| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 8,786 | $639,357.24 | $670,196.08 | $30,838.84 | 4.82% |
| VL Victoria Latham Fiduciary Alliance LLC | 8,201 | $597,028.05 | $617,125.25 | $20,097.2 | 3.37% |
| GD Gary Dempsey Leslie Global Wealth LLC | 77,269 | $5.62M | $5.81M | $191,627.27 | 3.41% |
Loni Adams Daymark Wealth Partners LLC | 6,346 | $472,608.09 | $476,964.73 | $4,356.64 | 0.92% |
Jessica Thayer Unique Wealth LLC | 37,606 | $2.33M | $2.83M | $498,862.9 | 21.4% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 127,620 | $4.48M | $9.6M | $5.12M | 114.23% |
Brian Matter Creative Capital Management Investments LLC | 40 | $2,494.4 | $3,010 | $515.6 | 20.67% |
| EB Erik Brenner Hilltop Partners LLC | 3,354 | $245,870.8 | $252,388.5 | $6,517.7 | 2.65% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 86,111 | $3.22M | $6.48M | $3.26M | 101.34% |
| XW Xenia Woltmann Rochester Wealth Strategies LLC | 83,839 | $5.03M | $6.31M | $1.28M | 25.39% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 24,797 | $1.33M | $1.86M | $536,384.49 | 40.41% |
Christopher Casanega Sharper & Granite LLC | 10,689 | $540,599.72 | $815,356.92 | $274,757.2 | 50.82% |
Belena Vincetti Fortis Capital Advisors LLC | 2,602 | $211,902.99 | $195,566.06 | -$16,336.93 | -7.71% |
Jeffrey D. Munjack JDM Financial Group LLC | 55 | $2,723.05 | $4,133.79 | $1,410.74 | 51.81% |
| SS Sheryl Stephens Stephens Consulting LLC | 760 | $27,656.41 | $57,121.52 | $29,465.11 | 106.54% |
| JS Jeffrey Starkey Kooman & Associates | 2,547 | $206,740.32 | $191,432.27 | -$15,308.05 | -7.4% |
| BG Becki Goebel TCP Asset Management LLC | 6,275 | $223,045.95 | $478,594.25 | $255,548.3 | 114.57% |
| BP Brett Pohl Kingdom Financial Group LLC | 492 | $39,935.64 | $36,978.67 | -$2,956.97 | -7.4% |
| SS Stephen Smith Kestra Investment Management LLC | 7,171 | $554,593.59 | $538,971.64 | -$15,621.95 | -2.82% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 10 | $882 | $751.6 | -$130.4 | -14.78% |