| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,000 | $21,537 | $69,910 | $48,373 | 224.6% |
Jeff Ameen Spire Wealth Management | 400 | $11,250 | $29,616 | $18,366 | 163.25% |
John Ledford FWG Holdings LLC | 166,215 | $6.97M | $11.59M | $4.62M | 66.38% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 9,187 | $385,027.17 | $660,223.75 | $275,196.58 | 71.47% |
| DM David Mailloux WealthCare Investment Partners LLC | 4,705 | $197,186.55 | $338,336.55 | $141,150 | 71.58% |
Joel A. Schreiber SFI Advisors LLC | 81,972 | $1.77M | $5.66M | $3.89M | 220.34% |
Michael Byun SageView Advisory Group LLC | 818 | $30,896 | $55,828.5 | $24,932.5 | 80.7% |
Matthew Heller Willner & Heller LLC | 10,941 | $655,095.91 | $755,694.87 | $100,598.96 | 15.36% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 351,420 | $13.34M | $24.07M | $10.72M | 80.39% |
Alexandra Stickelman Root Financial Partners, LLC | 384 | $16,093 | $25,827.84 | $9,734.84 | 60.49% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,293 | $119,008.89 | $218,424.69 | $99,415.8 | 83.54% |
Owen McCabe Tyche Wealth Partners LLC | 136,295 | $4.53M | $9.17M | $4.64M | 102.33% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,076 | $296,555 | $476,214.8 | $179,659.8 | 60.58% |
Paul Zarling Client First Investment Management LLC | 30,921 | $2.64M | $2.07M | -$572,348.2 | -21.7% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 14,499 | $346,222.08 | $969,258.15 | $623,036.07 | 179.95% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 7,212 | $615,256 | $482,771.28 | -$132,484.72 | -21.53% |
| RL Rajendra Lachman Berbice Capital Management LLC | 27,401 | $1.13M | $1.81M | $672,935.98 | 59.3% |
| DN Daniel Newman Noble Wealth Management PBC | 58,079 | $3.79M | $3.82M | $28,196.83 | 0.74% |
| RM Rich Mowrer Brookwood Investment Group LLC | 22,461 | $918,277.27 | $1.51M | $595,481.82 | 64.85% |