| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 16,743 | $846,021.45 | $951,839.55 | $105,818.1 | 12.51% |
Brandon Collier Collier Financial | 11,422 | $677,419 | $643,858.14 | -$33,560.86 | -4.95% |
| RCW Royal Capital Wealth Management LLC Royal Capital Wealth Management LLC | 4,130 | $244,950.3 | $234,666.6 | -$10,283.7 | -4.2% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 140,128 | $7.07M | $7.86M | $783,291.72 | 11.07% |
| JB Joel Blattner Avaii Wealth Management LLC | 5,992 | $287,975.46 | $338,488.08 | $50,512.62 | 17.54% |
Arthur Romano FOREFRONT WEALTH MANAGEMENT Inc. | 23,769 | $1.14M | $1.35M | $202,117.11 | 17.68% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 79,814 | $4.08M | $4.52M | $435,796.17 | 10.68% |
Russell Mohberg Regatta Capital Group LLC | 20,562 | $1.04M | $1.15M | $111,678.68 | 10.7% |
William Jollie Quent Capital LLC | 1,875 | $111,206.25 | $106,575 | -$4,631.25 | -4.16% |
| YH Yanjuan Huang Vienna Asset Management LLC | 5,892 | $349,454.52 | $333,428.28 | -$16,026.24 | -4.59% |
Thomas Mason Mason & Associates Inc. | 105,390 | $5.22M | $5.94M | $714,017.52 | 13.67% |
David T. Morgan High Net Worth Advisory Group LLC | 7,951 | $359,819.37 | $445,812.57 | $85,993.2 | 23.9% |
Samuel Miller Kraft, Davis & Associates LLC | 83,081 | $4.32M | $4.68M | $355,193.68 | 8.22% |
Jeffrey Gilbert Balboa Wealth Partners | 18,792 | $955,908.33 | $1.05M | $91,933.59 | 9.62% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 500 | $29,655 | $28,311.6 | -$1,343.4 | -4.53% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,946 | $228,800 | $219,200.3 | -$9,599.7 | -4.2% |
Daniel Guy Ethos Financial Group LLC | 37,099 | $1.95M | $2.07M | $118,902.3 | 6.11% |
Loni Adams Daymark Wealth Partners LLC | 12,703 | $633,381.65 | $706,032.74 | $72,651.09 | 11.47% |
Scott Register Register Financial Advisors LLC | 3,675 | $191,855.85 | $205,506 | $13,650.15 | 7.11% |
Kelly Christopher Significant Wealth Partners LLC | 133,953 | $7.09M | $7.61M | $526,852.8 | 7.44% |