| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brad Saenz Coastwise Capital Group LLC | 10,144 | $1.18M | $1.64M | $463,140.06 | 39.26% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 79,353 | $8.79M | $12.85M | $4.06M | 46.14% |
Lori Fernicola Castle Wealth Management LLC | 2,651 | $274,130.76 | $429,355.99 | $155,225.23 | 56.62% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 32,495 | $4.58M | $5.26M | $682,720.27 | 14.91% |
CJ Harrison DecisionPoint Financial LLC | 364 | $53,993.49 | $60,169.2 | $6,175.71 | 11.44% |
| JB Jodi Burnett Invictus Private Wealth LLC | 4,797 | $519,083.09 | $776,922.17 | $257,839.08 | 49.67% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 9,138 | $1.02M | $1.48M | $459,827.67 | 45.07% |
Brook Hart Presilium Private Wealth LLC | 1,433 | $163,492.61 | $232,088.69 | $68,596.08 | 41.96% |
Rodrigo Diaz Plan Group Financial LLC | 2,695 | $366,163.23 | $436,482.23 | $70,319 | 19.2% |
Anu Prabhu Altrius Capital Management Inc. | 4,280 | $607,994.97 | $713,347.6 | $105,352.63 | 17.33% |
Amna Ali Khan GDS Wealth Management | 3,659 | $479,185.68 | $609,845.53 | $130,659.85 | 27.27% |
Mark Mowrey Signature Resources Capital Management LLC | 60 | $7,116 | $9,717.6 | $2,601.6 | 36.56% |
Albert Moore First National Advisers LLC | 2,715 | $355,651.35 | $439,721.43 | $84,070.08 | 23.64% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 3,732 | $504,124.09 | $604,434.76 | $100,310.67 | 19.9% |
Elizabeth Barrett Sterling Wealth Advisors Inc. | 1,892 | $241,400.43 | $306,428.34 | $65,027.91 | 26.94% |
Rachel Faulk Cape Investment Advisory Inc. | 1,881 | $227,770.62 | $310,929.3 | $83,158.68 | 36.51% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 2,635 | $416,409 | $426,764.63 | $10,355.63 | 2.49% |
| FIL FWG Investments LLC FWG Investments LLC | 5,679 | $815,735.86 | $919,770.9 | $104,035.04 | 12.75% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 196 | $21,453.3 | $32,667.32 | $11,214.02 | 52.27% |
Mariana Coli Dunhill Financial LLC | 1,872 | $236,550.7 | $310,040.64 | $73,489.94 | 31.07% |