| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 369 | $8,326.3 | $11,392.87 | $3,066.57 | 36.83% |
Kurt Van Dyken Lifeworks Advisors LLC | 337,979 | $10.9M | $10.46M | -$444,442.39 | -4.08% |
Kimberly Cappellano Private Wealth Asset Management LLC | 5,000 | $113,921.25 | $154,675 | $40,753.75 | 35.77% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 169,779 | $4.51M | $5.25M | $741,589.76 | 16.44% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,899 | $52,167.28 | $59,020.92 | $6,853.64 | 13.14% |
Candace Cavalier Congress Wealth Management LLC / DE / | 17,930 | $403,604.3 | $557,354.05 | $153,749.75 | 38.09% |
Jennifer Carlson Gould Capital LLC | 1,500 | $25,898.4 | $46,620 | $20,721.6 | 80.01% |
| WJ William Jollie Quent Capital LLC | 927,927 | $21.42M | $28.87M | $7.45M | 34.78% |
Michael Byun SageView Advisory Group LLC | 80 | $1,845 | $2,488.8 | $643.8 | 34.89% |
Mark Fiskio Empirical Asset Management LLC | 20,748 | $457,521.64 | $645,470.28 | $187,948.64 | 41.08% |
| JG John Ginter Callan Family Office LLC | 180,809 | $4.17M | $5.62M | $1.45M | 34.76% |
Mariana Coli Dunhill Financial LLC | 9,100 | $234,436.87 | $282,145.5 | $47,708.63 | 20.35% |
Alex Nunnamaker Schechter Investment Advisors LLC | 144,259 | $2.65M | $4.47M | $1.83M | 68.99% |
| SS Sheryl Stephens Stephens Consulting LLC | 580 | $13,137 | $17,953.9 | $4,816.9 | 36.67% |
| SM Sarah Moore BOS Asset Management LLC | 11,330 | $232,099.61 | $349,473.85 | $117,374.24 | 50.57% |
| PIL PFG Investments LLC PFG Investments LLC | 57,052 | $1.25M | $1.77M | $510,504.24 | 40.68% |
John Shanley Aspect Partners, LLC | 23,629 | $520,867.06 | $736,752.22 | $215,885.16 | 41.45% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,456 | $78,371 | $77,155.24 | -$1,215.76 | -1.55% |
NICOLE MARTIN Arlington Trust Co LLC | 6,250 | $125,375 | $193,343.75 | $67,968.75 | 54.21% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 23,844 | $542,016.71 | $736,183.5 | $194,166.79 | 35.82% |