| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,586 | $314,788.66 | $402,385.06 | $87,596.4 | 27.83% |
Ashish Sharma DGS Capital Management LLC | 3,146 | $352,333.43 | $345,053.28 | -$7,280.15 | -2.07% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,967 | $720,375.08 | $762,886.5 | $42,511.42 | 5.9% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 26 | $2,472.3 | $2,858.57 | $386.27 | 15.62% |
| HC Harry Cowley Stonegate Investment Group LLC | 2,650 | $219,399.15 | $290,652 | $71,252.85 | 32.48% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 6 | $554.1 | $657 | $102.9 | 18.57% |
Candace Cavalier Congress Wealth Management LLC / DE / | 109,643 | $13.45M | $12.01M | -$1.44M | -10.71% |
Ana-Maria Ignat Covestor Ltd | 548 | $31,787.03 | $61,211.6 | $29,424.57 | 92.57% |
| WJ William Jollie Quent Capital LLC | 22 | $2,794.44 | $2,467.3 | -$327.14 | -11.71% |
| MS Missy Straw Nilsine Partners LLC | 32,838 | $3.36M | $3.67M | $310,396.37 | 9.24% |
Michael Byun SageView Advisory Group LLC | 501 | $53,209 | $56,187.15 | $2,978.15 | 5.6% |
| TK Taro Kuriyama Axq Capita LLP | 3,399 | $360,769.79 | $380,925.93 | $20,156.14 | 5.59% |
| PAT Patricia A. Thompson Leeward Investments LLC - MA | 337,161 | $15.62M | $37.79M | $22.16M | 141.84% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 65 | $4,262.77 | $7,297.22 | $3,034.45 | 71.18% |
CJ Harrison DecisionPoint Financial LLC | 11 | $1,325 | $1,236.29 | -$88.71 | -6.7% |
| JG John Ginter Callan Family Office LLC | 4,663 | $494,890.23 | $522,139.42 | $27,249.19 | 5.51% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 14,086 | $1.2M | $1.58M | $376,448.58 | 31.35% |
Mariana Coli Dunhill Financial LLC | 15 | $1,524.82 | $1,669.8 | $144.98 | 9.51% |
| DP Drew Phillips Fortitude Family Office LLC | 68 | $7,418.32 | $7,617.02 | $198.7 | 2.68% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,444 | $212,156.28 | $272,066.08 | $59,909.8 | 28.24% |