| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Guy Ethos Financial Group LLC | 397,734 | $15.69M | $17.64M | $1.95M | 12.41% |
Victoria Latham Fiduciary Alliance LLC | 16,097 | $665,996.95 | $713,901.95 | $47,905 | 7.19% |
Loni Adams Daymark Wealth Partners LLC | 22,395 | $998,397.16 | $993,218.25 | -$5,178.91 | -0.52% |
Stephen Cheifetz Kades & Cheifetz LLC | 15,976 | $556,288.43 | $708,535.6 | $152,247.17 | 27.37% |
Michael Snyder Beaumont Financial Advisors LLC | 6,892 | $242,912.96 | $305,660.2 | $62,747.24 | 25.83% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 14,532 | $541,431.6 | $644,494.2 | $103,062.6 | 19.04% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 5,284 | $233,493.24 | $234,345.4 | $852.16 | 0.36% |
Christopher Casanega Sharper & Granite LLC | 34,129 | $1.24M | $1.51M | $268,733.55 | 21.59% |
Jeffrey D. Munjack JDM Financial Group LLC | 494 | $21,616.46 | $21,824.92 | $208.46 | 0.96% |
| BG Becki Goebel TCP Asset Management LLC | 41,159 | $1.89M | $1.83M | -$63,373.63 | -3.36% |
| BP Brett Pohl Kingdom Financial Group LLC | 7,179 | $306,756.04 | $313,004.4 | $6,248.36 | 2.04% |
Amy Hart Phillips Wealth Planners LLC | 10,134 | $456,026.81 | $441,842.4 | -$14,184.41 | -3.11% |
Scott Register Register Financial Advisors LLC | 4,664 | $159,033.77 | $206,848.4 | $47,814.63 | 30.07% |
Bree Pate Olisti Co. Wealth LLC | 80 | $3,415 | $3,548 | $133 | 3.89% |
Matthew Keyes Heritage Wealth Partners LLC | 5,308 | $214,400.74 | $235,409.8 | $21,009.06 | 9.8% |
Andy Peters Goldstein Advisors LLC | 6,522 | $206,519.13 | $289,250.7 | $82,731.57 | 40.06% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 338 | $10,703.11 | $14,990.3 | $4,287.19 | 40.06% |
Walter J. West Milestone Asset Management LLC | 8,630 | $372,040.16 | $382,740.5 | $10,700.34 | 2.88% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 19,904 | $714,531.28 | $882,742.4 | $168,211.12 | 23.54% |
Moises Valladares Insigneo Advisory Services LLC | 32,688 | $1.47M | $1.45M | -$18,957.68 | -1.29% |