| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BS Barrett Schultz Ashton Thomas Securities LLC | 8,500 | $443,023 | $506,004.15 | $62,981.15 | 14.22% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 724 | $37,735.1 | $43,099.65 | $5,364.55 | 14.22% |
Jeff Ameen Spire Wealth Management | 189 | $9,757.73 | $11,203.92 | $1,446.19 | 14.82% |
Bradley W. Clark Paladin Advisory Group LLC | 95 | $4,578.63 | $5,655.34 | $1,076.71 | 23.52% |
Ashish Sharma DGS Capital Management LLC | 149,243 | $5.84M | $8.88M | $3.04M | 52.02% |
Kevin Zemann WealthPlan Investment Management LLC | 4,255 | $221,771.88 | $139,536.34 | -$82,235.54 | -37.08% |
Loni Adams Daymark Wealth Partners LLC | 41,995 | $2.02M | $1.38M | -$646,842.54 | -31.96% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 38,542 | $1.86M | $1.26M | -$594,279.81 | -31.98% |
Christopher C. Powers Farther Finance Advisors, LLC | 454 | $21,881 | $14,888.25 | -$6,992.75 | -31.96% |
James Rankin Modern Wealth Management, LLC | 15,010 | $670,217.59 | $492,230.43 | -$177,987.16 | -26.56% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 263 | $13,708 | $8,624.69 | -$5,083.31 | -37.08% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 7,337 | $380,175.61 | $240,605.91 | -$139,569.7 | -36.71% |
Wesley W. Melbrod M Wealth Management, LLC | 6,597 | $286,346.03 | $387,441.81 | $101,095.78 | 35.31% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 42,969 | $2.09M | $2.52M | $430,965.05 | 20.59% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 156,366 | $8.15M | $9.18M | $1.03M | 12.68% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 24,288 | $1.05M | $796,488.53 | -$256,826.08 | -24.38% |
Promus Capital LLC Promus Capital LLC | 248,459 | $11.21M | $8.15M | -$3.06M | -27.29% |
| CL Colton Loder Cohalo Advisory LLC | 4,064 | $195,892.14 | $133,272.78 | -$62,619.36 | -31.97% |