| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley H. Owens LJI Wealth Management, LLC | 5,819 | $298,402.39 | $339,247.7 | $40,845.31 | 13.69% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 102,798 | $4.78M | $6.03M | $1.25M | 26.11% |
Lars Phillips RAM Investment Partners, LLC | 5,812 | $249,395.29 | $340,234.48 | $90,839.19 | 36.42% |
Thomas Healy PFW Advisors LLC | 162,905 | $6.82M | $9.58M | $2.76M | 40.5% |
Alisha Arvold Christopher J. Hasenberg, Inc | 277,061 | $13.7M | $16.15M | $2.45M | 17.86% |
Thomas Dobbins New Republic Capital, LLC | 11,312 | $462,804.57 | $658,132.16 | $195,327.59 | 42.21% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 7,253 | $432,932 | $423,760.15 | -$9,171.85 | -2.12% |
John Hayes LongView Wealth Management | 22,669 | $918,495.11 | $1.32M | $402,880.9 | 43.86% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 11,684 | $511,521.15 | $686,902.36 | $175,381.21 | 34.29% |
Andrew Halac Talon Private Wealth, LLC | 126,199 | $5.91M | $7.36M | $1.45M | 24.46% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 170,000 | $8.41M | $9.86M | $1.45M | 17.29% |
Peter Sigismondi Ramirez Asset Management, Inc. | 2,471 | $116,002.27 | $143,762.78 | $27,760.51 | 23.93% |
Christopher C. Powers Farther Finance Advisors, LLC | 680,585 | $34.82M | $40.09M | $5.26M | 15.12% |
Matthew Wright Disciplina Capital Management LLC | 16,834 | $761,906.74 | $986,724.91 | $224,818.17 | 29.51% |
Ryan Payne Payne Capital Management, LLC | 424,274 | $19.57M | $24.89M | $5.32M | 27.19% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 35,243 | $1.44M | $2.05M | $611,599.59 | 42.38% |
Marilou Davido WFA Asset Management Corp | 87 | $3,541.7 | $5,072.1 | $1,530.4 | 43.21% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 13,512 | $630,453.01 | $793,289.52 | $162,836.51 | 25.83% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 290 | $12,060.53 | $16,828.7 | $4,768.17 | 39.54% |
Kevin Orr Centennial Bank/AR/ | 82,369 | $3.73M | $4.79M | $1.06M | 28.46% |