| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 96,951 | $2.56M | $3.11M | $545,437.19 | 21.27% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 146 | $3,666.06 | $4,677.84 | $1,011.78 | 27.6% |
Matthew B. Boersen Straight Path Wealth Management | 10,571 | $296,933.54 | $338,388.3 | $41,454.76 | 13.96% |
Michael Byun SageView Advisory Group LLC | 3,402 | $99,184.91 | $109,000.08 | $9,815.17 | 9.9% |
Rebecca Sierp WPWealth LLP | 48,217 | $1.28M | $1.54M | $262,453.38 | 20.47% |
Jeffrey D. Munjack JDM Financial Group LLC | 184 | $5,148.32 | $5,895.36 | $747.04 | 14.51% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,342 | $98,504.35 | $107,077.68 | $8,573.33 | 8.7% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 7,285 | $184,261.2 | $236,288.97 | $52,027.77 | 28.24% |
| DN Daniel Newman Noble Wealth Management PBC | 850 | $21,989.5 | $27,234 | $5,244.5 | 23.85% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 93,632 | $2.74M | $3.03M | $291,210.34 | 10.62% |
Winnow Wealth LLC Winnow Wealth LLC | 6,080 | $200,097 | $197,478.4 | -$2,618.6 | -1.31% |