| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Suzanne Hammer 5th Street Advisors LLC | 18,911 | $1.58M | $2.87M | $1.29M | 81.44% |
W. Travis McKinney HB Wealth Management LLC | 2,190 | $223,760.21 | $321,951.89 | $98,191.68 | 43.88% |
| MC mike Chen Byrne Asset Management LLC | 8,413 | $1.05M | $1.28M | $229,749.55 | 21.92% |
| DC Debora Caley Richwood Investment Advisors LLC | 2,004 | $317,133 | $294,608.03 | -$22,524.97 | -7.1% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 8,573 | $1.07M | $1.35M | $284,170.88 | 26.68% |
Dalila Toledo Ascent Group LLC | 3,395 | $413,952.35 | $499,098.93 | $85,146.58 | 20.57% |
| EM Erin Mccann Simplicity Wealth LLC | 2,386 | $240,180.15 | $362,385.68 | $122,205.53 | 50.88% |
David T. Morgan High Net Worth Advisory Group LLC | 1,819 | $221,790.67 | $267,411.18 | $45,620.51 | 20.57% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 135 | $10,948.5 | $19,846.35 | $8,897.85 | 81.27% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,493 | $236,267.25 | $219,485.92 | -$16,781.33 | -7.1% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,599 | $204,301.31 | $235,068.98 | $30,767.67 | 15.06% |
Mark Fiskio Empirical Asset Management LLC | 5,418 | $508,999.74 | $852,576.48 | $343,576.74 | 67.5% |
Christopher Warner WARNER FINANCIAL Inc. | 3,023 | $369,611.35 | $444,411.21 | $74,799.86 | 20.24% |
Jim Clark Worth Asset Management LLC | 13,431 | $2M | $1.97M | -$24,389.31 | -1.22% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,133 | $561,112.13 | $901,612.3 | $340,500.17 | 60.68% |
Matthew Heller Willner & Heller LLC | 1,284 | $203,193 | $188,760.83 | -$14,432.17 | -7.1% |
Edward Lowndes Angeles Wealth Management LLC | 175 | $27,693.75 | $25,726.75 | -$1,967 | -7.1% |
David W. Chenet Presidio Capital Management LLC | 1,812 | $223,261.64 | $266,382.11 | $43,120.47 | 19.31% |
Brad Saenz Coastwise Capital Group LLC | 3,092 | $271,590.2 | $454,554.9 | $182,964.7 | 67.37% |
| MK Malinda Khauv Cercano Management LLC | 3,636 | $575,397 | $579,542.04 | $4,145.04 | 0.72% |