| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 10,110 | $611,258.97 | $825,683.7 | $214,424.73 | 35.08% |
Shaun Peterson Peterson Wealth Services | 47 | $3,872.8 | $3,901.94 | $29.14 | 0.75% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 15 | $751.05 | $1,238.4 | $487.35 | 64.89% |
James Langer Redmont Wealth Advisors LLC | 64 | $4,398.08 | $5,290.88 | $892.8 | 20.3% |
Samantha Pierangeli City State Bank | 25 | $1,501 | $2,061 | $560 | 37.31% |
| TA Thomas Anderton 626 Financial LLC | 4,315 | $248,373.05 | $354,563.55 | $106,190.5 | 42.75% |
W. Travis McKinney HB Wealth Management LLC | 8,841 | $594,527.46 | $718,596.48 | $124,069.02 | 20.87% |
Taylor Fairman Eagle Rock Investment Company LLC | 6,875 | $457,494.56 | $569,112.5 | $111,617.94 | 24.4% |
William Jollie Quent Capital LLC | 3,144 | $202,094.52 | $255,544.32 | $53,449.8 | 26.45% |
Marc H. Stone Tyler-Stone Wealth Management | 4,000 | $252,934 | $330,660 | $77,726 | 30.73% |
Dalila Toledo Ascent Group LLC | 5,438 | $339,189.76 | $448,308.72 | $109,118.96 | 32.17% |
Edward Lowndes Angeles Wealth Management LLC | 2,575 | $212,180 | $212,244.37 | $64.37 | 0.03% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 288 | $18,377.8 | $23,512.32 | $5,134.52 | 27.94% |
Arpan Shah XY Capital Ltd. | 5,262 | $433,589 | $434,483.34 | $894.34 | 0.21% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 14,709 | $915,862.57 | $1.22M | $304,910.88 | 33.29% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 22,838 | $1.54M | $1.87M | $330,704.41 | 21.51% |
| JG John Ginter Callan Family Office LLC | 101,755 | $6.62M | $8.3M | $1.68M | 25.41% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 4,111 | $260,053.96 | $339,897.48 | $79,843.52 | 30.7% |
Rachel Faulk Cape Investment Advisory Inc. | 38 | $3,131.15 | $3,088.64 | -$42.51 | -1.36% |
Mariana Coli Dunhill Financial LLC | 656 | $54,054 | $53,319.68 | -$734.32 | -1.36% |