| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James D. King Lindenwold Advisors Inc. | 1,392 | $224,124.79 | $238,011.12 | $13,886.33 | 6.2% |
Brian Landzaat Vista Finance LLC | 1,201 | $203,545.48 | $205,845.39 | $2,299.91 | 1.13% |
Bobby Adusumilli SJS Investment Consulting Inc. | 76 | $12,732.49 | $12,960.28 | $227.79 | 1.79% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 10 | $1,689.5 | $1,704.6 | $15.1 | 0.89% |
Candace Cavalier Congress Wealth Management LLC / DE / | 49,425 | $7.78M | $8.46M | $674,206.51 | 8.66% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,764 | $271,155.72 | $301,044.24 | $29,888.52 | 11.02% |
Ana-Maria Ignat Covestor Ltd | 216 | $32,667.06 | $36,834.48 | $4,167.42 | 12.76% |
Michael Byun SageView Advisory Group LLC | 3,486 | $448,686.68 | $593,944.68 | $145,258 | 32.37% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,400 | $208,250 | $237,608 | $29,358 | 14.1% |
CJ Harrison DecisionPoint Financial LLC | 1 | $162 | $170.53 | $8.53 | 5.27% |
| JG John Ginter Callan Family Office LLC | 1,701 | $274,887.56 | $291,024.09 | $16,136.53 | 5.87% |
Albert Moore First National Advisers LLC | 16,890 | $2.66M | $2.88M | $217,523.73 | 8.17% |
Drew Phillips Fortitude Family Office LLC | 21 | $3,521.54 | $3,581.13 | $59.59 | 1.69% |
Brian Matter Creative Capital Management Investments LLC | 7 | $1,182.65 | $1,193.71 | $11.06 | 0.94% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,210 | $204,430 | $206,341.3 | $1,911.3 | 0.93% |
Paul B. Ordonio Park Place Capital Corp. | 42 | $5,128.62 | $7,196.73 | $2,068.11 | 40.32% |
Kevin Kroskey True Wealth Design LLC | 21 | $3,184.59 | $3,581.13 | $396.54 | 12.45% |
| TC Tyson Cannizzaro Ausbil Investment Management Ltd. | 1,968 | $332,375.48 | $337,363.61 | $4,988.13 | 1.5% |
| PIL PFG Investments LLC PFG Investments LLC | 3,000 | $464,850 | $512,310 | $47,460 | 10.21% |
| DD Damir Durkovic Entropy Technologies, LP | 5,737 | $969,266 | $986,993.48 | $17,727.48 | 1.83% |