| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lee Larson Everstar Asset Management, LLC | 18,315 | $1.99M | $2.13M | $135,988.81 | 6.83% |
Michael Dziura Westfuller Advisors, LLC | 709 | $84,909.83 | $82,307.81 | -$2,602.02 | -3.06% |
| NCG Noah C Goldberg Jain Global LLC | 14,557 | $1.59M | $1.72M | $134,215.55 | 8.46% |
Brandt Sakakeeny Rockingstone Advisors LLC | 8,178 | $673,604.92 | $949,383.99 | $275,779.07 | 40.94% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 3,506 | $393,320.61 | $407,011.53 | $13,690.92 | 3.48% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 11,699 | $1.37M | $1.36M | -$13,922.14 | -1.01% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 5,527 | $495,821.99 | $641,629.41 | $145,807.42 | 29.41% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 11,783 | $1.33M | $1.37M | $35,147.38 | 2.64% |
Carmen McClennon WR Wealth Planners, LLC | 1,192 | $109,598.44 | $138,379.28 | $28,780.84 | 26.26% |
David A Rozenson Fairscale Capital, LLC | 376 | $41,628.84 | $45,048.56 | $3,419.72 | 8.21% |
Chad Warrick Summit Wealth Partners, LLC | 11,888 | $1.3M | $1.38M | $84,492.87 | 6.52% |
Samantha Cox Capital Investment Counsel, LLC | 19,241 | $1.98M | $2.23M | $254,955.03 | 12.88% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 1,980 | $198,534.16 | $229,858.19 | $31,324.03 | 15.78% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 167 | $18,733.22 | $19,387.03 | $653.81 | 3.49% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 7,946 | $817,956.61 | $922,451.11 | $104,494.5 | 12.78% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,816 | $210,320.43 | $210,819.43 | $499 | 0.24% |
David Levy Diversified Enterprises LLC | 25,365 | $2.54M | $2.94M | $402,633.06 | 15.84% |
Pines Wealth Management LLC Pines Wealth Management LLC | 11,220 | $1.23M | $1.3M | $72,649.43 | 5.91% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 1,832 | $214,881 | $215,974.48 | $1,093.48 | 0.51% |
| BCF Bryan Charles Foronjy Foronjy Financial LLC | 57,175 | $6.23M | $6.64M | $407,121.85 | 6.53% |