| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JB Jodi Burnett Invictus Private Wealth LLC | 1,804 | $244,181.88 | $426,032.64 | $181,850.76 | 74.47% |
Mark Mowrey Signature Resources Capital Management LLC | 7 | $1,441 | $1,653.12 | $212.12 | 14.72% |
Rachel Faulk Cape Investment Advisory Inc. | 60 | $14,773 | $14,169.6 | -$603.4 | -4.08% |
Mariana Coli Dunhill Financial LLC | 292 | $48,011 | $72,223.28 | $24,212.28 | 50.43% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 204,797 | $30.62M | $48.36M | $17.75M | 57.97% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 1,392 | $228,873 | $328,734.72 | $99,861.72 | 43.63% |
Lukas Lindgren Abound Wealth Management | 464 | $76,321.95 | $109,578.24 | $33,256.29 | 43.57% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 1,383 | $340,529 | $326,609.28 | -$13,919.72 | -4.09% |
Matthew Zienty Cardinal Point Capital Management ULC | 3,304 | $679,963 | $780,272.64 | $100,309.64 | 14.75% |
Jill Grimes Centurion Wealth Management LLC | 1,016 | $250,030 | $239,938.56 | -$10,091.44 | -4.04% |
Alex Nunnamaker Schechter Investment Advisors LLC | 77,522 | $13.25M | $18.31M | $5.05M | 38.14% |
Anne Hudick Fee-Only Financial Planning, L.C. | 10,520 | $1.4M | $2.48M | $1.09M | 77.69% |
Michael Snyder Beaumont Financial Advisors LLC | 3,719 | $553,498.78 | $878,279.04 | $324,780.26 | 58.68% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 1,295 | $226,047.96 | $320,305.3 | $94,257.34 | 41.7% |
Holly Skipper Verum Partners LLC | 1,358 | $222,008.02 | $320,705.28 | $98,697.26 | 44.46% |
Sheryl Stephens Stephens Consulting LLC | 4,423 | $808,755.18 | $1.04M | $235,780.5 | 29.15% |
Nelson J. Lam LAM GROUP Inc. | 42,930 | $5.91M | $10.14M | $4.22M | 71.43% |
| BP Brett Pohl Kingdom Financial Group LLC | 89 | $21,913 | $22,013.26 | $100.26 | 0.46% |
Stephen Smith Kestra Investment Management LLC | 550,893 | $115.1M | $130.1M | $15M | 13.03% |
Sue Oleari Trifecta Capital Advisors LLC | 943 | $159,169 | $222,698.88 | $63,529.88 | 39.91% |