| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,200 | $65,028.56 | $67,320 | $2,291.44 | 3.52% |
| SM Steve McQuade TRUST Co. OF OKLAHOMA | 10,572 | $558,993.84 | $593,089.18 | $34,095.34 | 6.1% |
| GB Greg Buckbinder Millburn Ridgefield LLC /DE/ | 121,357 | $3.21M | $6.81M | $3.6M | 112.3% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 75,724 | $1.95M | $4.28M | $2.32M | 118.96% |
Adams Wealth Management Adams Wealth Management | 145,167 | $5.44M | $8.25M | $2.82M | 51.79% |
Missy Straw Nilsine Partners LLC | 179,139 | $8.28M | $10.09M | $1.81M | 21.81% |
Robert Glass AlphaCentric Advisors LLC | 2,570 | $91,862.37 | $145,462 | $53,599.63 | 58.35% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,971 | $215,550.34 | $335,928.46 | $120,378.12 | 55.85% |
Erik Brenner Hilltop Partners LLC | 6,832 | $222,409.49 | $388,296.72 | $165,887.23 | 74.59% |
Ashley Buboltz Moran Wealth Management LLC | 238,984 | $10.12M | $13.45M | $3.33M | 32.93% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 22,999 | $893,801.01 | $1.3M | $405,527.49 | 45.37% |
Christopher C. Powers Farther Finance Advisors, LLC | 153 | $8,312 | $8,583.3 | $271.3 | 3.26% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,326 | $337,909.11 | $357,229.22 | $19,320.11 | 5.72% |
KKM Financial LLC KKM Financial LLC | 7,068 | $232,189.06 | $402,133.86 | $169,944.8 | 73.19% |
| FTM F. Thomas Mosley Mosley Wealth Management | 23 | $1,363 | $1,297.54 | -$65.46 | -4.8% |
| CI CacheTech Inc. CacheTech Inc. | 152,792 | $5.6M | $8.69M | $3.09M | 55.14% |
Beth Steinhaus Breakwater Investment Management | 50 | $1,886 | $2,818.5 | $932.5 | 49.44% |
Grant Carroll Strategic Financial Partners, Ltd. | 41,073 | $2.29M | $2.31M | $22,768.73 | 0.99% |
Joel Top Planwiser Financial LLC | 27,248 | $1.46M | $1.53M | $70,586.86 | 4.84% |
Bernarda Pesantez BFI Infinity Ltd. | 4,856 | $262,959.93 | $272,712.96 | $9,753.03 | 3.71% |