| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 25,998 | $354,140.61 | $495,001.92 | $140,861.31 | 39.78% |
| RPS Ryan P. Sawyer Viewpoint Capital Management LLC | 2 | $42.34 | $38.08 | -$4.26 | -10.06% |
| SP Shaun Peterson Peterson Wealth Services | 728 | $10,770.95 | $13,861.12 | $3,090.17 | 28.69% |
| SS Seth Scher Matrix Private Capital Group LLC | 450 | $8,230.5 | $8,568 | $337.5 | 4.1% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 100 | $2,152 | $1,911 | -$241 | -11.2% |
Jennifer Carlson Gould Capital LLC | 8,158 | $130,220.38 | $155,899.38 | $25,679 | 19.72% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 7,500 | $85,350 | $143,100 | $57,750 | 67.66% |
| WTM W. Travis McKinney HB Wealth Management LLC | 11,442 | $209,274.18 | $212,935.62 | $3,661.44 | 1.75% |
| MC mike Chen Byrne Asset Management LLC | 2,955 | $60,663.65 | $54,992.55 | -$5,671.1 | -9.35% |
Dalila Toledo Ascent Group LLC | 18,583 | $305,318.69 | $346,572.95 | $41,254.26 | 13.51% |
Michael Byun SageView Advisory Group LLC | 1,028 | $16,886 | $19,172.2 | $2,286.2 | 13.54% |
| NR Nichole Raftopoulos Nvest Financial LLC | 16,576 | $213,778.83 | $308,479.36 | $94,700.53 | 44.3% |
Kristofer Gray Integrity Financial Corp. /WA | 420 | $4,784.65 | $7,816.2 | $3,031.55 | 63.36% |
Jason Matthews Kfg Wealth Management LLC | 34,260 | $533,377.52 | $637,578.6 | $104,201.08 | 19.54% |
| SW Scott Williams Investmark Advisory Group LLC | 11,549 | $218,294.9 | $216,774.73 | -$1,520.17 | -0.7% |
Jim Clark Worth Asset Management LLC | 12,309 | $191,491.07 | $229,562.85 | $38,071.78 | 19.88% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,778 | $55,131.87 | $50,920.74 | -$4,211.13 | -7.64% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 4,528 | $51,709.76 | $83,292.56 | $31,582.8 | 61.08% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 10,992 | $146,825.77 | $204,945.84 | $58,120.07 | 39.58% |
Mark Mowrey Signature Resources Capital Management LLC | 286 | $4,433.83 | $5,260.97 | $827.14 | 18.66% |