| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,981 | $244,491.49 | $364,687.44 | $120,195.95 | 49.16% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 9,627 | $310,433.65 | $499,256.22 | $188,822.57 | 60.83% |
Matt Shibata Morling Financial Advisors LLC | 17,117 | $584,169.37 | $883,237.2 | $299,067.83 | 51.2% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 4,217 | $191,737.74 | $216,332.1 | $24,594.36 | 12.83% |
Andrew Miller OLIO Financial Planning | 16,910 | $586,194.65 | $874,500.65 | $288,306 | 49.18% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 775 | $27,652.95 | $39,594.75 | $11,941.8 | 43.18% |
M. Katherine Pieper Unionview LLC | 8,496 | $291,465.43 | $439,625.52 | $148,160.09 | 50.83% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 5,723 | $314,533.67 | $296,508.63 | -$18,025.04 | -5.73% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 323 | $12,651.91 | $16,587.66 | $3,935.75 | 31.11% |
Jennifer Carlson Gould Capital LLC | 1,797 | $64,190.13 | $92,186.1 | $27,995.97 | 43.61% |
Ana-Maria Ignat Covestor Ltd | 1,692 | $62,811.59 | $87,865.56 | $25,053.97 | 39.89% |
Kathryn Brown Morton Brown Family Wealth LLC | 5,650 | $177,846.55 | $289,393 | $111,546.45 | 62.72% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 4,247 | $232,268.43 | $220,483 | -$11,785.43 | -5.07% |
W. Travis McKinney HB Wealth Management LLC | 48,249 | $1.91M | $2.51M | $596,280.14 | 31.23% |
Mark Perrault Intergy Private Wealth LLC | 165,612 | $5.16M | $8.44M | $3.28M | 63.67% |
Russell Mohberg Regatta Capital Group LLC | 19,609 | $681,685.59 | $1.01M | $324,746.33 | 47.64% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 5,048 | $222,970.16 | $258,836.2 | $35,866.04 | 16.09% |
Michael O'Connor Capasso Planning Partners LLC | 6,187 | $207,978.87 | $319,960.7 | $111,981.83 | 53.84% |
William Jollie Quent Capital LLC | 107,893 | $3.5M | $5.6M | $2.1M | 60.14% |
Dalila Toledo Ascent Group LLC | 3,720 | $203,446.8 | $189,794.4 | -$13,652.4 | -6.71% |