| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,163 | $50,627.76 | $69,128.72 | $18,500.96 | 36.54% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 17,215 | $928,391.77 | $1.02M | $95,642.5 | 10.3% |
| DC Dominic Corabi Wedmont Private Capital | 4,558 | $210,579.6 | $270,585.67 | $60,006.07 | 28.5% |
| RPS Ryan P. Sawyer Viewpoint Capital Management LLC | 2,350 | $90,310.5 | $139,625.25 | $49,314.75 | 54.61% |
Ana-Maria Ignat Covestor Ltd | 155 | $6,034.09 | $9,190.72 | $3,156.63 | 52.31% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 71,964 | $3.92M | $4.28M | $359,826.98 | 9.18% |
| WTM W. Travis McKinney HB Wealth Management LLC | 3,861 | $211,544.19 | $228,667.72 | $17,123.53 | 8.09% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 4,698 | $217,222.07 | $279,014.22 | $61,792.15 | 28.45% |
Dalila Toledo Ascent Group LLC | 65,676 | $3.48M | $3.89M | $406,449.22 | 11.67% |
Michael Byun SageView Advisory Group LLC | 14,984 | $808,088 | $887,202.64 | $79,114.64 | 9.79% |
Christopher M. Marks Sterling Investment Counsel LLC | 6,720 | $368,188.8 | $397,891.2 | $29,702.4 | 8.07% |
CJ Harrison DecisionPoint Financial LLC | 445 | $23,999 | $26,446.35 | $2,447.35 | 10.2% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 290 | $14,161.45 | $17,250.65 | $3,089.2 | 21.81% |
Mariana Coli Dunhill Financial LLC | 101 | $4,671.19 | $6,007.98 | $1,336.79 | 28.62% |
Matthew Zienty Cardinal Point Capital Management ULC | 19,404 | $871,189.38 | $1.15M | $279,661.86 | 32.1% |
| RR Roberto Roman MGO Private Wealth LLC | 4,722 | $186,338.08 | $280,888.17 | $94,550.09 | 50.74% |
Brian Matter Creative Capital Management Investments LLC | 125 | $6,848.75 | $7,435.62 | $586.87 | 8.57% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,054 | $34,497 | $62,686.65 | $28,189.65 | 81.72% |
| TAL TFB Advisors LLC TFB Advisors LLC | 7,666 | $284,035.15 | $456,395.31 | $172,360.16 | 60.68% |
Jill Batley Gateway Wealth Partners LLC | 8,038 | $440,402 | $478,220.81 | $37,818.81 | 8.59% |