.18 | $367,710.2 | 132.32% |
Lukas Lindgren Abound Wealth Management | 1,564 | $111,919.55 | $127,137.56 | $15,218.01 | 13.6% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 2,802 | $231,461 | $227,774.58 | -$3,686.42 | -1.59% |
Loni Adams Daymark Wealth Partners LLC | 10,222 | $452,917.99 | $830,946.38 | $378,028.39 | 83.47% |