| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 550 | $24,998 | $27,458.75 | $2,460.75 | 9.84% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 27,676 | $1.31M | $1.38M | $64,436.09 | 4.9% |
| RR rosemary richard WCG Wealth Advisors LLC | 32,288 | $1.45M | $1.61M | $155,789.6 | 10.72% |
| YA Yinka Akinsola Blue Trust Inc. | 226 | $9,590.35 | $11,283.05 | $1,692.7 | 17.65% |
Jeff Ameen Spire Wealth Management | 61 | $2,001.59 | $3,050 | $1,048.41 | 52.38% |
Katie Smith Delos Wealth Advisors LLC | 163,441 | $5.8M | $8.14M | $2.34M | 40.36% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 146 | $4,739.16 | $7,232.84 | $2,493.68 | 52.62% |
| TP Thomas Pappas Cottonwood Capital Advisors LLC | 12,140 | $423,950.1 | $602,204.7 | $178,254.6 | 42.05% |
Barry Oliver Capital Performance Advisors LLP | 379,257 | $18.81M | $18.79M | -$13,274 | -0.07% |
| WL William Liberti Wealth Effects LLC | 6,898 | $225,495.62 | $341,692.43 | $116,196.81 | 51.53% |
| MH Michael Hackman HFG Advisors Inc. | 23,248 | $973,239.05 | $1.15M | $178,001.91 | 18.29% |
| WTM W. Travis McKinney HB Wealth Management LLC | 25,601 | $1.15M | $1.28M | $128,036.81 | 11.11% |
Jeremy Baltz Raleigh Capital Management Inc. | 232 | $11,504.88 | $11,605.8 | $100.92 | 0.88% |
| WJ William Jollie Quent Capital LLC | 8 | $396.72 | $400.12 | $3.4 | 0.86% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 13,062 | $601,092.7 | $653,426.55 | $52,333.85 | 8.71% |
| MS Missy Straw Nilsine Partners LLC | 29,108 | $1.32M | $1.46M | $139,959.62 | 10.63% |
| OS Owen Schrum Schrum Private Wealth Management LLC | 8,411 | $314,880.07 | $420,760.27 | $105,880.2 | 33.63% |
| JP Jaimie Palmer Beacon Capital Management LLC | 4,058 | $201,236.22 | $202,960.87 | $1,724.65 | 0.86% |
| DW Darren Woolson Asset Allocation Strategies LLC | 29,458 | $1.2M | $1.47M | $269,031.48 | 22.34% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 34,933 | $1.5M | $1.74M | $239,203.51 | 15.94% |