| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 13,852 | $2.26M | $2.58M | $318,646.07 | 14.07% |
Adam Stalnaker Rockport Wealth LLC | 1,515 | $238,199.64 | $272,457.6 | $34,257.96 | 14.38% |
Kevin Galvin Hopwood Financial Services, Inc. | 2,777 | $385,741.62 | $499,415.68 | $113,674.06 | 29.47% |
DAVID REICHERT Atlatl Advisers LLC | 9,912 | $1.84M | $1.78M | -$53,425.92 | -2.91% |
| HAS Hayley A. Snell LRI Investments, LLC | 1,478 | $212,292.24 | $265,803.52 | $53,511.28 | 25.21% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 2,937 | $252,509.6 | $528,190.08 | $275,680.48 | 109.18% |
Bruce Wheadon Transce3nd, LLC | 441 | $68,616.24 | $79,309.44 | $10,693.2 | 15.58% |
Jade Eagles WEALTHGARDEN F.S. LLC | 5,767 | $830,786.52 | $1.04M | $206,350.76 | 24.84% |
Lee Larson Everstar Asset Management, LLC | 13,893 | $2.05M | $2.5M | $449,021.54 | 21.91% |
Michael Dziura Westfuller Advisors, LLC | 1,468 | $185,579.41 | $264,005.12 | $78,425.71 | 42.26% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 2 | $323 | $373.02 | $50.02 | 15.49% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 1,685 | $226,396.35 | $303,030.4 | $76,634.05 | 33.85% |
Brandt Sakakeeny Rockingstone Advisors LLC | 5,275 | $597,146.32 | $948,656 | $351,509.68 | 58.86% |
Grant Carroll Strategic Financial Partners, Ltd. | 20,131 | $2.99M | $3.62M | $632,535.93 | 21.17% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 2,632 | $346,769.92 | $473,338.88 | $126,568.96 | 36.5% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 10,947 | $1.75M | $1.97M | $221,656.25 | 12.69% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 1,924 | $221,076 | $346,012.16 | $124,936.16 | 56.51% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 4,079 | $664,851.95 | $733,567.36 | $68,715.41 | 10.34% |
Carmen McClennon WR Wealth Planners, LLC | 71 | $8,943.24 | $12,768.64 | $3,825.4 | 42.77% |
Craig Small Symphony Financial Services, Inc. | 2,016 | $244,938.52 | $362,557.44 | $117,618.92 | 48.02% |