| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 488 | $60,175.28 | $66,202.08 | $6,026.8 | 10.02% |
| CE Curtis Ellergodt Rothschild Investment LLC | 22 | $2,330 | $2,984.52 | $654.52 | 28.09% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 289 | $25,036.79 | $39,095.92 | $14,059.13 | 56.15% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 2,404 | $248,888.04 | $325,934.32 | $77,046.28 | 30.96% |
| SS Scott Solod Kelly Financial Group LLC | 497,791 | $53.29M | $66.6M | $13.31M | 24.99% |
Jeff Ameen Spire Wealth Management | 1,465 | $158,798.83 | $198,624.7 | $39,825.87 | 25.08% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 7,411 | $884,672.58 | $1M | $118,517.43 | 13.4% |
| SL Shad Lamm Keystone Wealth Services LLC | 15,554 | $1.82M | $2.11M | $285,260.36 | 15.65% |
Kevin B. Crawford JB Capital LLC | 1,976 | $221,301 | $267,965.36 | $46,664.36 | 21.09% |
Larry Herold Herold Advisors Inc. | 2,000 | $157,500 | $271,220 | $113,720 | 72.2% |
| RE Rod Ehrlich Wayfinding Financial LLC | 54,083 | $4.93M | $7.33M | $2.4M | 48.74% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,366 | $291,647.25 | $321,539.4 | $29,892.15 | 10.25% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 30,165 | $3.03M | $4.1M | $1.07M | 35.46% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 1,987 | $238,549.82 | $269,139.15 | $30,589.33 | 12.82% |
| WJ William Jollie Quent Capital LLC | 28 | $3,452.68 | $3,794 | $341.32 | 9.89% |
Dalila Toledo Ascent Group LLC | 95,947 | $9.97M | $13M | $3.04M | 30.46% |
Michael Byun SageView Advisory Group LLC | 126 | $15,538 | $17,073 | $1,535 | 9.88% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,555 | $351,289.21 | $483,391.12 | $132,101.91 | 37.6% |
Kevin Zemann WealthPlan Investment Management LLC | 5,443 | $609,180.56 | $737,635.36 | $128,454.8 | 21.09% |
| VC Vito Collacuro Sutton Place Investors LLC | 19,886 | $1.73M | $2.69M | $965,705.5 | 55.85% |