| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,522 | $23,101.41 | $26,711.1 | $3,609.69 | 15.63% |
Candace Cavalier Congress Wealth Management LLC / DE / | 18,528 | $256,208.91 | $325,166.4 | $68,957.49 | 26.91% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 2 | $42.34 | $35.1 | -$7.24 | -17.1% |
Shaun Peterson Peterson Wealth Services | 728 | $10,770.95 | $12,776.4 | $2,005.45 | 18.62% |
Seth Scher Matrix Private Capital Group LLC | 450 | $8,230.5 | $8,192.25 | -$38.25 | -0.46% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 100 | $2,152 | $1,755 | -$397 | -18.45% |
Jennifer Carlson Gould Capital LLC | 8,158 | $130,220.38 | $149,291.4 | $19,071.02 | 14.65% |
Stefan Demuth Ameliora Wealth Management Ltd. | 7,000 | $79,660 | $122,850 | $43,190 | 54.22% |
W. Travis McKinney HB Wealth Management LLC | 11,442 | $209,274.18 | $200,807.1 | -$8,467.08 | -4.05% |
| MC mike Chen Byrne Asset Management LLC | 2,955 | $60,663.65 | $51,860.25 | -$8,803.4 | -14.51% |
Dalila Toledo Ascent Group LLC | 18,583 | $305,318.69 | $326,131.65 | $20,812.96 | 6.82% |
Nichole Raftopoulos Nvest Financial LLC | 16,600 | $214,270.59 | $291,330 | $77,059.41 | 35.96% |
Thomas Mason Mason & Associates Inc. | 27,023 | $553,701.27 | $474,253.65 | -$79,447.62 | -14.35% |
Kristofer Gray Integrity Financial Corp. /WA | 420 | $4,784.65 | $7,371 | $2,586.35 | 54.06% |
Jason Matthews Kfg Wealth Management LLC | 35,671 | $562,288.88 | $626,026.05 | $63,737.17 | 11.34% |
Scott Williams Investmark Advisory Group LLC | 11,567 | $218,663.72 | $211,676.1 | -$6,987.62 | -3.2% |
Jim Clark Worth Asset Management LLC | 12,309 | $191,491.07 | $216,022.95 | $24,531.88 | 12.81% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,778 | $55,131.87 | $48,753.9 | -$6,377.97 | -11.57% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 4,528 | $51,709.76 | $79,466.4 | $27,756.64 | 53.68% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 10,703 | $143,036.92 | $187,837.65 | $44,800.73 | 31.32% |