| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 60 | $4,984.2 | $5,200.2 | $216 | 4.33% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 3,241 | $238,161.93 | $284,203.29 | $46,041.36 | 19.33% |
| EM Erin Mccann Simplicity Wealth LLC | 26,198 | $2.13M | $2.28M | $150,417.04 | 7.07% |
| DW Darren Woolson Asset Allocation Strategies LLC | 11,453 | $879,882.6 | $1M | $120,250.62 | 13.67% |
| CMD Chris M. Denholm Objective Capital Management LLC | 13,773 | $1.06M | $1.19M | $134,628.74 | 12.7% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,147 | $253,648 | $275,173.68 | $21,525.68 | 8.49% |
Mark Fiskio Empirical Asset Management LLC | 6,882 | $528,855.19 | $601,865.31 | $73,010.12 | 13.81% |
Timothy Gerlach Novem Group | 3,107 | $258,135 | $271,722.68 | $13,587.68 | 5.26% |
Christopher Warner WARNER FINANCIAL Inc. | 3,413 | $262,914.68 | $299,149.45 | $36,234.77 | 13.78% |
Amanda Hawley Atria Wealth Solutions Inc. | 86,029 | $6.47M | $7.46M | $987,207.01 | 15.26% |
| LV Leah Vaden Redwood Financial Network Corp. | 14,629 | $1.13M | $1.28M | $155,025.42 | 13.73% |
Jeffrey Gilbert Balboa Wealth Partners | 4,475 | $346,112.93 | $390,801.75 | $44,688.82 | 12.91% |
Edward Lowndes Angeles Wealth Management LLC | 1,801 | $139,901.68 | $157,299.34 | $17,397.66 | 12.44% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 200,944 | $15.06M | $17.47M | $2.42M | 16.04% |
Nolan Baker Retirement Guys Formula LLC | 29,815 | $2.31M | $2.61M | $307,148.82 | 13.32% |
Tom Deck Bricktown Capital LLC | 8,508 | $651,542.75 | $743,471.58 | $91,928.83 | 14.11% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 872 | $71,486.56 | $76,160.48 | $4,673.92 | 6.54% |
Rodrigo Diaz Plan Group Financial LLC | 3,589 | $281,449.92 | $314,378.45 | $32,928.53 | 11.7% |
Mark Mowrey Signature Resources Capital Management LLC | 86 | $6,712.77 | $7,535.32 | $822.55 | 12.25% |
Brendan Corcoran Valence8 US LP | 231,632 | $18.09M | $20.21M | $2.12M | 11.73% |