| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 51 | $1,477.56 | $2,983.5 | $1,505.94 | 101.92% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 7,443 | $314,251.48 | $436,308.66 | $122,057.18 | 38.84% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 8 | $254.32 | $469.52 | $215.2 | 84.62% |
Jason topor KLEIN PAVLIS & PEASLEY FINANCIAL Inc. | 22,012 | $1.32M | $1.29M | -$33,788.1 | -2.55% |
John Keene Keene & Associates Inc. | 67,609 | $2.64M | $3.97M | $1.32M | 50.07% |
Penny A. Phillips Journey Strategic Wealth LLC | 6,652 | $360,937.52 | $385,949.04 | $25,011.52 | 6.93% |
Ana-Maria Ignat Covestor Ltd | 324 | $10,847.52 | $19,009.08 | $8,161.56 | 75.24% |
W. Travis McKinney HB Wealth Management LLC | 17,475 | $687,981.97 | $1.03M | $337,276.28 | 49.02% |
William Jollie Quent Capital LLC | 975 | $43,080.3 | $57,203.25 | $14,122.95 | 32.78% |
Taro Kuriyama Axq Capita LLP | 4,086 | $271,310 | $238,356.81 | -$32,953.19 | -12.15% |
Patricia A. Thompson Leeward Investments LLC - MA | 114,740 | $3.93M | $6.85M | $2.92M | 74.42% |
| BPN Brent P. Nicks Strategic Planning Inc. | 5,148 | $226,473.84 | $299,253.24 | $72,779.4 | 32.14% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,498 | $198,264.16 | $264,752.28 | $66,488.12 | 33.54% |
John DeMarco Trajan Wealth LLC | 3,660 | $126,520.03 | $217,733.4 | $91,213.37 | 72.09% |
CJ Harrison DecisionPoint Financial LLC | 7 | $451 | $410.69 | -$40.31 | -8.94% |
| JG John Ginter Callan Family Office LLC | 20,370 | $917,879.48 | $1.2M | $277,635.82 | 30.25% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 4,055 | $138,277.22 | $238,575.92 | $100,298.7 | 72.53% |
Rachel Faulk Cape Investment Advisory Inc. | 61 | $4,050 | $3,578.87 | -$471.13 | -11.63% |
Mariana Coli Dunhill Financial LLC | 19 | $814.99 | $1,114.73 | $299.74 | 36.78% |
Drew Phillips Fortitude Family Office LLC | 1,451 | $86,424.88 | $85,130.17 | -$1,294.71 | -1.5% |