| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian Keedy Guardian Wealth Advisors LLC / Nc | 1,186 | $143,731.34 | $168,643.28 | $24,911.94 | 17.33% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,945 | $547,745.89 | $703,797.12 | $156,051.23 | 28.49% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 8,322 | $763,753.44 | $1.18M | $418,220.22 | 54.76% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 2,320 | $272,925.01 | $329,880.8 | $56,955.79 | 20.87% |
| SS Seth Scher Matrix Private Capital Group LLC | 1,640 | $198,751.6 | $233,191.6 | $34,440 | 17.33% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 646 | $48,870.95 | $91,941.95 | $43,071 | 88.13% |
M. Katherine Pieper Unionview LLC | 2,073 | $209,103.79 | $294,759.87 | $85,656.08 | 40.96% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 2,608 | $266,834.08 | $371,014.08 | $104,180 | 39.04% |
Lisa Cooper Figure 8 Investment Strategies LLC | 1,990 | $219,397.97 | $283,216.8 | $63,818.83 | 29.09% |
Joshua Moeller Hill Island Financial LLC | 8,237 | $753,658.17 | $1.17M | $418,631.67 | 55.55% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 21,175 | $1.99M | $3.01M | $1.02M | 51.17% |
| WTM W. Travis McKinney HB Wealth Management LLC | 19,330 | $1.68M | $2.74M | $1.06M | 63.21% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 5,500 | $511,060 | $783,090 | $272,030 | 53.23% |
Jeremy Baltz Raleigh Capital Management Inc. | 16 | $1,939.04 | $2,267.28 | $328.24 | 16.93% |
Dalila Toledo Ascent Group LLC | 2,868 | $249,517.28 | $408,345.84 | $158,828.56 | 63.65% |
Michael Byun SageView Advisory Group LLC | 39,483 | $4.3M | $5.62M | $1.33M | 30.88% |
Daniel Bennett APS Management Group Inc. | 1,414 | $201,378 | $200,123.42 | -$1,254.58 | -0.62% |
Brian Levy West Wealth Group LLC | 3,769 | $324,533.98 | $534,067.3 | $209,533.32 | 64.56% |
Candice Gilman Sofi Wealth LLC | 42,790 | $5.02M | $6.06M | $1.04M | 20.76% |
Amanda Hawley Atria Wealth Solutions Inc. | 16,547 | $1.62M | $2.35M | $735,184.59 | 45.43% |