| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PJR Paige Johnson Roth Pine Haven Investment Counsel Inc. | 12,573 | $473,385.65 | $657,316.44 | $183,930.79 | 38.85% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 632 | $28,737.04 | $33,119.96 | $4,382.92 | 15.25% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,964 | $243,542.04 | $365,331.44 | $121,789.4 | 50.01% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 9,627 | $310,433.65 | $503,877.18 | $193,443.53 | 62.31% |
Matt Shibata Morling Financial Advisors LLC | 17,636 | $603,232.24 | $924,214.58 | $320,982.34 | 53.21% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 5,032 | $228,794 | $263,928.4 | $35,134.4 | 15.36% |
Andrew Miller OLIO Financial Planning | 16,910 | $586,194.65 | $859,366.2 | $273,171.55 | 46.6% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 775 | $27,652.95 | $40,656.5 | $13,003.55 | 47.02% |
M. Katherine Pieper Unionview LLC | 8,496 | $291,465.43 | $445,615.2 | $154,149.77 | 52.89% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 4,393 | $240,253.17 | $229,666.04 | -$10,587.13 | -4.41% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 323 | $12,651.91 | $16,944.58 | $4,292.67 | 33.93% |
Jennifer Carlson Gould Capital LLC | 1,797 | $64,190.13 | $94,270.62 | $30,080.49 | 46.86% |
Ana-Maria Ignat Covestor Ltd | 1,726 | $64,163.09 | $88,768.18 | $24,605.09 | 38.35% |
Kathryn Brown Morton Brown Family Wealth LLC | 6,045 | $190,281.15 | $317,302.05 | $127,020.9 | 66.75% |
| WTM W. Travis McKinney HB Wealth Management LLC | 44,999 | $1.73M | $2.31M | $582,750.64 | 33.65% |
Mark Perrault Intergy Private Wealth LLC | 162,446 | $4.99M | $8.26M | $3.27M | 65.52% |
| RM Russell Mohberg Regatta Capital Group LLC | 19,461 | $673,591.47 | $1.01M | $331,958.4 | 49.28% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 6,156 | $271,910.52 | $318,080.52 | $46,170 | 16.98% |
Jeremy Baltz Raleigh Capital Management Inc. | 27 | $1,227.69 | $1,388.61 | $160.92 | 13.11% |
| MO Michael O'Connor Capasso Planning Partners LLC | 6,195 | $208,296.87 | $320,095.65 | $111,798.78 | 53.67% |