| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 12 | $1,164.6 | $1,963.44 | $798.84 | 68.59% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 254 | $21,297.9 | $42,354.5 | $21,056.6 | 98.87% |
Katherine Andersen Western Pacific Wealth Management LP | 102 | $15,483.48 | $17,041.14 | $1,557.66 | 10.06% |
Albert Luong Canoe Financia LLP | 1,336 | $180,892.73 | $222,123.36 | $41,230.63 | 22.79% |
Penny A. Phillips Journey Strategic Wealth LLC | 8,545 | $802,849.83 | $1.42M | $622,028.92 | 77.48% |
Caroline Jankowski Operose Advisors LLC | 1,606 | $282,784.48 | $266,499.64 | -$16,284.84 | -5.76% |
W. Travis McKinney HB Wealth Management LLC | 12,873 | $1.72M | $2.14M | $421,557.39 | 24.57% |
Jeremy Baltz Raleigh Capital Management Inc. | 6 | $781.5 | $995.64 | $214.14 | 27.4% |
Michelle McCarthy Vantage Financial Partners LLC | 3,465 | $318,105.55 | $580,647.37 | $262,541.82 | 82.53% |
Missy Straw Nilsine Partners LLC | 2,198 | $298,097.72 | $365,021.86 | $66,924.14 | 22.45% |
Dalila Toledo Ascent Group LLC | 2,890 | $302,519.96 | $481,546.25 | $179,026.29 | 59.18% |
David K. Balsdon Harvest Portfolios Group Inc. | 55,038 | $6.28M | $9.17M | $2.9M | 46.18% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,931 | $257,877.81 | $320,874.27 | $62,996.46 | 24.43% |
Mark Fiskio Empirical Asset Management LLC | 1,793 | $315,711.44 | $297,763.51 | -$17,947.93 | -5.68% |
| TL Tradewinds LLC Tradewinds LLC | 166 | $29,229.28 | $27,817.45 | -$1,411.83 | -4.83% |
| DAL Drake & Associates LLC Drake & Associates LLC | 3,716 | $654,313.28 | $617,339.08 | -$36,974.2 | -5.65% |
| JG John Ginter Callan Family Office LLC | 7,810 | $1.01M | $1.3M | $281,158.24 | 27.71% |
Mark Mowrey Signature Resources Capital Management LLC | 71 | $7,024.97 | $11,861.97 | $4,837 | 68.85% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 27,959 | $2.52M | $4.7M | $2.18M | 86.3% |
Matthew Zienty Cardinal Point Capital Management ULC | 175,545 | $16.71M | $29.26M | $12.55M | 75.11% |