| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TCL Therese C.D. Linden Bank of New Hampshire | 127 | $10,135.87 | $8,854.44 | -$1,281.43 | -12.64% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 2,643 | $127,339.74 | $186,053.98 | $58,714.24 | 46.11% |
Kevin B. Crawford JB Capital LLC | 3,374 | $256,963.84 | $237,630.82 | -$19,333.02 | -7.52% |
Brian G. Wade Ardent Capital Management Inc. | 40,567 | $1.34M | $2.92M | $1.58M | 117.73% |
Scott R. Saal VIRGINIA WEALTH MANAGEMENT GROUP Inc. | 5,000 | $205,000 | $352,600 | $147,600 | 72% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 725 | $33,415.5 | $50,641.47 | $17,225.97 | 51.55% |
Matthew Liebman Amplius Wealth Advisors LLC | 9,357 | $381,812.95 | $658,358.52 | $276,545.57 | 72.43% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,119 | $328,221.54 | $446,013.91 | $117,792.37 | 35.89% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 611 | $26,042.39 | $44,865.73 | $18,823.34 | 72.28% |
Candace Cavalier Congress Wealth Management LLC / DE / | 16,532 | $677,812 | $1.19M | $510,260.18 | 75.28% |
| RS Radon Stancil POM Investment Strategies LLC | 1 | $48 | $70.32 | $22.32 | 46.5% |
Dave Reichert Echo45 Advisors LLC | 5,000 | $399,050 | $364,325 | -$34,725 | -8.7% |
Clint Dunn Beaird Harris Wealth Management LLC | 2,696 | $129,893.28 | $188,316.41 | $58,423.13 | 44.98% |
| HGL Herbst Group LLC Herbst Group LLC | 10,600 | $500,869.52 | $762,352 | $261,482.48 | 52.21% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 2,910 | $221,625.6 | $209,199.9 | -$12,425.7 | -5.61% |
W. Travis McKinney HB Wealth Management LLC | 10,280 | $363,098.8 | $749,000.8 | $385,902 | 106.28% |
| LWL Leo Wealth LLC Leo Wealth LLC | 7,036 | $338,448.67 | $492,238.56 | $153,789.89 | 45.44% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 11,000 | $382,170.23 | $772,530 | $390,359.77 | 102.14% |
Vito Collacuro Sutton Place Investors LLC | 5,350 | $248,935.5 | $380,492 | $131,556.5 | 52.85% |
Benjamin Cauley Carr Financial Group Corp. | 2,860 | $217,780 | $202,959.9 | -$14,820.1 | -6.81% |