| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Russell Silberstein Carmel Capital Partners LLC | 10,606 | $485,754.8 | $424,346.04 | -$61,408.76 | -12.64% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,140 | $45,862.2 | $50,764.2 | $4,902 | 10.69% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 8,474 | $255,067.4 | $377,347.22 | $122,279.82 | 47.94% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,186 | $68,439.21 | $127,471.85 | $59,032.64 | 86.26% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 255 | $5,622.75 | $10,202.55 | $4,579.8 | 81.45% |
Katherine Saltonstall Sandy Cove Advisors LLC | 16,500 | $314,580 | $660,164.97 | $345,584.97 | 109.86% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,921 | $225,381.8 | $196,889.2 | -$28,492.6 | -12.64% |
Ana-Maria Ignat Covestor Ltd | 51 | $2,433.72 | $2,222.58 | -$211.14 | -8.68% |
John Gorlow Cardiff Park Advisors LLC | 22,615 | $404,583.1 | $1.01M | $602,462.85 | 148.91% |
| JN John Nunn Paradigm Capital Management LLC/NV | 8,145 | $245,164.5 | $362,696.85 | $117,532.35 | 47.94% |
Brian Kellett Kellett Wealth Advisors LLC | 15,632 | $400,471.34 | $625,436.29 | $224,964.95 | 56.18% |
Allison Tronnes Forum Financial Management LP | 15,300 | $710,340 | $612,152.97 | -$98,187.03 | -13.82% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 7,570 | $193,101.9 | $337,092.1 | $143,990.2 | 74.57% |
| EM Erin Mccann Simplicity Wealth LLC | 45,623 | $1.61M | $1.83M | $215,847.66 | 13.41% |
Amanda Hawley Atria Wealth Solutions Inc. | 38,253 | $673,378.06 | $1.53M | $857,124.4 | 127.29% |
Michael Stulic Astoria Portfolio Advisors LLC | 17,768 | $685,999.26 | $710,897.65 | $24,898.39 | 3.63% |
Adam Schwallier Schwallier Wealth Management LLC | 24,114 | $970,106 | $1.07M | $103,690.42 | 10.69% |
William Cantus Pacific Sage Partners LLC | 224,596 | $5.84M | $8.99M | $3.15M | 53.91% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 4.21M | $79.84M | $168.37M | $88.53M | 110.89% |
CJ Harrison DecisionPoint Financial LLC | 68 | $2,058 | $2,720.68 | $662.68 | 32.2% |