| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 770 | $34,211.1 | $22,392.37 | -$11,818.73 | -34.55% |
Brandon Collier Collier Financial | 33 | $609 | $958.32 | $349.32 | 57.36% |
Candace Cavalier Congress Wealth Management LLC / DE / | 20,554 | $549,613.78 | $596,785.39 | $47,171.61 | 8.58% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 630 | $21,961.8 | $17,725.05 | -$4,236.75 | -19.29% |
Jason topor KLEIN PAVLIS & PEASLEY FINANCIAL Inc. | 97,661 | $2.62M | $2.84M | $218,885.93 | 8.36% |
Kevin Mandy Mudita Advisors LLP | 449,204 | $10.88M | $13.04M | $2.16M | 19.83% |
Albert Luong Canoe Financia LLP | 110,826 | $2.45M | $3.22M | $766,628.07 | 31.3% |
| SP Samantha Pierangeli City State Bank | 500 | $5,055 | $14,067.5 | $9,012.5 | 178.29% |
| WJ William Jollie Quent Capital LLC | 500 | $22,215 | $14,095 | -$8,120 | -36.55% |
Michael Byun SageView Advisory Group LLC | 1,635 | $63,079 | $46,090.65 | -$16,988.35 | -26.93% |
David K. Balsdon Harvest Portfolios Group Inc. | 57,586 | $1.48M | $1.62M | $135,814.59 | 9.15% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 554 | $3,889.08 | $15,636.65 | $11,747.57 | 302.07% |
Matthew Zienty Cardinal Point Capital Management ULC | 60,000 | $1.6M | $1.69M | $87,298.86 | 5.45% |
Brian Dechow SWAN Capital LLC | 200 | $4,584.73 | $5,645 | $1,060.27 | 23.13% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 16,844 | $248,449 | $475,421.9 | $226,972.9 | 91.36% |
| PL Phong Liao Forge First Asset Management Inc. | 153,300 | $4.07M | $4.33M | $262,743.31 | 6.46% |
Ashley Buboltz Moran Wealth Management LLC | 62,274 | $1.19M | $1.75M | $564,982.18 | 47.58% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 10,277 | $116,077.43 | $290,222.48 | $174,145.05 | 150.02% |
Kevin Kroskey True Wealth Design LLC | 205 | $8,213.68 | $5,949.1 | -$2,264.58 | -27.57% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 23,153 | $629,298.13 | $653,840.72 | $24,542.59 | 3.9% |