| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Janet Messer FRG Family Wealth Advisors LLC | 71,354 | $3.52M | $4.5M | $980,207.36 | 27.88% |
Brian Landzaat Vista Finance LLC | 142,330 | $9.34M | $9.06M | -$283,236.7 | -3.03% |
Bobby Adusumilli SJS Investment Consulting Inc. | 51 | $1,855.38 | $3,268.59 | $1,413.21 | 76.17% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 73,881 | $3.69M | $4.74M | $1.05M | 28.36% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,407 | $267,051.73 | $345,723.58 | $78,671.85 | 29.46% |
Brandon Collier Collier Financial | 1,439 | $56,559.32 | $90,916.02 | $34,356.7 | 60.74% |
| JB Joel Blattner Avaii Wealth Management LLC | 3,108 | $203,892.48 | $196,891.8 | -$7,000.68 | -3.43% |
Timothy J. Landolt Endowment Wealth Management Inc. | 20,540 | $910,682.13 | $1.3M | $385,802.67 | 42.36% |
Craig Kurth PCG Wealth Advisors LLC | 7,579 | $497,258.19 | $478,386.48 | -$18,871.71 | -3.8% |
John Flavin Aspire Capital Advisors LLC | 74,070 | $3.46M | $4.68M | $1.22M | 35.16% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 170 | $5,300.6 | $10,574.85 | $5,274.25 | 99.5% |
Nabeed Zaman Eagle Strategies LLC | 58,556 | $2.85M | $3.63M | $782,984.89 | 27.49% |
David Mailloux WealthCare Investment Partners LLC | 31,777 | $1.75M | $1.99M | $246,982.02 | 14.14% |
Clint Dunn Beaird Harris Wealth Management LLC | 4,512 | $296,032.32 | $280,285.44 | -$15,746.88 | -5.32% |
Caroline Jankowski Operose Advisors LLC | 30 | $1,091.4 | $1,862.4 | $771 | 70.64% |
Kathryn Brown Morton Brown Family Wealth LLC | 65 | $2,839.85 | $4,055.35 | $1,215.5 | 42.8% |
Eric Lai Archvest Wealth Advisors Inc. | 4,973 | $326,278.53 | $317,078.48 | -$9,200.05 | -2.82% |
Bill McVay Red Tortoise LLC | 541 | $23,636.29 | $33,655.61 | $10,019.32 | 42.39% |
| JRF James Reed Financial Services Inc. James Reed Financial Services Inc. | 29,483 | $1.18M | $1.83M | $643,460.64 | 54.32% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 46,475 | $3.05M | $2.96M | -$91,091 | -2.99% |