| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 35,178 | $3.01M | $3.84M | $828,252.87 | 27.55% |
Nicholas Shaheen FSA Advisors Inc. | 2,879 | $317,463 | $313,465.52 | -$3,997.48 | -1.26% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 22,465 | $2.02M | $2.45M | $430,250.31 | 21.32% |
Sam Sweitzer Anson Capital Inc. | 6,933 | $476,879.35 | $756,528.96 | $279,649.61 | 58.64% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 6,668 | $603,611.57 | $727,945.56 | $124,333.99 | 20.6% |
Seth Scher Matrix Private Capital Group LLC | 19,226 | $1.88M | $2.11M | $229,660.74 | 12.22% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 350 | $35,562.03 | $38,214.75 | $2,652.72 | 7.46% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 3,112 | $198,684.11 | $339,799.28 | $141,115.17 | 71.02% |
Derek Swedberg PACK Private Wealth LLC | 3,822 | $317,264.22 | $416,254.02 | $98,989.8 | 31.2% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 762 | $84,063.84 | $82,699.86 | -$1,363.98 | -1.62% |
Doug Peabody Stegner Investment Associates Inc. | 406,295 | $28.49M | $43.97M | $15.48M | 54.35% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 468 | $34,178.04 | $50,752.26 | $16,574.22 | 48.49% |
| DB Devin Blodgett Blodgett Wealth Advisors LLC | 4,350 | $361,093.5 | $474,628.5 | $113,535 | 31.44% |
M. Katherine Pieper Unionview LLC | 3,874 | $263,707.27 | $422,420.96 | $158,713.69 | 60.19% |
Katherine Saltonstall Sandy Cove Advisors LLC | 3,489 | $293,453.67 | $381,748.93 | $88,295.26 | 30.09% |
David Mailloux WealthCare Investment Partners LLC | 2,948 | $325,223.36 | $322,010.04 | -$3,213.32 | -0.99% |
Ryan Gough Perfromance Wealth Partners LLC | 2,316 | $255,501.12 | $252,397.68 | -$3,103.44 | -1.21% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 3,015 | $277,289.55 | $330,293.25 | $53,003.7 | 19.11% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 19,611 | $1.59M | $2.14M | $543,300.33 | 34.08% |
Caroline Jankowski Operose Advisors LLC | 10,769 | $868,373.39 | $1.17M | $298,017 | 34.32% |