| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
S. Hardy Taylor Heritage Investment Group Inc. | 356 | $203,941.72 | $266,636.88 | $62,695.16 | 30.74% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 558 | $217,581.92 | $407,931.48 | $190,349.56 | 87.48% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 7,684 | $2.58M | $5.76M | $3.17M | 122.84% |
Katie Smith Delos Wealth Advisors LLC | 259 | $107,439.57 | $193,985.81 | $86,546.24 | 80.55% |
Kevin B. Crawford JB Capital LLC | 1,586 | $552,306.89 | $1.19M | $635,575.36 | 115.08% |
Richard Slavik Newbridge Financial Services Group Inc. | 6,468 | $4.93M | $4.84M | -$81,700.39 | -1.66% |
| BO Brian Oliveira Clear Street Group Inc. | 5,984 | $6.37M | $4.42M | -$1.95M | -30.61% |
Kurt Van Dyken Lifeworks Advisors LLC | 10,297 | $3.8M | $7.71M | $3.91M | 103.09% |
Adam J. Peck Riverwater Partners LLC | 195 | $207,655.5 | $146,051.1 | -$61,604.4 | -29.67% |
| EJL Emery J. Levick US Asset Management LLC | 2,887 | $554,217.39 | $2.13M | $1.58M | 285.22% |
Kimberly Cappellano Private Wealth Asset Management LLC | 13,783 | $4.65M | $10.05M | $5.4M | 116.23% |
Sima Elimelech Activest Wealth Management | 70 | $40,100.9 | $52,428.6 | $12,327.7 | 30.74% |
Jodi Greenlund Financial Council LLC | 850 | $303,572.45 | $626,433 | $322,860.55 | 106.35% |
Eddie Wilcox Rollins Financial Advisors LLC | 6,342 | $2.56M | $4.75M | $2.19M | 85.77% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 88 | $18,193.12 | $64,887.24 | $46,694.12 | 256.66% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 5,097 | $1.34M | $3.82M | $2.48M | 184.53% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 1,612 | $573,834.77 | $1.21M | $633,520.96 | 110.4% |
| WB William Bromley Innova Wealth Partners | 538 | $309,815.74 | $402,951.23 | $93,135.49 | 30.06% |
Robert Tutela Essex LLC | 918 | $744,305.2 | $687,563.62 | -$56,741.58 | -7.62% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 1,161 | $324,039.75 | $844,290.81 | $520,251.06 | 160.55% |