| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jeffrey Draper Strategic Planning Group LLC | 45,985 | $6.04M | $5.73M | -$316,340.43 | -5.24% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 14,857 | $1.54M | $1.88M | $335,439.33 | 21.72% |
Kevin B. Crawford JB Capital LLC | 2,635 | $218,220.75 | $333,788.62 | $115,567.87 | 52.96% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,091 | $143,906.21 | $135,600.39 | -$8,305.82 | -5.77% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 423 | $43,399.8 | $53,530.65 | $10,130.85 | 23.34% |
Kurt Van Dyken Lifeworks Advisors LLC | 2,666 | $299,925 | $337,784.87 | $37,859.87 | 12.62% |
Adam J. Peck Riverwater Partners LLC | 1,845 | $209,555.92 | $233,420.17 | $23,864.25 | 11.39% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,246 | $136,128.5 | $154,591.22 | $18,462.72 | 13.56% |
Sima Elimelech Activest Wealth Management | 49 | $5,714.69 | $6,090.21 | $375.52 | 6.57% |
Eddie Wilcox Rollins Financial Advisors LLC | 1,586 | $216,981 | $200,351.45 | -$16,629.55 | -7.66% |
Christina Forster Pazienza Guardian Partners Inc. | 26,518 | $2.45M | $3.36M | $913,810.43 | 37.35% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 8,394 | $872,725.49 | $1.06M | $189,787.03 | 21.75% |
| WB William Bromley Innova Wealth Partners | 2,930 | $330,184.19 | $370,132.25 | $39,948.06 | 12.1% |
Brian Baylis Bell Investment Advisors Inc. | 374 | $41,706.94 | $46,484.46 | $4,777.52 | 11.45% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 4.55M | $416.47M | $564.91M | $148.44M | 35.64% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $136.81 | $124.29 | -$12.52 | -9.15% |
Larry Herold Herold Advisors Inc. | 2,678 | $366,377.18 | $339,289.21 | -$27,087.97 | -7.39% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 19,254 | $1.88M | $2.39M | $511,748.74 | 27.24% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 2,024 | $182,303.38 | $256,339.6 | $74,036.22 | 40.61% |
| DC Donie Carlson DMC Group LLC | 2,940 | $334,643.02 | $369,616.8 | $34,973.78 | 10.45% |