| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 1,575 | $192,036.13 | $214,341.75 | $22,305.62 | 11.62% |
Belena Vincetti Fortis Capital Advisors LLC | 4,000 | $320,280 | $544,360 | $224,080 | 69.96% |
| SS Sheryl Stephens Stephens Consulting LLC | 462 | $42,762.66 | $62,873.58 | $20,110.92 | 47.03% |
Amy Ardeel Icon Wealth Advisors LLC | 3,600 | $296,397.12 | $489,492 | $193,094.88 | 65.15% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 10,629 | $981,422.35 | $1.45M | $463,802.78 | 47.26% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 1,750 | $213,373 | $238,061.25 | $24,688.25 | 11.57% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 2,490 | $200,408.2 | $338,727.15 | $138,318.95 | 69.02% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 151 | $18,411.08 | $20,521.65 | $2,110.57 | 11.46% |
Jill Batley Gateway Wealth Partners LLC | 4,302 | $498,742.11 | $584,663.31 | $85,921.2 | 17.23% |
| SCM Sebold Capital Management Inc. Sebold Capital Management Inc. | 5,497 | $463,651.35 | $746,107.81 | $282,456.46 | 60.92% |
Able Financial Group LLC ABLE Financial Group, LLC | 2,016 | $164,864.36 | $273,631.68 | $108,767.32 | 65.97% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,676 | $204,351 | $227,014.2 | $22,663.2 | 11.09% |
Annmarie Young KPP Advisory Services LLC | 29,954 | $3.01M | $4.06M | $1.04M | 34.58% |
Christopher C. Powers Farther Finance Advisors, LLC | 701 | $81,300.09 | $94,817.25 | $13,517.16 | 16.63% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,025 | $328,664.62 | $410,174.87 | $81,510.25 | 24.8% |
James Rankin Modern Wealth Management, LLC | 1,780 | $160,499.83 | $241,359.1 | $80,859.27 | 50.38% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 9,470 | $854,962.24 | $1.28M | $429,217.11 | 50.2% |
Joshua Stipcich Tidemark, LLC | 2,909 | $262,282.31 | $394,154.95 | $131,872.64 | 50.28% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 135 | $12,357.16 | $18,278.32 | $5,921.16 | 47.92% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 14,735 | $1.3M | $2M | $695,291.8 | 53.49% |