| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 177 | $22,312.33 | $27,171.27 | $4,858.94 | 21.78% |
Justin Fulmer Shelton Wealth Management LLC | 16,501 | $790,506.71 | $2.53M | $1.74M | 220.44% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 150 | $7,000.5 | $23,026.5 | $16,026 | 228.93% |
Bill Ryan Manhattan West Asset Management LLC | 2,400 | $206,832 | $390,912 | $184,080 | 89% |
Candace Cavalier Congress Wealth Management LLC / DE / | 12,790 | $815,693.86 | $1.96M | $1.15M | 140.7% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 4,902 | $366,179.4 | $801,624.06 | $435,444.66 | 118.92% |
Seth Scher Matrix Private Capital Group LLC | 100 | $11,851 | $16,467 | $4,616 | 38.95% |
Nabeed Zaman Eagle Strategies LLC | 1,747 | $220,034.65 | $268,181.95 | $48,147.3 | 21.88% |
Jeffrey Kearns Kearns & Associates LLC | 8,226 | $601,896.42 | $1.26M | $660,876.76 | 109.8% |
Fanie Gouws Gouws Capital LLC | 1,835 | $166,379.45 | $281,690.83 | $115,311.38 | 69.31% |
John Gorlow Cardiff Park Advisors LLC | 67 | $4,915.4 | $11,032.89 | $6,117.49 | 124.46% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 3,659 | $268,210.42 | $599,051.48 | $330,841.06 | 123.35% |
W. Travis McKinney HB Wealth Management LLC | 115,929 | $10.11M | $17.8M | $7.69M | 76.04% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 1,611 | $263,527.38 | $265,283.37 | $1,755.99 | 0.67% |
Michelle McCarthy Vantage Financial Partners LLC | 96,098 | $10.93M | $14.75M | $3.83M | 35.01% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 6,416 | $473,991.58 | $1.05M | $571,046.5 | 120.48% |
Marc H. Stone Tyler-Stone Wealth Management | 12,756 | $1.14M | $1.96M | $821,069.4 | 72.21% |
Dalila Toledo Ascent Group LLC | 8,220 | $805,177.56 | $1.26M | $456,674.64 | 56.72% |
| EM Erin Mccann Simplicity Wealth LLC | 6,360 | $796,317.6 | $976,323.54 | $180,005.94 | 22.6% |
Patrick O'Connell Security Financial Services Inc. | 12,608 | $687,760.02 | $1.94M | $1.25M | 181.41% |