| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AG Adam Grossman Mayport LLC | 8,119 | $1,589.72 | $131,771.37 | $130,181.65 | 8,188.97% |
| DKB David K. Balsdon Harvest Portfolios Group Inc. | 991,429 | $53.15M | $16.09M | -$37.06M | -69.72% |
| CMD Chris M. Denholm Objective Capital Management LLC | 29,707 | $107,609.09 | $482,144.61 | $374,535.52 | 348.05% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 9,520 | $287,283.67 | $154,509.6 | -$132,774.07 | -46.22% |
| CG Candice Gilman Sofi Wealth LLC | 50,060 | $684,579.87 | $812,473.8 | $127,893.93 | 18.68% |
| MT Michael Topley Lansing Street Advisors | 37,978 | $27,853.93 | $616,382.94 | $588,529.01 | 2,112.91% |
| TL Timothy Low Forte Asset Management LLC | 132,895 | $1.98M | $2.16M | $175,128.11 | 8.84% |
| MH Matthew Heller Willner & Heller LLC | 8,786 | $273,332.46 | $142,596.78 | -$130,735.68 | -47.83% |
| JG Jeffrey Gilbert Balboa Wealth Partners | 6,841 | $197,612.43 | $111,029.43 | -$86,583 | -43.81% |
| GMC Gary M. Coon Finer Wealth Management Inc. | 71,374 | $678,673.4 | $1.16M | $479,726.62 | 70.69% |
| AC Angela Cox W Advisors LLC | 13,434 | $122,864.07 | $218,033.82 | $95,169.75 | 77.46% |
| KZ Kevin Zemann WealthPlan Investment Management LLC | 32,867 | $978,080.61 | $533,431.41 | -$444,649.2 | -45.46% |
| JR James Rukstalis ESG Planning DBA Harper Investing | 47,394 | $464,340.44 | $769,204.62 | $304,864.18 | 65.66% |
| DWC David W. Chenet Presidio Capital Management LLC | 5,923 | $52,175.07 | $96,130.29 | $43,955.22 | 84.25% |
| LB Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,227 | $155,138.03 | $68,604.21 | -$86,533.82 | -55.78% |
| MK Malinda Khauv Cercano Management LLC | 117,140 | $6.21M | $1.9M | -$4.31M | -69.41% |
| LF Lori Fernicola Castle Wealth Management LLC | 5,949 | $76,094.63 | $96,552.27 | $20,457.64 | 26.88% |
| JR John Ritter Ritter Daniher Financial Advisory LLC / DE | 803 | $5,293.48 | $13,032.69 | $7,739.21 | 146.2% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 345,318 | $17.31M | $5.6M | -$11.71M | -67.63% |
| CH CJ Harrison DecisionPoint Financial LLC | 4,340 | $238,528.62 | $70,438.2 | -$168,090.42 | -70.47% |