| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SBL Semitam Bonam LLC Semitam Bonam LLC | 1,500 | $209,810 | $204,434.98 | -$5,375.02 | -2.56% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,641 | $233,788.71 | $359,941.86 | $126,153.15 | 53.96% |
Kevin Zemann WealthPlan Investment Management LLC | 5,167 | $545,676.32 | $704,210.38 | $158,534.06 | 29.05% |
Mariana Coli Dunhill Financial LLC | 203 | $24,751 | $28,376.35 | $3,625.35 | 14.65% |
Loni Adams Daymark Wealth Partners LLC | 4,840 | $388,356.16 | $659,643.55 | $271,287.39 | 69.86% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 1,575 | $192,036.13 | $214,656.73 | $22,620.6 | 11.78% |
Belena Vincetti Fortis Capital Advisors LLC | 4,000 | $320,280 | $545,159.96 | $224,879.96 | 70.21% |
Sheryl Stephens Stephens Consulting LLC | 462 | $42,762.66 | $62,965.98 | $20,203.32 | 47.25% |
Amy Ardeel Icon Wealth Advisors LLC | 3,603 | $296,816.74 | $504,131.76 | $207,315.02 | 69.85% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 10,572 | $976,159.29 | $1.44M | $464,698.48 | 47.6% |
Steven Trigili Garden State Investment Advisory Services LLC | 1,750 | $213,373 | $244,671.17 | $31,298.17 | 14.67% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 2,495 | $201,107.64 | $348,763.57 | $147,655.93 | 73.42% |
Paul B. Ordonio Park Place Capital Corp. | 151 | $18,411.08 | $21,508.44 | $3,097.36 | 16.82% |
Jill Batley Gateway Wealth Partners LLC | 4,302 | $498,742.11 | $586,319.54 | $87,577.43 | 17.56% |
| SCM Sebold Capital Management Inc. Sebold Capital Management Inc. | 5,497 | $463,651.35 | $749,186.08 | $285,534.73 | 61.58% |
Scott Boyce Decker Retirement Planning Inc. | 243 | $33,989 | $33,118.47 | -$870.53 | -2.56% |
Able Financial Group LLC ABLE Financial Group, LLC | 2,016 | $164,864.36 | $274,760.62 | $109,896.26 | 66.66% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,674 | $204,107.14 | $228,149.44 | $24,042.3 | 11.78% |
Annmarie Young KPP Advisory Services LLC | 30,188 | $3.05M | $4.11M | $1.07M | 35.03% |
Christopher C. Powers Farther Finance Advisors, LLC | 673 | $78,425.65 | $91,723.16 | $13,297.51 | 16.96% |