| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,200 | $65,028.56 | $75,708 | $10,679.44 | 16.42% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 349,648 | $8.62M | $22.12M | $13.5M | 156.68% |
Adams Wealth Management Adams Wealth Management | 145,167 | $5.44M | $9.2M | $3.76M | 69.18% |
Missy Straw Nilsine Partners LLC | 179,139 | $8.28M | $11.03M | $2.75M | 33.23% |
Robert Glass AlphaCentric Advisors LLC | 2,570 | $91,862.37 | $158,312 | $66,449.63 | 72.34% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,971 | $215,550.34 | $367,813.6 | $152,263.26 | 70.64% |
Erik Brenner Hilltop Partners LLC | 6,832 | $222,409.49 | $420,851.2 | $198,441.71 | 89.22% |
Ashley Buboltz Moran Wealth Management LLC | 238,984 | $10.12M | $14.72M | $4.61M | 45.53% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 22,999 | $893,801.01 | $1.42M | $522,937.39 | 58.51% |
Christopher C. Powers Farther Finance Advisors, LLC | 153 | $8,312 | $9,424.8 | $1,112.8 | 13.39% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,357 | $339,565 | $391,591.2 | $52,026.2 | 15.32% |
KKM Financial LLC KKM Financial LLC | 7,068 | $232,189.06 | $447,192.36 | $215,003.3 | 92.6% |
| FTM F. Thomas Mosley Mosley Wealth Management | 23 | $1,363 | $1,416.8 | $53.8 | 3.95% |
| CI CacheTech Inc. CacheTech Inc. | 152,792 | $5.6M | $9.65M | $4.05M | 72.25% |
Beth Steinhaus Breakwater Investment Management | 50 | $1,886 | $3,080 | $1,194 | 63.31% |
Grant Carroll Strategic Financial Partners, Ltd. | 29,189 | $1.59M | $1.8M | $212,204.03 | 13.38% |
Joel Top Planwiser Financial LLC | 27,248 | $1.46M | $1.73M | $269,224.78 | 18.48% |
Bernarda Pesantez BFI Infinity Ltd. | 4,856 | $262,959.93 | $299,129.6 | $36,169.67 | 13.75% |
| RFL Rossby Financial LLC Rossby Financial LLC | 798 | $43,499 | $49,156.8 | $5,657.8 | 13.01% |
| SSA SSA Swiss Advisors AG SSA Swiss Advisors AG | 10,643 | $567,260.32 | $655,608.8 | $88,348.48 | 15.57% |